Kappler, Inc. Employee Stock Ownership Plan — Form 5500 plan (Kappler, 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, Kappler, Inc. Employee Stock Ownership Plan is a benefit plan reported by Kappler, Inc. under EIN 63-0943684 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $524,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kappler, Inc.
EIN
63-0943684
Plan number
002
Plan type
2
Location
Guntersville, AL
Latest filing year
2023
Participants
158
End-of-year plan assets
$524,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H20240809134342NAL0011145984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$524,432
Total liabilities (EOY)
$0
Net assets (EOY)
$524,432
Net assets (BOY)
$683,784

Income & contributions

Total contributions
$0
Total income / additions
$2,876

Expenses & distributions

Benefits paid
$160,089
Administrative expenses
$2,139
Total expenses
$162,228
Net increase / (decrease)
-$159,352

Service provider compensation (Schedule C)

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

Related Form 5500 pages