KURTZ BROS,. INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KURTZ BROS., INC. RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : KURTZ BROS., INC. RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-02-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-02-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-14 | 875379 |
| Net assets as of the end of the plan year | 2025-02-14 | 5469360 |
| Total assets as of the beginning of the plan year | 2025-02-14 | 5321271 |
| Value of plan covered by a fidelity bond | 2025-02-14 | 1000000 |
| Participant contributions to plan in this plan year | 2025-02-14 | 267112 |
| Other expenses paid from plan in this plan year | 2025-02-14 | 0 |
| Other contributions to plan in this plan year | 2025-02-14 | 0 |
| Other income to plan in this plan year | 2025-02-14 | 693441 |
| Plan net income in this plan year | 2025-02-14 | 148089 |
| Net assets as of the end of the plan year | 2025-02-14 | 5469360 |
| Net assets as of the beginning of the plan year | 2025-02-14 | 5321271 |
| Employer contributions to plan in this plan year | 2025-02-14 | 62915 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-14 | 26182 |
| 2024 : KURTZ BROS., INC. RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-02-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-02-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-02-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-02 | 585745 |
| Net assets as of the end of the plan year | 2024-02-02 | 5321271 |
| Total assets as of the beginning of the plan year | 2024-02-02 | 4921269 |
| Value of plan covered by a fidelity bond | 2024-02-02 | 1000000 |
| Participant contributions to plan in this plan year | 2024-02-02 | 258862 |
| Other expenses paid from plan in this plan year | 2024-02-02 | 0 |
| Other contributions to plan in this plan year | 2024-02-02 | 0 |
| Other income to plan in this plan year | 2024-02-02 | 726885 |
| Plan net income in this plan year | 2024-02-02 | 400002 |
| Net assets as of the end of the plan year | 2024-02-02 | 5321271 |
| Net assets as of the beginning of the plan year | 2024-02-02 | 4921269 |
| Value of contributions failed to transmitted timely | 2024-02-02 | 192 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-02 | 24596 |
| 2022 : KURTZ BROS., INC. RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-19 | 187167 |
| Net assets as of the end of the plan year | 2022-05-19 | 5451230 |
| Total assets as of the beginning of the plan year | 2022-05-19 | 4749652 |
| Value of plan covered by a fidelity bond | 2022-05-19 | 1000000 |
| Participant contributions to plan in this plan year | 2022-05-19 | 191362 |
| Other expenses paid from plan in this plan year | 2022-05-19 | 0 |
| Other contributions to plan in this plan year | 2022-05-19 | 31851 |
| Other income to plan in this plan year | 2022-05-19 | 646285 |
| Plan net income in this plan year | 2022-05-19 | 701578 |
| Net assets as of the end of the plan year | 2022-05-19 | 5451230 |
| Net assets as of the beginning of the plan year | 2022-05-19 | 4749652 |
| Employer contributions to plan in this plan year | 2022-05-19 | 19247 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-19 | 783 |
