Plan5500

Birge & Held Asset Management, LLC 401(K) Plan — Form 5500 plan (Birge & Held Asset Management, LLC)

Plain-English plan 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, Birge & Held Asset Management, LLC 401(K) Plan is a benefit plan reported by Birge & Held Asset Management, LLC under EIN 45-5450139 and plan number 001. The latest loaded filing year is 2023. The filing reports 576 participants and $6,148,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Birge & Held Asset Management, LLC
EIN
45-5450139
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
576
End-of-year plan assets
$6,148,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023576H, C20241024110849NAL0001062849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,148,184
Net assets (EOY)
$6,148,184
Net assets (BOY)
$3,886,278

Income & contributions

Employer contributions
$515,631
Participant contributions
$935,700
Total contributions
$1,721,119
Total income / additions
$2,622,357

Expenses & distributions

Benefits paid
$314,618
Administrative expenses
$45,833
Total expenses
$360,451
Net increase / (decrease)
$2,261,906

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lji Wealth Management, LLCnot reported in the loaded dataset$21,229not reported in the loaded dataset2023
NationwideRECORDKEEPER/ CUSTODIAN$17,340not reported in the loaded dataset2023
American Pension Advisors, Ltd.THIRD PARTY ADMINISTRATO$7,264not reported in the loaded dataset2023

Related Form 5500 pages