Hayes, Berry, White & Vanzant, Llp 401k Plan — Form 5500 plan (Hayes, Berry, White & Vanzant, Llp)
Plain-English plan 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, Hayes, Berry, White & Vanzant, Llp 401k Plan is a benefit plan reported by Hayes, Berry, White & Vanzant, Llp under EIN 20-4068111 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $4,111,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hayes, Berry, White & Vanzant, Llp
- EIN
- 20-4068111
- Plan number
- 001
- Plan type
- 2
- Location
- Denton, TX
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $4,111,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240523121806NAL0009087248001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,111,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,111,889
- Net assets (BOY)
- $3,692,937
Income & contributions
- Employer contributions
- $59,206
- Participant contributions
- $93,441
- Total income / additions
- $546,142
Expenses & distributions
- Benefits paid
- $126,444
- Administrative expenses
- $140
- Total expenses
- $127,190
- Net increase / (decrease)
- $418,952
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.