2023 Form 5500 filing — Kaufman Rossin 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 20241018151856NAL0032875041001) for Kaufman Rossin 401(K) Plan, reported by Kaufman, Rossin & Co., P.A. under EIN 59-1818353 and plan number 002. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018151856NAL0032875041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaufman, Rossin & Co., P.A.
- EIN
- 59-1818353
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,539,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,539,484
- Employer contributions
- $1,496,378
- Participant contributions
- $5,567,830
- Total income / additions
- $19,254,567
- Benefits paid
- $6,116,096
- Administrative expenses
- $154,395
- Total expenses
- $6,270,491
- Net increase / (decrease)
- $12,984,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $69,598 | not reported in the loaded dataset |
| Charles Schwab | NONE | $55,363 | not reported in the loaded dataset |
| Kaufman Rossin Wealth | 100% OWNED SUBSIDIARY | $29,425 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |