Beasley, Allen, Crow, Methvin, Portis & Miles, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Beasley, Allen, Crow, Methvin, Portis & Miles, Pc)

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, Beasley, Allen, Crow, Methvin, Portis & Miles, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Beasley, Allen, Crow, Methvin, Portis & Miles, Pc under EIN 63-0958760 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $57,816,069 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beasley, Allen, Crow, Methvin, Portis & Miles, Pc
EIN
63-0958760
Plan number
001
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
290
End-of-year plan assets
$57,816,069

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023290H, C20240903144629NAL0019037393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,816,069
Total liabilities (EOY)
$0
Net assets (EOY)
$57,816,069
Net assets (BOY)
$49,819,982

Income & contributions

Employer contributions
$1,971,682
Participant contributions
$2,192,096
Total contributions
$4,295,638
Total income / additions
$12,088,265

Expenses & distributions

Benefits paid
$3,885,526
Administrative expenses
$206,652
Total expenses
$4,092,178
Net increase / (decrease)
$7,996,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPING$128,057not reported in the loaded dataset2023
Synovus Trust CompanyINVESTMENT MNGMT/TRUSTEE$78,595not reported in the loaded dataset2023

Related Form 5500 pages