Byrd And Byrd, 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, Byrd And Byrd, LLC (EIN 37-1950008) is a plan sponsor located in Jacksonville, FL 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
37-1950008
Location
Jacksonville, FL
Loaded plans
1
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 Byrd And Byrd, LLC

  • 1 loaded plans hold $0 in reported assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$0
Total reported participants2
Total reported liabilities$0

Reported net position

Contributions & income
Total income / additions$59.9K
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)-$1.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Participants per plan2Average across loaded plans
Loaded plans1
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 · 2 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Byrd And Byrd, LLC. Open one for its full reported snapshot.

  1. 2023
    Byrd And Byrd, LLC Profit Sharing Plan And Trust2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Byrd And Byrd, LLC report on Form 5500?
Byrd And Byrd, LLC (EIN 37-1950008) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Byrd And Byrd, LLC?
The Employer Identification Number (EIN) reported for Byrd And Byrd, LLC is 37-1950008.
What is the latest Form 5500 filing year for Byrd And Byrd, LLC?
The latest loaded Form 5500 filing year for Byrd And Byrd, LLC is 2023.

Related Form 5500 pages