2023 Form 5500 filing — Hayes, Berry, White & Vanzant, Llp 401k Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523121806NAL0009087248001) for Hayes, Berry, White & Vanzant, Llp 401k Plan, reported by Hayes, Berry, White & Vanzant, Llp under EIN 20-4068111 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240523121806NAL0009087248001
Filing year
2023
Form type
2
Plan sponsor
Hayes, Berry, White & Vanzant, Llp
EIN
20-4068111
Plan number
001
Location
Denton, TX
Participants
27
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,111,889
Total liabilities (EOY)
$0
Net assets (EOY)
$4,111,889
Employer contributions
$59,206
Participant contributions
$93,441
Total income / additions
$546,142
Benefits paid
$126,444
Administrative expenses
$140
Total expenses
$127,190
Net increase / (decrease)
$418,952
Schedule source
Schedule I

Related Form 5500 pages