Kurtz Bros., Inc. 401(K) Profit Sharing & Retirement 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., Inc. 401(K) Profit Sharing & Retirement Plan is a benefit plan reported by Kurtz Bros., Inc. under EIN 34-1152347 and plan number 001. The latest loaded filing year is 2023. The filing reports 501 participants and $21,354,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kurtz Bros., Inc.
- EIN
- 34-1152347
- Plan number
- 001
- Plan type
- 3
- Location
- Independence, OH
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $21,354,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20241008113108NAL0009592787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,354,464
- Total liabilities (EOY)
- $34,979
- Net assets (EOY)
- $21,319,485
- Net assets (BOY)
- $18,106,041
Income & contributions
- Employer contributions
- $517,273
- Participant contributions
- $1,367,809
- Total contributions
- $1,934,597
- Total income / additions
- $5,296,133
Expenses & distributions
- Benefits paid
- $1,950,963
- Administrative expenses
- $99,595
- Total expenses
- $2,082,689
- Net increase / (decrease)
- $3,213,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | RECORDKEEPER | $61,750 | $0 | 2023 |
| Cohen & Company, Ltd | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services, Inc. | OTHER | $15,625 | $0 | 2023 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $35 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kurtz Bros., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Independence, OH
- Voya Retirement Insurance And Annui — Schedule C compensation
- Cohen & Company, Ltd — Schedule C compensation
- Cbiz Benefits & Ins Services, Inc. — Schedule C compensation
- Cbiz Investment Advisory Services L — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation