How big is Burchfiel-Overbay & Associates, Inc.'s plan?

Burchfiel-Overbay & Associates, Inc.'s plan reported $1.8M in assets and 11 participants for 2024.

Original filing (PDF)20251001115302NAL0031551106001

Burchfiel-Overbay & Associates, Inc.

Name: Burchfiel-Overbay & Associates, Inc. — BOA Cash, Form 5500 (2024)
Creator: Burchfiel-Overbay & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BOA Cash Balance Plan

Defined-benefit pension plan · Burchfiel-Overbay & Associates, Inc.'s BOA Cash Balance Plan held $1.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Connie Amidei signed Burchfiel-Overbay & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Connie Amidei — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Burchfiel-Overbay & Associates, Inc.'s EIN is 62-1262381.

EIN 62-1262381

Plan number 002

Plan year 2024

ACK ID 20251001115302NAL0031551106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burchfiel-Overbay & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burchfiel-Overbay & Associates, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURCHFIEL-OVERBAY & ASSOCIATES, INC..

Finding similar companies…

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

100

Helping the score