Original filing (PDF)20240712185003NAL0020534561001

FORVIS, LLP

Name: FORVIS, LLP — BKD, LLP CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: FORVIS, LLP

Form 5500-SF

FILING_RECEIVED

BKD, LLP CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORVIS, LLP.

Plan sponsor

Name

FORVIS, LLP

EIN

44-0160260

Address

910 E. SAINT LOUIS STREET, STE 400 · SPRINGFIELD, MO · 658062568

Phone

(417) 831-7283

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

021

Plan year

2023

Plan year begin

2023-06-01

Tax period

2023-09-30

Filed

2024-07-12

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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