Birmingham Hematology & Oncology Associates, LLC 401k Plan — Form 5500 plan (Birmingham Hematology & Oncology Associates, LLC)

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, Birmingham Hematology & Oncology Associates, LLC 401k Plan is a benefit plan reported by Birmingham Hematology & Oncology Associates, LLC under EIN 52-2170293 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $37,426,114 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Birmingham Hematology & Oncology Associates, LLC
EIN
52-2170293
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
346
End-of-year plan assets
$37,426,114

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20241011110931NAL0012406371005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,426,114
Net assets (EOY)
$37,426,114
Net assets (BOY)
$37,153,414

Income & contributions

Employer contributions
$1,383,884
Participant contributions
$1,050,278
Total contributions
$2,448,873
Total income / additions
$7,682,080

Expenses & distributions

Benefits paid
$7,340,892
Administrative expenses
$68,488
Total expenses
$7,409,380
Net increase / (decrease)
$272,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCFINANCIAL ADVISOR$8,358not reported in the loaded dataset2023
Black & Pinckard LLCAUDITOR$1,550$02023

Related Form 5500 pages