2023 Form 5500 filing — Birmingham Heart Clinic, P. C. Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250501095702NAL0006522098001) for Birmingham Heart Clinic, P. C. Profit Sharing Plan, reported by Birmingham Heart Clinic, Pc under EIN 63-1119002 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.4MReported net assets$19,435,031
Participants167
Provider compensation$62.1K3 Schedule C row(s)$62,123
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250501095702NAL0006522098001
Plan sponsor
Birmingham Heart Clinic, Pc
EIN
63-1119002
Plan number
001
Location
Birmingham, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.4M total assets
Net assets$19.4MLiabilities$6.9K
Money in vs. money out
Total income / additions$4M
Total expenses$891.6K
Benefits paid / distributions$798.8K
Contributions
Employer$1.2M
Participant$510K
Full reported line items
Total assets (EOY)
$19,441,966
Total liabilities (EOY)
$6,935
Net assets (EOY)
$19,435,031
Employer contributions
$1,198,537
Participant contributions
$509,990
Total income / additions
$4,046,719
Benefits paid
$798,823
Administrative expenses
$92,809
Total expenses
$891,632
Net increase / (decrease)
$3,155,087
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $36.2K · Indirect $54
  2. 2
    CONTRACT ADMINISTRATOR · Direct $17.9K · Indirect $0
  3. 3
    CONTRACT ADMINISTRATOR · Direct $4.9K · Indirect $3.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250501095702NAL0006522098001 cover?
It is the 2023 Form 5500 filing for Birmingham Heart Clinic, P. C. Profit Sharing Plan, reported by Birmingham Heart Clinic, Pc (EIN 63-1119002).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages