Kaufman Rossin 401(K) Plan — Form 5500 plan (Kaufman, Rossin & Co., 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, Kaufman Rossin 401(K) Plan is a benefit plan reported by Kaufman, Rossin & Co., P.A. under EIN 59-1818353 and plan number 002. The latest loaded filing year is 2023. The filing reports 560 participants and $75,539,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaufman, Rossin & Co., P.A.
- EIN
- 59-1818353
- Plan number
- 002
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 560
- End-of-year plan assets
- $75,539,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 560 | H, C | 20241018151856NAL0032875041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,539,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,539,484
- Net assets (BOY)
- $62,555,408
Income & contributions
- Employer contributions
- $1,496,378
- Participant contributions
- $5,567,830
- Total contributions
- $7,395,991
- Total income / additions
- $19,254,567
Expenses & distributions
- Benefits paid
- $6,116,096
- Administrative expenses
- $154,395
- Total expenses
- $6,270,491
- Net increase / (decrease)
- $12,984,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $69,598 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $55,363 | not reported in the loaded dataset | 2023 |
| Kaufman Rossin Wealth | 100% OWNED SUBSIDIARY | $29,425 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaufman, Rossin & Co., P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Oneamerica Retirement Services LLC — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Kaufman Rossin Wealth — Schedule C compensation
- Matrix Trust Company — Schedule C compensation