Kulzer, LLC 401(K) Savings And Profit Sharing Plan — Form 5500 plan (Kulzer, LLC)

Plain-English plan 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, Kulzer, LLC 401(K) Savings And Profit Sharing Plan is a benefit plan reported by Kulzer, LLC under EIN 26-3565526 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $16,363,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kulzer, LLC
EIN
26-3565526
Plan number
001
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
184
End-of-year plan assets
$16,363,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241007080955NAL0025726000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,363,095
Total liabilities (EOY)
$0
Net assets (EOY)
$16,363,095
Net assets (BOY)
$14,029,925

Income & contributions

Employer contributions
$495,944
Participant contributions
$737,462
Total contributions
$1,263,578
Total income / additions
$3,502,450

Expenses & distributions

Benefits paid
$1,162,825
Administrative expenses
$6,455
Total expenses
$1,169,280
Net increase / (decrease)
$2,333,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Standard Financial GroupNONE$48,547not reported in the loaded dataset2023

Related Form 5500 pages