2023 Form 5500 filing — Kurz America Employees Pension 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 20240926085922NAL0000259683002) for Kurz America Employees Pension Plan, reported by Kurz Transfer Products, L.P. under EIN 23-2677477 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926085922NAL0000259683002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kurz Transfer Products, L.P.
- EIN
- 23-2677477
- Plan number
- 001
- Location
- Huntersville, NC
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,738,563
- Net assets (EOY)
- $4,738,563
- Employer contributions
- $600,000
- Total income / additions
- $735,131
- Benefits paid
- $179,448
- Administrative expenses
- $888
- Total expenses
- $180,336
- Net increase / (decrease)
- $554,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dorsa Consulting Services, Inc. | NONE | $2,136 | $0 |
| Voya Life Insurance & Annuity | SERVICE PROVIDER | $888 | $0 |