Sunbird Financial
Plan context: Sunbird Financial Inc 401(K) Sharing Plan & Trust
EIN 56-2378873 • Monroe, NC • 6 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$67,050
2013 Contributions
$2,942
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $2,942 | - |
| Sunbird Financial Inc 401(K) Sharing Plan & Trust | - | 0 | $0 | $2,942 | - |
| 2009 | 1 | 3 | $67,050 | $21,100 | $7,033iApproximate average salary by contribution assumption: employee only about $175,833 at 4% or $117,222 at 6%; with 50% employer match about $117,222 at 4% or $78,148 at 6%; with 100% employer match about $87,917 at 4% or $58,611 at 6%. |
| Sunbird Financial Inc 401(K) Sharing Plan & Trust | - | 3 | $67,050 | $21,100 | $7,033iApproximate average salary by contribution assumption: employee only about $175,833 at 4% or $117,222 at 6%; with 50% employer match about $117,222 at 4% or $78,148 at 6%; with 100% employer match about $87,917 at 4% or $58,611 at 6%. |
| 2008 | 1 | 3 | $57,086 | $20,700 | $6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%. |
| Sunbird Financial Inc 401(K) Sharing Plan & Trust | - | 3 | $57,086 | $20,700 | $6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%. |
| 2006 | 1 | 3 | $45,089 | $18,484 | $6,161iApproximate average salary by contribution assumption: employee only about $154,033 at 4% or $102,689 at 6%; with 50% employer match about $102,689 at 4% or $68,459 at 6%; with 100% employer match about $77,017 at 4% or $51,344 at 6%. |
| Sunbird Financial Inc 401(K) Sharing Plan & Trust | - | 3 | $45,089 | $18,484 | $6,161iApproximate average salary by contribution assumption: employee only about $154,033 at 4% or $102,689 at 6%; with 50% employer match about $102,689 at 4% or $68,459 at 6%; with 100% employer match about $77,017 at 4% or $51,344 at 6%. |
| 2005 | 1 | 2 | $23,473 | $13,450 | $6,725iApproximate average salary by contribution assumption: employee only about $168,125 at 4% or $112,083 at 6%; with 50% employer match about $112,083 at 4% or $74,722 at 6%; with 100% employer match about $84,063 at 4% or $56,042 at 6%. |
| Sunbird Financial Inc 401(K) Sharing Plan & Trust | - | 2 | $23,473 | $13,450 | $6,725iApproximate average salary by contribution assumption: employee only about $168,125 at 4% or $112,083 at 6%; with 50% employer match about $112,083 at 4% or $74,722 at 6%; with 100% employer match about $84,063 at 4% or $56,042 at 6%. |
| 2004 | 1 | 2 | $7,814 | $7,175 | $3,588iApproximate average salary by contribution assumption: employee only about $89,688 at 4% or $59,792 at 6%; with 50% employer match about $59,792 at 4% or $39,861 at 6%; with 100% employer match about $44,844 at 4% or $29,896 at 6%. |
| Sunbird Financial Inc 401(K) Sharing Plan & Trust | - | 2 | $7,814 | $7,175 | $3,588iApproximate average salary by contribution assumption: employee only about $89,688 at 4% or $59,792 at 6%; with 50% employer match about $59,792 at 4% or $39,861 at 6%; with 100% employer match about $44,844 at 4% or $29,896 at 6%. |