2023 Form 5500 filing — Dubbin & Kravetz Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904131930NAL0009758659001) for Dubbin & Kravetz Retirement Plan, reported by Dubbin & Kravetz, L.L.P. under EIN 65-0988112 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,559,813
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240904131930NAL0009758659001
Plan sponsor
Dubbin & Kravetz, L.L.P.
EIN
65-0988112
Plan number
001
Location
Coral Gables, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$1K
Money in vs. money out
Total income / additions$346.5K
Total expenses$30.7K
Benefits paid / distributionsNot reported
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$3,560,819
Total liabilities (EOY)
$1,006
Net assets (EOY)
$3,559,813
Employer contributions
$0
Participant contributions
$0
Total income / additions
$346,483
Administrative expenses
$30,710
Total expenses
$30,710
Net increase / (decrease)
$315,773

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904131930NAL0009758659001 cover?
It is the 2023 Form 5500 filing for Dubbin & Kravetz Retirement Plan, reported by Dubbin & Kravetz, L.L.P. (EIN 65-0988112).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages