2023 Form 5500 filing — Haynes And Boone Retirement Savings 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 20241002093222NAL0008086545001) for Haynes And Boone Retirement Savings Plan, reported by Haynes And Boone, Llp under EIN 75-1312888 and plan number 002. It reports 1,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002093222NAL0008086545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haynes And Boone, Llp
- EIN
- 75-1312888
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 1,523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $314,610,603
- Total liabilities (EOY)
- $1,326,690
- Net assets (EOY)
- $313,283,913
- Employer contributions
- $578,583
- Participant contributions
- $14,456,294
- Total income / additions
- $73,356,010
- Benefits paid
- $11,292,790
- Administrative expenses
- $80,372
- Total expenses
- $11,379,712
- Net increase / (decrease)
- $61,976,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $82,637 | not reported in the loaded dataset |
| Hourglass Capital LLC | NONE | $56,581 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $20,284 | not reported in the loaded dataset |
| Sfmg LLC | NONE | $18,298 | not reported in the loaded dataset |
| Trippon Wealth Management Grou | NONE | $17,409 | not reported in the loaded dataset |
| Efficient Mkt Advisors | NONE | $15,192 | not reported in the loaded dataset |
| Keel Point Capital | NONE | $14,271 | not reported in the loaded dataset |
| Beacon Pointe Advisors LLC | NONE | $13,319 | not reported in the loaded dataset |
| Westwood Advisors LLC | NONE | $10,728 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | NONE | $6,609 | not reported in the loaded dataset |
| Frontier Asset Management LLC | NONE | $6,145 | not reported in the loaded dataset |
| The Pinnacle Financial Group | NONE | $5,910 | not reported in the loaded dataset |
| Mass Mutual Financial Group | NONE | $5,363 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,342 | $0 |