Civic Intelligence

Borland Benefield PC.

Plan context: Borland Benefield PC. Profit Sharing 401(K) Plan and Trust

EIN 63-0721243 • Birmingham, AL • 27 filings • 3 plans

800 Shades Creek ParkwaySuite 875Birmingham, AL 35209
Current Snapshot

Latest Year

2025

2025 Participants

54

2025 Assets

$16,231,959

2025 Contributions

$879,163

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$16,231,959$8,115,980$0199920132025YearValue
$16,231,959Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

56280199920122025YearValue
54Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025154$16,231,959$879,163$16,281iApproximate average salary by contribution assumption: employee only about $407,020 at 4% or $271,347 at 6%; with 50% employer match about $271,347 at 4% or $180,898 at 6%; with 100% employer match about $203,510 at 4% or $135,673 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-54$16,231,959$879,163$16,281iApproximate average salary by contribution assumption: employee only about $407,020 at 4% or $271,347 at 6%; with 50% employer match about $271,347 at 4% or $180,898 at 6%; with 100% employer match about $203,510 at 4% or $135,673 at 6%.
2024152$13,479,342$882,098$16,963iApproximate average salary by contribution assumption: employee only about $424,086 at 4% or $282,724 at 6%; with 50% employer match about $282,724 at 4% or $188,482 at 6%; with 100% employer match about $212,043 at 4% or $141,362 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-52$13,479,342$882,098$16,963iApproximate average salary by contribution assumption: employee only about $424,086 at 4% or $282,724 at 6%; with 50% employer match about $282,724 at 4% or $188,482 at 6%; with 100% employer match about $212,043 at 4% or $141,362 at 6%.
2023156$10,899,906$730,730$13,049iApproximate average salary by contribution assumption: employee only about $326,219 at 4% or $217,479 at 6%; with 50% employer match about $217,479 at 4% or $144,986 at 6%; with 100% employer match about $163,109 at 4% or $108,740 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-56$10,899,906$730,730$13,049iApproximate average salary by contribution assumption: employee only about $326,219 at 4% or $217,479 at 6%; with 50% employer match about $217,479 at 4% or $144,986 at 6%; with 100% employer match about $163,109 at 4% or $108,740 at 6%.
2022153$8,555,764$670,990$12,660iApproximate average salary by contribution assumption: employee only about $316,505 at 4% or $211,003 at 6%; with 50% employer match about $211,003 at 4% or $140,669 at 6%; with 100% employer match about $158,252 at 4% or $105,502 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-53$8,555,764$670,990$12,660iApproximate average salary by contribution assumption: employee only about $316,505 at 4% or $211,003 at 6%; with 50% employer match about $211,003 at 4% or $140,669 at 6%; with 100% employer match about $158,252 at 4% or $105,502 at 6%.
2021153$10,378,372$928,584$17,520iApproximate average salary by contribution assumption: employee only about $438,011 at 4% or $292,008 at 6%; with 50% employer match about $292,008 at 4% or $194,672 at 6%; with 100% employer match about $219,006 at 4% or $146,004 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-53$10,378,372$928,584$17,520iApproximate average salary by contribution assumption: employee only about $438,011 at 4% or $292,008 at 6%; with 50% employer match about $292,008 at 4% or $194,672 at 6%; with 100% employer match about $219,006 at 4% or $146,004 at 6%.
2020152$8,548,954$564,155$10,849iApproximate average salary by contribution assumption: employee only about $271,228 at 4% or $180,819 at 6%; with 50% employer match about $180,819 at 4% or $120,546 at 6%; with 100% employer match about $135,614 at 4% or $90,409 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-52$8,548,954$564,155$10,849iApproximate average salary by contribution assumption: employee only about $271,228 at 4% or $180,819 at 6%; with 50% employer match about $180,819 at 4% or $120,546 at 6%; with 100% employer match about $135,614 at 4% or $90,409 at 6%.
2019148$6,906,375$578,190$12,046iApproximate average salary by contribution assumption: employee only about $301,141 at 4% or $200,760 at 6%; with 50% employer match about $200,760 at 4% or $133,840 at 6%; with 100% employer match about $150,570 at 4% or $100,380 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-48$6,906,375$578,190$12,046iApproximate average salary by contribution assumption: employee only about $301,141 at 4% or $200,760 at 6%; with 50% employer match about $200,760 at 4% or $133,840 at 6%; with 100% employer match about $150,570 at 4% or $100,380 at 6%.
2018145$5,154,945$462,963$10,288iApproximate average salary by contribution assumption: employee only about $257,202 at 4% or $171,468 at 6%; with 50% employer match about $171,468 at 4% or $114,312 at 6%; with 100% employer match about $128,601 at 4% or $85,734 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-45$5,154,945$462,963$10,288iApproximate average salary by contribution assumption: employee only about $257,202 at 4% or $171,468 at 6%; with 50% employer match about $171,468 at 4% or $114,312 at 6%; with 100% employer match about $128,601 at 4% or $85,734 at 6%.
2017147$5,124,680$456,696$9,717iApproximate average salary by contribution assumption: employee only about $242,923 at 4% or $161,949 at 6%; with 50% employer match about $161,949 at 4% or $107,966 at 6%; with 100% employer match about $121,462 at 4% or $80,974 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-47$5,124,680$456,696$9,717iApproximate average salary by contribution assumption: employee only about $242,923 at 4% or $161,949 at 6%; with 50% employer match about $161,949 at 4% or $107,966 at 6%; with 100% employer match about $121,462 at 4% or $80,974 at 6%.
2016130$3,242,456$331,029$11,034iApproximate average salary by contribution assumption: employee only about $275,858 at 4% or $183,905 at 6%; with 50% employer match about $183,905 at 4% or $122,603 at 6%; with 100% employer match about $137,929 at 4% or $91,953 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-30$3,242,456$331,029$11,034iApproximate average salary by contribution assumption: employee only about $275,858 at 4% or $183,905 at 6%; with 50% employer match about $183,905 at 4% or $122,603 at 6%; with 100% employer match about $137,929 at 4% or $91,953 at 6%.
2015129$2,627,715$312,400$10,772iApproximate average salary by contribution assumption: employee only about $269,310 at 4% or $179,540 at 6%; with 50% employer match about $179,540 at 4% or $119,693 at 6%; with 100% employer match about $134,655 at 4% or $89,770 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-29$2,627,715$312,400$10,772iApproximate average salary by contribution assumption: employee only about $269,310 at 4% or $179,540 at 6%; with 50% employer match about $179,540 at 4% or $119,693 at 6%; with 100% employer match about $134,655 at 4% or $89,770 at 6%.
2014130$2,854,287$363,879$12,129iApproximate average salary by contribution assumption: employee only about $303,233 at 4% or $202,155 at 6%; with 50% employer match about $202,155 at 4% or $134,770 at 6%; with 100% employer match about $151,616 at 4% or $101,078 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-30$2,854,287$363,879$12,129iApproximate average salary by contribution assumption: employee only about $303,233 at 4% or $202,155 at 6%; with 50% employer match about $202,155 at 4% or $134,770 at 6%; with 100% employer match about $151,616 at 4% or $101,078 at 6%.
2013130$2,443,481$347,167$11,572iApproximate average salary by contribution assumption: employee only about $289,306 at 4% or $192,871 at 6%; with 50% employer match about $192,871 at 4% or $128,580 at 6%; with 100% employer match about $144,653 at 4% or $96,435 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-30$2,443,481$347,167$11,572iApproximate average salary by contribution assumption: employee only about $289,306 at 4% or $192,871 at 6%; with 50% employer match about $192,871 at 4% or $128,580 at 6%; with 100% employer match about $144,653 at 4% or $96,435 at 6%.
2012132$1,881,586$259,134$8,098iApproximate average salary by contribution assumption: employee only about $202,448 at 4% or $134,966 at 6%; with 50% employer match about $134,966 at 4% or $89,977 at 6%; with 100% employer match about $101,224 at 4% or $67,483 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-32$1,881,586$259,134$8,098iApproximate average salary by contribution assumption: employee only about $202,448 at 4% or $134,966 at 6%; with 50% employer match about $134,966 at 4% or $89,977 at 6%; with 100% employer match about $101,224 at 4% or $67,483 at 6%.
2011127$1,492,794$216,672$8,025iApproximate average salary by contribution assumption: employee only about $200,622 at 4% or $133,748 at 6%; with 50% employer match about $133,748 at 4% or $89,165 at 6%; with 100% employer match about $100,311 at 4% or $66,874 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-27$1,492,794$216,672$8,025iApproximate average salary by contribution assumption: employee only about $200,622 at 4% or $133,748 at 6%; with 50% employer match about $133,748 at 4% or $89,165 at 6%; with 100% employer match about $100,311 at 4% or $66,874 at 6%.
2010122$1,461,649$187,120$8,505iApproximate average salary by contribution assumption: employee only about $212,636 at 4% or $141,758 at 6%; with 50% employer match about $141,758 at 4% or $94,505 at 6%; with 100% employer match about $106,318 at 4% or $70,879 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-22$1,461,649$187,120$8,505iApproximate average salary by contribution assumption: employee only about $212,636 at 4% or $141,758 at 6%; with 50% employer match about $141,758 at 4% or $94,505 at 6%; with 100% employer match about $106,318 at 4% or $70,879 at 6%.
2009126$1,808,923$207,200$7,969iApproximate average salary by contribution assumption: employee only about $199,231 at 4% or $132,821 at 6%; with 50% employer match about $132,821 at 4% or $88,547 at 6%; with 100% employer match about $99,615 at 4% or $66,410 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-26$1,808,923$207,200$7,969iApproximate average salary by contribution assumption: employee only about $199,231 at 4% or $132,821 at 6%; with 50% employer match about $132,821 at 4% or $88,547 at 6%; with 100% employer match about $99,615 at 4% or $66,410 at 6%.
2008125$1,205,981$194,730$7,789iApproximate average salary by contribution assumption: employee only about $194,730 at 4% or $129,820 at 6%; with 50% employer match about $129,820 at 4% or $86,547 at 6%; with 100% employer match about $97,365 at 4% or $64,910 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-25$1,205,981$194,730$7,789iApproximate average salary by contribution assumption: employee only about $194,730 at 4% or $129,820 at 6%; with 50% employer match about $129,820 at 4% or $86,547 at 6%; with 100% employer match about $97,365 at 4% or $64,910 at 6%.
2007122$0$0-
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-22---
2006119$1,347,579$174,963$9,209iApproximate average salary by contribution assumption: employee only about $230,214 at 4% or $153,476 at 6%; with 50% employer match about $153,476 at 4% or $102,318 at 6%; with 100% employer match about $115,107 at 4% or $76,738 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-19$1,347,579$174,963$9,209iApproximate average salary by contribution assumption: employee only about $230,214 at 4% or $153,476 at 6%; with 50% employer match about $153,476 at 4% or $102,318 at 6%; with 100% employer match about $115,107 at 4% or $76,738 at 6%.
2005116$1,075,967$115,908$7,244iApproximate average salary by contribution assumption: employee only about $181,106 at 4% or $120,738 at 6%; with 50% employer match about $120,738 at 4% or $80,492 at 6%; with 100% employer match about $90,553 at 4% or $60,369 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-16$1,075,967$115,908$7,244iApproximate average salary by contribution assumption: employee only about $181,106 at 4% or $120,738 at 6%; with 50% employer match about $120,738 at 4% or $80,492 at 6%; with 100% employer match about $90,553 at 4% or $60,369 at 6%.
2004117$888,062$116,830$6,872iApproximate average salary by contribution assumption: employee only about $171,809 at 4% or $114,539 at 6%; with 50% employer match about $114,539 at 4% or $76,359 at 6%; with 100% employer match about $85,904 at 4% or $57,270 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-17$888,062$116,830$6,872iApproximate average salary by contribution assumption: employee only about $171,809 at 4% or $114,539 at 6%; with 50% employer match about $114,539 at 4% or $76,359 at 6%; with 100% employer match about $85,904 at 4% or $57,270 at 6%.
2003115$698,205$99,057$6,604iApproximate average salary by contribution assumption: employee only about $165,095 at 4% or $110,063 at 6%; with 50% employer match about $110,063 at 4% or $73,376 at 6%; with 100% employer match about $82,548 at 4% or $55,032 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-15$698,205$99,057$6,604iApproximate average salary by contribution assumption: employee only about $165,095 at 4% or $110,063 at 6%; with 50% employer match about $110,063 at 4% or $73,376 at 6%; with 100% employer match about $82,548 at 4% or $55,032 at 6%.
2002116$532,014$92,860$5,804iApproximate average salary by contribution assumption: employee only about $145,094 at 4% or $96,729 at 6%; with 50% employer match about $96,729 at 4% or $64,486 at 6%; with 100% employer match about $72,547 at 4% or $48,365 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-16$532,014$92,860$5,804iApproximate average salary by contribution assumption: employee only about $145,094 at 4% or $96,729 at 6%; with 50% employer match about $96,729 at 4% or $64,486 at 6%; with 100% employer match about $72,547 at 4% or $48,365 at 6%.
2001122$561,487$89,621$4,074iApproximate average salary by contribution assumption: employee only about $101,842 at 4% or $67,895 at 6%; with 50% employer match about $67,895 at 4% or $45,263 at 6%; with 100% employer match about $50,921 at 4% or $33,947 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-22$561,487$89,621$4,074iApproximate average salary by contribution assumption: employee only about $101,842 at 4% or $67,895 at 6%; with 50% employer match about $67,895 at 4% or $45,263 at 6%; with 100% employer match about $50,921 at 4% or $33,947 at 6%.
2000119$581,676$81,260$4,277iApproximate average salary by contribution assumption: employee only about $106,921 at 4% or $71,281 at 6%; with 50% employer match about $71,281 at 4% or $47,520 at 6%; with 100% employer match about $53,461 at 4% or $35,640 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-19$581,676$81,260$4,277iApproximate average salary by contribution assumption: employee only about $106,921 at 4% or $71,281 at 6%; with 50% employer match about $71,281 at 4% or $47,520 at 6%; with 100% employer match about $53,461 at 4% or $35,640 at 6%.
1999119$553,043$65,802$3,463iApproximate average salary by contribution assumption: employee only about $86,582 at 4% or $57,721 at 6%; with 50% employer match about $57,721 at 4% or $38,481 at 6%; with 100% employer match about $43,291 at 4% or $28,861 at 6%.
Borland Benefield PC. Profit Sharing 401(K) Plan and Trust-19$553,043$65,802$3,463iApproximate average salary by contribution assumption: employee only about $86,582 at 4% or $57,721 at 6%; with 50% employer match about $57,721 at 4% or $38,481 at 6%; with 100% employer match about $43,291 at 4% or $28,861 at 6%.