Kunz, Leigh And Associates — Form 5500 plan (Kunz, Leigh And Associates)

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, Kunz, Leigh And Associates is a benefit plan reported by Kunz, Leigh And Associates under EIN 38-3051652 and plan number 501. The latest loaded filing year is 2023. The filing reports 146 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants146Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Kunz, Leigh And Associates
EIN
38-3051652
Plan number
501
Plan type
2
Location
Okemos, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    146 participants · 2No schedules
    View filing →

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Kunz, Leigh And Associates?
Kunz, Leigh And Associates is reported as sponsored by Kunz, Leigh And Associates (EIN 38-3051652, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kunz, Leigh And Associates?
The latest Form 5500 filing year loaded for Kunz, Leigh And Associates is 2023.
How many participants does Kunz, Leigh And Associates report?
Kunz, Leigh And Associates reports 146 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kunz, Leigh And Associates?
End-of-year plan assets for Kunz, Leigh And Associates are not reported in the loaded dataset.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages