401k Plan data: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN plan

BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 401k Plan overview

Plan Name	BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN
Plan identification number	001

BURCH & CRACCHIOLO, P.A. RESTATED 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.

401k Sponsoring company profile

BURCH & CRACCHIOLO, P.A. has sponsored the creation of one or more 401k plans.

Company Name: BURCH & CRACCHIOLO, P.A.

Employer identification number (EIN): 860316924

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2023-02-21
001 2021-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-07-13
001 2020-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2021-08-30
001 2019-01-01 ALAN GOLD, CPA 2020-07-28
001 2018-01-01
001 2017-01-01 EDWIN FLEMING
001 2016-01-01 EDWIN FLEMING
001 2015-01-01 EDWIN FLEMING
001 2014-01-01 EDWIN FLEMING
001 2013-01-01 EDWIN FLEMING
001 2012-01-01 EDWIN FLEMING
001 2011-01-01 STEVEN LIPPMANN
001 2010-01-01 EDWIN FLEMING
001 2009-01-01 ALAN GOLD, CPA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2023-02-21
001	2021-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-07-13
001	2020-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2021-08-30
001	2019-01-01	ALAN GOLD, CPA	2020-07-28
001	2018-01-01
001	2017-01-01	EDWIN FLEMING
001	2016-01-01	EDWIN FLEMING
001	2015-01-01	EDWIN FLEMING
001	2014-01-01	EDWIN FLEMING
001	2013-01-01	EDWIN FLEMING
001	2012-01-01	EDWIN FLEMING
001	2011-01-01	STEVEN LIPPMANN
001	2010-01-01	EDWIN FLEMING
001	2009-01-01	ALAN GOLD, CPA

Plan Statistics for BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN

401k plan membership statisitcs for BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN

Measure Date Value
2025: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-16 84
Total number of particpants at end of year 2025-06-16 84
Number of Participants With Account Balances 2025-06-16 84
2024: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-03 80
Total number of particpants at end of year 2024-06-03 82
Number of Participants With Account Balances 2024-06-03 82
2022: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 61
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 80
Number of participants with account balances 2022-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 61
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 81
Number of participants with account balances 2021-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 61
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 88
Number of participants with account balances 2020-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 62
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 85
Number of participants with account balances 2019-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 73
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 88
Number of participants with account balances 2018-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 77
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 92
Number of participants with account balances 2017-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 82
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 92
Number of participants with account balances 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 77
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 90
Number of participants with account balances 2015-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 93
Number of participants with account balances 2014-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 77
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 93
Number of participants with account balances 2013-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 73
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 90
Number of participants with account balances 2012-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 81
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 94
Number of participants with account balances 2011-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 86
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 101
Number of participants with account balances 2010-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 83
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 97
Number of participants with account balances 2009-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-16	84
Total number of particpants at end of year	2025-06-16	84
Number of Participants With Account Balances	2025-06-16	84
2024: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-03	80
Total number of particpants at end of year	2024-06-03	82
Number of Participants With Account Balances	2024-06-03	82
2022: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	61
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	80
Number of participants with account balances	2022-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	61
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	81
Number of participants with account balances	2021-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	61
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	88
Number of participants with account balances	2020-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	62
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	85
Number of participants with account balances	2019-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	73
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	88
Number of participants with account balances	2018-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	77
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	92
Number of participants with account balances	2017-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	82
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	92
Number of participants with account balances	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	77
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	90
Number of participants with account balances	2015-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	93
Number of participants with account balances	2014-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	77
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	93
Number of participants with account balances	2013-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	73
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	90
Number of participants with account balances	2012-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	81
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	94
Number of participants with account balances	2011-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	86
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	101
Number of participants with account balances	2010-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	83
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	97
Number of participants with account balances	2009-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN

Measure	Date	Value
2025 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-16	2903993
Net assets as of the end of the plan year	2025-06-16	51182207
Total assets as of the beginning of the plan year	2025-06-16	46956656
Value of plan covered by a fidelity bond	2025-06-16	500000
Other income to plan in this plan year	2025-06-16	5900988
Plan net income in this plan year	2025-06-16	4225551
Net assets as of the end of the plan year	2025-06-16	51182207
Net assets as of the beginning of the plan year	2025-06-16	46956656
Employer contributions to plan in this plan year	2025-06-16	1228556
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-16	3150
2024 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-03	140703
Net assets as of the end of the plan year	2024-06-03	46956656
Total assets as of the beginning of the plan year	2024-06-03	39588445
Value of plan covered by a fidelity bond	2024-06-03	500000
Other income to plan in this plan year	2024-06-03	6194688
Plan net income in this plan year	2024-06-03	7368211
Net assets as of the end of the plan year	2024-06-03	46956656
Net assets as of the beginning of the plan year	2024-06-03	39588445
Employer contributions to plan in this plan year	2024-06-03	1314226
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-03	1562
2022 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-3,950,610
Expenses. Total of all expenses incurred	2022-12-31	$622,592
Benefits paid (including direct rollovers)	2022-12-31	$621,251
Total plan assets at end of year	2022-12-31	$39,588,445
Total plan assets at beginning of year	2022-12-31	$44,161,647
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-5,240,719
Net income (gross income less expenses)	2022-12-31	$-4,573,202
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$39,588,445
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$44,161,647
Total contributions received or receivable from employer(s)	2022-12-31	$1,290,109
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,341
2021 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$6,439,928
Expenses. Total of all expenses incurred	2021-12-31	$389,458
Benefits paid (including direct rollovers)	2021-12-31	$388,129
Total plan assets at end of year	2021-12-31	$44,161,647
Total plan assets at beginning of year	2021-12-31	$38,111,177
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$5,097,004
Net income (gross income less expenses)	2021-12-31	$6,050,470
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$44,161,647
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$38,111,177
Total contributions received or receivable from employer(s)	2021-12-31	$1,342,924
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$4,870,831
Expenses. Total of all expenses incurred	2020-12-31	$4,165,939
Benefits paid (including direct rollovers)	2020-12-31	$4,163,612
Total plan assets at end of year	2020-12-31	$38,111,177
Total plan assets at beginning of year	2020-12-31	$37,406,285
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$3,485,121
Net income (gross income less expenses)	2020-12-31	$704,892
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$38,111,177
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$37,406,285
Total contributions received or receivable from employer(s)	2020-12-31	$1,385,710
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$7,047,994
Expenses. Total of all expenses incurred	2019-12-31	$4,382,874
Benefits paid (including direct rollovers)	2019-12-31	$4,380,551
Total plan assets at end of year	2019-12-31	$37,406,285
Total plan assets at beginning of year	2019-12-31	$34,741,165
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$5,827,620
Net income (gross income less expenses)	2019-12-31	$2,665,120
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$37,406,285
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$34,741,165
Total contributions received or receivable from employer(s)	2019-12-31	$1,220,374
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$68,629
Expenses. Total of all expenses incurred	2018-12-31	$4,092,486
Benefits paid (including direct rollovers)	2018-12-31	$4,090,465
Total plan assets at end of year	2018-12-31	$34,741,165
Total plan assets at beginning of year	2018-12-31	$38,765,022
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-1,228,298
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-4,023,857
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$34,741,165
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$38,765,022
Total contributions received or receivable from employer(s)	2018-12-31	$1,296,927
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,021
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$5,390,583
Expenses. Total of all expenses incurred	2017-12-31	$254,797
Benefits paid (including direct rollovers)	2017-12-31	$253,740
Total plan assets at end of year	2017-12-31	$38,765,022
Total plan assets at beginning of year	2017-12-31	$33,629,236
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$4,117,596
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$5,135,786
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$38,765,022
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$33,629,236
Total contributions received or receivable from employer(s)	2017-12-31	$1,272,987
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$3,865,243
Expenses. Total of all expenses incurred	2016-12-31	$978,260
Benefits paid (including direct rollovers)	2016-12-31	$976,419
Total plan assets at end of year	2016-12-31	$33,629,236
Total plan assets at beginning of year	2016-12-31	$30,742,253
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$2,406,628
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$2,886,983
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$33,629,236
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$30,742,253
Total contributions received or receivable from employer(s)	2016-12-31	$1,458,615
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,841
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,067,559
Expenses. Total of all expenses incurred	2015-12-31	$1,280,486
Benefits paid (including direct rollovers)	2015-12-31	$1,274,355
Total plan assets at end of year	2015-12-31	$30,742,253
Total plan assets at beginning of year	2015-12-31	$30,955,180
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-289,838
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-212,927
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$30,742,253
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$30,955,180
Total contributions received or receivable from employer(s)	2015-12-31	$1,357,397
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$2,906,269
Expenses. Total of all expenses incurred	2014-12-31	$785,824
Benefits paid (including direct rollovers)	2014-12-31	$783,795
Total plan assets at end of year	2014-12-31	$30,955,180
Total plan assets at beginning of year	2014-12-31	$28,834,735
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$1,525,265
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$2,120,445
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$30,955,180
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$28,834,735
Assets. Value of real-estate (other than employer real property)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$1,381,004
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,632,047
Expenses. Total of all expenses incurred	2013-12-31	$246,865
Benefits paid (including direct rollovers)	2013-12-31	$245,050
Total plan assets at end of year	2013-12-31	$28,834,735
Total plan assets at beginning of year	2013-12-31	$25,449,553
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$2,402,220
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$3,385,182
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$28,834,735
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$25,449,553
Assets. Value of real-estate (other than employer real property)	2013-12-31	$59,832
Total contributions received or receivable from employer(s)	2013-12-31	$1,229,827
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$2,866,915
Expenses. Total of all expenses incurred	2012-12-31	$1,123,718
Benefits paid (including direct rollovers)	2012-12-31	$1,121,295
Total plan assets at end of year	2012-12-31	$25,449,553
Total plan assets at beginning of year	2012-12-31	$23,706,356
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$1,612,951
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$1,743,197
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$25,449,553
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$23,706,356
Assets. Value of real-estate (other than employer real property)	2012-12-31	$59,832
Total contributions received or receivable from employer(s)	2012-12-31	$1,253,964
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,423
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,216,372
Expenses. Total of all expenses incurred	2011-12-31	$1,528,958
Benefits paid (including direct rollovers)	2011-12-31	$1,527,964
Total plan assets at end of year	2011-12-31	$23,706,356
Total plan assets at beginning of year	2011-12-31	$24,018,942
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-183,607
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-312,586
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$23,706,356
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$24,018,942
Assets. Value of real-estate (other than employer real property)	2011-12-31	$59,832
Total contributions received or receivable from employer(s)	2011-12-31	$1,399,979
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$994
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,638,751
Expenses. Total of all expenses incurred	2010-12-31	$683,850
Benefits paid (including direct rollovers)	2010-12-31	$681,462
Total plan assets at end of year	2010-12-31	$24,018,942
Total plan assets at beginning of year	2010-12-31	$22,064,041
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,394,860
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$1,954,901
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$24,018,942
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$22,064,041
Assets. Value of real-estate (other than employer real property)	2010-12-31	$62,608
Total contributions received or receivable from employer(s)	2010-12-31	$1,243,891
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BURCH & CRACCHIOLO, P.A. RESTATED PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0