Original filing (PDF)20230411103945NAL0003485712001

DAVID HAROLD BYRD, JR. ESTATE

Name: DAVID HAROLD BYRD, JR. ESTATE — BYRD INVESTMENTS PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: DAVID HAROLD BYRD, JR. ESTATE

Form 5500-SF

FILING_RECEIVED

BYRD INVESTMENTS PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID HAROLD BYRD, JR. ESTATE.

Plan sponsor

Name

DAVID HAROLD BYRD, JR. ESTATE

EIN

86-2252171

Address

8144 WALNUT HILL LANE STE 982 LB 51 · DALLAS, TX · 75231

Phone

(214) 363-6441

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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