Original filing (PDF)20251015172350NAL0006907808001

KURTZ HOMES NAPLES, LLC

Name: KURTZ HOMES NAPLES, LLC — KURTZ HOMES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KURTZ HOMES NAPLES, LLC

Form 5500-SF

FILING_RECEIVED

KURTZ HOMES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KURTZ HOMES NAPLES, LLC.

Plan sponsor

Name

KURTZ HOMES NAPLES, LLC

EIN

27-4826970

Address

111 10TH ST SOUTH STE 304 · NAPLES, FL · 34102

Phone

(239) 594-1501

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

BLF, INC.

BLF, INC. PROFIT SHARING PLAN

$2.6M · 94 participants

BARTELT INC.

BARTELT, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 36 participants

WASATCH FRONT RESTORATION, LLC

WASATCH FRONT RESTORATION 401(K) PLAN

$2.6M · 219 participants

A. E. HARTH, INC.

HARTH BUILDERS 401(K) PROFIT SHARING PLAN

$2.6M · 83 participants

ENGERMAN CONTRACTING, INC.

ENGERMAN CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 4 participants