2023 Form 5500 filing — Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 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 20241015194129NAL0029517729001) for Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(K) Plan, reported by Robert Kaufman Co., Inc. under EIN 95-2465050 and plan number 002. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.4MReported net assets$18,436,098
Participants219
Provider compensation$65.6K4 Schedule C row(s)$65,593
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015194129NAL0029517729001
Plan sponsor
Robert Kaufman Co., Inc.
EIN
95-2465050
Plan number
002
Location
Los Angeles, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$18.4M total assets
Net assets$18.4MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$840.6K
Benefits paid / distributions$724.3K
Contributions
EmployerNot reported
Participant$259K
Full reported line items
Total assets (EOY)
$18,436,098
Total liabilities (EOY)
$0
Net assets (EOY)
$18,436,098
Participant contributions
$258,968
Total income / additions
$3,044,651
Benefits paid
$724,313
Administrative expenses
$62,235
Total expenses
$840,576
Net increase / (decrease)
$2,204,075
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $39.9K
  2. 2
    RECORDKEEPER · Direct $17.6K · Indirect $0
  3. 3
    TPA · Direct $7.4K
  4. 4
    INVESTMENT MANAGEMENT · Direct $714

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015194129NAL0029517729001 cover?
It is the 2023 Form 5500 filing for Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(K) Plan, reported by Robert Kaufman Co., Inc. (EIN 95-2465050).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages