Curtis Green And Clay Green 401(K) Plan — Form 5500 plan (Curtis Green And Clay Green 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 Green And Clay Green 401(K) Plan is a benefit plan reported by Curtis Green And Clay Green Inc under EIN 61-0709411 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $9,470,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curtis Green And Clay Green Inc
- EIN
- 61-0709411
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $9,470,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20250326105000NAL0015791009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,470,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,470,617
- Net assets (BOY)
- $7,125,922
Income & contributions
- Employer contributions
- $80,096
- Participant contributions
- $1,094,347
- Total contributions
- $1,174,443
- Total income / additions
- $2,713,861
Expenses & distributions
- Benefits paid
- $255,102
- Administrative expenses
- $84,836
- Total expenses
- $369,166
- Net increase / (decrease)
- $2,344,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $56,376 | $0 | 2023 |
| One Digital Investment Advisors | NONE | $26,300 | not reported in the loaded dataset | 2023 |