P 401(k) Plan Report

Stable plan record

W.C. BIRD PRIVATE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST

Sponsored by W.C. BIRD PRIVATE WEALTH MANAGEMENT · EIN/PN 992419839-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$18,114
Administrative cost per participant
2025
$0
Active participants
2025
3
Total plan assets
2025
$94,080
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260623100635NAL00119428500013$18,114
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.