2023 Form 5500 filing — Haynes And Boone, Llp Partners' 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 20241009085621NAL0018058609001) for Haynes And Boone, Llp Partners' Retirement Plan, reported by Haynes And Boone, Llp under EIN 75-1312888 and plan number 003. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009085621NAL0018058609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haynes And Boone, Llp
- EIN
- 75-1312888
- Plan number
- 003
- Location
- Dallas, TX
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,239,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,239,396
- Employer contributions
- $605,566
- Total income / additions
- $9,222,864
- Benefits paid
- $79,747,698
- Administrative expenses
- $777,526
- Total expenses
- $80,525,224
- Net increase / (decrease)
- -$71,302,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Trust Company | NONE | $440,840 | not reported in the loaded dataset |
| October Three Consulting LLC | NONE | $70,376 | not reported in the loaded dataset |
| Schwab Retirment Plan Services, Inc | NONE | $42,549 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $27,037 | not reported in the loaded dataset |