KURTZ BROS,. INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $3,400,402 |
| Total plan liabilities at beginning of year | 2023-12-31 | $3,724,518 |
| Total income from all sources | 2023-12-31 | $1,696,517 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $382,560 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $190,084 |
| Total plan assets at end of year | 2023-12-31 | $10,506,562 |
| Total plan assets at beginning of year | 2023-12-31 | $9,516,721 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $192,476 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,179,925 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,313,957 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,106,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,792,203 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2023-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2023-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $9,989,970 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $3,724,518 |
| Total plan liabilities at beginning of year | 2022-12-31 | $4,030,288 |
| Total income from all sources | 2022-12-31 | $2,154,116 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $498,378 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $287,556 |
| Total plan assets at end of year | 2022-12-31 | $9,516,721 |
| Total plan assets at beginning of year | 2022-12-31 | $8,166,753 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $210,822 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $1,637,524 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $1,655,738 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,792,203 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,136,465 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2022-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $9,000,129 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $4,030,288 |
| Total plan liabilities at beginning of year | 2021-12-31 | $4,318,750 |
| Total income from all sources | 2021-12-31 | $1,172,469 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $434,357 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $206,228 |
| Total plan assets at end of year | 2021-12-31 | $8,166,753 |
| Total plan assets at beginning of year | 2021-12-31 | $7,717,103 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $228,129 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $655,877 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $738,112 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,136,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,398,353 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2021-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2021-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $7,650,161 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $206,228 |
| 2020 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $4,318,750 |
| Total plan liabilities at beginning of year | 2020-12-31 | $4,590,884 |
| Total income from all sources | 2020-12-31 | $660,067 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $522,218 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $277,760 |
| Total plan assets at end of year | 2020-12-31 | $7,717,103 |
| Total plan assets at beginning of year | 2020-12-31 | $7,851,388 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $244,458 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $143,475 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $137,849 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,398,353 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,260,504 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $7,200,511 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $277,760 |
| 2019 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $4,590,884 |
| Total plan liabilities at beginning of year | 2019-12-31 | $4,847,614 |
| Total income from all sources | 2019-12-31 | $1,142,514 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $616,197 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $356,336 |
| Total plan assets at end of year | 2019-12-31 | $7,851,388 |
| Total plan assets at beginning of year | 2019-12-31 | $7,581,801 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $259,861 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $625,922 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $526,317 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,260,504 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,734,187 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2019-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
| Assets. Value of employer securities | 2019-12-31 | $7,334,796 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $356,336 |
| 2018 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $-6,274 |
| Total plan liabilities at end of year | 2018-12-31 | $4,847,614 |
| Total plan liabilities at beginning of year | 2018-12-31 | $5,089,813 |
| Total income from all sources | 2018-12-31 | $875,392 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $446,856 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $172,463 |
| Total plan assets at end of year | 2018-12-31 | $7,581,801 |
| Total plan assets at beginning of year | 2018-12-31 | $7,401,738 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $274,393 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $358,800 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $428,536 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,734,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,311,925 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2018-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2018-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
| Assets. Value of employer securities | 2018-12-31 | $7,065,209 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $178,737 |
| 2017 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $-7,732 |
| Total plan liabilities at end of year | 2017-12-31 | $5,089,813 |
| Total plan liabilities at beginning of year | 2017-12-31 | $5,318,301 |
| Total income from all sources | 2017-12-31 | $-21,565 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $506,923 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $218,820 |
| Total plan assets at end of year | 2017-12-31 | $7,401,738 |
| Total plan assets at beginning of year | 2017-12-31 | $8,166,446 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $288,103 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $-538,157 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-528,488 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,311,925 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,848,145 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2017-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2017-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $6,885,146 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $218,820 |
| 2016 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $-20,982 |
| Total plan liabilities at end of year | 2016-12-31 | $5,318,301 |
| Total plan liabilities at beginning of year | 2016-12-31 | $5,533,857 |
| Total income from all sources | 2016-12-31 | $1,128,832 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $442,174 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $141,138 |
| Total plan assets at end of year | 2016-12-31 | $8,166,446 |
| Total plan assets at beginning of year | 2016-12-31 | $7,716,326 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $301,036 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $612,240 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $686,658 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,848,145 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,182,469 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2016-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2016-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $0 |
| Assets. Value of employer securities | 2016-12-31 | $7,649,854 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $162,113 |
| 2015 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $-24,695 |
| Total plan liabilities at end of year | 2015-12-31 | $5,533,857 |
| Total plan liabilities at beginning of year | 2015-12-31 | $5,737,211 |
| Total income from all sources | 2015-12-31 | $1,125,775 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $448,344 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $135,107 |
| Total plan assets at end of year | 2015-12-31 | $7,716,326 |
| Total plan assets at beginning of year | 2015-12-31 | $7,266,944 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $313,237 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $609,183 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $677,431 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,182,469 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,529,733 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $7,199,734 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $159,801 |
| 2014 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $5,604,307 |
| Total plan liabilities at beginning of year | 2014-12-31 | $5,929,075 |
| Total income from all sources | 2014-12-31 | $676,425 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $576,167 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $384,323 |
| Total plan assets at end of year | 2014-12-31 | $7,266,944 |
| Total plan assets at beginning of year | 2014-12-31 | $7,491,454 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $191,844 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $159,833 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $100,258 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,662,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,562,379 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
| Assets. Value of employer securities | 2014-12-31 | $6,750,352 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $384,323 |
| 2013 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $5,929,075 |
| Total plan liabilities at beginning of year | 2013-12-31 | $6,110,040 |
| Total income from all sources | 2013-12-31 | $586,952 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $496,229 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $160,602 |
| Total plan assets at end of year | 2013-12-31 | $7,491,454 |
| Total plan assets at beginning of year | 2013-12-31 | $7,581,696 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $335,627 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $70,340 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $90,723 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,562,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,471,656 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $6,974,842 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $516,612 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $6,110,040 |
| Total plan liabilities at beginning of year | 2012-12-31 | $6,133,134 |
| Total income from all sources | 2012-12-31 | $296,378 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $498,172 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $152,321 |
| Total plan assets at end of year | 2012-12-31 | $7,581,696 |
| Total plan assets at beginning of year | 2012-12-31 | $7,806,584 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $345,851 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $-220,214 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-201,794 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,471,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,673,450 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $7,065,104 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $516,592 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $6,133,134 |
| Total plan liabilities at beginning of year | 2011-12-31 | $6,291,007 |
| Total income from all sources | 2011-12-31 | $687,661 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $529,645 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $170,926 |
| Total plan assets at end of year | 2011-12-31 | $7,806,584 |
| Total plan assets at beginning of year | 2011-12-31 | $7,806,441 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $358,719 |
| Other income received | 2011-12-31 | $171,069 |
| Net income (gross income less expenses) | 2011-12-31 | $158,016 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,673,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,515,434 |
| Assets. Value of employer securities | 2011-12-31 | $7,289,992 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $516,592 |
| 2010 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $6,291,007 |
| Total plan liabilities at beginning of year | 2010-12-31 | $6,439,407 |
| Total income from all sources | 2010-12-31 | $1,209,347 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $520,666 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $152,474 |
| Total plan assets at end of year | 2010-12-31 | $7,806,441 |
| Total plan assets at beginning of year | 2010-12-31 | $7,266,160 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $368,192 |
| Other income received | 2010-12-31 | $692,755 |
| Net income (gross income less expenses) | 2010-12-31 | $688,681 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,515,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $826,753 |
| Assets. Value of employer securities | 2010-12-31 | $7,289,849 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $516,592 |
| 2009 : KURTZ BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
