Civic Intelligence

D. Harold Byrd, Jr.

Plan context: Byrd Investments 401K Profit Sharing Plan and Trust

EIN 75-1428567 • Dallas, TX • 22 filings • 4 plans

8144 Walnut Hill Lane Ste 982 Lb 51Dallas, TX 75231
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$5,124,199

2020 Contributions

$113,293

Historical Graphs

Total Assets Over Time

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

$5,124,199$2,562,100$0199920102020YearValue
$5,124,199Latest year 2020

Participants Over Time

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

320199920102020YearValue
3Latest year 2020

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
202013$5,124,199$113,293$37,764iApproximate average salary by contribution assumption: employee only about $944,108 at 4% or $629,406 at 6%; with 50% employer match about $629,406 at 4% or $419,604 at 6%; with 100% employer match about $472,054 at 4% or $314,703 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-3$5,124,199$113,293$37,764iApproximate average salary by contribution assumption: employee only about $944,108 at 4% or $629,406 at 6%; with 50% employer match about $629,406 at 4% or $419,604 at 6%; with 100% employer match about $472,054 at 4% or $314,703 at 6%.
201913$4,341,504$112,863$37,621iApproximate average salary by contribution assumption: employee only about $940,525 at 4% or $627,017 at 6%; with 50% employer match about $627,017 at 4% or $418,011 at 6%; with 100% employer match about $470,263 at 4% or $313,508 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-3$4,341,504$112,863$37,621iApproximate average salary by contribution assumption: employee only about $940,525 at 4% or $627,017 at 6%; with 50% employer match about $627,017 at 4% or $418,011 at 6%; with 100% employer match about $470,263 at 4% or $313,508 at 6%.
201813$3,533,133$105,588$35,196iApproximate average salary by contribution assumption: employee only about $879,900 at 4% or $586,600 at 6%; with 50% employer match about $586,600 at 4% or $391,067 at 6%; with 100% employer match about $439,950 at 4% or $293,300 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-3$3,533,133$105,588$35,196iApproximate average salary by contribution assumption: employee only about $879,900 at 4% or $586,600 at 6%; with 50% employer match about $586,600 at 4% or $391,067 at 6%; with 100% employer match about $439,950 at 4% or $293,300 at 6%.
201712$3,633,916$99,272$49,636iApproximate average salary by contribution assumption: employee only about $1,240,900 at 4% or $827,267 at 6%; with 50% employer match about $827,267 at 4% or $551,511 at 6%; with 100% employer match about $620,450 at 4% or $413,633 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$3,633,916$99,272$49,636iApproximate average salary by contribution assumption: employee only about $1,240,900 at 4% or $827,267 at 6%; with 50% employer match about $827,267 at 4% or $551,511 at 6%; with 100% employer match about $620,450 at 4% or $413,633 at 6%.
201612$3,004,958$208,748$104,374iApproximate average salary by contribution assumption: employee only about $2,609,350 at 4% or $1,739,567 at 6%; with 50% employer match about $1,739,567 at 4% or $1,159,711 at 6%; with 100% employer match about $1,304,675 at 4% or $869,783 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$3,004,958$208,748$104,374iApproximate average salary by contribution assumption: employee only about $2,609,350 at 4% or $1,739,567 at 6%; with 50% employer match about $1,739,567 at 4% or $1,159,711 at 6%; with 100% employer match about $1,304,675 at 4% or $869,783 at 6%.
201513$4,420,987$116,698$38,899iApproximate average salary by contribution assumption: employee only about $972,483 at 4% or $648,322 at 6%; with 50% employer match about $648,322 at 4% or $432,215 at 6%; with 100% employer match about $486,242 at 4% or $324,161 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-3$4,420,987$116,698$38,899iApproximate average salary by contribution assumption: employee only about $972,483 at 4% or $648,322 at 6%; with 50% employer match about $648,322 at 4% or $432,215 at 6%; with 100% employer match about $486,242 at 4% or $324,161 at 6%.
201413$4,469,579$88,632$29,544iApproximate average salary by contribution assumption: employee only about $738,600 at 4% or $492,400 at 6%; with 50% employer match about $492,400 at 4% or $328,267 at 6%; with 100% employer match about $369,300 at 4% or $246,200 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-3$4,469,579$88,632$29,544iApproximate average salary by contribution assumption: employee only about $738,600 at 4% or $492,400 at 6%; with 50% employer match about $492,400 at 4% or $328,267 at 6%; with 100% employer match about $369,300 at 4% or $246,200 at 6%.
201313$3,933,597$118,636$39,545iApproximate average salary by contribution assumption: employee only about $988,633 at 4% or $659,089 at 6%; with 50% employer match about $659,089 at 4% or $439,393 at 6%; with 100% employer match about $494,317 at 4% or $329,544 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-3$3,933,597$118,636$39,545iApproximate average salary by contribution assumption: employee only about $988,633 at 4% or $659,089 at 6%; with 50% employer match about $659,089 at 4% or $439,393 at 6%; with 100% employer match about $494,317 at 4% or $329,544 at 6%.
201213$2,834,911$125,172$41,724iApproximate average salary by contribution assumption: employee only about $1,043,100 at 4% or $695,400 at 6%; with 50% employer match about $695,400 at 4% or $463,600 at 6%; with 100% employer match about $521,550 at 4% or $347,700 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-3$2,834,911$125,172$41,724iApproximate average salary by contribution assumption: employee only about $1,043,100 at 4% or $695,400 at 6%; with 50% employer match about $695,400 at 4% or $463,600 at 6%; with 100% employer match about $521,550 at 4% or $347,700 at 6%.
201113$2,296,224$319,652$106,551iApproximate average salary by contribution assumption: employee only about $2,663,767 at 4% or $1,775,844 at 6%; with 50% employer match about $1,775,844 at 4% or $1,183,896 at 6%; with 100% employer match about $1,331,883 at 4% or $887,922 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-3$2,296,224$319,652$106,551iApproximate average salary by contribution assumption: employee only about $2,663,767 at 4% or $1,775,844 at 6%; with 50% employer match about $1,775,844 at 4% or $1,183,896 at 6%; with 100% employer match about $1,331,883 at 4% or $887,922 at 6%.
201012$2,096,272$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$2,096,272$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200912$1,598,314$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$1,598,314$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200812$1,009,766$91,999$46,000iApproximate average salary by contribution assumption: employee only about $1,149,988 at 4% or $766,658 at 6%; with 50% employer match about $766,658 at 4% or $511,106 at 6%; with 100% employer match about $574,994 at 4% or $383,329 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$1,009,766$91,999$46,000iApproximate average salary by contribution assumption: employee only about $1,149,988 at 4% or $766,658 at 6%; with 50% employer match about $766,658 at 4% or $511,106 at 6%; with 100% employer match about $574,994 at 4% or $383,329 at 6%.
200712$1,651,058$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$1,651,058$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200612$1,495,594$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$1,495,594$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200512$1,244,262$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$1,244,262$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200412$1,052,733$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$1,052,733$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$897,021$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$897,021$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200212$571,403$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$571,403$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200112$0$0-
Byrd Investments 401K Profit Sharing Plan and Trust-2---
200012$645,115$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$645,115$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
199912$512,242$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Byrd Investments 401K Profit Sharing Plan and Trust-2$512,242$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.