Original filing (PDF)20251011092535NAL0008434641001

CRAIG P. CURCIO ESQ

Name: CRAIG P. CURCIO ESQ — CRAIG P. CURCIO ESQ EMPLOYEES 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CRAIG P. CURCIO ESQ

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRAIG P. CURCIO ESQ.

Plan sponsor

Name

CRAIG P. CURCIO ESQ

EIN

06-1545992

Address

384 CRYSTAL RUN RD STE 202 · MIDDLETOWN, NY · 109414073

Phone

(845) 692-7000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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