Burr & Forman Llp Profit Sharing Plan — Form 5500 plan (Burr & Forman Llp)
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, Burr & Forman Llp Profit Sharing Plan is a benefit plan reported by Burr & Forman Llp under EIN 63-0322727 and plan number 001. The latest loaded filing year is 2023. The filing reports 810 participants and $341,269,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burr & Forman Llp
- EIN
- 63-0322727
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 810
- End-of-year plan assets
- $341,269,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 810 | H, C | 20241011160839NAL0044411698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $341,269,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $341,269,544
- Net assets (BOY)
- $276,799,166
Income & contributions
- Employer contributions
- $9,974,270
- Participant contributions
- $7,003,134
- Total contributions
- $25,794,078
- Total income / additions
- $79,606,671
Expenses & distributions
- Benefits paid
- $15,206,854
- Administrative expenses
- $176,380
- Total expenses
- $15,388,098
- Net increase / (decrease)
- $64,218,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $129,566 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $93,911 | not reported in the loaded dataset | 2023 |