2023 Form 5500 filing — Kulzer, LLC 401(K) Savings And 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 20241007080955NAL0025726000001) for Kulzer, LLC 401(K) Savings And Profit Sharing Plan, reported by Kulzer, LLC under EIN 26-3565526 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007080955NAL0025726000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kulzer, LLC
- EIN
- 26-3565526
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,363,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,363,095
- Employer contributions
- $495,944
- Participant contributions
- $737,462
- Total income / additions
- $3,502,450
- Benefits paid
- $1,162,825
- Administrative expenses
- $6,455
- Total expenses
- $1,169,280
- Net increase / (decrease)
- $2,333,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standard Financial Group | NONE | $48,547 | not reported in the loaded dataset |