2023 Form 5500 filing — Kurtz And Hornak Profit Sharing Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240220160058NAL0000963313001) for Kurtz And Hornak Profit Sharing Trust, reported by Kurtz And Hornak, P.A. under EIN 22-2758074 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,129,838
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240220160058NAL0000963313001
Plan sponsor
Kurtz And Hornak, P.A.
EIN
22-2758074
Plan number
001
Location
Cranford, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$133.5K
Total expenses$26K
Benefits paid / distributions$20.9K
Full reported line items
Total assets (EOY)
$1,129,838
Net assets (EOY)
$1,129,838
Total income / additions
$133,520
Benefits paid
$20,938
Administrative expenses
$5,036
Total expenses
$25,974
Net increase / (decrease)
$107,546

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240220160058NAL0000963313001 cover?
It is the 2023 Form 5500 filing for Kurtz And Hornak Profit Sharing Trust, reported by Kurtz And Hornak, P.A. (EIN 22-2758074).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages