2023 Form 5500 filing — Birmingham Hematology & Oncology Associates, LLC 401k 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 20241011110931NAL0012406371005) for Birmingham Hematology & Oncology Associates, LLC 401k Plan, reported by Birmingham Hematology & Oncology Associates, LLC under EIN 52-2170293 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110931NAL0012406371005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birmingham Hematology & Oncology Associates, LLC
- EIN
- 52-2170293
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,426,114
- Net assets (EOY)
- $37,426,114
- Employer contributions
- $1,383,884
- Participant contributions
- $1,050,278
- Total income / additions
- $7,682,080
- Benefits paid
- $7,340,892
- Administrative expenses
- $68,488
- Total expenses
- $7,409,380
- Net increase / (decrease)
- $272,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | FINANCIAL ADVISOR | $8,358 | not reported in the loaded dataset |
| Black & Pinckard LLC | AUDITOR | $1,550 | $0 |