2023 Form 5500 filing — Haynes Management Services, Inc. 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 20240930145105NAL0005831793001) for Haynes Management Services, Inc. 401(K) Plan, reported by Haynes Management Services, Inc. under EIN 85-3927261 and plan number 001. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930145105NAL0005831793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haynes Management Services, Inc.
- EIN
- 85-3927261
- Plan number
- 001
- Location
- Wetumpka, AL
- Participants
- 510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,745,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,745,631
- Participant contributions
- $379,788
- Total income / additions
- $973,421
- Benefits paid
- $251,330
- Administrative expenses
- $51,524
- Total expenses
- $302,854
- Net increase / (decrease)
- $670,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buckingham Asset Management, LLC | ADVISOR | $27,151 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $23,155 | $0 |