Richard H. Bird & Company Inc.
Plan context: Richard H. Bird & Company Inc. 401K Profit Sharing Plan
EIN 04-2018273 • Waltham, MA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$9,783,913
2024 Contributions
$333,598
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 49 | $9,783,913 | $333,598 | $6,808iApproximate average salary by contribution assumption: employee only about $170,203 at 4% or $113,469 at 6%; with 50% employer match about $113,469 at 4% or $75,646 at 6%; with 100% employer match about $85,102 at 4% or $56,734 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 49 | $9,783,913 | $333,598 | $6,808iApproximate average salary by contribution assumption: employee only about $170,203 at 4% or $113,469 at 6%; with 50% employer match about $113,469 at 4% or $75,646 at 6%; with 100% employer match about $85,102 at 4% or $56,734 at 6%. |
| 2023 | 1 | 50 | $8,695,800 | $349,382 | $6,988iApproximate average salary by contribution assumption: employee only about $174,691 at 4% or $116,461 at 6%; with 50% employer match about $116,461 at 4% or $77,640 at 6%; with 100% employer match about $87,346 at 4% or $58,230 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 50 | $8,695,800 | $349,382 | $6,988iApproximate average salary by contribution assumption: employee only about $174,691 at 4% or $116,461 at 6%; with 50% employer match about $116,461 at 4% or $77,640 at 6%; with 100% employer match about $87,346 at 4% or $58,230 at 6%. |
| 2022 | 1 | 45 | $7,156,140 | $337,780 | $7,506iApproximate average salary by contribution assumption: employee only about $187,656 at 4% or $125,104 at 6%; with 50% employer match about $125,104 at 4% or $83,402 at 6%; with 100% employer match about $93,828 at 4% or $62,552 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 45 | $7,156,140 | $337,780 | $7,506iApproximate average salary by contribution assumption: employee only about $187,656 at 4% or $125,104 at 6%; with 50% employer match about $125,104 at 4% or $83,402 at 6%; with 100% employer match about $93,828 at 4% or $62,552 at 6%. |
| 2021 | 1 | 48 | $9,426,227 | $334,985 | $6,979iApproximate average salary by contribution assumption: employee only about $174,471 at 4% or $116,314 at 6%; with 50% employer match about $116,314 at 4% or $77,543 at 6%; with 100% employer match about $87,236 at 4% or $58,157 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 48 | $9,426,227 | $334,985 | $6,979iApproximate average salary by contribution assumption: employee only about $174,471 at 4% or $116,314 at 6%; with 50% employer match about $116,314 at 4% or $77,543 at 6%; with 100% employer match about $87,236 at 4% or $58,157 at 6%. |
| 2020 | 1 | 44 | $8,637,686 | $347,516 | $7,898iApproximate average salary by contribution assumption: employee only about $197,452 at 4% or $131,635 at 6%; with 50% employer match about $131,635 at 4% or $87,757 at 6%; with 100% employer match about $98,726 at 4% or $65,817 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 44 | $8,637,686 | $347,516 | $7,898iApproximate average salary by contribution assumption: employee only about $197,452 at 4% or $131,635 at 6%; with 50% employer match about $131,635 at 4% or $87,757 at 6%; with 100% employer match about $98,726 at 4% or $65,817 at 6%. |
| 2019 | 1 | 0 | $7,574,660 | $340,071 | - |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 0 | $7,574,660 | $340,071 | - |
| 2018 | 1 | 45 | $6,266,841 | $311,144 | $6,914iApproximate average salary by contribution assumption: employee only about $172,858 at 4% or $115,239 at 6%; with 50% employer match about $115,239 at 4% or $76,826 at 6%; with 100% employer match about $86,429 at 4% or $57,619 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 45 | $6,266,841 | $311,144 | $6,914iApproximate average salary by contribution assumption: employee only about $172,858 at 4% or $115,239 at 6%; with 50% employer match about $115,239 at 4% or $76,826 at 6%; with 100% employer match about $86,429 at 4% or $57,619 at 6%. |
| 2017 | 1 | 46 | $6,422,284 | $274,951 | $5,977iApproximate average salary by contribution assumption: employee only about $149,430 at 4% or $99,620 at 6%; with 50% employer match about $99,620 at 4% or $66,413 at 6%; with 100% employer match about $74,715 at 4% or $49,810 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 46 | $6,422,284 | $274,951 | $5,977iApproximate average salary by contribution assumption: employee only about $149,430 at 4% or $99,620 at 6%; with 50% employer match about $99,620 at 4% or $66,413 at 6%; with 100% employer match about $74,715 at 4% or $49,810 at 6%. |
| 2016 | 1 | 47 | $5,404,505 | $290,869 | $6,189iApproximate average salary by contribution assumption: employee only about $154,718 at 4% or $103,145 at 6%; with 50% employer match about $103,145 at 4% or $68,763 at 6%; with 100% employer match about $77,359 at 4% or $51,573 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 47 | $5,404,505 | $290,869 | $6,189iApproximate average salary by contribution assumption: employee only about $154,718 at 4% or $103,145 at 6%; with 50% employer match about $103,145 at 4% or $68,763 at 6%; with 100% employer match about $77,359 at 4% or $51,573 at 6%. |
| 2015 | 1 | 48 | $4,970,278 | $297,260 | $6,193iApproximate average salary by contribution assumption: employee only about $154,823 at 4% or $103,215 at 6%; with 50% employer match about $103,215 at 4% or $68,810 at 6%; with 100% employer match about $77,411 at 4% or $51,608 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 48 | $4,970,278 | $297,260 | $6,193iApproximate average salary by contribution assumption: employee only about $154,823 at 4% or $103,215 at 6%; with 50% employer match about $103,215 at 4% or $68,810 at 6%; with 100% employer match about $77,411 at 4% or $51,608 at 6%. |
| 2014 | 1 | 47 | $5,399,362 | $291,180 | $6,195iApproximate average salary by contribution assumption: employee only about $154,883 at 4% or $103,255 at 6%; with 50% employer match about $103,255 at 4% or $68,837 at 6%; with 100% employer match about $77,441 at 4% or $51,628 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 47 | $5,399,362 | $291,180 | $6,195iApproximate average salary by contribution assumption: employee only about $154,883 at 4% or $103,255 at 6%; with 50% employer match about $103,255 at 4% or $68,837 at 6%; with 100% employer match about $77,441 at 4% or $51,628 at 6%. |
| 2013 | 1 | 49 | $4,966,555 | $284,617 | $5,809iApproximate average salary by contribution assumption: employee only about $145,213 at 4% or $96,809 at 6%; with 50% employer match about $96,809 at 4% or $64,539 at 6%; with 100% employer match about $72,606 at 4% or $48,404 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 49 | $4,966,555 | $284,617 | $5,809iApproximate average salary by contribution assumption: employee only about $145,213 at 4% or $96,809 at 6%; with 50% employer match about $96,809 at 4% or $64,539 at 6%; with 100% employer match about $72,606 at 4% or $48,404 at 6%. |
| 2012 | 1 | 49 | $4,029,254 | $282,000 | $5,755iApproximate average salary by contribution assumption: employee only about $143,878 at 4% or $95,918 at 6%; with 50% employer match about $95,918 at 4% or $63,946 at 6%; with 100% employer match about $71,939 at 4% or $47,959 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 49 | $4,029,254 | $282,000 | $5,755iApproximate average salary by contribution assumption: employee only about $143,878 at 4% or $95,918 at 6%; with 50% employer match about $95,918 at 4% or $63,946 at 6%; with 100% employer match about $71,939 at 4% or $47,959 at 6%. |
| 2011 | 1 | 49 | $3,832,422 | $300,082 | $6,124iApproximate average salary by contribution assumption: employee only about $153,103 at 4% or $102,069 at 6%; with 50% employer match about $102,069 at 4% or $68,046 at 6%; with 100% employer match about $76,552 at 4% or $51,034 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 49 | $3,832,422 | $300,082 | $6,124iApproximate average salary by contribution assumption: employee only about $153,103 at 4% or $102,069 at 6%; with 50% employer match about $102,069 at 4% or $68,046 at 6%; with 100% employer match about $76,552 at 4% or $51,034 at 6%. |
| 2010 | 1 | 49 | $3,650,412 | $279,006 | $5,694iApproximate average salary by contribution assumption: employee only about $142,350 at 4% or $94,900 at 6%; with 50% employer match about $94,900 at 4% or $63,267 at 6%; with 100% employer match about $71,175 at 4% or $47,450 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 49 | $3,650,412 | $279,006 | $5,694iApproximate average salary by contribution assumption: employee only about $142,350 at 4% or $94,900 at 6%; with 50% employer match about $94,900 at 4% or $63,267 at 6%; with 100% employer match about $71,175 at 4% or $47,450 at 6%. |
| 2009 | 1 | 48 | $3,341,334 | $273,807 | $5,704iApproximate average salary by contribution assumption: employee only about $142,608 at 4% or $95,072 at 6%; with 50% employer match about $95,072 at 4% or $63,381 at 6%; with 100% employer match about $71,304 at 4% or $47,536 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 48 | $3,341,334 | $273,807 | $5,704iApproximate average salary by contribution assumption: employee only about $142,608 at 4% or $95,072 at 6%; with 50% employer match about $95,072 at 4% or $63,381 at 6%; with 100% employer match about $71,304 at 4% or $47,536 at 6%. |
| 2008 | 1 | 38 | $3,045,306 | $275,608 | $7,253iApproximate average salary by contribution assumption: employee only about $181,321 at 4% or $120,881 at 6%; with 50% employer match about $120,881 at 4% or $80,587 at 6%; with 100% employer match about $90,661 at 4% or $60,440 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 38 | $3,045,306 | $275,608 | $7,253iApproximate average salary by contribution assumption: employee only about $181,321 at 4% or $120,881 at 6%; with 50% employer match about $120,881 at 4% or $80,587 at 6%; with 100% employer match about $90,661 at 4% or $60,440 at 6%. |
| 2007 | 1 | 36 | $0 | $0 | - |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 36 | - | - | - |
| 2006 | 1 | 38 | $3,300,112 | $258,645 | $6,806iApproximate average salary by contribution assumption: employee only about $170,161 at 4% or $113,441 at 6%; with 50% employer match about $113,441 at 4% or $75,627 at 6%; with 100% employer match about $85,081 at 4% or $56,720 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 38 | $3,300,112 | $258,645 | $6,806iApproximate average salary by contribution assumption: employee only about $170,161 at 4% or $113,441 at 6%; with 50% employer match about $113,441 at 4% or $75,627 at 6%; with 100% employer match about $85,081 at 4% or $56,720 at 6%. |
| 2005 | 1 | 37 | $2,731,412 | $207,744 | $5,615iApproximate average salary by contribution assumption: employee only about $140,368 at 4% or $93,578 at 6%; with 50% employer match about $93,578 at 4% or $62,386 at 6%; with 100% employer match about $70,184 at 4% or $46,789 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 37 | $2,731,412 | $207,744 | $5,615iApproximate average salary by contribution assumption: employee only about $140,368 at 4% or $93,578 at 6%; with 50% employer match about $93,578 at 4% or $62,386 at 6%; with 100% employer match about $70,184 at 4% or $46,789 at 6%. |
| 2004 | 1 | 49 | $2,362,205 | $205,934 | $4,203iApproximate average salary by contribution assumption: employee only about $105,068 at 4% or $70,046 at 6%; with 50% employer match about $70,046 at 4% or $46,697 at 6%; with 100% employer match about $52,534 at 4% or $35,023 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 49 | $2,362,205 | $205,934 | $4,203iApproximate average salary by contribution assumption: employee only about $105,068 at 4% or $70,046 at 6%; with 50% employer match about $70,046 at 4% or $46,697 at 6%; with 100% employer match about $52,534 at 4% or $35,023 at 6%. |
| 2003 | 1 | 43 | $1,974,810 | $182,970 | $4,255iApproximate average salary by contribution assumption: employee only about $106,378 at 4% or $70,919 at 6%; with 50% employer match about $70,919 at 4% or $47,279 at 6%; with 100% employer match about $53,189 at 4% or $35,459 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 43 | $1,974,810 | $182,970 | $4,255iApproximate average salary by contribution assumption: employee only about $106,378 at 4% or $70,919 at 6%; with 50% employer match about $70,919 at 4% or $47,279 at 6%; with 100% employer match about $53,189 at 4% or $35,459 at 6%. |
| 2002 | 1 | 50 | $1,475,765 | $144,531 | $2,891iApproximate average salary by contribution assumption: employee only about $72,266 at 4% or $48,177 at 6%; with 50% employer match about $48,177 at 4% or $32,118 at 6%; with 100% employer match about $36,133 at 4% or $24,089 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 50 | $1,475,765 | $144,531 | $2,891iApproximate average salary by contribution assumption: employee only about $72,266 at 4% or $48,177 at 6%; with 50% employer match about $48,177 at 4% or $32,118 at 6%; with 100% employer match about $36,133 at 4% or $24,089 at 6%. |
| 2001 | 1 | 52 | $1,674,177 | $124,931 | $2,403iApproximate average salary by contribution assumption: employee only about $60,063 at 4% or $40,042 at 6%; with 50% employer match about $40,042 at 4% or $26,695 at 6%; with 100% employer match about $30,031 at 4% or $20,021 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 52 | $1,674,177 | $124,931 | $2,403iApproximate average salary by contribution assumption: employee only about $60,063 at 4% or $40,042 at 6%; with 50% employer match about $40,042 at 4% or $26,695 at 6%; with 100% employer match about $30,031 at 4% or $20,021 at 6%. |
| 2000 | 1 | 34 | $1,909,965 | $118,224 | $3,477iApproximate average salary by contribution assumption: employee only about $86,929 at 4% or $57,953 at 6%; with 50% employer match about $57,953 at 4% or $38,635 at 6%; with 100% employer match about $43,465 at 4% or $28,976 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 34 | $1,909,965 | $118,224 | $3,477iApproximate average salary by contribution assumption: employee only about $86,929 at 4% or $57,953 at 6%; with 50% employer match about $57,953 at 4% or $38,635 at 6%; with 100% employer match about $43,465 at 4% or $28,976 at 6%. |
| 1999 | 1 | 44 | $2,077,554 | $121,148 | $2,753iApproximate average salary by contribution assumption: employee only about $68,834 at 4% or $45,889 at 6%; with 50% employer match about $45,889 at 4% or $30,593 at 6%; with 100% employer match about $34,417 at 4% or $22,945 at 6%. |
| Richard H. Bird & Company Inc. 401K Profit Sharing Plan | - | 44 | $2,077,554 | $121,148 | $2,753iApproximate average salary by contribution assumption: employee only about $68,834 at 4% or $45,889 at 6%; with 50% employer match about $45,889 at 4% or $30,593 at 6%; with 100% employer match about $34,417 at 4% or $22,945 at 6%. |