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| Plan Name | JACK R. BIRD P.C. PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JACK R BIRD PC |
| Employer identification number (EIN): | 752687976 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2012-01-01 | JACK R. BIRD | 2013-02-07 | ||
| 002 | 2011-01-01 | JACK R BIRD | 2012-08-07 | ||
| 002 | 2010-01-01 | JACK R BIRD | 2012-08-07 | ||
| 002 | 2008-01-01 | JACK R. BIRD |
| Measure | Date | Value |
|---|---|---|
| 2008: JACK R. BIRD P.C. PROFIT SHARING PLAN 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 4 |
| Total of all active and inactive participants | 2008-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 6 |
| Number of participants with account balances | 2008-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2008 : JACK R. BIRD P.C. PROFIT SHARING PLAN 2008 401k financial data | ||
| Total plan liabilities at end of year | 2008-12-31 | $0 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-6,746 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $800 |
| Total plan assets at end of year | 2008-12-31 | $376,217 |
| Total plan assets at beginning of year | 2008-12-31 | $383,763 |
| Value of fidelity bond covering the plan | 2008-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $800 |
| Other income received | 2008-12-31 | $-40,072 |
| Net income (gross income less expenses) | 2008-12-31 | $-7,546 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $376,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $383,763 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $33,326 |
| 2008: JACK R. BIRD P.C. PROFIT SHARING PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
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