2023 Form 5500 filing — Birtcher Anderson & Davis 401(K) 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 20240927132056NAL0001084659001) for Birtcher Anderson & Davis 401(K) Plan, reported by Birtcher Anderson & Davis Associates, Inc. under EIN 85-0833976 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927132056NAL0001084659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birtcher Anderson & Davis Associates, Inc.
- EIN
- 85-0833976
- Plan number
- 001
- Location
- San Juan Capistrano, CA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,191,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,191,542
- Employer contributions
- $67,696
- Participant contributions
- $487,404
- Total income / additions
- $2,294,012
- Benefits paid
- $308,976
- Administrative expenses
- $46,819
- Total expenses
- $355,795
- Net increase / (decrease)
- $1,938,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Financial Group, LLC | NONE | $27,220 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $19,599 | not reported in the loaded dataset |