Create Birmingham 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Create Birmingham
  • Sponsor EIN: 841631034
  • Sponsor Address: 310 18TH STREET NORTH #303, BIRMINGHAM, AL, 35203
  • Plan Type: 403(b)
  • Total Participants: 5
  • Total Assets: $161,667

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$161,667$19,235$5,200
20235$125,430$18,047$6,765
20223$87,305$0$23,262

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