BIRD ELECTRIC ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BIRD ELECTRIC ENTERPRISES, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : BIRD ELECTRIC ENTERPRISES, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-21 | -3161192 |
| Total liabilities as of the beginning of the plan year | 2025-08-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-21 | 579291 |
| Net assets as of the end of the plan year | 2025-08-21 | 0 |
| Total assets as of the beginning of the plan year | 2025-08-21 | 2561851 |
| Value of plan covered by a fidelity bond | 2025-08-21 | 256186 |
| Participant contributions to plan in this plan year | 2025-08-21 | 694222 |
| Value of participant loans at end of plan year | 2025-08-21 | 0 |
| Other contributions to plan in this plan year | 2025-08-21 | 4494 |
| Other income to plan in this plan year | 2025-08-21 | 249053 |
| Plan net income in this plan year | 2025-08-21 | 599341 |
| Net assets as of the end of the plan year | 2025-08-21 | 0 |
| Net assets as of the beginning of the plan year | 2025-08-21 | 2561851 |
| Employer contributions to plan in this plan year | 2025-08-21 | 230863 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-21 | 41933 |
| 2024 : BIRD ELECTRIC ENTERPRISES, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-02-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-05 | 500761 |
| Net assets as of the end of the plan year | 2024-02-05 | 2561851 |
| Total assets as of the beginning of the plan year | 2024-02-05 | 1939686 |
| Value of plan covered by a fidelity bond | 2024-02-05 | 1939687 |
| Participant contributions to plan in this plan year | 2024-02-05 | 523789 |
| Value of participant loans at end of plan year | 2024-02-05 | 104536 |
| Other contributions to plan in this plan year | 2024-02-05 | 100988 |
| Other income to plan in this plan year | 2024-02-05 | 292087 |
| Plan net income in this plan year | 2024-02-05 | 622165 |
| Net assets as of the end of the plan year | 2024-02-05 | 2561851 |
| Net assets as of the beginning of the plan year | 2024-02-05 | 1939686 |
| Employer contributions to plan in this plan year | 2024-02-05 | 206062 |
| Fees paid to broker by Benefit Provider | 2024-02-05 | 452 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-05 | 28893 |
| 2022 : BIRD ELECTRIC ENTERPRISES, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $506,922 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $277,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $248,647 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $5,734 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $791,613 |
| Value of total assets at end of year | 2022-12-31 | $1,939,686 |
| Value of total assets at beginning of year | 2022-12-31 | $1,710,042 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,897 |
| Total interest from all sources | 2022-12-31 | $4,146 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $400,563 |
| Participant contributions at end of year | 2022-12-31 | $97,246 |
| Participant contributions at beginning of year | 2022-12-31 | $78,486 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $238,491 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $229,644 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,939,686 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,710,042 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,645,191 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,508,615 |
| Interest on participant loans | 2022-12-31 | $4,146 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $197,249 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $122,941 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-288,837 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $152,559 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $248,647 |
| Contract administrator fees | 2022-12-31 | $22,897 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | THE CJ CPA GROUP, PLLC |
| Accountancy firm EIN | 2022-12-31 | 274461251 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $506,922 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $277,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $248,647 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $5,734 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $791,613 |
| Value of total assets at end of year | 2022-01-01 | $1,939,686 |
| Value of total assets at beginning of year | 2022-01-01 | $1,710,042 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $22,897 |
| Total interest from all sources | 2022-01-01 | $4,146 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $400,563 |
| Participant contributions at end of year | 2022-01-01 | $97,246 |
| Participant contributions at beginning of year | 2022-01-01 | $78,486 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $238,491 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $229,644 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,939,686 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,710,042 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,645,191 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,508,615 |
| Interest on participant loans | 2022-01-01 | $4,146 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $197,249 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $122,941 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-288,837 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $152,559 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $248,647 |
| Contract administrator fees | 2022-01-01 | $22,897 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | THE CJ CPA GROUP, PLLC |
| Accountancy firm EIN | 2022-01-01 | 274461251 |
| 2021 : BIRD ELECTRIC ENTERPRISES, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $491,705 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $427,261 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $380,686 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $20,833 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $290,566 |
| Value of total assets at end of year | 2021-12-31 | $1,710,042 |
| Value of total assets at beginning of year | 2021-12-31 | $1,645,598 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,742 |
| Total interest from all sources | 2021-12-31 | $3,157 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $164,560 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $207,737 |
| Participant contributions at end of year | 2021-12-31 | $78,486 |
| Participant contributions at beginning of year | 2021-12-31 | $46,790 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $64,444 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,710,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,645,598 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,508,615 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,475,341 |
| Interest on participant loans | 2021-12-31 | $3,157 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $122,941 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $123,467 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $197,982 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $82,829 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $380,686 |
| Contract administrator fees | 2021-12-31 | $25,742 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CORNWELL JACKSON, PLLC |
| Accountancy firm EIN | 2021-12-31 | 274461251 |
| 2020 : BIRD ELECTRIC ENTERPRISES, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $520,394 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $895,267 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $823,707 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $40,825 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $372,453 |
| Value of total assets at end of year | 2020-12-31 | $1,645,598 |
| Value of total assets at beginning of year | 2020-12-31 | $2,020,471 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,735 |
| Total interest from all sources | 2020-12-31 | $2,338 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $138,297 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $234,344 |
| Participant contributions at end of year | 2020-12-31 | $46,790 |
| Participant contributions at beginning of year | 2020-12-31 | $64,086 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $37,353 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-374,873 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,645,598 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,020,471 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,475,341 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,824,765 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $2,338 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $123,467 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $131,620 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $145,603 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $100,756 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $823,707 |
| Contract administrator fees | 2020-12-31 | $30,735 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CORNWELL JACKSON, PLLC |
| Accountancy firm EIN | 2020-12-31 | 274461251 |
