Plan5500

Kurt A Schlagel — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kurt A Schlagel (EIN 85-1785814) is a plan sponsor located in Grand Junction, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
85-1785814
Location
Grand Junction, CO
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kurt A Schlagel

  • 1 loaded plans hold $275K in reported assets.
  • The largest, Reliant Homes Investment Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$275KSummed across loaded plans$275,000
Total reported assets$275K$275,000
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$275K total assets
Net assets$275KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$11K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$11K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Reliant Homes Investment Plan
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Reliant Homes Investment Plan$275K
    Plan #001 · 1 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kurt A Schlagel. Open one for its full reported snapshot.

  1. 2023
    Reliant Homes Investment Plan1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kurt A Schlagel report on Form 5500?
Kurt A Schlagel (EIN 85-1785814) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kurt A Schlagel?
The Employer Identification Number (EIN) reported for Kurt A Schlagel is 85-1785814.
What is the latest Form 5500 filing year for Kurt A Schlagel?
The latest loaded Form 5500 filing year for Kurt A Schlagel is 2023.

Related Form 5500 pages