2023 Form 5500 filing — Cubic Corporation 401(K) 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 20250609152219NAL0012406483001) for Cubic Corporation 401(K) Retirement Plan, reported by Cubic Corporation under EIN 95-1678055 and plan number 001. It reports 4,615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609152219NAL0012406483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cubic Corporation
- EIN
- 95-1678055
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 4,615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $634,195,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $634,195,547
- Employer contributions
- $10,453,364
- Participant contributions
- $22,513,487
- Total income / additions
- $160,189,293
- Benefits paid
- $95,463,122
- Administrative expenses
- $739,490
- Total expenses
- $96,371,808
- Net increase / (decrease)
- $63,817,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Company Of Ame | NONE | $308,577 | not reported in the loaded dataset |
| Bfsg LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Cbiz Cpas Pc | AUDITOR | $59,064 | not reported in the loaded dataset |
| Pillsbury Winthrop Shaw Pittman Llp | ATTORNEY | $39,272 | not reported in the loaded dataset |
| Mps Communications | CONTRACT ADMIN | $17,040 | not reported in the loaded dataset |
| Resources Investment Advisors Inc | NONE | $16,250 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,081 | $0 |