2023 Form 5500 filing — Birge & Held Asset Management, LLC 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 20241024110849NAL0001062849001) for Birge & Held Asset Management, LLC 401(K) Plan, reported by Birge & Held Asset Management, LLC under EIN 45-5450139 and plan number 001. It reports 576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024110849NAL0001062849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birge & Held Asset Management, LLC
- EIN
- 45-5450139
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,148,184
- Net assets (EOY)
- $6,148,184
- Employer contributions
- $515,631
- Participant contributions
- $935,700
- Total income / additions
- $2,622,357
- Benefits paid
- $314,618
- Administrative expenses
- $45,833
- Total expenses
- $360,451
- Net increase / (decrease)
- $2,261,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lji Wealth Management, LLC | not reported in the loaded dataset | $21,229 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER/ CUSTODIAN | $17,340 | not reported in the loaded dataset |
| American Pension Advisors, Ltd. | THIRD PARTY ADMINISTRATO | $7,264 | not reported in the loaded dataset |