Starnes Davis Florie Llp 401(K) Profit Sharing Plan — Form 5500 plan (Starnes Davis Florie 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, Starnes Davis Florie Llp 401(K) Profit Sharing Plan is a benefit plan reported by Starnes Davis Florie Llp under EIN 63-0685284 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $56,655,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Starnes Davis Florie Llp
- EIN
- 63-0685284
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $56,655,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241009150412NAL0019494849002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,655,846
- Net assets (EOY)
- $56,655,846
- Net assets (BOY)
- $51,386,904
Income & contributions
- Employer contributions
- $2,056,072
- Participant contributions
- $1,117,988
- Total contributions
- $4,347,440
- Total income / additions
- $14,148,771
Expenses & distributions
- Benefits paid
- $8,700,331
- Administrative expenses
- $179,498
- Total expenses
- $8,879,829
- Net increase / (decrease)
- $5,268,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $21,947 | not reported in the loaded dataset | 2023 |
| Equity Investment Corporation | NONE | $21,421 | not reported in the loaded dataset | 2023 |
| Meld Financial Inc | NONE | $20,817 | not reported in the loaded dataset | 2023 |
| Waverly Advisors LLC | NONE | $20,521 | not reported in the loaded dataset | 2023 |
| Eversource Wealth Advisors LLC | NONE | $20,378 | not reported in the loaded dataset | 2023 |
| Bridgeworth LLC | NONE | $18,776 | not reported in the loaded dataset | 2023 |
| Sagespring Wealth Partners | NONE | $13,893 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $12,865 | not reported in the loaded dataset | 2023 |
| Bhk Investment Advisors LLC | NONE | $10,481 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $9,809 | not reported in the loaded dataset | 2023 |
| Dana Investment Adv Inc | NONE | $5,076 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $832 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Starnes Davis Florie Llp
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Capfinancial Partners LLC — Schedule C compensation
- Equity Investment Corporation — Schedule C compensation
- Meld Financial Inc — Schedule C compensation
- Waverly Advisors LLC — Schedule C compensation
- Eversource Wealth Advisors LLC — Schedule C compensation
- Bridgeworth LLC — Schedule C compensation
- Sagespring Wealth Partners — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Bhk Investment Advisors LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Dana Investment Adv Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation