2023 Form 5500 filing — Thomas J. Henry Retirement 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 20240918122342NAL0002568627001) for Thomas J. Henry Retirement Plan, reported by Thomas J. Henry Law Firm under EIN 83-2564943 and plan number 001. It reports 1,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918122342NAL0002568627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas J. Henry Law Firm
- EIN
- 83-2564943
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 1,124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,146,061
- Net assets (EOY)
- $17,146,061
- Employer contributions
- $1,997,782
- Participant contributions
- $2,965,576
- Total income / additions
- $7,565,356
- Benefits paid
- $2,287,435
- Administrative expenses
- $82,753
- Total expenses
- $2,373,404
- Net increase / (decrease)
- $5,191,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $57,950 | $0 |
| Nova 401k Associates Lp | THIRD PARTY ADMINISTRATOR | $24,803 | $622 |