Plan5500

Kobre & Kim Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kobre & Kim Llp (EIN 36-4523512) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-4523512
Location
New York, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kobre & Kim Llp

  • 3 loaded plans hold $71.1M in reported assets.
  • The largest, Kobre & Kim Llp 401(K) Profit Sharing Plan And Trust, holds 80% of this company's reported plan assets.
  • Plans cover 883 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$71.1MSummed across loaded plans$71,148,139
Total reported assets$71.1M$71,148,139
Total reported participants883
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$71.1M total assets
Net assets$71.1MLiabilities$0
Contributions & income
Employer contributions$6.5M
Participant contributions$2.7M
Total income / additions$19.9M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.5M
Net increase / (decrease)$16.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets80%Kobre & Kim Llp 401(K) Profit Sharing Plan And Trust
Participants per plan294Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kobre & Kim Llp 401(K) Profit Sharing Plan And Trust$57.1M
    Plan #001 · 458 participants · 2023
  2. 2
    Kobre & Kim Llp Pension Plan$14M
    Plan #003 · 149 participants · 2023
  3. 3
    Kobre And Kim Llp Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 276 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kobre & Kim Llp. Open one for its full reported snapshot.

  1. 2023
    Kobre And Kim Llp Employee Benefit Plan276 participants · 2No schedules
    View filing →
  2. 2023
    Kobre & Kim Llp 401(K) Profit Sharing Plan And Trust458 participants · 2Sch HSch C
    View filing →
  3. 2023
    Kobre & Kim Llp Pension Plan149 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kobre & Kim Llp report on Form 5500?
Kobre & Kim Llp (EIN 36-4523512) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kobre & Kim Llp?
The Employer Identification Number (EIN) reported for Kobre & Kim Llp is 36-4523512.
What is the latest Form 5500 filing year for Kobre & Kim Llp?
The latest loaded Form 5500 filing year for Kobre & Kim Llp is 2023.

Related Form 5500 pages