2023 Form 5500 filing — Kapur & Associates, Inc. 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 20250715153944NAL0002384529001) for Kapur & Associates, Inc. Employee Stock Ownership Plan, reported by Kapur & Associates, Inc. under EIN 39-1420448 and plan number 002. It reports 224 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)$48.7MReported net assets$48,684,332
Participants224
Provider compensation$50K1 Schedule C row(s)$50,000
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715153944NAL0002384529001
Plan sponsor
Kapur & Associates, Inc.
EIN
39-1420448
Plan number
002
Location
Milwaukee, WI
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)$48.7M total assets
Net assets$48.7MLiabilities$966
Money in vs. money out
Total income / additions$11.7M
Total expenses$2M
Benefits paid / distributions$1.4M
Contributions
Employer$3.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$48,685,298
Total liabilities (EOY)
$966
Net assets (EOY)
$48,684,332
Employer contributions
$3,545,114
Total income / additions
$11,686,330
Benefits paid
$1,352,615
Administrative expenses
$638,790
Total expenses
$1,991,405
Net increase / (decrease)
$9,694,925
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $50K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715153944NAL0002384529001 cover?
It is the 2023 Form 5500 filing for Kapur & Associates, Inc. Employee Stock Ownership Plan, reported by Kapur & Associates, Inc. (EIN 39-1420448).
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