Cubic Corporation 401(K) Retirement Plan — Form 5500 plan (Cubic Corporation)
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, Cubic Corporation 401(K) Retirement Plan is a benefit plan reported by Cubic Corporation under EIN 95-1678055 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,615 participants and $634,195,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cubic Corporation
- EIN
- 95-1678055
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 4,615
- End-of-year plan assets
- $634,195,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,615 | H, C | 20250609152219NAL0012406483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $634,195,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $634,195,547
- Net assets (BOY)
- $570,378,062
Income & contributions
- Employer contributions
- $10,453,364
- Participant contributions
- $22,513,487
- Total contributions
- $36,027,061
- Total income / additions
- $160,189,293
Expenses & distributions
- Benefits paid
- $95,463,122
- Administrative expenses
- $739,490
- Total expenses
- $96,371,808
- Net increase / (decrease)
- $63,817,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Company Of Ame | NONE | $308,577 | not reported in the loaded dataset | 2023 |
| Bfsg LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas Pc | AUDITOR | $59,064 | not reported in the loaded dataset | 2023 |
| Pillsbury Winthrop Shaw Pittman Llp | ATTORNEY | $39,272 | not reported in the loaded dataset | 2023 |
| Mps Communications | CONTRACT ADMIN | $17,040 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors Inc | NONE | $16,250 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,081 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cubic Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Prudential Insurance Company Of Ame — Schedule C compensation
- Bfsg LLC — Schedule C compensation
- Cbiz Cpas Pc — Schedule C compensation
- Pillsbury Winthrop Shaw Pittman Llp — Schedule C compensation
- Mps Communications — Schedule C compensation
- Resources Investment Advisors Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation