2023 Form 5500 filing — Kaufman Dolowich,Llp Retirement 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 20241014160441NAL0015260579001) for Kaufman Dolowich,Llp Retirement Plan, reported by Kaufman Dolowich,Llp under EIN 11-3391604 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160441NAL0015260579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaufman Dolowich,Llp
- EIN
- 11-3391604
- Plan number
- 001
- Location
- Woodbury, NY
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,190,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,190,382
- Employer contributions
- $586,515
- Participant contributions
- $2,660,298
- Total income / additions
- $8,986,812
- Benefits paid
- $1,899,646
- Administrative expenses
- $65,216
- Total expenses
- $1,983,945
- Net increase / (decrease)
- $7,002,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fusion Family Wealth, LLC | INVESTMENT ADVISOR | $63,049 | not reported in the loaded dataset |
| Creative Plan Designs, Ltd | CONTRACT ADMIN | $8,050 | not reported in the loaded dataset |
| Capital Research And Management | RECORDKEEPER | $2,225 | not reported in the loaded dataset |