Burr & Forman Llp Employees' 401(K) Plan — Form 5500 plan (Burr & Forman 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, Burr & Forman Llp Employees' 401(K) Plan is a benefit plan reported by Burr & Forman Llp under EIN 63-0322727 and plan number 003. The latest loaded filing year is 2023. The filing reports 218 participants and $4,597,575 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.6MPlan net assets, end of year$4,597,575
Participants218Covered participants reported
Assets / participant$21.1KComputed: assets ÷ participants$21,090 (computed)
Provider compensation$4K2 Schedule C provider row(s)$3,986
- Plan sponsor
- Burr & Forman Llp
- EIN
- 63-0322727
- Plan number
- 003
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241011160126NAL0023172129001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,597,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,597,575
- Net assets (BOY)
- $3,527,309
Income & contributions
- Employer contributions
- $250,860
- Participant contributions
- $929,684
- Total contributions
- $1,265,747
- Total income / additions
- $1,899,826
Expenses & distributions
- Benefits paid
- $573,305
- Administrative expenses
- $4,450
- Total expenses
- $577,755
- Net increase / (decrease)
- $1,322,071
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,685 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $1,301 | not reported in the loaded dataset | 2023 |