2023 Form 5500 filing — Burr & Forman Llp Cash Balance 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 20241009153919NAL0010795507001) for Burr & Forman Llp Cash Balance Plan, reported by Burr & Forman Llp under EIN 63-0322727 and plan number 004. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009153919NAL0010795507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burr & Forman Llp
- EIN
- 63-0322727
- Plan number
- 004
- Location
- Birmingham, AL
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,217,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,217,440
- Employer contributions
- $4,972,500
- Total income / additions
- $5,778,872
- Benefits paid
- $1,546,221
- Administrative expenses
- $90,016
- Total expenses
- $1,636,237
- Net increase / (decrease)
- $4,142,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Financial Partners | NONE | $39,858 | not reported in the loaded dataset |
| October Three Consulting LLC | NONE | $30,625 | not reported in the loaded dataset |