2023 Form 5500 filing — Haynie & Co. 401(K) 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 20240927104605NAL0002131297001) for Haynie & Co. 401(K) Plan, reported by Haynie & Company under EIN 87-0325228 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927104605NAL0002131297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haynie & Company
- EIN
- 87-0325228
- Plan number
- 001
- Location
- West Valley, UT
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,541,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,541,100
- Employer contributions
- $592,669
- Participant contributions
- $2,439,880
- Total income / additions
- $6,039,034
- Benefits paid
- $1,245,179
- Administrative expenses
- $110,710
- Total expenses
- $1,369,278
- Net increase / (decrease)
- $4,669,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,972 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $43,459 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $11,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,865 | not reported in the loaded dataset |
| The Buckner Company | OTHER | $764 | not reported in the loaded dataset |
| Old Republic Surety Company | OTHER | $150 | not reported in the loaded dataset |