How many benefit plans does Kaufman, Rossin & Co., P.A. report on Form 5500?

Kaufman, Rossin & Co., P.A. (EIN 59-1818353) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Kaufman, Rossin & Co., P.A.?

The Employer Identification Number (EIN) reported for Kaufman, Rossin & Co., P.A. is 59-1818353.

What is the latest Form 5500 filing year for Kaufman, Rossin & Co., P.A.?

The latest loaded Form 5500 filing year for Kaufman, Rossin & Co., P.A. is 2023.

Kaufman, Rossin & Co., 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, Kaufman, Rossin & Co., P.A. (EIN 59-1818353) 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: 59-1818353
Location: Miami, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $75,539,484
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $75,539,484

Contributions & income

Employer contributions: $1,496,378
Participant contributions: $5,567,830
Total income / additions: $19,254,567

Expenses & distributions

Benefits paid / distributions: $6,116,096
Total expenses: $6,270,491
Net increase / (decrease): $12,984,076

Coverage

Total reported participants: 1,029
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

Kaufman, Rossin & Co., P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Kaufman Rossin 401(K) Plan	002	560	$75,539,484	2023
Kaufman, Rossin & Co., P. A. Welfare Benefits Plan	502	469	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 Kaufman, Rossin & Co., P.A.
Year	Plan	Participants	Schedules	Filing
2023	Kaufman, Rossin & Co., P. A. Welfare Benefits Plan	469	—	20240820110235NAL0004395296001
2023	Kaufman Rossin 401(K) Plan	560	H, C	20241018151856NAL0032875041001