Curtis Instruments, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Curtis Instruments, INC.
  • Sponsor EIN: 131933394
  • Sponsor Address: 200 KISCO AVENUE, MOUNT KISCO, NY, 10549
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 314
  • Total Assets: $15.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023314$15.8M$539,180$453,311
2022274$14.0M$443,544$415,500

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