How many benefit plans does Offit Kurman, P.A. report on Form 5500?

Offit Kurman, P.A. (EIN 52-1518021) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Offit Kurman, P.A.?

The Employer Identification Number (EIN) reported for Offit Kurman, P.A. is 52-1518021.

What is the latest Form 5500 filing year for Offit Kurman, P.A.?

The latest loaded Form 5500 filing year for Offit Kurman, P.A. is 2023.

Offit Kurman, P.A. — 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, Offit Kurman, P.A. (EIN 52-1518021) is a plan sponsor located in Bethesda, MD 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: 52-1518021
Location: Bethesda, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $80,149,193
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $80,149,193

Contributions & income

Employer contributions: $1,267,681
Participant contributions: $6,028,195
Total income / additions: $19,103,124

Expenses & distributions

Benefits paid / distributions: $7,580,667
Total expenses: $7,734,788
Net increase / (decrease): $11,368,336

Coverage

Total reported participants: 1,196
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Offit Kurman, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Offit Kurman, P.A. 401(K) Profit Sharing Plan	001	639	$80,149,193	2023
Offit Kurman, P.A. Employee Benefit Plan	501	557	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Offit Kurman, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Offit Kurman, P.A. 401(K) Profit Sharing Plan	639	H, C	20241014123801NAL0026158929001
2023	Offit Kurman, P.A. Employee Benefit Plan	557	—	20250107162900NAL0015782016001