Burr & Forman Llp Cash Balance 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 Cash Balance Plan is a benefit plan reported by Burr & Forman Llp under EIN 63-0322727 and plan number 004. The latest loaded filing year is 2023. The filing reports 158 participants and $13,217,440 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
- 004
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $13,217,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241009153919NAL0010795507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,217,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,217,440
- Net assets (BOY)
- $9,074,805
Income & contributions
- Employer contributions
- $4,972,500
- Total contributions
- $4,972,500
- Total income / additions
- $5,778,872
Expenses & distributions
- Benefits paid
- $1,546,221
- Administrative expenses
- $90,016
- Total expenses
- $1,636,237
- Net increase / (decrease)
- $4,142,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Financial Partners | NONE | $39,858 | not reported in the loaded dataset | 2023 |
| October Three Consulting LLC | NONE | $30,625 | not reported in the loaded dataset | 2023 |