Kappler, Inc. Employee Stock Ownership Plan — Form 5500 plan (Kappler, Inc.)

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, Kappler, Inc. Employee Stock Ownership Plan is a benefit plan reported by Kappler, Inc. under EIN 63-0943684 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $524,432 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$524.4KPlan net assets, end of year$524,432
Participants158Covered participants reported
Assets / participant$3.3KComputed: assets ÷ participants$3,319 (computed)
Provider compensationNone reported
Plan sponsor
Kappler, Inc.
EIN
63-0943684
Plan number
002
Plan type
2
Location
Guntersville, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H20240809134342NAL0011145984001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$524.4K total assets
Net assets$524.4KLiabilities$0
Money in vs. money out
Total income / additions$2.9K
Total expenses$162.2K
Benefits paid / distributions$160.1K
Full reported line items

Net assets

Total assets (EOY)
$524,432
Total liabilities (EOY)
$0
Net assets (EOY)
$524,432
Net assets (BOY)
$683,784

Income & contributions

Total contributions
$0
Total income / additions
$2,876

Expenses & distributions

Benefits paid
$160,089
Administrative expenses
$2,139
Total expenses
$162,228
Net increase / (decrease)
-$159,352
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets31%Computed ratio
Benefits paid ÷ total income5566%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages