Civic Intelligence

Vishria Bird Financial Group LLC

Plan context: Vishria Bird Financial Group 401(K) Plan

EIN 82-4081603 • Memphis, TN • 8 filings • 2 plans

1053 West Rex Road, Suite 102Memphis, TN 38119
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,776,121

2025 Contributions

$127,399

Historical Graphs

Total Assets Over Time

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

$2,285,658$1,142,829$0201820212024YearValue
$1,776,121Latest year 2024

Participants Over Time

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

840201820212024YearValue
6Latest year 2024

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
202510$0$127,399-
Vishria Bird Financial Group 401(K) Plan-0$0$127,399-
202416$1,776,121$260,446$43,408iApproximate average salary by contribution assumption: employee only about $1,085,192 at 4% or $723,461 at 6%; with 50% employer match about $723,461 at 4% or $482,307 at 6%; with 100% employer match about $542,596 at 4% or $361,731 at 6%.
Vishria Bird Financial Group 401(K) Plan-6$1,776,121$260,446$43,408iApproximate average salary by contribution assumption: employee only about $1,085,192 at 4% or $723,461 at 6%; with 50% employer match about $723,461 at 4% or $482,307 at 6%; with 100% employer match about $542,596 at 4% or $361,731 at 6%.
202317$2,198,840$305,892$43,699iApproximate average salary by contribution assumption: employee only about $1,092,471 at 4% or $728,314 at 6%; with 50% employer match about $728,314 at 4% or $485,543 at 6%; with 100% employer match about $546,236 at 4% or $364,157 at 6%.
Vishria Bird Financial Group 401(K) Plan-7$2,198,840$305,892$43,699iApproximate average salary by contribution assumption: employee only about $1,092,471 at 4% or $728,314 at 6%; with 50% employer match about $728,314 at 4% or $485,543 at 6%; with 100% employer match about $546,236 at 4% or $364,157 at 6%.
202217$1,563,855$284,017$40,574iApproximate average salary by contribution assumption: employee only about $1,014,346 at 4% or $676,231 at 6%; with 50% employer match about $676,231 at 4% or $450,821 at 6%; with 100% employer match about $507,173 at 4% or $338,115 at 6%.
Vishria Bird Financial Group 401(K) Plan-7$1,563,855$284,017$40,574iApproximate average salary by contribution assumption: employee only about $1,014,346 at 4% or $676,231 at 6%; with 50% employer match about $676,231 at 4% or $450,821 at 6%; with 100% employer match about $507,173 at 4% or $338,115 at 6%.
202117$2,285,658$270,034$38,576iApproximate average salary by contribution assumption: employee only about $964,407 at 4% or $642,938 at 6%; with 50% employer match about $642,938 at 4% or $428,625 at 6%; with 100% employer match about $482,204 at 4% or $321,469 at 6%.
Vishria Bird Financial Group 401(K) Plan-7$2,285,658$270,034$38,576iApproximate average salary by contribution assumption: employee only about $964,407 at 4% or $642,938 at 6%; with 50% employer match about $642,938 at 4% or $428,625 at 6%; with 100% employer match about $482,204 at 4% or $321,469 at 6%.
202017$1,798,673$237,142$33,877iApproximate average salary by contribution assumption: employee only about $846,936 at 4% or $564,624 at 6%; with 50% employer match about $564,624 at 4% or $376,416 at 6%; with 100% employer match about $423,468 at 4% or $282,312 at 6%.
Vishria Bird Financial Group 401(K) Plan-7$1,798,673$237,142$33,877iApproximate average salary by contribution assumption: employee only about $846,936 at 4% or $564,624 at 6%; with 50% employer match about $564,624 at 4% or $376,416 at 6%; with 100% employer match about $423,468 at 4% or $282,312 at 6%.
201917$1,398,818$229,542$32,792iApproximate average salary by contribution assumption: employee only about $819,793 at 4% or $546,529 at 6%; with 50% employer match about $546,529 at 4% or $364,352 at 6%; with 100% employer match about $409,896 at 4% or $273,264 at 6%.
Vishria Bird Financial Group 401(K) Plan-7$1,398,818$229,542$32,792iApproximate average salary by contribution assumption: employee only about $819,793 at 4% or $546,529 at 6%; with 50% employer match about $546,529 at 4% or $364,352 at 6%; with 100% employer match about $409,896 at 4% or $273,264 at 6%.
201818$965,214$139,404$17,426iApproximate average salary by contribution assumption: employee only about $435,638 at 4% or $290,425 at 6%; with 50% employer match about $290,425 at 4% or $193,617 at 6%; with 100% employer match about $217,819 at 4% or $145,213 at 6%.
Vishria Bird Financial Group 401(K) Plan-8$965,214$139,404$17,426iApproximate average salary by contribution assumption: employee only about $435,638 at 4% or $290,425 at 6%; with 50% employer match about $290,425 at 4% or $193,617 at 6%; with 100% employer match about $217,819 at 4% or $145,213 at 6%.