Haynes And Boone Retirement Savings Plan — Form 5500 plan (Haynes And Boone, 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, Haynes And Boone Retirement Savings Plan is a benefit plan reported by Haynes And Boone, Llp under EIN 75-1312888 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,523 participants and $314,610,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haynes And Boone, Llp
- EIN
- 75-1312888
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,523
- End-of-year plan assets
- $314,610,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,523 | H, C | 20241002093222NAL0008086545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $314,610,603
- Total liabilities (EOY)
- $1,326,690
- Net assets (EOY)
- $313,283,913
- Net assets (BOY)
- $251,301,806
Income & contributions
- Employer contributions
- $578,583
- Participant contributions
- $14,456,294
- Total contributions
- $25,036,672
- Total income / additions
- $73,356,010
Expenses & distributions
- Benefits paid
- $11,292,790
- Administrative expenses
- $80,372
- Total expenses
- $11,379,712
- Net increase / (decrease)
- $61,976,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $82,637 | not reported in the loaded dataset | 2023 |
| Hourglass Capital LLC | NONE | $56,581 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $20,284 | not reported in the loaded dataset | 2023 |
| Sfmg LLC | NONE | $18,298 | not reported in the loaded dataset | 2023 |
| Trippon Wealth Management Grou | NONE | $17,409 | not reported in the loaded dataset | 2023 |
| Efficient Mkt Advisors | NONE | $15,192 | not reported in the loaded dataset | 2023 |
| Keel Point Capital | NONE | $14,271 | not reported in the loaded dataset | 2023 |
| Beacon Pointe Advisors LLC | NONE | $13,319 | not reported in the loaded dataset | 2023 |
| Westwood Advisors LLC | NONE | $10,728 | not reported in the loaded dataset | 2023 |
| Capital Mgmt Services Inc | NONE | $6,609 | not reported in the loaded dataset | 2023 |
| Frontier Asset Management LLC | NONE | $6,145 | not reported in the loaded dataset | 2023 |
| The Pinnacle Financial Group | NONE | $5,910 | not reported in the loaded dataset | 2023 |
| Mass Mutual Financial Group | NONE | $5,363 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,342 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Haynes And Boone, Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Hourglass Capital LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Sfmg LLC — Schedule C compensation
- Trippon Wealth Management Grou — Schedule C compensation
- Efficient Mkt Advisors — Schedule C compensation
- Keel Point Capital — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- Westwood Advisors LLC — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Frontier Asset Management LLC — Schedule C compensation
- The Pinnacle Financial Group — Schedule C compensation
- Mass Mutual Financial Group — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation