2023 Form 5500 filing — Kuzy Restoration Incorporated Retirement 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 20241007130934NAL0015208289001) for Kuzy Restoration Incorporated Retirement Plan, reported by Kuzy Restoration Incorporated under EIN 47-1022530 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$566.7KReported net assets$566,679
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007130934NAL0015208289001
Plan sponsor
Kuzy Restoration Incorporated
EIN
47-1022530
Plan number
001
Location
Chapel Hill, NC
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)$566.7K total assets
Net assets$566.7KLiabilities
Money in vs. money out
Total income / additions$797.1K
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$41.7K
Participant$60.2K
Full reported line items
Total assets (EOY)
$566,679
Net assets (EOY)
$566,679
Employer contributions
$41,725
Participant contributions
$60,159
Total income / additions
$797,120
Benefits paid
$1,653,223
Administrative expenses
$7,510
Total expenses
$1,660,733
Net increase / (decrease)
-$863,613

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007130934NAL0015208289001 cover?
It is the 2023 Form 5500 filing for Kuzy Restoration Incorporated Retirement Plan, reported by Kuzy Restoration Incorporated (EIN 47-1022530).
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