2023 Form 5500 filing — Hurwitz Fine P.C. 401(K) And 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 20250117132236NAL0014840947001) for Hurwitz Fine P.C. 401(K) And Profit Sharing Plan, reported by Hurwitz Fine P.C. under EIN 16-1085939 and plan number 004. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117132236NAL0014840947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hurwitz Fine P.C.
- EIN
- 16-1085939
- Plan number
- 004
- Location
- Buffalo, NY
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,804,663
- Net assets (EOY)
- $11,804,663
- Employer contributions
- $508,934
- Participant contributions
- $680,442
- Total income / additions
- $2,772,329
- Benefits paid
- $741,455
- Administrative expenses
- $39,908
- Total expenses
- $781,363
- Net increase / (decrease)
- $1,990,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,007 | $0 |
| Securities America, Inc | OTHER SERVICES | $0 | $18,361 |
| Actuarial Consulting Services, Inc. | CONATRACT ADMINISTRATOR | $3,901 | $4,815 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |