2023 Form 5500 filing — Kocsis Bros. Machine Co. Employees' Profit Sharing & Savi

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 20241015073155NAL0028935361001) for Kocsis Bros. Machine Co. Employees' Profit Sharing & Savi, reported by Kocsis Brothers Machine Co. under EIN 36-2643939 and plan number 003. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,094,021
Participants138
Provider compensation$21K2 Schedule C row(s)$21,026
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015073155NAL0028935361001
Plan sponsor
Kocsis Brothers Machine Co.
EIN
36-2643939
Plan number
003
Location
Alsip, IL
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$315K
Benefits paid / distributions$294K
Contributions
Employer$47.5K
Participant$440.8K
Full reported line items
Total assets (EOY)
$7,094,021
Total liabilities (EOY)
$0
Net assets (EOY)
$7,094,021
Employer contributions
$47,546
Participant contributions
$440,787
Total income / additions
$1,399,773
Benefits paid
$293,991
Administrative expenses
$21,027
Total expenses
$315,018
Net increase / (decrease)
$1,084,755
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $18.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015073155NAL0028935361001 cover?
It is the 2023 Form 5500 filing for Kocsis Bros. Machine Co. Employees' Profit Sharing & Savi, reported by Kocsis Brothers Machine Co. (EIN 36-2643939).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages