Balch & Bingham Llp 401(K) Profit Sharing Plan — Form 5500 plan (Balch & Bingham 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, Balch & Bingham Llp 401(K) Profit Sharing Plan is a benefit plan reported by Balch & Bingham Llp under EIN 63-0328165 and plan number 001. The latest loaded filing year is 2023. The filing reports 515 participants and $296,768,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Balch & Bingham Llp
- EIN
- 63-0328165
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 515
- End-of-year plan assets
- $296,768,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 515 | H, C | 20241010150636NAL0020391153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $296,768,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $296,768,535
- Net assets (BOY)
- $254,015,136
Income & contributions
- Employer contributions
- $6,709,280
- Participant contributions
- $4,247,371
- Total contributions
- $11,795,982
- Total income / additions
- $56,370,367
Expenses & distributions
- Benefits paid
- $13,235,722
- Administrative expenses
- $381,246
- Total expenses
- $13,616,968
- Net increase / (decrease)
- $42,753,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $80,400 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $67,383 | $0 | 2023 |
| Fisherbroyles Llp | ATTORNEY | $33,900 | not reported in the loaded dataset | 2023 |
| Pearce, Bevill, Leesburg, Moore P.C | AUDITOR | $33,730 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | OTHER | $5,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Balch & Bingham Llp
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Fisherbroyles Llp — Schedule C compensation
- Pearce, Bevill, Leesburg, Moore P.C — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation