401k Plan data: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN plan

HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN
Plan identification number	004

HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Life insurance

401k Sponsoring company profile

HURWITZ & FINE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: HURWITZ & FINE, P.C.

Employer identification number (EIN): 161085939

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about HURWITZ & FINE, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1977-05-09

Company Identification Number: 433717

Legal Registered Office Address: 1300 LIBERTY BUILDING
Erie
BUFFALO
United States of America (USA)
14202

More information about HURWITZ & FINE, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-05-01 JODY BRIANDI 2023-10-11 JODY BRIANDI 2023-10-11
004 2021-05-01 JOYCE WAGNER 2022-11-01 JOYCE WAGNER 2022-11-01
004 2020-05-01 JODY E. BRIANDI 2021-07-19 JODY E. BRIANDI 2021-07-19
004 2019-05-01 EDWARD C. ROBINSON 2020-11-11 EDWARD C. ROBINSON 2020-11-11
004 2018-05-01 LAWRENCE C FRANCO 2019-11-22 LAWRENCE C FRANCO 2019-11-22
004 2017-05-01 LAWRENCE C FRANCO LAWRENCE C FRANCO 2018-11-28
004 2016-05-01 LAWRENCE C. FRANCO LAWRENCE C. FRANCO 2018-01-30
004 2015-05-01 LAWRENCE C. FRANCO LAWRENCE C. FRANCO 2016-11-30
004 2014-05-01 LAWRENCE C. FRANCO, TRUSTEE LAWRENCE C. FRANCO, TRUSTEE 2016-02-12
004 2013-05-01 LAWRENCE C. FRANCO LAWRENCE C. FRANCO 2014-11-14
004 2012-05-01 LAWRENCE C. FRANCO LAWRENCE C. FRANCO 2013-11-15
004 2011-05-01 LAWRENCE C. FRANCO LAWRENCE C. FRANCO 2012-10-29
004 2010-05-01 LAWRENCE C. FRANCO 2012-02-10
004 2009-05-01 LAWRENCE C. FRANCO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-05-01	JODY BRIANDI	2023-10-11	JODY BRIANDI	2023-10-11
004	2021-05-01	JOYCE WAGNER	2022-11-01	JOYCE WAGNER	2022-11-01
004	2020-05-01	JODY E. BRIANDI	2021-07-19	JODY E. BRIANDI	2021-07-19
004	2019-05-01	EDWARD C. ROBINSON	2020-11-11	EDWARD C. ROBINSON	2020-11-11
004	2018-05-01	LAWRENCE C FRANCO	2019-11-22	LAWRENCE C FRANCO	2019-11-22
004	2017-05-01	LAWRENCE C FRANCO		LAWRENCE C FRANCO	2018-11-28
004	2016-05-01	LAWRENCE C. FRANCO		LAWRENCE C. FRANCO	2018-01-30
004	2015-05-01	LAWRENCE C. FRANCO		LAWRENCE C. FRANCO	2016-11-30
004	2014-05-01	LAWRENCE C. FRANCO, TRUSTEE		LAWRENCE C. FRANCO, TRUSTEE	2016-02-12
004	2013-05-01	LAWRENCE C. FRANCO		LAWRENCE C. FRANCO	2014-11-14
004	2012-05-01	LAWRENCE C. FRANCO		LAWRENCE C. FRANCO	2013-11-15
004	2011-05-01	LAWRENCE C. FRANCO		LAWRENCE C. FRANCO	2012-10-29
004	2010-05-01	LAWRENCE C. FRANCO	2012-02-10
004	2009-05-01	LAWRENCE C. FRANCO

Plan Statistics for HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2017: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 89
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 54
Number of retired or separated participants receiving benefits 2017-05-01 0
Number of other retired or separated participants entitled to future benefits 2017-05-01 40
Total of all active and inactive participants 2017-05-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 94
Number of participants with account balances 2017-05-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 0
2016: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 79
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 52
Number of retired or separated participants receiving benefits 2016-05-01 0
Number of other retired or separated participants entitled to future benefits 2016-05-01 31
Total of all active and inactive participants 2016-05-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 0
Total participants 2016-05-01 83
Number of participants with account balances 2016-05-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 0
2015: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 83
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 54
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 22
Total of all active and inactive participants 2015-05-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 76
Number of participants with account balances 2015-05-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 2
2014: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 77
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 57
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 17
Total of all active and inactive participants 2014-05-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 74
Number of participants with account balances 2014-05-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 1
2013: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 74
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 57
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 15
Total of all active and inactive participants 2013-05-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 0
Total participants 2013-05-01 72
Number of participants with account balances 2013-05-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 1
2012: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 71
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 60
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 12
Total of all active and inactive participants 2012-05-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 72
Number of participants with account balances 2012-05-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 2
2011: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 66
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 54
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 10
Total of all active and inactive participants 2011-05-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 64
Number of participants with account balances 2011-05-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 2
2009: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 74
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 56
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 5
Total of all active and inactive participants 2009-05-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 61
Number of participants with account balances 2009-05-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 2

Measure	Date	Value
2017: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	89
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	54
Number of retired or separated participants receiving benefits	2017-05-01	0
Number of other retired or separated participants entitled to future benefits	2017-05-01	40
Total of all active and inactive participants	2017-05-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	94
Number of participants with account balances	2017-05-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	0
2016: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	79
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	52
Number of retired or separated participants receiving benefits	2016-05-01	0
Number of other retired or separated participants entitled to future benefits	2016-05-01	31
Total of all active and inactive participants	2016-05-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	0
Total participants	2016-05-01	83
Number of participants with account balances	2016-05-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	0
2015: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	83
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	54
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	22
Total of all active and inactive participants	2015-05-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	76
Number of participants with account balances	2015-05-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	2
2014: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	77
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	57
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	17
Total of all active and inactive participants	2014-05-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	74
Number of participants with account balances	2014-05-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	1
2013: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	74
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	57
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	15
Total of all active and inactive participants	2013-05-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	0
Total participants	2013-05-01	72
Number of participants with account balances	2013-05-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	1
2012: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	71
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	60
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	12
Total of all active and inactive participants	2012-05-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	72
Number of participants with account balances	2012-05-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	2
2011: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	66
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	54
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	10
Total of all active and inactive participants	2011-05-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	64
Number of participants with account balances	2011-05-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	2
2009: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	74
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	56
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	5
Total of all active and inactive participants	2009-05-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	61
Number of participants with account balances	2009-05-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	2

Financial Data on HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2018 : HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-04-30	$0
Total plan liabilities at end of year	2018-04-30	$13,610
Total plan liabilities at beginning of year	2018-04-30	$13,452
Total income from all sources	2018-04-30	$865,685
Expenses. Total of all expenses incurred	2018-04-30	$261,584
Benefits paid (including direct rollovers)	2018-04-30	$189,060
Total plan assets at end of year	2018-04-30	$10,269,233
Total plan assets at beginning of year	2018-04-30	$9,664,974
Value of fidelity bond covering the plan	2018-04-30	$2,000,000
Total contributions received or receivable from participants	2018-04-30	$0
Expenses. Other expenses not covered elsewhere	2018-04-30	$72,524
Contributions received from other sources (not participants or employers)	2018-04-30	$298
Other income received	2018-04-30	$656,700
Noncash contributions received	2018-04-30	$0
Net income (gross income less expenses)	2018-04-30	$604,101
Net plan assets at end of year (total assets less liabilities)	2018-04-30	$10,255,623
Net plan assets at beginning of year (total assets less liabilities)	2018-04-30	$9,651,522
Assets. Value of participant loans	2018-04-30	$39,551
Total contributions received or receivable from employer(s)	2018-04-30	$208,687
Value of certain deemed distributions of participant loans	2018-04-30	$0
Value of corrective distributions	2018-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-04-30	$0
2017 : HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-04-30	$0
Total plan liabilities at end of year	2017-04-30	$13,452
Total plan liabilities at beginning of year	2017-04-30	$0
Total income from all sources	2017-04-30	$1,181,696
Expenses. Total of all expenses incurred	2017-04-30	$1,112,048
Benefits paid (including direct rollovers)	2017-04-30	$1,032,743
Total plan assets at end of year	2017-04-30	$9,664,974
Total plan assets at beginning of year	2017-04-30	$9,581,874
Value of fidelity bond covering the plan	2017-04-30	$1,000,000
Total contributions received or receivable from participants	2017-04-30	$0
Expenses. Other expenses not covered elsewhere	2017-04-30	$79,305
Contributions received from other sources (not participants or employers)	2017-04-30	$0
Other income received	2017-04-30	$979,028
Noncash contributions received	2017-04-30	$0
Net income (gross income less expenses)	2017-04-30	$69,648
Net plan assets at end of year (total assets less liabilities)	2017-04-30	$9,651,522
Net plan assets at beginning of year (total assets less liabilities)	2017-04-30	$9,581,874
Assets. Value of participant loans	2017-04-30	$35,875
Total contributions received or receivable from employer(s)	2017-04-30	$202,668
Value of certain deemed distributions of participant loans	2017-04-30	$0
Value of corrective distributions	2017-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-04-30	$0
2016 : HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-04-30	$0
Total plan liabilities at end of year	2016-04-30	$0
Total plan liabilities at beginning of year	2016-04-30	$0
Total income from all sources	2016-04-30	$-45,982
Expenses. Total of all expenses incurred	2016-04-30	$275,883
Benefits paid (including direct rollovers)	2016-04-30	$210,454
Total plan assets at end of year	2016-04-30	$9,581,874
Total plan assets at beginning of year	2016-04-30	$9,903,739
Value of fidelity bond covering the plan	2016-04-30	$1,000,000
Total contributions received or receivable from participants	2016-04-30	$0
Expenses. Other expenses not covered elsewhere	2016-04-30	$65,429
Contributions received from other sources (not participants or employers)	2016-04-30	$1,225
Other income received	2016-04-30	$-233,720
Noncash contributions received	2016-04-30	$0
Net income (gross income less expenses)	2016-04-30	$-321,865
Net plan assets at end of year (total assets less liabilities)	2016-04-30	$9,581,874
Net plan assets at beginning of year (total assets less liabilities)	2016-04-30	$9,903,739
Assets. Value of participant loans	2016-04-30	$37,147
Total contributions received or receivable from employer(s)	2016-04-30	$186,513
Value of certain deemed distributions of participant loans	2016-04-30	$0
Value of corrective distributions	2016-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-04-30	$0
2015 : HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-04-30	$248
Total income from all sources	2015-04-30	$983,044
Expenses. Total of all expenses incurred	2015-04-30	$892,645
Benefits paid (including direct rollovers)	2015-04-30	$814,177
Total plan assets at end of year	2015-04-30	$9,903,739
Total plan assets at beginning of year	2015-04-30	$9,813,588
Value of fidelity bond covering the plan	2015-04-30	$1,000,000
Total contributions received or receivable from participants	2015-04-30	$0
Expenses. Other expenses not covered elsewhere	2015-04-30	$77,540
Contributions received from other sources (not participants or employers)	2015-04-30	$0
Other income received	2015-04-30	$795,008
Noncash contributions received	2015-04-30	$0
Net income (gross income less expenses)	2015-04-30	$90,399
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$9,903,739
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$9,813,340
Assets. Value of participant loans	2015-04-30	$18,945
Total contributions received or receivable from employer(s)	2015-04-30	$188,036
Value of certain deemed distributions of participant loans	2015-04-30	$928
Value of corrective distributions	2015-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-04-30	$0
2014 : HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-04-30	$0
Total plan liabilities at end of year	2014-04-30	$248
Total plan liabilities at beginning of year	2014-04-30	$0
Total income from all sources	2014-04-30	$1,336,549
Expenses. Total of all expenses incurred	2014-04-30	$241,375
Benefits paid (including direct rollovers)	2014-04-30	$155,040
Total plan assets at end of year	2014-04-30	$9,813,588
Total plan assets at beginning of year	2014-04-30	$8,718,166
Value of fidelity bond covering the plan	2014-04-30	$1,000,000
Total contributions received or receivable from participants	2014-04-30	$0
Expenses. Other expenses not covered elsewhere	2014-04-30	$85,451
Contributions received from other sources (not participants or employers)	2014-04-30	$0
Other income received	2014-04-30	$1,148,756
Noncash contributions received	2014-04-30	$0
Net income (gross income less expenses)	2014-04-30	$1,095,174
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$9,813,340
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$8,718,166
Assets. Value of participant loans	2014-04-30	$27,083
Total contributions received or receivable from employer(s)	2014-04-30	$187,793
Value of certain deemed distributions of participant loans	2014-04-30	$884
Value of corrective distributions	2014-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-04-30	$0
2013 : HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-04-30	$0
Total plan liabilities at end of year	2013-04-30	$0
Total plan liabilities at beginning of year	2013-04-30	$0
Total income from all sources	2013-04-30	$1,039,764
Expenses. Total of all expenses incurred	2013-04-30	$98,693
Benefits paid (including direct rollovers)	2013-04-30	$16,494
Total plan assets at end of year	2013-04-30	$8,718,166
Total plan assets at beginning of year	2013-04-30	$7,777,095
Value of fidelity bond covering the plan	2013-04-30	$1,000,000
Total contributions received or receivable from participants	2013-04-30	$0
Expenses. Other expenses not covered elsewhere	2013-04-30	$0
Contributions received from other sources (not participants or employers)	2013-04-30	$0
Other income received	2013-04-30	$860,527
Noncash contributions received	2013-04-30	$0
Net income (gross income less expenses)	2013-04-30	$941,071
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$8,718,166
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$7,777,095
Assets. Value of participant loans	2013-04-30	$27,751
Total contributions received or receivable from employer(s)	2013-04-30	$179,237
Value of certain deemed distributions of participant loans	2013-04-30	$0
Value of corrective distributions	2013-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-04-30	$82,199
2012 : HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-04-30	$681,983
Expenses. Total of all expenses incurred	2012-04-30	$85,959
Benefits paid (including direct rollovers)	2012-04-30	$21,602
Total plan assets at end of year	2012-04-30	$7,777,095
Total plan assets at beginning of year	2012-04-30	$7,181,071
Value of fidelity bond covering the plan	2012-04-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-04-30	$0
Other income received	2012-04-30	$495,842
Net income (gross income less expenses)	2012-04-30	$596,024
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$7,777,095
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$7,181,071
Assets. Value of participant loans	2012-04-30	$43,449
Total contributions received or receivable from employer(s)	2012-04-30	$186,141
Expenses. Administrative service providers (salaries,fees and commissions)	2012-04-30	$64,357
2010 : HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0

Form 5500 Responses for HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN

2017: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2016: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	No
2016-05-01	Plan funding arrangement – Insurance	Yes
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement – Insurance	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Insurance	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement – Insurance	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement – Insurance	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement – Insurance	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: HURWITZ FINE P.C. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Insurance	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement – Insurance	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01005069

Policy instance

Insurance contract or identification number	01005069
Number of Individuals Covered	2
Insurance policy start date	2017-05-01
Insurance policy end date	2018-04-30
Total amount of commissions paid to insurance broker	USD $80
Total amount of fees paid to insurance company	USD $32
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker organization code?	3
Insurance broker name	DESMON & KOHNSTAMM, INC

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01005069

Policy instance

Insurance contract or identification number	01005069
Number of Individuals Covered	3
Insurance policy start date	2015-05-01
Insurance policy end date	2016-04-30
Total amount of commissions paid to insurance broker	USD $165
Total amount of fees paid to insurance company	USD $71
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $66
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SERVICE FEES/ QUALITY FEES
Insurance broker organization code?	3
Insurance broker name	DESMON & KOHNSTAMM, INC

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01005069

Policy instance

Insurance contract or identification number	01005069
Number of Individuals Covered	2
Insurance policy start date	2014-05-01
Insurance policy end date	2015-04-30
Total amount of commissions paid to insurance broker	USD $120
Total amount of fees paid to insurance company	USD $48
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $48
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker organization code?	3
Insurance broker name	DESMON & KOHNSTAMM, INC

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01005069

Policy instance

Insurance contract or identification number	01005069
Number of Individuals Covered	2
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Total amount of commissions paid to insurance broker	USD $120
Total amount of fees paid to insurance company	USD $48
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $48
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker organization code?	3
Insurance broker name	DESMON & KOHNSTAMM, INC

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01005069

Policy instance

Insurance contract or identification number	01005069
Number of Individuals Covered	2
Insurance policy start date	2012-05-01
Insurance policy end date	2013-04-30
Total amount of commissions paid to insurance broker	USD $120
Total amount of fees paid to insurance company	USD $48
Life Insurance Welfare Benefit	Yes
Commission paid to Insurance Broker	USD $48
Additional information about fees paid to insurance broker	SERVICE FEES/QUALITY FEES
Insurance broker organization code?	3
Amount paid for insurance broker fees	24
Insurance broker name	DESMON & KOHNSTAMM, INC

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01005069

Policy instance

Insurance contract or identification number	01005069
Number of Individuals Covered	2
Insurance policy start date	2011-05-01
Insurance policy end date	2012-04-30
Total amount of commissions paid to insurance broker	USD $119
Total amount of fees paid to insurance company	USD $48
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HURWITZ & FINE, P.C.
Employer identification number (EIN):	161085939
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1977-05-09
Company Identification Number:	433717
Legal Registered Office Address:	1300 LIBERTY BUILDING Erie BUFFALO United States of America (USA) 14202