Plan5500

Uricchio, Howe & Krell, P. A. Profit Sharing Plan — Form 5500 plan (Uricchio, Howe & Krell, 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, Uricchio, Howe & Krell, P. A. Profit Sharing Plan is a benefit plan reported by Uricchio, Howe & Krell, P.A. under EIN 57-0681886 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $19,799,364 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uricchio, Howe & Krell, P.A.
EIN
57-0681886
Plan number
002
Plan type
2
Location
Charleston, SC
Latest filing year
2023
Participants
27
End-of-year plan assets
$19,799,364

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202327I, C20240821155833NAL0004074337001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$19,799,364
Net assets (EOY)
$19,799,364
Net assets (BOY)
$16,539,873

Income & contributions

Employer contributions
$452,251
Total income / additions
$3,705,843

Expenses & distributions

Benefits paid
$384,945
Administrative expenses
$61,407
Total expenses
$446,352
Net increase / (decrease)
$3,259,491

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CoCONTRACT ADMIN$51,593$02023
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$41,8222023
Erisa Services, Inc.CONTRACT ADMIN$1,251$5,0082023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages