How many benefit plans does Birch, Stewart, Kolasch & Birch, Llp report on Form 5500?

Birch, Stewart, Kolasch & Birch, Llp (EIN 54-1042409) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Birch, Stewart, Kolasch & Birch, Llp?

The Employer Identification Number (EIN) reported for Birch, Stewart, Kolasch & Birch, Llp is 54-1042409.

What is the latest Form 5500 filing year for Birch, Stewart, Kolasch & Birch, Llp?

The latest loaded Form 5500 filing year for Birch, Stewart, Kolasch & Birch, Llp is 2023.

Birch, Stewart, Kolasch & Birch, Llp — 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, Birch, Stewart, Kolasch & Birch, Llp (EIN 54-1042409) is a plan sponsor located in Falls Church, VA with 3 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: 54-1042409
Location: Falls Church, VA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $57,901,162
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $57,901,162

Contributions & income

Employer contributions: $1,063,060
Participant contributions: $1,188,690
Total income / additions: $11,283,336

Expenses & distributions

Benefits paid / distributions: $1,404,935
Total expenses: $1,447,577
Net increase / (decrease): $9,835,759

Coverage

Total reported participants: 600
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

Birch, Stewart, Kolasch & Birch, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Bskb - 401(K) Profit Sharing Plan	001	240	$57,901,162	2023
Birch, Stewart, Kolasch & Birch, Llp Long Term Disability Insurance Plan	502	185	not reported in the loaded dataset	2023
Birch, Stewart, Kolasch & Birch, Llp Flexible Benefits Plan	501	175	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Birch, Stewart, Kolasch & Birch, Llp
Year	Plan	Participants	Schedules	Filing
2023	Birch, Stewart, Kolasch & Birch, Llp Flexible Benefits Plan	175	—	20240722094039NAL0005714579001
2023	Birch, Stewart, Kolasch & Birch, Llp Long Term Disability Insurance Plan	185	—	20240722102249NAL0005742147001
2023	Bskb - 401(K) Profit Sharing Plan	240	H, C	20241008134431NAL0030125712001