Plan5500

Kurz America Employees Pension Plan — Form 5500 plan (Kurz Transfer Products, L.P.)

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, Kurz America Employees Pension Plan is a benefit plan reported by Kurz Transfer Products, L.P. under EIN 23-2677477 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $4,738,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kurz Transfer Products, L.P.
EIN
23-2677477
Plan number
001
Plan type
2
Location
Huntersville, NC
Latest filing year
2023
Participants
104
End-of-year plan assets
$4,738,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20240926085922NAL0000259683002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,738,563
Net assets (EOY)
$4,738,563
Net assets (BOY)
$4,183,768

Income & contributions

Employer contributions
$600,000
Total contributions
$600,000
Total income / additions
$735,131

Expenses & distributions

Benefits paid
$179,448
Administrative expenses
$888
Total expenses
$180,336
Net increase / (decrease)
$554,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dorsa Consulting Services, Inc.NONE$2,136$02023
Voya Life Insurance & AnnuitySERVICE PROVIDER$888$02023

Related Form 5500 pages