Plain-English plan 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, Kunzler & Company, Inc. Profit Sharing Plan is a benefit plan reported by Kunzler & Company, Inc. under EIN 23-0780130 and plan number 001. The latest loaded filing year is 2023. The filing reports 585 participants and $39,740,618 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,740,618
- Total liabilities (EOY)
- $1,620
- Net assets (EOY)
- $39,738,998
- Net assets (BOY)
- $35,334,684
Income & contributions
- Employer contributions
- $1,000,963
- Participant contributions
- $1,515,632
- Total contributions
- $2,516,595
- Total income / additions
- $8,733,902
Expenses & distributions
- Benefits paid
- $4,194,916
- Administrative expenses
- $122,615
- Total expenses
- $4,329,588
- Net increase / (decrease)
- $4,404,314