How many benefit plans does Birge & Held Asset Management, LLC report on Form 5500?

Birge & Held Asset Management, LLC (EIN 45-5450139) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Birge & Held Asset Management, LLC?

The Employer Identification Number (EIN) reported for Birge & Held Asset Management, LLC is 45-5450139.

What is the latest Form 5500 filing year for Birge & Held Asset Management, LLC?

The latest loaded Form 5500 filing year for Birge & Held Asset Management, LLC is 2023.

Birge & Held Asset Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Birge & Held Asset Management, LLC (EIN 45-5450139) is a plan sponsor located in Indianapolis, IN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 45-5450139
Location: Indianapolis, IN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,148,184
Total reported net assets (EOY): $6,148,184

Contributions & income

Employer contributions: $515,631
Participant contributions: $935,700
Total income / additions: $2,622,357

Expenses & distributions

Benefits paid / distributions: $314,618
Total expenses: $360,451
Net increase / (decrease): $2,261,906

Coverage

Total reported participants: 1,143
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Birge & Held Asset Management, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Birge & Held Asset Management, LLC 401(K) Plan	001	576	$6,148,184	2023
Birge & Held Asset Management, LLC Welfare Benefit Plan	501	567	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Birge & Held Asset Management, LLC
Year	Plan	Participants	Schedules	Filing
2023	Birge & Held Asset Management, LLC Welfare Benefit Plan	567	—	20240618130731NAL0001658035001
2023	Birge & Held Asset Management, LLC 401(K) Plan	576	H, C	20241024110849NAL0001062849001