Thomas L. Bird & Associates, P.A.
Plan context: Thomas L. Bird & Associates, P.A. 401K Plan
EIN 41-1860297 • Minneapolis, MN • 24 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$2,693,002
2018 Contributions
$50,486
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 2 | $2,693,002 | $50,486 | $25,243iApproximate average salary by contribution assumption: employee only about $631,075 at 4% or $420,717 at 6%; with 50% employer match about $420,717 at 4% or $280,478 at 6%; with 100% employer match about $315,538 at 4% or $210,358 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 2 | $2,693,002 | $50,486 | $25,243iApproximate average salary by contribution assumption: employee only about $631,075 at 4% or $420,717 at 6%; with 50% employer match about $420,717 at 4% or $280,478 at 6%; with 100% employer match about $315,538 at 4% or $210,358 at 6%. |
| 2017 | 1 | 3 | $3,134,682 | $85,783 | $28,594iApproximate average salary by contribution assumption: employee only about $714,858 at 4% or $476,572 at 6%; with 50% employer match about $476,572 at 4% or $317,715 at 6%; with 100% employer match about $357,429 at 4% or $238,286 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $3,134,682 | $85,783 | $28,594iApproximate average salary by contribution assumption: employee only about $714,858 at 4% or $476,572 at 6%; with 50% employer match about $476,572 at 4% or $317,715 at 6%; with 100% employer match about $357,429 at 4% or $238,286 at 6%. |
| 2016 | 1 | 3 | $2,653,402 | $95,000 | $31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $2,653,402 | $95,000 | $31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%. |
| 2015 | 1 | 3 | $2,367,631 | $77,201 | $25,734iApproximate average salary by contribution assumption: employee only about $643,342 at 4% or $428,894 at 6%; with 50% employer match about $428,894 at 4% or $285,930 at 6%; with 100% employer match about $321,671 at 4% or $214,447 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $2,367,631 | $77,201 | $25,734iApproximate average salary by contribution assumption: employee only about $643,342 at 4% or $428,894 at 6%; with 50% employer match about $428,894 at 4% or $285,930 at 6%; with 100% employer match about $321,671 at 4% or $214,447 at 6%. |
| 2014 | 1 | 3 | $2,307,741 | $85,557 | $28,519iApproximate average salary by contribution assumption: employee only about $712,975 at 4% or $475,317 at 6%; with 50% employer match about $475,317 at 4% or $316,878 at 6%; with 100% employer match about $356,488 at 4% or $237,658 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $2,307,741 | $85,557 | $28,519iApproximate average salary by contribution assumption: employee only about $712,975 at 4% or $475,317 at 6%; with 50% employer match about $475,317 at 4% or $316,878 at 6%; with 100% employer match about $356,488 at 4% or $237,658 at 6%. |
| 2013 | 1 | 3 | $2,104,383 | $82,524 | $27,508iApproximate average salary by contribution assumption: employee only about $687,700 at 4% or $458,467 at 6%; with 50% employer match about $458,467 at 4% or $305,644 at 6%; with 100% employer match about $343,850 at 4% or $229,233 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $2,104,383 | $82,524 | $27,508iApproximate average salary by contribution assumption: employee only about $687,700 at 4% or $458,467 at 6%; with 50% employer match about $458,467 at 4% or $305,644 at 6%; with 100% employer match about $343,850 at 4% or $229,233 at 6%. |
| 2012 | 1 | 3 | $1,721,724 | $101,185 | $33,728iApproximate average salary by contribution assumption: employee only about $843,208 at 4% or $562,139 at 6%; with 50% employer match about $562,139 at 4% or $374,759 at 6%; with 100% employer match about $421,604 at 4% or $281,069 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $1,721,724 | $101,185 | $33,728iApproximate average salary by contribution assumption: employee only about $843,208 at 4% or $562,139 at 6%; with 50% employer match about $562,139 at 4% or $374,759 at 6%; with 100% employer match about $421,604 at 4% or $281,069 at 6%. |
| 2011 | 1 | 3 | $1,450,389 | $94,066 | $31,355iApproximate average salary by contribution assumption: employee only about $783,883 at 4% or $522,589 at 6%; with 50% employer match about $522,589 at 4% or $348,393 at 6%; with 100% employer match about $391,942 at 4% or $261,294 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $1,450,389 | $94,066 | $31,355iApproximate average salary by contribution assumption: employee only about $783,883 at 4% or $522,589 at 6%; with 50% employer match about $522,589 at 4% or $348,393 at 6%; with 100% employer match about $391,942 at 4% or $261,294 at 6%. |
| 2010 | 1 | 3 | $1,373,264 | $87,934 | $29,311iApproximate average salary by contribution assumption: employee only about $732,783 at 4% or $488,522 at 6%; with 50% employer match about $488,522 at 4% or $325,681 at 6%; with 100% employer match about $366,392 at 4% or $244,261 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $1,373,264 | $87,934 | $29,311iApproximate average salary by contribution assumption: employee only about $732,783 at 4% or $488,522 at 6%; with 50% employer match about $488,522 at 4% or $325,681 at 6%; with 100% employer match about $366,392 at 4% or $244,261 at 6%. |
| 2009 | 1 | 3 | $1,145,025 | $105,509 | $35,170iApproximate average salary by contribution assumption: employee only about $879,242 at 4% or $586,161 at 6%; with 50% employer match about $586,161 at 4% or $390,774 at 6%; with 100% employer match about $439,621 at 4% or $293,081 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $1,145,025 | $105,509 | $35,170iApproximate average salary by contribution assumption: employee only about $879,242 at 4% or $586,161 at 6%; with 50% employer match about $586,161 at 4% or $390,774 at 6%; with 100% employer match about $439,621 at 4% or $293,081 at 6%. |
| 2008 | 1 | 3 | $856,186 | $106,260 | $35,420iApproximate average salary by contribution assumption: employee only about $885,500 at 4% or $590,333 at 6%; with 50% employer match about $590,333 at 4% or $393,556 at 6%; with 100% employer match about $442,750 at 4% or $295,167 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 3 | $856,186 | $106,260 | $35,420iApproximate average salary by contribution assumption: employee only about $885,500 at 4% or $590,333 at 6%; with 50% employer match about $590,333 at 4% or $393,556 at 6%; with 100% employer match about $442,750 at 4% or $295,167 at 6%. |
| 2007 | 1 | 4 | $1,048,297 | $103,136 | $25,784iApproximate average salary by contribution assumption: employee only about $644,600 at 4% or $429,733 at 6%; with 50% employer match about $429,733 at 4% or $286,489 at 6%; with 100% employer match about $322,300 at 4% or $214,867 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $1,048,297 | $103,136 | $25,784iApproximate average salary by contribution assumption: employee only about $644,600 at 4% or $429,733 at 6%; with 50% employer match about $429,733 at 4% or $286,489 at 6%; with 100% employer match about $322,300 at 4% or $214,867 at 6%. |
| 2006 | 1 | 4 | $905,044 | $108,286 | $27,072iApproximate average salary by contribution assumption: employee only about $676,788 at 4% or $451,192 at 6%; with 50% employer match about $451,192 at 4% or $300,794 at 6%; with 100% employer match about $338,394 at 4% or $225,596 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $905,044 | $108,286 | $27,072iApproximate average salary by contribution assumption: employee only about $676,788 at 4% or $451,192 at 6%; with 50% employer match about $451,192 at 4% or $300,794 at 6%; with 100% employer match about $338,394 at 4% or $225,596 at 6%. |
| 2005 | 1 | 4 | $680,599 | $96,093 | $24,023iApproximate average salary by contribution assumption: employee only about $600,581 at 4% or $400,388 at 6%; with 50% employer match about $400,388 at 4% or $266,925 at 6%; with 100% employer match about $300,291 at 4% or $200,194 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $680,599 | $96,093 | $24,023iApproximate average salary by contribution assumption: employee only about $600,581 at 4% or $400,388 at 6%; with 50% employer match about $400,388 at 4% or $266,925 at 6%; with 100% employer match about $300,291 at 4% or $200,194 at 6%. |
| 2004 | 1 | 4 | $543,038 | $90,214 | $22,554iApproximate average salary by contribution assumption: employee only about $563,838 at 4% or $375,892 at 6%; with 50% employer match about $375,892 at 4% or $250,594 at 6%; with 100% employer match about $281,919 at 4% or $187,946 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $543,038 | $90,214 | $22,554iApproximate average salary by contribution assumption: employee only about $563,838 at 4% or $375,892 at 6%; with 50% employer match about $375,892 at 4% or $250,594 at 6%; with 100% employer match about $281,919 at 4% or $187,946 at 6%. |
| 2003 | 1 | 4 | $409,205 | $87,663 | $21,916iApproximate average salary by contribution assumption: employee only about $547,894 at 4% or $365,263 at 6%; with 50% employer match about $365,263 at 4% or $243,508 at 6%; with 100% employer match about $273,947 at 4% or $182,631 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $409,205 | $87,663 | $21,916iApproximate average salary by contribution assumption: employee only about $547,894 at 4% or $365,263 at 6%; with 50% employer match about $365,263 at 4% or $243,508 at 6%; with 100% employer match about $273,947 at 4% or $182,631 at 6%. |
| 2002 | 2 | 4 | $275,581 | $86,790 | $21,698iApproximate average salary by contribution assumption: employee only about $542,438 at 4% or $361,625 at 6%; with 50% employer match about $361,625 at 4% or $241,083 at 6%; with 100% employer match about $271,219 at 4% or $180,813 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $275,581 | $86,790 | $21,698iApproximate average salary by contribution assumption: employee only about $542,438 at 4% or $361,625 at 6%; with 50% employer match about $361,625 at 4% or $241,083 at 6%; with 100% employer match about $271,219 at 4% or $180,813 at 6%. |
| Thomas L. Bird & Associates, P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 4 | $215,637 | $70,801 | $17,700iApproximate average salary by contribution assumption: employee only about $442,506 at 4% or $295,004 at 6%; with 50% employer match about $295,004 at 4% or $196,669 at 6%; with 100% employer match about $221,253 at 4% or $147,502 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $152,962 | $44,825 | $11,206iApproximate average salary by contribution assumption: employee only about $280,156 at 4% or $186,771 at 6%; with 50% employer match about $186,771 at 4% or $124,514 at 6%; with 100% employer match about $140,078 at 4% or $93,385 at 6%. |
| Thomas L. Bird & Associates, P.A. Money Purchase Pension Plan | - | 4 | $62,675 | $25,976 | $6,494iApproximate average salary by contribution assumption: employee only about $162,350 at 4% or $108,233 at 6%; with 50% employer match about $108,233 at 4% or $72,156 at 6%; with 100% employer match about $81,175 at 4% or $54,117 at 6%. |
| 2000 | 2 | 4 | $161,606 | $57,518 | $14,380iApproximate average salary by contribution assumption: employee only about $359,488 at 4% or $239,658 at 6%; with 50% employer match about $239,658 at 4% or $159,772 at 6%; with 100% employer match about $179,744 at 4% or $119,829 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $120,265 | $39,669 | $9,917iApproximate average salary by contribution assumption: employee only about $247,931 at 4% or $165,288 at 6%; with 50% employer match about $165,288 at 4% or $110,192 at 6%; with 100% employer match about $123,966 at 4% or $82,644 at 6%. |
| Thomas L. Bird & Associates, P.A. Money Purchase Pension Plan | - | 4 | $41,341 | $17,849 | $4,462iApproximate average salary by contribution assumption: employee only about $111,556 at 4% or $74,371 at 6%; with 50% employer match about $74,371 at 4% or $49,581 at 6%; with 100% employer match about $55,778 at 4% or $37,185 at 6%. |
| 1999 | 2 | 4 | $142,898 | $59,324 | $14,831iApproximate average salary by contribution assumption: employee only about $370,775 at 4% or $247,183 at 6%; with 50% employer match about $247,183 at 4% or $164,789 at 6%; with 100% employer match about $185,388 at 4% or $123,592 at 6%. |
| Thomas L. Bird & Associates, P.A. 401K Plan | - | 4 | $111,366 | $43,597 | $10,899iApproximate average salary by contribution assumption: employee only about $272,481 at 4% or $181,654 at 6%; with 50% employer match about $181,654 at 4% or $121,103 at 6%; with 100% employer match about $136,241 at 4% or $90,827 at 6%. |
| Thomas L. Bird & Associates, P.A. Money Purchase Pension Plan | - | 4 | $31,532 | $15,727 | $3,932iApproximate average salary by contribution assumption: employee only about $98,294 at 4% or $65,529 at 6%; with 50% employer match about $65,529 at 4% or $43,686 at 6%; with 100% employer match about $49,147 at 4% or $32,765 at 6%. |