How big is Curtis, Casteel & Palmer, PLLC's plan?

Curtis, Casteel & Palmer, PLLC's plan reported $106K in assets and 16 participants for 2022.

Original filing (PDF)20230928105511NAL0016283376001

Curtis, Casteel & Palmer, PLLC

Name: Curtis, Casteel & Palmer, PLLC — Curtis, Casteel &, Form 5500 (2022)
Creator: Curtis, Casteel & Palmer, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curtis, Casteel & Palmer 401(k) Plan

401(k) retirement plan · Curtis, Casteel & Palmer, PLLC's Curtis, Casteel & Palmer 401(k) Plan held $106K in plan assets for 16 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

Plan identifiers

Curtis, Casteel & Palmer, PLLC's EIN is 47-1463729.

EIN 47-1463729

Plan number 001

Plan year 2022

ACK ID 20230928105511NAL0016283376001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Curtis, Casteel & Palmer, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Curtis, Casteel & Palmer, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CURTIS, CASTEEL & PALMER, PLLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score