Kurtz Bros. Employee Stock Ownership Plan — Form 5500 plan (Kurtz Bros., Inc.)
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, Kurtz Bros. Employee Stock Ownership Plan is a benefit plan reported by Kurtz Bros., Inc. under EIN 25-0605470 and plan number 004. The latest loaded filing year is 2023. The filing reports 82 participants and $10,506,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kurtz Bros., Inc.
- EIN
- 25-0605470
- Plan number
- 004
- Plan type
- 2
- Location
- Clearfield, PA
- Latest filing year
- 2023
- Participants
- 82
- End-of-year plan assets
- $10,506,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | I | 20240814115802NAL0025455762001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,506,562
- Total liabilities (EOY)
- $3,400,402
- Net assets (EOY)
- $7,106,160
- Net assets (BOY)
- $5,792,203
Income & contributions
- Employer contributions
- $516,592
- Participant contributions
- $0
- Total income / additions
- $1,696,517
Expenses & distributions
- Benefits paid
- $190,084
- Administrative expenses
- $0
- Total expenses
- $382,560
- Net increase / (decrease)
- $1,313,957
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.