2023 Form 5500 filing — Birdsong Corporation 401(K) Matching & Profit Sharing Contribution Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250402125444NAL0004913491001) for Birdsong Corporation 401(K) Matching & Profit Sharing Contribution Plan, reported by Birdsong Corporation under EIN 54-0478709 and plan number 002. It reports 922 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402125444NAL0004913491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birdsong Corporation
- EIN
- 54-0478709
- Plan number
- 002
- Location
- Suffolk, VA
- Participants
- 922
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,574,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,574,954
- Employer contributions
- $2,204,911
- Participant contributions
- $2,403,411
- Total income / additions
- $12,431,902
- Benefits paid
- $4,577,366
- Administrative expenses
- $186,381
- Total expenses
- $4,761,587
- Net increase / (decrease)
- $7,670,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $133,086 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $29,322 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,973 | not reported in the loaded dataset |