Retirement plan

CRAIG P. CURCIO ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST

Name: CRAIG P. CURCIO, ESQ - CRAIG P. CURCIO ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: CRAIG P. CURCIO, ESQ
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAIG P. CURCIO ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST, CRAIG P. CURCIO, ESQ

CRAIG P. CURCIO, ESQEIN 06-1545992Plan #002PY 2023

384 CRYSTAL RUN RD STE 202 - MIDDLETOWN, NY 109414073845-692-7000LinkedIn1-10 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+26.9% from 2022

Total participants

0.0% from 2022

Average account balance

$217,504

+26.9% from 2022

Annual return

18.61%

+35.58 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$187K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.72%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$17992

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$217,504

$148,629+46.3%

$135,982+60.0%

$139,487+55.9%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

18.61%

79.33%-60.7pp

68.32%-49.7pp

373.84%-355.2pp

Employer contribution / active EE

$9,047

$5,247+72.4%

$4,859+86.2%

$4,755+90.3%

Participant deferral / active EE

$6,748

$8,102-16.7%

$7,760-13.0%

$6,713+0.5%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,407-100.0%

CRAIG P. CURCIO ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CRAIG P. CURCIO ESQ. EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion