2023 Form 5500 filing — Starnes Davis Florie Llp 401(K) Profit Sharing 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 20241009150412NAL0019494849002) for Starnes Davis Florie Llp 401(K) Profit Sharing Plan, reported by Starnes Davis Florie Llp under EIN 63-0685284 and plan number 002. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009150412NAL0019494849002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Starnes Davis Florie Llp
- EIN
- 63-0685284
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,655,846
- Net assets (EOY)
- $56,655,846
- Employer contributions
- $2,056,072
- Participant contributions
- $1,117,988
- Total income / additions
- $14,148,771
- Benefits paid
- $8,700,331
- Administrative expenses
- $179,498
- Total expenses
- $8,879,829
- Net increase / (decrease)
- $5,268,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $21,947 | not reported in the loaded dataset |
| Equity Investment Corporation | NONE | $21,421 | not reported in the loaded dataset |
| Meld Financial Inc | NONE | $20,817 | not reported in the loaded dataset |
| Waverly Advisors LLC | NONE | $20,521 | not reported in the loaded dataset |
| Eversource Wealth Advisors LLC | NONE | $20,378 | not reported in the loaded dataset |
| Bridgeworth LLC | NONE | $18,776 | not reported in the loaded dataset |
| Sagespring Wealth Partners | NONE | $13,893 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $12,865 | not reported in the loaded dataset |
| Bhk Investment Advisors LLC | NONE | $10,481 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $9,809 | not reported in the loaded dataset |
| Dana Investment Adv Inc | NONE | $5,076 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $832 | $0 |