401k Plan data: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST plan

BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST
Plan identification number	001

BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

BYRD AND BYRD, LLC has sponsored the creation of one or more 401k plans.

Company Name: BYRD AND BYRD, LLC

Employer identification number (EIN): 371950008

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2

Measure	Date	Value
2023: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2

Financial Data on BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$59,933
Expenses. Total of all expenses incurred	2023-12-31	$1,646,230
Benefits paid (including direct rollovers)	2023-12-31	$1,636,445
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$1,586,297
Value of fidelity bond covering the plan	2023-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$1,600
Other income received	2023-12-31	$59,933
Net income (gross income less expenses)	2023-12-31	$-1,586,297
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,586,297
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$8,185
2022 : BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-144,081
Expenses. Total of all expenses incurred	2022-12-31	$8,129
Total plan assets at end of year	2022-12-31	$1,586,297
Total plan assets at beginning of year	2022-12-31	$1,738,507
Value of fidelity bond covering the plan	2022-12-31	$100,000
Other income received	2022-12-31	$-144,081
Net income (gross income less expenses)	2022-12-31	$-152,210
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,586,297
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,738,507
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,129
2021 : BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$183,402
Expenses. Total of all expenses incurred	2021-12-31	$65,289
Benefits paid (including direct rollovers)	2021-12-31	$56,920
Total plan assets at end of year	2021-12-31	$1,738,507
Total plan assets at beginning of year	2021-12-31	$1,620,394
Value of fidelity bond covering the plan	2021-12-31	$100,000
Other income received	2021-12-31	$183,402
Net income (gross income less expenses)	2021-12-31	$118,113
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,738,507
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,620,394
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,369
2020 : BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$238,835
Expenses. Total of all expenses incurred	2020-12-31	$10,456
Benefits paid (including direct rollovers)	2020-12-31	$2,099
Total plan assets at end of year	2020-12-31	$1,620,394
Total plan assets at beginning of year	2020-12-31	$1,392,015
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$172,736
Net income (gross income less expenses)	2020-12-31	$228,379
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,620,394
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,392,015
Total contributions received or receivable from employer(s)	2020-12-31	$66,099
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,357
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$242,356
Expenses. Total of all expenses incurred	2019-12-31	$5,059
Total plan assets at end of year	2019-12-31	$1,392,015
Total plan assets at beginning of year	2019-12-31	$1,154,718
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$180,523
Net income (gross income less expenses)	2019-12-31	$237,297
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,392,015
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,154,718
Total contributions received or receivable from employer(s)	2019-12-31	$61,833
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST

2023: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BYRD AND BYRD, LLC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BYRD AND BYRD, LLP PROFIT SHARING PLAN AND TRUST [EIN = 271217781]

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Company Name:	BYRD AND BYRD, LLC
Employer identification number (EIN):	371950008
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers