2023 Form 5500 filing — Kubicki Draper, P.A. 401(K) 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 20241007132152NAL0007606531001) for Kubicki Draper, P.A. 401(K) Plan, reported by Kubicki Draper, P.A. under EIN 59-1365340 and plan number 002. It reports 544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132152NAL0007606531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kubicki Draper, P.A.
- EIN
- 59-1365340
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 544
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,497,503
- Total liabilities (EOY)
- $50,430
- Net assets (EOY)
- $60,447,073
- Employer contributions
- $1,626,683
- Participant contributions
- $2,928,971
- Total income / additions
- $15,239,408
- Benefits paid
- $1,219,620
- Administrative expenses
- $148,571
- Total expenses
- $1,368,191
- Net increase / (decrease)
- $13,871,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ingham & Company | NONE | $123,195 | $15,412 |
| Marcum Llp | NONE | $16,789 | not reported in the loaded dataset |
| Fidelity Trust | NONE | $8,587 | not reported in the loaded dataset |