401k Plan data: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST plan

EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

EDWARD KURTH & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: EDWARD KURTH & SONS, INC.

Employer identification number (EIN): 222205717

NAIC Classification: 332400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KATHLEEN STETTER 2024-07-09
001 2022-01-01 ANDREW KURTH 2023-08-21
001 2021-01-01 ANDREW KURTH 2022-08-29
001 2020-01-01 ANDREW KURTH 2021-07-28
001 2019-01-01 ANDREW KURTH 2020-07-29
001 2018-01-01 ANDREW KURTH 2019-06-28
001 2017-01-01 ANDREW L. KURTH
001 2016-01-01 ANDREW L. KURTH
001 2015-01-01 ANDREW L. KURTH
001 2014-01-01 ANDREW L. KURTH 2015-07-14
001 2013-01-01 ANDREW L. KURTH 2014-07-15
001 2012-01-01 EDWARD KURTH SONS INC
001 2011-01-01 ANDREW L. KURTH 2012-07-25
001 2010-01-01 ANDREW L. KURTH 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	KATHLEEN STETTER	2024-07-09
001	2022-01-01	ANDREW KURTH	2023-08-21
001	2021-01-01	ANDREW KURTH	2022-08-29
001	2020-01-01	ANDREW KURTH	2021-07-28
001	2019-01-01	ANDREW KURTH	2020-07-29
001	2018-01-01	ANDREW KURTH	2019-06-28
001	2017-01-01	ANDREW L. KURTH
001	2016-01-01	ANDREW L. KURTH
001	2015-01-01	ANDREW L. KURTH
001	2014-01-01	ANDREW L. KURTH	2015-07-14
001	2013-01-01	ANDREW L. KURTH	2014-07-15
001	2012-01-01	EDWARD KURTH SONS INC
001	2011-01-01	ANDREW L. KURTH	2012-07-25
001	2010-01-01	ANDREW L. KURTH	2011-10-13

Plan Statistics for EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 29
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 31
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 30
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2012: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	29
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	31
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	30
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2012: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2017 : EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$604,090
Expenses. Total of all expenses incurred	2017-12-31	$89,616
Benefits paid (including direct rollovers)	2017-12-31	$66,173
Total plan assets at end of year	2017-12-31	$4,948,836
Total plan assets at beginning of year	2017-12-31	$4,434,362
Value of fidelity bond covering the plan	2017-12-31	$600,000
Total contributions received or receivable from participants	2017-12-31	$116,125
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$487,965
Net income (gross income less expenses)	2017-12-31	$514,474
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,948,836
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,434,362
Assets. Value of participant loans	2017-12-31	$145,986
Total contributions received or receivable from employer(s)	2017-12-31	$0
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	$23,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$448,676
Expenses. Total of all expenses incurred	2016-12-31	$758,509
Benefits paid (including direct rollovers)	2016-12-31	$734,879
Total plan assets at end of year	2016-12-31	$4,434,362
Total plan assets at beginning of year	2016-12-31	$4,744,195
Value of fidelity bond covering the plan	2016-12-31	$600,000
Total contributions received or receivable from participants	2016-12-31	$118,320
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$26,387
Other income received	2016-12-31	$303,969
Net income (gross income less expenses)	2016-12-31	$-309,833
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,434,362
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,744,195
Assets. Value of participant loans	2016-12-31	$136,023
Total contributions received or receivable from employer(s)	2016-12-31	$0
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	$23,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$106,810
Expenses. Total of all expenses incurred	2015-12-31	$71,060
Benefits paid (including direct rollovers)	2015-12-31	$47,058
Total plan assets at end of year	2015-12-31	$4,744,195
Total plan assets at beginning of year	2015-12-31	$4,708,445
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$127,283
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-20,473
Net income (gross income less expenses)	2015-12-31	$35,750
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,744,195
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,708,445
Assets. Value of participant loans	2015-12-31	$147,452
Total contributions received or receivable from employer(s)	2015-12-31	$0
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	$24,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2012 : EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$525,606
Expenses. Total of all expenses incurred	2012-12-31	$260,886
Benefits paid (including direct rollovers)	2012-12-31	$241,307
Total plan assets at end of year	2012-12-31	$4,019,286
Total plan assets at beginning of year	2012-12-31	$3,754,566
Value of fidelity bond covering the plan	2012-12-31	$475,000
Total contributions received or receivable from participants	2012-12-31	$145,911
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$379,695
Net income (gross income less expenses)	2012-12-31	$264,720
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,019,286
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,754,566
Assets. Value of participant loans	2012-12-31	$125,387
Total contributions received or receivable from employer(s)	2012-12-31	$0
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	$19,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST

2017: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD KURTH & SONS INC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD KURTH & SONS, INC.
Employer identification number (EIN):	222205717
NAIC Classification:	332400