Plan5500

Offit Kurman, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Offit Kurman, P.A.)

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, Offit Kurman, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Offit Kurman, P.A. under EIN 52-1518021 and plan number 001. The latest loaded filing year is 2023. The filing reports 639 participants and $80,149,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Offit Kurman, P.A.
EIN
52-1518021
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
639
End-of-year plan assets
$80,149,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023639H, C20241014123801NAL0026158929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,149,193
Total liabilities (EOY)
$0
Net assets (EOY)
$80,149,193
Net assets (BOY)
$68,780,857

Income & contributions

Employer contributions
$1,267,681
Participant contributions
$6,028,195
Total contributions
$7,837,439
Total income / additions
$19,103,124

Expenses & distributions

Benefits paid
$7,580,667
Administrative expenses
$139,154
Total expenses
$7,734,788
Net increase / (decrease)
$11,368,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp Broker-DealerRECORDKEEPER$67,464$02023
Kestra Advisory ServicesINVESTMENT ADVISOR$35,820not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$50$02023

Related Form 5500 pages