Curtis Contracting, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Curtis Contracting, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Curtis Contracting, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Curtis Contracting, Inc. under EIN 54-1325318 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $9,659,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curtis Contracting, Inc.
EIN
54-1325318
Plan number
001
Plan type
2
Location
West Point, VA
Latest filing year
2023
Participants
253
End-of-year plan assets
$9,659,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20250327143126NAL0017582241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,659,818
Total liabilities (EOY)
$2,036
Net assets (EOY)
$9,657,782
Net assets (BOY)
$7,811,692

Income & contributions

Employer contributions
$786,851
Participant contributions
$141,768
Total contributions
$928,619
Total income / additions
$2,358,052

Expenses & distributions

Benefits paid
$466,808
Administrative expenses
$39,066
Total expenses
$511,962
Net increase / (decrease)
$1,846,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Truist Investment ServicesPARTY IN INTEREST$38,891not reported in the loaded dataset2023

Related Form 5500 pages