Gary Kubiak And Son Electric, Inc Health And Welfare — Form 5500 plan (Gary Kubiak And Son Electric, Inc)

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, Gary Kubiak And Son Electric, Inc Health And Welfare is a benefit plan reported by Gary Kubiak And Son Electric, Inc under EIN 22-3009633 and plan number 501. The latest loaded filing year is 2023. The filing reports 60 participants and $173,861 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$173.9KPlan net assets, end of year$173,861
Participants60Covered participants reported
Assets / participant$2.9KComputed: assets ÷ participants$2,898 (computed)
Provider compensationNone reported
Plan sponsor
Gary Kubiak And Son Electric, Inc
EIN
22-3009633
Plan number
501
Plan type
2
Location
Robbinsville, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202360I20240703034922NAL0012861090001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$173.9K total assets
Net assets$173.9KLiabilities$0
Money in vs. money out
Total income / additions$57.9K
Total expenses$103.7K
Benefits paid / distributions$86.2K
Contributions
Employer$57.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$173,861
Total liabilities (EOY)
$0
Net assets (EOY)
$173,861
Net assets (BOY)
$219,645

Income & contributions

Employer contributions
$57,942
Total income / additions
$57,942

Expenses & distributions

Benefits paid
$86,210
Administrative expenses
$17,516
Total expenses
$103,726
Net increase / (decrease)
-$45,784
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets60%Computed ratio
Benefits paid ÷ total income149%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages