Civic Intelligence

KURTZ BROS,. INC. ESOP

Plan context: Kurtz Bros. Inc. Retirement Savings Plan

EIN 25-0605470 • Clearfield, PA • 56 filings • 11 plans

400 Reed StPO Box 392Clearfield, PA 16830-2540
Current Snapshot

Latest Year

2025

2025 Participants

79

2025 Assets

$6,340,073

2025 Contributions

$353,031

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$16,336,050$8,168,025$0200020132025YearValue
$6,340,073Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

148740199920122025YearValue
79Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025179$6,340,073$353,031$4,469iApproximate average salary by contribution assumption: employee only about $111,719 at 4% or $74,479 at 6%; with 50% employer match about $74,479 at 4% or $49,653 at 6%; with 100% employer match about $55,859 at 4% or $37,240 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-79$6,340,073$353,031$4,469iApproximate average salary by contribution assumption: employee only about $111,719 at 4% or $74,479 at 6%; with 50% employer match about $74,479 at 4% or $49,653 at 6%; with 100% employer match about $55,859 at 4% or $37,240 at 6%.
2024279$16,336,050$846,619$10,717iApproximate average salary by contribution assumption: employee only about $267,917 at 4% or $178,612 at 6%; with 50% employer match about $178,612 at 4% or $119,074 at 6%; with 100% employer match about $133,959 at 4% or $89,306 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-58$10,866,690$516,592$8,907iApproximate average salary by contribution assumption: employee only about $222,669 at 4% or $148,446 at 6%; with 50% employer match about $148,446 at 4% or $98,964 at 6%; with 100% employer match about $111,334 at 4% or $74,223 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-79$5,469,360$330,027$4,178iApproximate average salary by contribution assumption: employee only about $104,439 at 4% or $69,626 at 6%; with 50% employer match about $69,626 at 4% or $46,417 at 6%; with 100% employer match about $52,219 at 4% or $34,813 at 6%.
2023272$15,827,833$775,454$10,770iApproximate average salary by contribution assumption: employee only about $269,255 at 4% or $179,503 at 6%; with 50% employer match about $179,503 at 4% or $119,669 at 6%; with 100% employer match about $134,627 at 4% or $89,752 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-51$10,506,562$516,592$10,129iApproximate average salary by contribution assumption: employee only about $253,231 at 4% or $168,821 at 6%; with 50% employer match about $168,821 at 4% or $112,547 at 6%; with 100% employer match about $126,616 at 4% or $84,410 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-72$5,321,271$258,862$3,595iApproximate average salary by contribution assumption: employee only about $89,883 at 4% or $59,922 at 6%; with 50% employer match about $59,922 at 4% or $39,948 at 6%; with 100% employer match about $44,941 at 4% or $29,961 at 6%.
2022265$14,437,990$783,632$12,056iApproximate average salary by contribution assumption: employee only about $301,397 at 4% or $200,931 at 6%; with 50% employer match about $200,931 at 4% or $133,954 at 6%; with 100% employer match about $150,698 at 4% or $100,466 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-52$9,516,721$516,592$9,934iApproximate average salary by contribution assumption: employee only about $248,362 at 4% or $165,574 at 6%; with 50% employer match about $165,574 at 4% or $110,383 at 6%; with 100% employer match about $124,181 at 4% or $82,787 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-65$4,921,269$267,040$4,108iApproximate average salary by contribution assumption: employee only about $102,708 at 4% or $68,472 at 6%; with 50% employer match about $68,472 at 4% or $45,648 at 6%; with 100% employer match about $51,354 at 4% or $34,236 at 6%.
2021266$13,617,983$759,052$11,501iApproximate average salary by contribution assumption: employee only about $287,520 at 4% or $191,680 at 6%; with 50% employer match about $191,680 at 4% or $127,787 at 6%; with 100% employer match about $143,760 at 4% or $95,840 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-53$8,166,753$516,592$9,747iApproximate average salary by contribution assumption: employee only about $243,675 at 4% or $162,450 at 6%; with 50% employer match about $162,450 at 4% or $108,300 at 6%; with 100% employer match about $121,838 at 4% or $81,225 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-66$5,451,230$242,460$3,674iApproximate average salary by contribution assumption: employee only about $91,841 at 4% or $61,227 at 6%; with 50% employer match about $61,227 at 4% or $40,818 at 6%; with 100% employer match about $45,920 at 4% or $30,614 at 6%.
2020275$12,466,755$736,763$9,824iApproximate average salary by contribution assumption: employee only about $245,588 at 4% or $163,725 at 6%; with 50% employer match about $163,725 at 4% or $109,150 at 6%; with 100% employer match about $122,794 at 4% or $81,863 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-60$7,717,103$516,592$8,610iApproximate average salary by contribution assumption: employee only about $215,247 at 4% or $143,498 at 6%; with 50% employer match about $143,498 at 4% or $95,665 at 6%; with 100% employer match about $107,623 at 4% or $71,749 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-75$4,749,652$220,171$2,936iApproximate average salary by contribution assumption: employee only about $73,390 at 4% or $48,927 at 6%; with 50% employer match about $48,927 at 4% or $32,618 at 6%; with 100% employer match about $36,695 at 4% or $24,463 at 6%.
2019271$12,000,122$691,973$9,746iApproximate average salary by contribution assumption: employee only about $243,652 at 4% or $162,435 at 6%; with 50% employer match about $162,435 at 4% or $108,290 at 6%; with 100% employer match about $121,826 at 4% or $81,217 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-59$7,851,388$516,592$8,756iApproximate average salary by contribution assumption: employee only about $218,895 at 4% or $145,930 at 6%; with 50% employer match about $145,930 at 4% or $97,287 at 6%; with 100% employer match about $109,447 at 4% or $72,965 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-71$4,148,734$175,381$2,470iApproximate average salary by contribution assumption: employee only about $61,754 at 4% or $41,169 at 6%; with 50% employer match about $41,169 at 4% or $27,446 at 6%; with 100% employer match about $30,877 at 4% or $20,585 at 6%.
2018270$10,958,947$674,861$9,641iApproximate average salary by contribution assumption: employee only about $241,022 at 4% or $160,681 at 6%; with 50% employer match about $160,681 at 4% or $107,121 at 6%; with 100% employer match about $120,511 at 4% or $80,341 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-55$7,581,801$516,592$9,393iApproximate average salary by contribution assumption: employee only about $234,815 at 4% or $156,543 at 6%; with 50% employer match about $156,543 at 4% or $104,362 at 6%; with 100% employer match about $117,407 at 4% or $78,272 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-70$3,377,146$158,269$2,261iApproximate average salary by contribution assumption: employee only about $56,525 at 4% or $37,683 at 6%; with 50% employer match about $37,683 at 4% or $25,122 at 6%; with 100% employer match about $28,262 at 4% or $18,842 at 6%.
2017270$11,405,829$728,592$10,408iApproximate average salary by contribution assumption: employee only about $260,211 at 4% or $173,474 at 6%; with 50% employer match about $173,474 at 4% or $115,650 at 6%; with 100% employer match about $130,106 at 4% or $86,737 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-59$7,401,738$516,592$8,756iApproximate average salary by contribution assumption: employee only about $218,895 at 4% or $145,930 at 6%; with 50% employer match about $145,930 at 4% or $97,287 at 6%; with 100% employer match about $109,447 at 4% or $72,965 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-70$4,004,091$212,000$3,029iApproximate average salary by contribution assumption: employee only about $75,714 at 4% or $50,476 at 6%; with 50% employer match about $50,476 at 4% or $33,651 at 6%; with 100% employer match about $37,857 at 4% or $25,238 at 6%.
2016265$12,015,983$687,518$10,577iApproximate average salary by contribution assumption: employee only about $264,430 at 4% or $176,287 at 6%; with 50% employer match about $176,287 at 4% or $117,524 at 6%; with 100% employer match about $132,215 at 4% or $88,143 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-54$8,166,446$516,592$9,567iApproximate average salary by contribution assumption: employee only about $239,163 at 4% or $159,442 at 6%; with 50% employer match about $159,442 at 4% or $106,295 at 6%; with 100% employer match about $119,581 at 4% or $79,721 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-65$3,849,537$170,926$2,630iApproximate average salary by contribution assumption: employee only about $65,741 at 4% or $43,827 at 6%; with 50% employer match about $43,827 at 4% or $29,218 at 6%; with 100% employer match about $32,870 at 4% or $21,914 at 6%.
2015265$11,384,907$665,418$10,237iApproximate average salary by contribution assumption: employee only about $255,930 at 4% or $170,620 at 6%; with 50% employer match about $170,620 at 4% or $113,747 at 6%; with 100% employer match about $127,965 at 4% or $85,310 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-60$7,716,326$516,592$8,610iApproximate average salary by contribution assumption: employee only about $215,247 at 4% or $143,498 at 6%; with 50% employer match about $143,498 at 4% or $95,665 at 6%; with 100% employer match about $107,623 at 4% or $71,749 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-65$3,668,581$148,826$2,290iApproximate average salary by contribution assumption: employee only about $57,241 at 4% or $38,161 at 6%; with 50% employer match about $38,161 at 4% or $25,440 at 6%; with 100% employer match about $28,620 at 4% or $19,080 at 6%.
2014264$10,779,125$675,404$10,553iApproximate average salary by contribution assumption: employee only about $263,830 at 4% or $175,886 at 6%; with 50% employer match about $175,886 at 4% or $117,258 at 6%; with 100% employer match about $131,915 at 4% or $87,943 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-64$7,266,944$516,592$8,072iApproximate average salary by contribution assumption: employee only about $201,794 at 4% or $134,529 at 6%; with 50% employer match about $134,529 at 4% or $89,686 at 6%; with 100% employer match about $100,897 at 4% or $67,265 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-63$3,512,181$158,812$2,521iApproximate average salary by contribution assumption: employee only about $63,021 at 4% or $42,014 at 6%; with 50% employer match about $42,014 at 4% or $28,009 at 6%; with 100% employer match about $31,510 at 4% or $21,007 at 6%.
2013257$11,710,386$666,973$11,701iApproximate average salary by contribution assumption: employee only about $292,532 at 4% or $195,021 at 6%; with 50% employer match about $195,021 at 4% or $130,014 at 6%; with 100% employer match about $146,266 at 4% or $97,511 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-54$7,491,454$516,612$9,567iApproximate average salary by contribution assumption: employee only about $239,172 at 4% or $159,448 at 6%; with 50% employer match about $159,448 at 4% or $106,299 at 6%; with 100% employer match about $119,586 at 4% or $79,724 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-57$4,218,932$150,361$2,638iApproximate average salary by contribution assumption: employee only about $65,948 at 4% or $43,965 at 6%; with 50% employer match about $43,965 at 4% or $29,310 at 6%; with 100% employer match about $32,974 at 4% or $21,983 at 6%.
2012263$11,500,046$692,046$10,985iApproximate average salary by contribution assumption: employee only about $274,621 at 4% or $183,081 at 6%; with 50% employer match about $183,081 at 4% or $122,054 at 6%; with 100% employer match about $137,311 at 4% or $91,540 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-58$7,581,696$516,592$8,907iApproximate average salary by contribution assumption: employee only about $222,669 at 4% or $148,446 at 6%; with 50% employer match about $148,446 at 4% or $98,964 at 6%; with 100% employer match about $111,334 at 4% or $74,223 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-63$3,918,350$175,454$2,785iApproximate average salary by contribution assumption: employee only about $69,625 at 4% or $46,416 at 6%; with 50% employer match about $46,416 at 4% or $30,944 at 6%; with 100% employer match about $34,812 at 4% or $23,208 at 6%.
2011260$11,509,216$761,166$12,686iApproximate average salary by contribution assumption: employee only about $317,153 at 4% or $211,435 at 6%; with 50% employer match about $211,435 at 4% or $140,957 at 6%; with 100% employer match about $158,576 at 4% or $105,718 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-58$7,806,584$516,592$8,907iApproximate average salary by contribution assumption: employee only about $222,669 at 4% or $148,446 at 6%; with 50% employer match about $148,446 at 4% or $98,964 at 6%; with 100% employer match about $111,334 at 4% or $74,223 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-60$3,702,632$244,574$4,076iApproximate average salary by contribution assumption: employee only about $101,906 at 4% or $67,937 at 6%; with 50% employer match about $67,937 at 4% or $45,291 at 6%; with 100% employer match about $50,953 at 4% or $33,969 at 6%.
2010269$11,795,558$723,026$10,479iApproximate average salary by contribution assumption: employee only about $261,966 at 4% or $174,644 at 6%; with 50% employer match about $174,644 at 4% or $116,429 at 6%; with 100% employer match about $130,983 at 4% or $87,322 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-57$7,806,441$516,592$9,063iApproximate average salary by contribution assumption: employee only about $226,575 at 4% or $151,050 at 6%; with 50% employer match about $151,050 at 4% or $100,700 at 6%; with 100% employer match about $113,288 at 4% or $75,525 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-69$3,989,117$206,434$2,992iApproximate average salary by contribution assumption: employee only about $74,795 at 4% or $49,863 at 6%; with 50% employer match about $49,863 at 4% or $33,242 at 6%; with 100% employer match about $37,397 at 4% or $24,932 at 6%.
2009274$11,131,215$739,514$9,993iApproximate average salary by contribution assumption: employee only about $249,836 at 4% or $166,557 at 6%; with 50% employer match about $166,557 at 4% or $111,038 at 6%; with 100% employer match about $124,918 at 4% or $83,279 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-67$7,266,160$516,592$7,710iApproximate average salary by contribution assumption: employee only about $192,758 at 4% or $128,505 at 6%; with 50% employer match about $128,505 at 4% or $85,670 at 6%; with 100% employer match about $96,379 at 4% or $64,253 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-74$3,865,055$222,922$3,012iApproximate average salary by contribution assumption: employee only about $75,311 at 4% or $50,208 at 6%; with 50% employer match about $50,208 at 4% or $33,472 at 6%; with 100% employer match about $37,656 at 4% or $25,104 at 6%.
2008270$10,212,466$781,835$11,169iApproximate average salary by contribution assumption: employee only about $279,227 at 4% or $186,151 at 6%; with 50% employer match about $186,151 at 4% or $124,101 at 6%; with 100% employer match about $139,613 at 4% or $93,076 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-70$6,594,421$516,592$7,380iApproximate average salary by contribution assumption: employee only about $184,497 at 4% or $122,998 at 6%; with 50% employer match about $122,998 at 4% or $81,999 at 6%; with 100% employer match about $92,249 at 4% or $61,499 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-70$3,618,045$265,243$3,789iApproximate average salary by contribution assumption: employee only about $94,730 at 4% or $63,153 at 6%; with 50% employer match about $63,153 at 4% or $42,102 at 6%; with 100% employer match about $47,365 at 4% or $31,577 at 6%.
2007272$4,699,528$552,519$7,674iApproximate average salary by contribution assumption: employee only about $191,847 at 4% or $127,898 at 6%; with 50% employer match about $127,898 at 4% or $85,265 at 6%; with 100% employer match about $95,923 at 4% or $63,949 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-72$4,699,528$552,519$7,674iApproximate average salary by contribution assumption: employee only about $191,847 at 4% or $127,898 at 6%; with 50% employer match about $127,898 at 4% or $85,265 at 6%; with 100% employer match about $95,923 at 4% or $63,949 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-72---
2006274$11,182,836$7,657,463$103,479iApproximate average salary by contribution assumption: employee only about $2,586,981 at 4% or $1,724,654 at 6%; with 50% employer match about $1,724,654 at 4% or $1,149,769 at 6%; with 100% employer match about $1,293,490 at 4% or $862,327 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-74$6,822,910$7,407,922$100,107iApproximate average salary by contribution assumption: employee only about $2,502,676 at 4% or $1,668,451 at 6%; with 50% employer match about $1,668,451 at 4% or $1,112,301 at 6%; with 100% employer match about $1,251,338 at 4% or $834,225 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-74$4,359,926$249,541$3,372iApproximate average salary by contribution assumption: employee only about $84,304 at 4% or $56,203 at 6%; with 50% employer match about $56,203 at 4% or $37,469 at 6%; with 100% employer match about $42,152 at 4% or $28,101 at 6%.
2005274$11,865,656$985,559$13,318iApproximate average salary by contribution assumption: employee only about $332,959 at 4% or $221,973 at 6%; with 50% employer match about $221,973 at 4% or $147,982 at 6%; with 100% employer match about $166,480 at 4% or $110,986 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-74$7,187,742$730,000$9,865iApproximate average salary by contribution assumption: employee only about $246,622 at 4% or $164,414 at 6%; with 50% employer match about $164,414 at 4% or $109,610 at 6%; with 100% employer match about $123,311 at 4% or $82,207 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-73$4,677,914$255,559$3,501iApproximate average salary by contribution assumption: employee only about $87,520 at 4% or $58,347 at 6%; with 50% employer match about $58,347 at 4% or $38,898 at 6%; with 100% employer match about $43,760 at 4% or $29,173 at 6%.
2004276$11,847,107$1,097,394$14,439iApproximate average salary by contribution assumption: employee only about $360,985 at 4% or $240,657 at 6%; with 50% employer match about $240,657 at 4% or $160,438 at 6%; with 100% employer match about $180,492 at 4% or $120,328 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-76$7,428,063$830,000$10,921iApproximate average salary by contribution assumption: employee only about $273,026 at 4% or $182,018 at 6%; with 50% employer match about $182,018 at 4% or $121,345 at 6%; with 100% employer match about $136,513 at 4% or $91,009 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-76$4,419,044$267,394$3,518iApproximate average salary by contribution assumption: employee only about $87,959 at 4% or $58,639 at 6%; with 50% employer match about $58,639 at 4% or $39,093 at 6%; with 100% employer match about $43,979 at 4% or $29,320 at 6%.
2003376$12,039,894$1,140,399$15,005iApproximate average salary by contribution assumption: employee only about $375,131 at 4% or $250,088 at 6%; with 50% employer match about $250,088 at 4% or $166,725 at 6%; with 100% employer match about $187,566 at 4% or $125,044 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-74$7,461,045$880,000$11,892iApproximate average salary by contribution assumption: employee only about $297,297 at 4% or $198,198 at 6%; with 50% employer match about $198,198 at 4% or $132,132 at 6%; with 100% employer match about $148,649 at 4% or $99,099 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-76$4,578,849$260,399$3,426iApproximate average salary by contribution assumption: employee only about $85,658 at 4% or $57,105 at 6%; with 50% employer match about $57,105 at 4% or $38,070 at 6%; with 100% employer match about $42,829 at 4% or $28,553 at 6%.
Kurtz Bros Blue Cross All Employees-0---
20023129$12,599,930$1,111,385$8,615iApproximate average salary by contribution assumption: employee only about $215,385 at 4% or $143,590 at 6%; with 50% employer match about $143,590 at 4% or $95,727 at 6%; with 100% employer match about $107,692 at 4% or $71,795 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-68$8,535,296$874,484$12,860iApproximate average salary by contribution assumption: employee only about $321,501 at 4% or $214,334 at 6%; with 50% employer match about $214,334 at 4% or $142,890 at 6%; with 100% employer match about $160,751 at 4% or $107,167 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-66$4,064,634$236,901$3,589iApproximate average salary by contribution assumption: employee only about $89,735 at 4% or $59,823 at 6%; with 50% employer match about $59,823 at 4% or $39,882 at 6%; with 100% employer match about $44,868 at 4% or $29,912 at 6%.
Kurtz Bros Blue Cross All Employees-129---
20013132$0$0-
Kurtz Bros. Inc. Employee Stock Ownership Plan-70---
Kurtz Bros. Inc. Retirement Savings Plan-68---
Kurtz Bros Blue Cross All Employees-132---
20003144$12,656,708$700,000$4,861iApproximate average salary by contribution assumption: employee only about $121,528 at 4% or $81,019 at 6%; with 50% employer match about $81,019 at 4% or $54,012 at 6%; with 100% employer match about $60,764 at 4% or $40,509 at 6%.
Kurtz Bros. Inc. Employee Stock Ownership Plan-70$8,020,974$650,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
Kurtz Bros. Inc. Retirement Savings Plan-67$4,635,734$50,000$746iApproximate average salary by contribution assumption: employee only about $18,657 at 4% or $12,438 at 6%; with 50% employer match about $12,438 at 4% or $8,292 at 6%; with 100% employer match about $9,328 at 4% or $6,219 at 6%.
Kurtz Bros Blue Cross All Employees-144---
19991148$0$0-
Kurtz Bros Blue Cross All Employees-148---