Thomas J. Henry Retirement Plan — Form 5500 plan (Thomas J. Henry Law Firm)

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, Thomas J. Henry Retirement Plan is a benefit plan reported by Thomas J. Henry Law Firm under EIN 83-2564943 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,124 participants and $17,146,061 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas J. Henry Law Firm
EIN
83-2564943
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
1,124
End-of-year plan assets
$17,146,061

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,124H, C20240918122342NAL0002568627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,146,061
Net assets (EOY)
$17,146,061
Net assets (BOY)
$11,954,109

Income & contributions

Employer contributions
$1,997,782
Participant contributions
$2,965,576
Total contributions
$4,994,769
Total income / additions
$7,565,356

Expenses & distributions

Benefits paid
$2,287,435
Administrative expenses
$82,753
Total expenses
$2,373,404
Net increase / (decrease)
$5,191,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$57,950$02023
Nova 401k Associates LpTHIRD PARTY ADMINISTRATOR$24,803$6222023

Related Form 5500 pages