Original filing (PDF)20240712185003NAL0020534561001

Forvis, LLP

Name: Forvis, LLP — BKD, LLP Cash Balance Pension Plan, Form 5500 (2023)
Creator: Forvis, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BKD, LLP Cash Balance Pension Plan

Defined-benefit pension plan · Forvis, LLP's BKD, LLP Cash Balance Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Forvis, LLP's EIN is 44-0160260.

EIN 44-0160260

Plan number 021

Plan year 2023

ACK ID 20240712185003NAL0020534561001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Forvis, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Forvis, LLP's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORVIS, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off