2023 Form 5500 filing — Drs Kurtz And Kurtz Dds Pc Profit Sharing Plan

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 20240726152349NAL0016258481002) for Drs Kurtz And Kurtz Dds Pc Profit Sharing Plan, reported by Drs Kurtz And Kurtz Dds Pc under EIN 25-1630283 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,478,555
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726152349NAL0016258481002
Plan sponsor
Drs Kurtz And Kurtz Dds Pc
EIN
25-1630283
Plan number
001
Location
Martinsburg, PA
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)$6.5M total assets
Net assets$6.5MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$88.7K
Benefits paid / distributions$33.7K
Contributions
Employer$171.3K
Participant$58K
Full reported line items
Total assets (EOY)
$6,478,555
Net assets (EOY)
$6,478,555
Employer contributions
$171,339
Participant contributions
$57,963
Total income / additions
$1,199,104
Benefits paid
$33,678
Administrative expenses
$54,983
Total expenses
$88,661
Net increase / (decrease)
$1,110,443

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726152349NAL0016258481002 cover?
It is the 2023 Form 5500 filing for Drs Kurtz And Kurtz Dds Pc Profit Sharing Plan, reported by Drs Kurtz And Kurtz Dds Pc (EIN 25-1630283).
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