How many benefit plans does Kubicki Draper, P.A. report on Form 5500?

Kubicki Draper, P.A. (EIN 59-1365340) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Kubicki Draper, P.A.?

The Employer Identification Number (EIN) reported for Kubicki Draper, P.A. is 59-1365340.

What is the latest Form 5500 filing year for Kubicki Draper, P.A.?

The latest loaded Form 5500 filing year for Kubicki Draper, P.A. is 2023.

Kubicki Draper, 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, Kubicki Draper, P.A. (EIN 59-1365340) is a plan sponsor located in Miami, FL 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: 59-1365340
Location: Miami, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $60,497,503
Total reported liabilities (EOY): $50,430
Total reported net assets (EOY): $60,447,073

Contributions & income

Employer contributions: $1,626,683
Participant contributions: $2,928,971
Total income / additions: $15,239,408

Expenses & distributions

Benefits paid / distributions: $1,219,620
Total expenses: $1,368,191
Net increase / (decrease): $13,871,217

Coverage

Total reported participants: 958
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

Kubicki Draper, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Kubicki Draper, P.A. 401(K) Plan	002	544	$60,497,503	2023
Kubicki Draper, P.A. Welfare Benefit Plan	501	414	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 Kubicki Draper, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Kubicki Draper, P.A. Welfare Benefit Plan	414	—	20240801222518NAL0023531249001
2023	Kubicki Draper, P.A. 401(K) Plan	544	H, C	20241007132152NAL0007606531001