2023 Form 5500 filing — Balch & Bingham 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 20241010150636NAL0020391153001) for Balch & Bingham Llp 401(K) Profit Sharing Plan, reported by Balch & Bingham Llp under EIN 63-0328165 and plan number 001. It reports 515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150636NAL0020391153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Balch & Bingham Llp
- EIN
- 63-0328165
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $296,768,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $296,768,535
- Employer contributions
- $6,709,280
- Participant contributions
- $4,247,371
- Total income / additions
- $56,370,367
- Benefits paid
- $13,235,722
- Administrative expenses
- $381,246
- Total expenses
- $13,616,968
- Net increase / (decrease)
- $42,753,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $80,400 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $67,383 | $0 |
| Fisherbroyles Llp | ATTORNEY | $33,900 | not reported in the loaded dataset |
| Pearce, Bevill, Leesburg, Moore P.C | AUDITOR | $33,730 | not reported in the loaded dataset |
| Principal Financial Group | OTHER | $5,000 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $500 | not reported in the loaded dataset |