Plan5500

Kaufman Dolowich,Llp Retirement Plan — Form 5500 plan (Kaufman Dolowich,Llp)

Plain-English plan 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 Dolowich,Llp Retirement Plan is a benefit plan reported by Kaufman Dolowich,Llp under EIN 11-3391604 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $38,190,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaufman Dolowich,Llp
EIN
11-3391604
Plan number
001
Plan type
2
Location
Woodbury, NY
Latest filing year
2023
Participants
469
End-of-year plan assets
$38,190,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20241014160441NAL0015260579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,190,382
Total liabilities (EOY)
$0
Net assets (EOY)
$38,190,382
Net assets (BOY)
$31,187,515

Income & contributions

Employer contributions
$586,515
Participant contributions
$2,660,298
Total contributions
$3,753,807
Total income / additions
$8,986,812

Expenses & distributions

Benefits paid
$1,899,646
Administrative expenses
$65,216
Total expenses
$1,983,945
Net increase / (decrease)
$7,002,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fusion Family Wealth, LLCINVESTMENT ADVISOR$63,049not reported in the loaded dataset2023
Creative Plan Designs, LtdCONTRACT ADMIN$8,050not reported in the loaded dataset2023
Capital Research And ManagementRECORDKEEPER$2,225not reported in the loaded dataset2023

Related Form 5500 pages