How big is Gregory F. Kubik, Ltd.'s plan?

Gregory F. Kubik, Ltd.'s plan reported $3.6M in assets and 13 participants for 2025.

Original filing (PDF)20260326100451NAL0005787184001

Gregory F. Kubik, Ltd.

Name: Gregory F. Kubik, Ltd. — Gregory F. Kubik, Ltd., Form 5500 (2025)
Creator: Gregory F. Kubik, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory F. Kubik, Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Gregory F. Kubik, Ltd.'s Gregory F. Kubik, Ltd. 401(k) Profit Sharing Plan & Trust held $3.6M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

PAM Bernard signed Gregory F. Kubik, Ltd.'s 2025 Form 5500 as plan administrator.

PAM Bernard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gregory F. Kubik, Ltd.'s EIN is 36-3392929.

EIN 36-3392929

Plan number 001

Plan year 2025

ACK ID 20260326100451NAL0005787184001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gregory F. Kubik, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gregory F. Kubik, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score