401k Plan data: OKIE-BIRD, INC. 401(K) PLAN plan

OKIE-BIRD, INC. 401(K) PLAN 401k Plan overview

Plan Name	OKIE-BIRD, INC. 401(K) PLAN
Plan identification number	001

OKIE-BIRD, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OKIE-BIRD, INC. has sponsored the creation of one or more 401k plans.

Company Name: OKIE-BIRD, INC.

Employer identification number (EIN): 813082516

NAIC Classification: 453910
NAIC Description: Pet and Pet Supplies Stores

Additional information about OKIE-BIRD, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-06-23

Company Identification Number: 0802486209

Legal Registered Office Address: 23930 WESTHEIMER PKWY STE 115

KATY
United States of America (USA)
77494

More information about OKIE-BIRD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKIE-BIRD, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 BRIAN KEITH STIERWALT BRIAN KEITH STIERWALT 2018-10-14
001 2016-06-24 BRIAN KEITH STIERWALT BRIAN KEITH STIERWALT 2018-01-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	BRIAN KEITH STIERWALT	BRIAN KEITH STIERWALT	2018-10-14
001	2016-06-24	BRIAN KEITH STIERWALT	BRIAN KEITH STIERWALT	2018-01-19

Plan Statistics for OKIE-BIRD, INC. 401(K) PLAN

401k plan membership statisitcs for OKIE-BIRD, INC. 401(K) PLAN

Measure Date Value
2019: OKIE-BIRD, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OKIE-BIRD, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OKIE-BIRD, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OKIE-BIRD, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-24 0
Total number of active participants reported on line 7a of the Form 5500 2016-06-24 1
Number of retired or separated participants receiving benefits 2016-06-24 0
Number of other retired or separated participants entitled to future benefits 2016-06-24 0
Total of all active and inactive participants 2016-06-24 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-24 0
Total participants 2016-06-24 1
Number of participants with account balances 2016-06-24 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-24 0

Measure	Date	Value
2019: OKIE-BIRD, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OKIE-BIRD, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OKIE-BIRD, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OKIE-BIRD, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-24	0
Total number of active participants reported on line 7a of the Form 5500	2016-06-24	1
Number of retired or separated participants receiving benefits	2016-06-24	0
Number of other retired or separated participants entitled to future benefits	2016-06-24	0
Total of all active and inactive participants	2016-06-24	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-24	0
Total participants	2016-06-24	1
Number of participants with account balances	2016-06-24	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-24	0

Financial Data on OKIE-BIRD, INC. 401(K) PLAN

Measure	Date	Value
2019 : OKIE-BIRD, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-02-04	$0
Total plan liabilities at end of year	2019-02-04	$0
Total plan liabilities at beginning of year	2019-02-04	$0
Total income from all sources	2019-02-04	$-73,443
Expenses. Total of all expenses incurred	2019-02-04	$113,643
Benefits paid (including direct rollovers)	2019-02-04	$113,643
Total plan assets at end of year	2019-02-04	$0
Total plan assets at beginning of year	2019-02-04	$187,086
Total contributions received or receivable from participants	2019-02-04	$0
Expenses. Other expenses not covered elsewhere	2019-02-04	$0
Contributions received from other sources (not participants or employers)	2019-02-04	$0
Other income received	2019-02-04	$-73,443
Noncash contributions received	2019-02-04	$0
Net income (gross income less expenses)	2019-02-04	$-187,086
Net plan assets at end of year (total assets less liabilities)	2019-02-04	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-02-04	$187,086
Assets. Value of employer securities	2019-02-04	$0
Total contributions received or receivable from employer(s)	2019-02-04	$0
Value of certain deemed distributions of participant loans	2019-02-04	$0
Value of corrective distributions	2019-02-04	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-02-04	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-02-04	$0
2018 : OKIE-BIRD, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$78,558
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$187,086
Total plan assets at beginning of year	2018-12-31	$108,528
Assets. Value of tangible personal property	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$0
Assets. Value of loans (other than to participants)	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$78,558
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$78,558
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$187,086
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$108,528
Assets. Value of participant loans	2018-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$0
Assets. Value of real-estate (other than employer real property)	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$187,086
Assets. Value of employer real property	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : OKIE-BIRD, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$-87,942
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$108,528
Total plan assets at beginning of year	2017-12-31	$196,470
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$-87,942
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-87,942
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$108,528
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$196,470
Assets. Value of employer securities	2017-12-31	$108,528
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : OKIE-BIRD, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$196,470
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$196,470
Total plan assets at beginning of year	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$200,000
Other income received	2016-12-31	$-3,530
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$196,470
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$196,470
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$196,470
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0

Form 5500 Responses for OKIE-BIRD, INC. 401(K) PLAN

2019: OKIE-BIRD, INC. 401(K) PLAN 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	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2018: OKIE-BIRD, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OKIE-BIRD, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OKIE-BIRD, INC. 401(K) PLAN 2016 form 5500 responses
2016-06-24	Type of plan entity	Single employer plan
2016-06-24	First time form 5500 has been submitted	Yes
2016-06-24	Submission has been amended	No
2016-06-24	This submission is the final filing	No
2016-06-24	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-06-24	Plan is a collectively bargained plan	No
2016-06-24	Plan funding arrangement – Trust	Yes
2016-06-24	Plan benefit arrangement - Trust	Yes

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Company Name:	OKIE-BIRD, INC.
Employer identification number (EIN):	813082516
NAIC Classification:	453910
NAIC Description:	Pet and Pet Supplies Stores

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-06-23
Company Identification Number:	0802486209
Legal Registered Office Address:	23930 WESTHEIMER PKWY STE 115 KATY United States of America (USA) 77494