Plan5500

Birdsall Voss & Assc, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Birdsall Voss & Assc, Inc. (EIN 39-1488409) is a plan sponsor located in Milwaukee, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1488409
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Birdsall Voss & Assc, Inc.

  • 2 loaded plans hold $29.2M in reported assets.
  • The largest, Birdsall, Voss & Associates, Inc. Employees' 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 406 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.2MSummed across loaded plans$29,228,454
Total reported assets$29.2M$29,228,454
Total reported participants406
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.2M total assets
Net assets$29.2MLiabilities$0
Contributions & income
Employer contributions$424.9K
Participant contributions$1.6M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$6.8M
Total expenses$6.9M
Net increase / (decrease)$162K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Birdsall, Voss & Associates, Inc. Employees' 401(K) Retirement Plan
Participants per plan203Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Birdsall, Voss & Associates, Inc. Employees' 401(K) Retirement Plan$29.2M
    Plan #001 · 253 participants · 2023
  2. 2
    Birdsall, Voss & Associates, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #503 · 153 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Birdsall Voss & Assc, Inc.. Open one for its full reported snapshot.

  1. 2023
    Birdsall, Voss & Associates, Inc. Welfare Benefit Plan153 participants · 2No schedules
    View filing →
  2. 2023
    Birdsall, Voss & Associates, Inc. Employees' 401(K) Retirement Plan253 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Birdsall Voss & Assc, Inc. report on Form 5500?
Birdsall Voss & Assc, Inc. (EIN 39-1488409) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Birdsall Voss & Assc, Inc.?
The Employer Identification Number (EIN) reported for Birdsall Voss & Assc, Inc. is 39-1488409.
What is the latest Form 5500 filing year for Birdsall Voss & Assc, Inc.?
The latest loaded Form 5500 filing year for Birdsall Voss & Assc, Inc. is 2023.

Related Form 5500 pages