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, Kapur & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Kapur & Associates, Inc. under EIN 39-1420448 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $48,685,298 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,685,298
- Total liabilities (EOY)
- $966
- Net assets (EOY)
- $48,684,332
- Net assets (BOY)
- $38,989,407
Income & contributions
- Employer contributions
- $3,545,114
- Total contributions
- $4,140,000
- Total income / additions
- $11,686,330
Expenses & distributions
- Benefits paid
- $1,352,615
- Administrative expenses
- $638,790
- Total expenses
- $1,991,405
- Net increase / (decrease)
- $9,694,925