2023 Form 5500 filing — Kurtz Bros., Inc. 401(K) Profit Sharing & Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008113108NAL0009592787001) for Kurtz Bros., Inc. 401(K) Profit Sharing & Retirement Plan, reported by Kurtz Bros., Inc. under EIN 34-1152347 and plan number 001. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113108NAL0009592787001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Kurtz Bros., Inc.
- EIN
- 34-1152347
- Plan number
- 001
- Location
- Independence, OH
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,354,464
- Total liabilities (EOY)
- $34,979
- Net assets (EOY)
- $21,319,485
- Employer contributions
- $517,273
- Participant contributions
- $1,367,809
- Total income / additions
- $5,296,133
- Benefits paid
- $1,950,963
- Administrative expenses
- $99,595
- Total expenses
- $2,082,689
- Net increase / (decrease)
- $3,213,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | RECORDKEEPER | $61,750 | $0 |
| Cohen & Company, Ltd | NONE | $22,000 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services, Inc. | OTHER | $15,625 | $0 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $35 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |