Plan5500

Kubicki Draper, P.A. 401(K) Plan — Form 5500 plan (Kubicki Draper, 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, Kubicki Draper, P.A. 401(K) Plan is a benefit plan reported by Kubicki Draper, P.A. under EIN 59-1365340 and plan number 002. The latest loaded filing year is 2023. The filing reports 544 participants and $60,497,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kubicki Draper, P.A.
EIN
59-1365340
Plan number
002
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
544
End-of-year plan assets
$60,497,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023544H, C20241007132152NAL0007606531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,497,503
Total liabilities (EOY)
$50,430
Net assets (EOY)
$60,447,073
Net assets (BOY)
$46,575,856

Income & contributions

Employer contributions
$1,626,683
Participant contributions
$2,928,971
Total contributions
$5,465,460
Total income / additions
$15,239,408

Expenses & distributions

Benefits paid
$1,219,620
Administrative expenses
$148,571
Total expenses
$1,368,191
Net increase / (decrease)
$13,871,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ingham & CompanyNONE$123,195$15,4122023
Marcum LlpNONE$16,789not reported in the loaded dataset2023
Fidelity TrustNONE$8,587not reported in the loaded dataset2023

Related Form 5500 pages