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RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 401k Plan overview

Plan NameRICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN
Plan identification number 002

RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RICHARD D. BIRD has sponsored the creation of one or more 401k plans.

Company Name:RICHARD D. BIRD
Employer identification number (EIN):751722090
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEVEN R BIRD2024-08-02 STEVEN R BIRD2024-08-02
0022022-01-01STEVEN R BIRD2023-07-13 STEVEN R BIRD2023-07-13
0022021-01-01STEVEN R BIRD2022-07-18 STEVEN R BIRD2022-07-18
0022020-01-01STEVEN R BIRD2021-07-28 LAURON L JOHNSON2021-07-28
0022019-01-01STEVEN R BIRD2020-10-13 STEVEN R BIRD2020-10-13
0022018-01-01STEVEN BIRD2019-07-29
0022017-01-01DALE A. RABE, JR.2018-10-12 DALE A. RABE, JR.2018-10-12
0022016-01-01DALE A. RABE, JR.2017-10-13
0022015-01-01DALE RABE, JR. DALE RABE, JR.2016-10-12
0022014-01-01DALE A. RABE, JR. DALE A. RABE, JR.2015-10-14
0022013-01-01DALE RABE JR DALE RABE JR2014-07-31
0022012-01-01DALE RABE, JR.
0022011-01-01RICHARD D. BIRD
0022009-01-01DALE A. RABE, JR.

Plan Statistics for RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN

401k plan membership statisitcs for RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN

Measure Date Value
2015: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN

Measure Date Value
2015 : RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-26,063
Expenses. Total of all expenses incurred2015-12-31$117,756
Benefits paid (including direct rollovers)2015-12-31$117,756
Total plan assets at end of year2015-12-31$5,247,839
Total plan assets at beginning of year2015-12-31$5,391,658
Value of fidelity bond covering the plan2015-12-31$400,000
Other income received2015-12-31$-26,063
Net income (gross income less expenses)2015-12-31$-143,819
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,247,839
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,391,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$420,438
Expenses. Total of all expenses incurred2014-12-31$127,180
Benefits paid (including direct rollovers)2014-12-31$123,068
Total plan assets at end of year2014-12-31$5,391,658
Total plan assets at beginning of year2014-12-31$5,098,400
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$353,736
Net income (gross income less expenses)2014-12-31$293,258
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,391,658
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,098,400
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$66,702
Value of certain deemed distributions of participant loans2014-12-31$4,112
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
2013 : RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,155,245
Expenses. Total of all expenses incurred2013-12-31$92,730
Benefits paid (including direct rollovers)2013-12-31$92,730
Total plan assets at end of year2013-12-31$5,098,400
Total plan assets at beginning of year2013-12-31$4,035,885
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,098,844
Net income (gross income less expenses)2013-12-31$1,062,515
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,098,400
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,035,885
Assets. Value of participant loans2013-12-31$3,954
Total contributions received or receivable from employer(s)2013-12-31$56,401
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
2012 : RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$506,901
Expenses. Total of all expenses incurred2012-12-31$83,379
Benefits paid (including direct rollovers)2012-12-31$83,379
Total plan assets at end of year2012-12-31$4,035,885
Total plan assets at beginning of year2012-12-31$3,612,363
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$447,497
Net income (gross income less expenses)2012-12-31$423,522
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,035,885
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,612,363
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$59,404
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
2011 : RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$37,830
Expenses. Total of all expenses incurred2011-12-31$83,896
Benefits paid (including direct rollovers)2011-12-31$83,896
Total plan assets at end of year2011-12-31$3,612,363
Total plan assets at beginning of year2011-12-31$3,658,429
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-12,119
Net income (gross income less expenses)2011-12-31$-46,066
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,612,363
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,658,429
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$49,949
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
2010 : RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$574,832
Expenses. Total of all expenses incurred2010-12-31$72,435
Benefits paid (including direct rollovers)2010-12-31$72,435
Total plan assets at end of year2010-12-31$3,658,429
Total plan assets at beginning of year2010-12-31$3,156,032
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$527,150
Net income (gross income less expenses)2010-12-31$502,397
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,658,429
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,156,032
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$47,682
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$47,682
Minimum employer required contribution for this plan year2010-12-31$47,682
2009 : RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$44,722
Amount contributed by the employer to the plan for this plan year2009-12-31$44,722

Form 5500 Responses for RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN

2015: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RICHARD D. BIRD DEFINED CONTRIB. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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