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, Birtcher Anderson & Davis 401(K) Plan is a benefit plan reported by Birtcher Anderson & Davis Associates, Inc. under EIN 85-0833976 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $11,191,542 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,191,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,191,542
- Net assets (BOY)
- $9,253,325
Income & contributions
- Employer contributions
- $67,696
- Participant contributions
- $487,404
- Total contributions
- $613,805
- Total income / additions
- $2,294,012
Expenses & distributions
- Benefits paid
- $308,976
- Administrative expenses
- $46,819
- Total expenses
- $355,795
- Net increase / (decrease)
- $1,938,217