Kurz America Employees' Cash-Deferred Arrangement — Form 5500 plan (Kurz Transfer Products, Lp)

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' Cash-Deferred Arrangement is a benefit plan reported by Kurz Transfer Products, Lp under EIN 23-2677477 and plan number 002. The latest loaded filing year is 2023. The filing reports 441 participants and $26,969,801 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kurz Transfer Products, Lp
EIN
23-2677477
Plan number
002
Plan type
2
Location
Huntersville, NC
Latest filing year
2023
Participants
441
End-of-year plan assets
$26,969,801

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20241001084559NAL0003141699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,969,801
Total liabilities (EOY)
$0
Net assets (EOY)
$26,969,801
Net assets (BOY)
$23,291,010

Income & contributions

Employer contributions
$758,707
Participant contributions
$1,733,350
Total contributions
$2,563,905
Total income / additions
$6,333,670

Expenses & distributions

Benefits paid
$2,624,277
Administrative expenses
$30,602
Total expenses
$2,654,879
Net increase / (decrease)
$3,678,791

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$28,410$02023

Related Form 5500 pages