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BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameBIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:TERMINIX, INC.
Employer identification number (EIN):710297887
NAIC Classification:561710
NAIC Description:Exterminating and Pest Control Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAY M. HEFLIN2024-07-11 JAY M. HEFLIN2024-07-11
0012022-01-01JAY M. HEFLIN2023-07-25 JAY M. HEFLIN2023-07-25
0012021-01-01JAY M. HEFLIN2022-07-27 JAY M. HEFLIN2022-07-27
0012020-01-01JAY M. HEFLIN2021-07-26 JAY M. HEFLIN2021-07-26
0012019-01-01JAY M. HEFLIN2020-07-22 JAY M. HEFLIN2020-07-22
0012018-01-01JAY M. HEFLIN2019-07-22 JAY M. HEFLIN2019-07-22
0012017-01-01JAY M. HEFLIN2018-07-25 JAY M. HEFLIN2018-07-25
0012016-01-01JAY M. HEFLIN2017-07-18 JAY M. HEFLIN2017-07-18
0012014-01-01JAY M. HEFLIN2016-07-21 JAY M. HEFLIN2016-07-21
0012013-01-01JAY M. HEFLIN
0012012-01-01JAY M. HEFLIN JAY M. HEFLIN2013-08-13
0012011-01-01JAY M. HEFLIN JAY M. HEFLIN2012-07-27
0012010-01-01JAY M. HEFLIN JAY M. HEFLIN2011-07-30
0012009-01-01JAY M. HEFLIN JAY M. HEFLIN2010-10-11

Plan Statistics for BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2025: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2978
Total number of particpants at end of year2025-07-2970
Number of Participants With Account Balances2025-07-2962
2024: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1170
Total number of particpants at end of year2024-07-1175
Number of Participants With Account Balances2024-07-1166
2013: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0173
Number of participants with account balances2013-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01156
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01146
Number of participants with account balances2012-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01146
Total number of active participants reported on line 7a of the Form 55002010-01-0195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01132
Number of participants with account balances2010-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01137
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2025 : BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-29456459
Net assets as of the end of the plan year2025-07-297555862
Total assets as of the beginning of the plan year2025-07-296870405
Value of plan covered by a fidelity bond2025-07-29500000
Participant contributions to plan in this plan year2025-07-29189545
Other income to plan in this plan year2025-07-29826403
Plan net income in this plan year2025-07-29685457
Net assets as of the end of the plan year2025-07-297555862
Net assets as of the beginning of the plan year2025-07-296870405
Employer contributions to plan in this plan year2025-07-29125968
Fees paid to broker by Benefit Provider2025-07-2918081
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2919146
2024 : BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1161859
Net assets as of the end of the plan year2024-07-116870405
Total assets as of the beginning of the plan year2024-07-115748124
Value of plan covered by a fidelity bond2024-07-11500000
Participant contributions to plan in this plan year2024-07-11169811
Other contributions to plan in this plan year2024-07-1121595
Other income to plan in this plan year2024-07-11878224
Plan net income in this plan year2024-07-111122281
Net assets as of the end of the plan year2024-07-116870405
Net assets as of the beginning of the plan year2024-07-115748124
Employer contributions to plan in this plan year2024-07-11114510
Fees paid to broker by Benefit Provider2024-07-1115320
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1115408
2013 : BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,471
Total income from all sources (including contributions)2013-12-31$1,207,160
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,282,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,280,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$150,077
Value of total assets at end of year2013-12-31$4,402,638
Value of total assets at beginning of year2013-12-31$4,489,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,680
Total interest from all sources2013-12-31$7,237
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$113,047
Participant contributions at end of year2013-12-31$1,563
Participant contributions at beginning of year2013-12-31$9,165
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-75,357
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,402,638
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,477,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,298,606
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,095,727
Interest earned on other investments2013-12-31$7,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$102,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$384,574
Net investment gain/loss from pooled separate accounts2013-12-31$1,049,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,280,837
Contract administrator fees2013-12-31$1,680
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JPMS COX, PLLC
Accountancy firm EIN2013-12-31201776739
2012 : BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,319
Total income from all sources (including contributions)2012-12-31$621,055
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$60,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$60,086
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$159,943
Value of total assets at end of year2012-12-31$4,489,466
Value of total assets at beginning of year2012-12-31$3,935,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$913
Total interest from all sources2012-12-31$10,761
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$159,943
Participant contributions at end of year2012-12-31$9,165
Participant contributions at beginning of year2012-12-31$18,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$560,056
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,477,995
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,917,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$913
Value of interest in pooled separate accounts at end of year2012-12-31$4,095,727
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,524,071
Interest earned on other investments2012-12-31$10,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$384,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$372,676
Net investment gain/loss from pooled separate accounts2012-12-31$450,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at beginning of year2012-12-31$20,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$60,086
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$17,319
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JPMS COX, PLLC
Accountancy firm EIN2012-12-31201776739
2011 : BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$197,845
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$313,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$294,916
Value of total corrective distributions2011-12-31$17,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$229,823
Value of total assets at end of year2011-12-31$3,935,258
Value of total assets at beginning of year2011-12-31$4,033,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,290
Total interest from all sources2011-12-31$9,055
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$209,588
Participant contributions at end of year2011-12-31$18,276
Participant contributions at beginning of year2011-12-31$8,956
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$32,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-115,680
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,917,939
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,033,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,524,071
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,672,417
Interest earned on other investments2011-12-31$9,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$372,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$213,254
Net investment gain/loss from pooled separate accounts2011-12-31$-41,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$20,235
Employer contributions (assets) at end of year2011-12-31$20,235
Employer contributions (assets) at beginning of year2011-12-31$138,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$261,965
Contract administrator fees2011-12-31$1,290
Liabilities. Value of benefit claims payable at end of year2011-12-31$17,319
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JPMS COX, PLLC
Accountancy firm EIN2011-12-31201776739
2010 : BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$978
Total income from all sources (including contributions)2010-12-31$943,891
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$180,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$177,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$458,601
Value of total assets at end of year2010-12-31$4,033,619
Value of total assets at beginning of year2010-12-31$3,270,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,503
Total interest from all sources2010-12-31$5,766
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$305,978
Participant contributions at end of year2010-12-31$8,956
Participant contributions at beginning of year2010-12-31$55,355
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,631
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$7,000
Other income not declared elsewhere2010-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$763,775
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,033,619
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,269,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,672,417
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,944,122
Interest earned on other investments2010-12-31$5,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$213,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$123,556
Net investment gain/loss from pooled separate accounts2010-12-31$479,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$138,992
Employer contributions (assets) at end of year2010-12-31$138,992
Employer contributions (assets) at beginning of year2010-12-31$147,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$170,613
Contract administrator fees2010-12-31$2,503
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$978
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JPMS COX, PLLC
Accountancy firm EIN2010-12-31201776739
2009 : BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN

2013: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BIRD AND BEAR COMPANIES 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE771831
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE771831
Policy instance 1

Potentially related plans

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