Hurwitz Fine P.C. 401(K) And Profit Sharing Plan — Form 5500 plan (Hurwitz Fine P.C.)
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, Hurwitz Fine P.C. 401(K) And Profit Sharing Plan is a benefit plan reported by Hurwitz Fine P.C. under EIN 16-1085939 and plan number 004. The latest loaded filing year is 2023. The filing reports 125 participants and $11,804,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hurwitz Fine P.C.
- EIN
- 16-1085939
- Plan number
- 004
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $11,804,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20250117132236NAL0014840947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,804,663
- Net assets (EOY)
- $11,804,663
- Net assets (BOY)
- $9,813,697
Income & contributions
- Employer contributions
- $508,934
- Participant contributions
- $680,442
- Total contributions
- $1,468,413
- Total income / additions
- $2,772,329
Expenses & distributions
- Benefits paid
- $741,455
- Administrative expenses
- $39,908
- Total expenses
- $781,363
- Net increase / (decrease)
- $1,990,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,007 | $0 | 2023 |
| Securities America, Inc | OTHER SERVICES | $0 | $18,361 | 2023 |
| Actuarial Consulting Services, Inc. | CONATRACT ADMINISTRATOR | $3,901 | $4,815 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hurwitz Fine P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Principal Life Insurance Company — Schedule C compensation
- Securities America, Inc — Schedule C compensation
- Actuarial Consulting Services, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation