2023 Form 5500 filing — Uricchio, Howe & Krell, P. A. Profit Sharing 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 20240821155833NAL0004074337001) for Uricchio, Howe & Krell, P. A. Profit Sharing Plan, reported by Uricchio, Howe & Krell, P.A. under EIN 57-0681886 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821155833NAL0004074337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uricchio, Howe & Krell, P.A.
- EIN
- 57-0681886
- Plan number
- 002
- Location
- Charleston, SC
- Participants
- 27
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,799,364
- Net assets (EOY)
- $19,799,364
- Employer contributions
- $452,251
- Total income / additions
- $3,705,843
- Benefits paid
- $384,945
- Administrative expenses
- $61,407
- Total expenses
- $446,352
- Net increase / (decrease)
- $3,259,491
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMIN | $51,593 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $41,822 |
| Erisa Services, Inc. | CONTRACT ADMIN | $1,251 | $5,008 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |