2023 Form 5500 filing — Kurtz Bros. Employee Stock Ownership 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 20240814115802NAL0025455762001) for Kurtz Bros. Employee Stock Ownership Plan, reported by Kurtz Bros., Inc. under EIN 25-0605470 and plan number 004. It reports 82 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240814115802NAL0025455762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kurtz Bros., Inc.
- EIN
- 25-0605470
- Plan number
- 004
- Location
- Clearfield, PA
- Participants
- 82
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,506,562
- Total liabilities (EOY)
- $3,400,402
- Net assets (EOY)
- $7,106,160
- Employer contributions
- $516,592
- Participant contributions
- $0
- Total income / additions
- $1,696,517
- Benefits paid
- $190,084
- Administrative expenses
- $0
- Total expenses
- $382,560
- Net increase / (decrease)
- $1,313,957
- Schedule source
- Schedule I