401k Plan data: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN plan

CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

CURTIS FAMILY VENTURES LLC has sponsored the creation of one or more 401k plans.

Company Name: CURTIS FAMILY VENTURES LLC

Employer identification number (EIN): 853232239

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01

Plan Statistics for CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Total of all active and inactive participants 2022-01-01 2
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
2021: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2

Measure	Date	Value
2022: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Total of all active and inactive participants	2022-01-01	2
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
2021: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2

Financial Data on CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,319,842
Expenses. Total of all expenses incurred	2022-12-31	$194,661
Benefits paid (including direct rollovers)	2022-12-31	$120,000
Total plan assets at end of year	2022-12-31	$5,750,645
Total plan assets at beginning of year	2022-12-31	$7,265,148
Expenses. Other expenses not covered elsewhere	2022-12-31	$74,661
Other income received	2022-12-31	$-1,319,842
Net income (gross income less expenses)	2022-12-31	$-1,514,503
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,750,645
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,265,148
2021 : CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,947,967
Expenses. Total of all expenses incurred	2021-12-31	$146,814
Benefits paid (including direct rollovers)	2021-12-31	$90,000
Total plan assets at end of year	2021-12-31	$7,265,148
Total plan assets at beginning of year	2021-12-31	$4,463,995
Expenses. Other expenses not covered elsewhere	2021-12-31	$56,814
Contributions received from other sources (not participants or employers)	2021-12-31	$2,083,024
Other income received	2021-12-31	$864,943
Net income (gross income less expenses)	2021-12-31	$2,801,153
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$7,265,148
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,463,995
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$807,648
Expenses. Total of all expenses incurred	2020-12-31	$99,066
Benefits paid (including direct rollovers)	2020-12-31	$80,000
Total plan assets at end of year	2020-12-31	$4,463,995
Total plan assets at beginning of year	2020-12-31	$3,755,413
Total contributions received or receivable from participants	2020-12-31	$52,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$19,066
Other income received	2020-12-31	$751,448
Net income (gross income less expenses)	2020-12-31	$708,582
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,463,995
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,755,413
Total contributions received or receivable from employer(s)	2020-12-31	$4,200
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0

Form 5500 Responses for CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN

2022: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CURTIS FAMILY VENTURES LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CURTIS FAMILY CLINIC, LLC 401(K) PLAN [EIN = 462969203]

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Company Name:	CURTIS FAMILY VENTURES LLC
Employer identification number (EIN):	853232239
NAIC Classification:	621210
NAIC Description:	Offices of Dentists