Birdsong Corporation 401(K) Matching & Profit Sharing Contribution Plan — Form 5500 plan (Birdsong Corporation)
Plain-English plan 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, Birdsong Corporation 401(K) Matching & Profit Sharing Contribution Plan is a benefit plan reported by Birdsong Corporation under EIN 54-0478709 and plan number 002. The latest loaded filing year is 2023. The filing reports 922 participants and $65,574,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birdsong Corporation
- EIN
- 54-0478709
- Plan number
- 002
- Plan type
- 2
- Location
- Suffolk, VA
- Latest filing year
- 2023
- Participants
- 922
- End-of-year plan assets
- $65,574,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 922 | H, C | 20250402125444NAL0004913491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,574,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,574,954
- Net assets (BOY)
- $57,904,639
Income & contributions
- Employer contributions
- $2,204,911
- Participant contributions
- $2,403,411
- Total contributions
- $4,626,988
- Total income / additions
- $12,431,902
Expenses & distributions
- Benefits paid
- $4,577,366
- Administrative expenses
- $186,381
- Total expenses
- $4,761,587
- Net increase / (decrease)
- $7,670,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $133,086 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $29,322 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,973 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Birdsong Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Suffolk, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation