ROBERTA M. BYRD DBA BYRD INVESTMENTS
Plan context: BYRD INVESTMENTS PROFIT SHARING PLAN AND TRUST
EIN 92-1407413 • Dallas, TX • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$8,065,557
2025 Contributions
$108,802
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $8,065,557 | $108,802 | $36,267iApproximate average salary by contribution assumption: employee only about $906,683 at 4% or $604,456 at 6%; with 50% employer match about $604,456 at 4% or $402,970 at 6%; with 100% employer match about $453,342 at 4% or $302,228 at 6%. |
| BYRD INVESTMENTS PROFIT SHARING PLAN AND TRUST | - | 3 | $8,065,557 | $108,802 | $36,267iApproximate average salary by contribution assumption: employee only about $906,683 at 4% or $604,456 at 6%; with 50% employer match about $604,456 at 4% or $402,970 at 6%; with 100% employer match about $453,342 at 4% or $302,228 at 6%. |
| 2024 | 1 | 3 | $7,159,983 | $108,446 | $36,149iApproximate average salary by contribution assumption: employee only about $903,717 at 4% or $602,478 at 6%; with 50% employer match about $602,478 at 4% or $401,652 at 6%; with 100% employer match about $451,858 at 4% or $301,239 at 6%. |
| BYRD INVESTMENTS PROFIT SHARING PLAN & TRUST | - | 3 | $7,159,983 | $108,446 | $36,149iApproximate average salary by contribution assumption: employee only about $903,717 at 4% or $602,478 at 6%; with 50% employer match about $602,478 at 4% or $401,652 at 6%; with 100% employer match about $451,858 at 4% or $301,239 at 6%. |
| 2023 | 1 | 3 | $6,771,216 | $109,883 | $36,628iApproximate average salary by contribution assumption: employee only about $915,692 at 4% or $610,461 at 6%; with 50% employer match about $610,461 at 4% or $406,974 at 6%; with 100% employer match about $457,846 at 4% or $305,231 at 6%. |
| BYRD INVESTMENTS PROFIT SHARING PLAN & TRUST | - | 3 | $6,771,216 | $109,883 | $36,628iApproximate average salary by contribution assumption: employee only about $915,692 at 4% or $610,461 at 6%; with 50% employer match about $610,461 at 4% or $406,974 at 6%; with 100% employer match about $457,846 at 4% or $305,231 at 6%. |