401k Plan data: BIRDEYE INC. RETIREMENT TRUST plan

BIRDEYE INC. RETIREMENT TRUST 401k Plan overview

Plan Name	BIRDEYE INC. RETIREMENT TRUST
Plan identification number	001

BIRDEYE INC. RETIREMENT TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

BIRDEYE INC. has sponsored the creation of one or more 401k plans.

Company Name: BIRDEYE INC.

Employer identification number (EIN): 454835337

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRDEYE INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WAIFAT CHAU 2018-07-05
001 2016-01-01 PLAN SPONSOR 2017-10-16

Plan Statistics for BIRDEYE INC. RETIREMENT TRUST

401k plan membership statisitcs for BIRDEYE INC. RETIREMENT TRUST

Measure Date Value
2022: BIRDEYE INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 352
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 163
Total of all active and inactive participants 2022-01-01 515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 515
Number of participants with account balances 2022-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 37
2021: BIRDEYE INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 259
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 138
Total of all active and inactive participants 2021-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 397
Number of participants with account balances 2021-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 40
2020: BIRDEYE INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 246
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 115
Total of all active and inactive participants 2020-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 361
Number of participants with account balances 2020-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 21
2019: BIRDEYE INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 192
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 89
Total of all active and inactive participants 2019-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 281
Number of participants with account balances 2019-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 48
2018: BIRDEYE INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 170
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 40
Total of all active and inactive participants 2018-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 210
Number of participants with account balances 2018-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: BIRDEYE INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	352
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	163
Total of all active and inactive participants	2022-01-01	515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	515
Number of participants with account balances	2022-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	37
2021: BIRDEYE INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	259
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	138
Total of all active and inactive participants	2021-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	397
Number of participants with account balances	2021-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	40
2020: BIRDEYE INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	246
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	115
Total of all active and inactive participants	2020-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	361
Number of participants with account balances	2020-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	21
2019: BIRDEYE INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	192
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	89
Total of all active and inactive participants	2019-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	281
Number of participants with account balances	2019-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	48
2018: BIRDEYE INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	170
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	40
Total of all active and inactive participants	2018-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	210
Number of participants with account balances	2018-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on BIRDEYE INC. RETIREMENT TRUST

Measure	Date	Value
2022 : BIRDEYE INC. RETIREMENT TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$1,196,402
Total of all expenses incurred	2022-12-31	$1,121,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,079,409
Expenses. Certain deemed distributions of participant loans	2022-12-31	$15,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,146,805
Value of total assets at end of year	2022-12-31	$5,298,183
Value of total assets at beginning of year	2022-12-31	$5,223,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$26,297
Total interest from all sources	2022-12-31	$1,869
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$108,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$108,490
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$1,381,080
Participant contributions at end of year	2022-12-31	$48,972
Participant contributions at beginning of year	2022-12-31	$44,976
Participant contributions at end of year	2022-12-31	$37,062
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$377,474
Total non interest bearing cash at end of year	2022-12-31	$273
Total non interest bearing cash at beginning of year	2022-12-31	$29,591
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	$75,157
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,298,183
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,223,026
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
Investment advisory and management fees	2022-12-31	$1,483
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,856,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,762,243
Interest on participant loans	2022-12-31	$1,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$341,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$386,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$386,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,060,762
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	$388,251
Employer contributions (assets) at end of year	2022-12-31	$13,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,079,409
Contract administrator fees	2022-12-31	$24,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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	BHLP LLP
Accountancy firm EIN	2022-12-31	454806875
2021 : BIRDEYE INC. RETIREMENT TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,018,283
Total of all expenses incurred	2021-12-31	$661,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$639,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,310,606
Value of total assets at end of year	2021-12-31	$5,223,026
Value of total assets at beginning of year	2021-12-31	$3,866,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,018
Total interest from all sources	2021-12-31	$2,675
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$386,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$386,324
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$888,664
Participant contributions at end of year	2021-12-31	$44,976
Participant contributions at beginning of year	2021-12-31	$53,971
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$81,233
Total non interest bearing cash at end of year	2021-12-31	$29,591
Total non interest bearing cash at beginning of year	2021-12-31	$130
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	$1,356,599
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,223,026
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,866,427
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	$4,762,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,400,492
Interest on participant loans	2021-12-31	$2,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$386,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$411,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$411,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$318,678
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	Yes
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	$340,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$639,666
Contract administrator fees	2021-12-31	$22,018
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	BHLP LLP
Accountancy firm EIN	2021-12-31	454806875
2020 : BIRDEYE INC. RETIREMENT TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,596,048
Total of all expenses incurred	2020-12-31	$278,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$261,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,078,228
Value of total assets at end of year	2020-12-31	$3,866,427
Value of total assets at beginning of year	2020-12-31	$2,548,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,434
Total interest from all sources	2020-12-31	$4,269
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$65,648
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$65,648
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$796,685
Participant contributions at end of year	2020-12-31	$53,971
Participant contributions at beginning of year	2020-12-31	$74,656
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$24,356
Total non interest bearing cash at end of year	2020-12-31	$130
Total non interest bearing cash at beginning of year	2020-12-31	$4,626
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	$1,317,780
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,866,427
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,548,647
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	$3,400,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,285,932
Interest on participant loans	2020-12-31	$2,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$411,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$183,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$183,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$447,903
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	$257,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$261,834
Contract administrator fees	2020-12-31	$16,434
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	BHLF LLP
Accountancy firm EIN	2020-12-31	454806875
2019 : BIRDEYE INC. RETIREMENT TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,413,174
Total of all expenses incurred	2019-12-31	$309,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$290,212
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,001,113
Value of total assets at end of year	2019-12-31	$2,548,647
Value of total assets at beginning of year	2019-12-31	$1,445,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,465
Total interest from all sources	2019-12-31	$4,493
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$48,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$48,935
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$732,475
Participant contributions at end of year	2019-12-31	$74,656
Participant contributions at beginning of year	2019-12-31	$51,956
Participant contributions at beginning of year	2019-12-31	$18,468
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,685
Total non interest bearing cash at end of year	2019-12-31	$4,626
Total non interest bearing cash at beginning of year	2019-12-31	$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,103,331
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,548,647
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,445,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,285,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,312,101
Interest on participant loans	2019-12-31	$4,164
Interest earned on other investments	2019-12-31	$329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$183,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$55,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$55,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$358,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$263,953
Employer contributions (assets) at beginning of year	2019-12-31	$7,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$290,212
Contract administrator fees	2019-12-31	$18,465
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BHLF LLP
Accountancy firm EIN	2019-12-31	454806875
2018 : BIRDEYE INC. RETIREMENT TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$979,516
Total of all expenses incurred	2018-12-31	$79,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$71,209
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,076,187
Value of total assets at end of year	2018-12-31	$1,445,316
Value of total assets at beginning of year	2018-12-31	$545,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,691
Total interest from all sources	2018-12-31	$2,076
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$29,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$29,529
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$611,561
Participant contributions at end of year	2018-12-31	$51,956
Participant contributions at beginning of year	2018-12-31	$19,207
Participant contributions at end of year	2018-12-31	$18,468
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$260,205
Total non interest bearing cash at end of year	2018-12-31	$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$899,552
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,445,316
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$545,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,312,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$521,991
Interest on participant loans	2018-12-31	$2,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$55,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$4,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$4,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-128,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$204,421
Employer contributions (assets) at end of year	2018-12-31	$7,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$71,209
Contract administrator fees	2018-12-31	$6,691
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BHLF LLP
Accountancy firm EIN	2018-12-31	454806875

Form 5500 Responses for BIRDEYE INC. RETIREMENT TRUST

2022: BIRDEYE INC. RETIREMENT TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BIRDEYE INC. RETIREMENT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BIRDEYE INC. RETIREMENT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BIRDEYE INC. RETIREMENT TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BIRDEYE INC. RETIREMENT TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BIRDEYE INC.
Employer identification number (EIN):	454835337
NAIC Classification:	541600