Civic Intelligence

TWO BIRD WEALTH STRATEGIES

Plan context: TWO BIRD WEALTH STRATEGIES 401(K) PLAN

EIN 33-2391514 • Ann Arbor, MI • 1 filings • 1 plans

5263 Plymouth Rd.Ann Arbor, MI 48105
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,227,075

2025 Contributions

$215,685

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,227,075$1,113,538$02025YearValue
$2,227,075Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

11602025YearValue
11Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025111$2,227,075$215,685$19,608iApproximate average salary by contribution assumption: employee only about $490,193 at 4% or $326,795 at 6%; with 50% employer match about $326,795 at 4% or $217,864 at 6%; with 100% employer match about $245,097 at 4% or $163,398 at 6%.
TWO BIRD WEALTH STRATEGIES 401(K) PLAN-11$2,227,075$215,685$19,608iApproximate average salary by contribution assumption: employee only about $490,193 at 4% or $326,795 at 6%; with 50% employer match about $326,795 at 4% or $217,864 at 6%; with 100% employer match about $245,097 at 4% or $163,398 at 6%.