Bird Acquisition LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bird Acquisition LLC (EIN 26-0714915) is a plan sponsor located in Phoenix, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-0714915
Location
Phoenix, AZ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bird Acquisition LLC

  • 2 loaded plans hold $4.6M in reported assets.
  • The largest, Bird Acquisition 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 546 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.6MSummed across loaded plans$4,606,203
Total reported assets$4.6M$4,612,722
Total reported participants546
Total reported liabilities$6.5K$6,519

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities$6.5K
Contributions & income
Employer contributions$129.8K
Participant contributions$445.3K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$799K
Total expenses$850.7K
Net increase / (decrease)$440.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bird Acquisition 401(K) Plan
Participants per plan273Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 351 participants · 2023
  2. 2
    Bird Acquisition LLC Employee Benefit Programnot reported in the loaded dataset
    Plan #501 · 195 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bird Acquisition LLC. Open one for its full reported snapshot.

  1. 2023
    Bird Acquisition LLC Employee Benefit Program195 participants · 2No schedules
    View filing →
  2. 2023
    Bird Acquisition 401(K) Plan351 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bird Acquisition LLC report on Form 5500?
Bird Acquisition LLC (EIN 26-0714915) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bird Acquisition LLC?
The Employer Identification Number (EIN) reported for Bird Acquisition LLC is 26-0714915.
What is the latest Form 5500 filing year for Bird Acquisition LLC?
The latest loaded Form 5500 filing year for Bird Acquisition LLC is 2023.

Related Form 5500 pages