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HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 401k Plan overview

Plan NameHAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN
Plan identification number 001

HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

HAYES, BERRY, WHITE & VANZANT, LLP has sponsored the creation of one or more 401k plans.

Company Name:HAYES, BERRY, WHITE & VANZANT, LLP
Employer identification number (EIN):204068111
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about HAYES, BERRY, WHITE & VANZANT, LLP

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-12-29
Company Identification Number: 0801067985
Legal Registered Office Address: 512 W HICKORY ST STE 100

DENTON
United States of America (USA)
76201

More information about HAYES, BERRY, WHITE & VANZANT, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RICHARD HAYES
0012023-01-01
0012023-01-01RICHARD HAYES
0012022-01-01
0012022-01-01RICHARD HAYES
0012021-01-01
0012021-01-01RICHARD HAYES
0012020-01-01
0012019-01-01
0012018-01-01RICHARD HAYES
0012017-01-01RICHARD HAYES
0012016-01-01RICHARD HAYES
0012015-01-01RICHARD HAYES
0012014-01-01RICHARD HAYES
0012013-01-01RICHARD HAYES
0012012-01-01RICHARD HAYES
0012011-01-01RICHARD HAYES
0012009-01-01RICHARD HAYES

Plan Statistics for HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN

401k plan membership statisitcs for HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN

Measure Date Value
2023: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0127
Total number of active participants reported on line 7a of the Form 55002023-01-0122
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015
Total of all active and inactive participants2023-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0127
Number of participants with account balances2023-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0122
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0127
Number of participants with account balances2022-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0122
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0122
Number of participants with account balances2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0121
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0122
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0121
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0121
Number of participants with account balances2019-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0122
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0122
Number of participants with account balances2017-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0120
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0122
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0120
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0121
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN

Measure Date Value
2023 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$2,900
Total income from all sources2023-12-31$546,142
Expenses. Total of all expenses incurred2023-12-31$127,190
Benefits paid (including direct rollovers)2023-12-31$126,444
Total plan assets at end of year2023-12-31$4,111,889
Total plan assets at beginning of year2023-12-31$3,695,837
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$93,441
Expenses. Other expenses not covered elsewhere2023-12-31$606
Contributions received from other sources (not participants or employers)2023-12-31$152,247
Other income received2023-12-31$241,248
Net income (gross income less expenses)2023-12-31$418,952
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,111,889
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,692,937
Assets. Value of participant loans2023-12-31$10,955
Assets. Value of assets in partnership/joint-venture interests2023-12-31$1,261,095
Total contributions received or receivable from employer(s)2023-12-31$59,206
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$140
2022 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$2,900
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-12,128
Expenses. Total of all expenses incurred2022-12-31$6,129
Benefits paid (including direct rollovers)2022-12-31$5,393
Total plan assets at end of year2022-12-31$3,695,837
Total plan assets at beginning of year2022-12-31$3,711,194
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$143,784
Expenses. Other expenses not covered elsewhere2022-12-31$606
Other income received2022-12-31$-215,394
Net income (gross income less expenses)2022-12-31$-18,257
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,692,937
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,711,194
Assets. Value of participant loans2022-12-31$14,394
Assets. Value of assets in partnership/joint-venture interests2022-12-31$1,212,840
Total contributions received or receivable from employer(s)2022-12-31$59,482
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$130
2021 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$401,969
Expenses. Total of all expenses incurred2021-12-31$30,235
Benefits paid (including direct rollovers)2021-12-31$30,040
Total plan assets at end of year2021-12-31$3,711,194
Total plan assets at beginning of year2021-12-31$3,339,460
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$128,491
Expenses. Other expenses not covered elsewhere2021-12-31$195
Other income received2021-12-31$216,957
Net income (gross income less expenses)2021-12-31$371,734
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,711,194
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,339,460
Assets. Value of participant loans2021-12-31$19,686
Assets. Value of assets in partnership/joint-venture interests2021-12-31$1,202,840
Total contributions received or receivable from employer(s)2021-12-31$56,521
2020 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$606
Total income from all sources2020-12-31$367,614
Expenses. Total of all expenses incurred2020-12-31$606
Total plan assets at end of year2020-12-31$3,339,460
Total plan assets at beginning of year2020-12-31$2,973,058
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$113,877
Expenses. Other expenses not covered elsewhere2020-12-31$606
Contributions received from other sources (not participants or employers)2020-12-31$50,000
Other income received2020-12-31$167,507
Net income (gross income less expenses)2020-12-31$367,008
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,339,460
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,972,452
Assets. Value of participant loans2020-12-31$29,781
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,138,600
Total contributions received or receivable from employer(s)2020-12-31$36,230
2019 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$606
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$262,505
Expenses. Total of all expenses incurred2019-12-31$90,738
Benefits paid (including direct rollovers)2019-12-31$89,987
Total plan assets at end of year2019-12-31$2,973,058
Total plan assets at beginning of year2019-12-31$2,800,685
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$74,798
Expenses. Other expenses not covered elsewhere2019-12-31$606
Other income received2019-12-31$165,073
Net income (gross income less expenses)2019-12-31$171,767
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,972,452
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,800,685
Assets. Value of participant loans2019-12-31$39,768
Assets. Value of assets in partnership/joint-venture interests2019-12-31$1,055,750
Total contributions received or receivable from employer(s)2019-12-31$22,634
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$145
2018 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$54,274
Expenses. Total of all expenses incurred2018-12-31$24,251
Benefits paid (including direct rollovers)2018-12-31$23,645
Total plan assets at end of year2018-12-31$2,800,685
Total plan assets at beginning of year2018-12-31$2,770,662
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$61,181
Expenses. Other expenses not covered elsewhere2018-12-31$606
Other income received2018-12-31$-30,018
Net income (gross income less expenses)2018-12-31$30,023
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,800,685
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,770,662
Assets. Value of participant loans2018-12-31$27,156
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,035,750
Total contributions received or receivable from employer(s)2018-12-31$23,111
2017 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$195,936
Expenses. Total of all expenses incurred2017-12-31$8,589
Benefits paid (including direct rollovers)2017-12-31$7,983
Total plan assets at end of year2017-12-31$2,770,662
Total plan assets at beginning of year2017-12-31$2,583,315
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$61,706
Expenses. Other expenses not covered elsewhere2017-12-31$606
Other income received2017-12-31$109,332
Net income (gross income less expenses)2017-12-31$187,347
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,770,662
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,583,315
Assets. Value of participant loans2017-12-31$39,753
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,016,750
Total contributions received or receivable from employer(s)2017-12-31$24,898
2016 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$442,770
Expenses. Total of all expenses incurred2016-12-31$47,806
Benefits paid (including direct rollovers)2016-12-31$47,200
Total plan assets at end of year2016-12-31$2,583,315
Total plan assets at beginning of year2016-12-31$2,188,351
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$25,921
Expenses. Other expenses not covered elsewhere2016-12-31$606
Other income received2016-12-31$399,549
Net income (gross income less expenses)2016-12-31$394,964
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,583,315
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,188,351
Assets. Value of participant loans2016-12-31$36,812
Assets. Value of assets in partnership/joint-venture interests2016-12-31$980,500
Total contributions received or receivable from employer(s)2016-12-31$17,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$62,323
Expenses. Total of all expenses incurred2015-12-31$65,925
Benefits paid (including direct rollovers)2015-12-31$65,319
Total plan assets at end of year2015-12-31$2,188,351
Total plan assets at beginning of year2015-12-31$2,191,953
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$25,401
Expenses. Other expenses not covered elsewhere2015-12-31$606
Other income received2015-12-31$19,370
Net income (gross income less expenses)2015-12-31$-3,602
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,188,351
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,191,953
Assets. Value of participant loans2015-12-31$67,051
Assets. Value of real-estate (other than employer real property)2015-12-31$585,000
Total contributions received or receivable from employer(s)2015-12-31$17,552
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$133,001
Expenses. Total of all expenses incurred2014-12-31$53,142
Benefits paid (including direct rollovers)2014-12-31$53,142
Total plan assets at end of year2014-12-31$2,191,953
Total plan assets at beginning of year2014-12-31$2,112,094
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$21,116
Contributions received from other sources (not participants or employers)2014-12-31$47,000
Other income received2014-12-31$45,244
Net income (gross income less expenses)2014-12-31$79,859
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,191,953
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,112,094
Assets. Value of participant loans2014-12-31$103,262
Assets. Value of real-estate (other than employer real property)2014-12-31$585,000
Total contributions received or receivable from employer(s)2014-12-31$19,641
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-228,764
Expenses. Total of all expenses incurred2013-12-31$44,662
Benefits paid (including direct rollovers)2013-12-31$44,662
Total plan assets at end of year2013-12-31$2,112,094
Total plan assets at beginning of year2013-12-31$2,385,520
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$21,622
Other income received2013-12-31$-266,628
Net income (gross income less expenses)2013-12-31$-273,426
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,112,094
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,385,520
Assets. Value of participant loans2013-12-31$133,950
Assets. Value of real-estate (other than employer real property)2013-12-31$545,000
Total contributions received or receivable from employer(s)2013-12-31$16,242
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$698,245
Expenses. Total of all expenses incurred2012-12-31$52,962
Benefits paid (including direct rollovers)2012-12-31$48,384
Total plan assets at end of year2012-12-31$2,385,520
Total plan assets at beginning of year2012-12-31$1,740,237
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$19,957
Expenses. Other expenses not covered elsewhere2012-12-31$4,578
Other income received2012-12-31$660,863
Net income (gross income less expenses)2012-12-31$645,283
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,385,520
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,740,237
Assets. Value of participant loans2012-12-31$168,415
Assets. Value of real-estate (other than employer real property)2012-12-31$545,000
Total contributions received or receivable from employer(s)2012-12-31$17,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$54,255
Expenses. Total of all expenses incurred2011-12-31$44,123
Benefits paid (including direct rollovers)2011-12-31$39,756
Total plan assets at end of year2011-12-31$1,740,237
Total plan assets at beginning of year2011-12-31$1,730,105
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$18,984
Expenses. Other expenses not covered elsewhere2011-12-31$4,367
Other income received2011-12-31$19,948
Net income (gross income less expenses)2011-12-31$10,132
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,740,237
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,730,105
Assets. Value of participant loans2011-12-31$119,879
Assets. Value of real-estate (other than employer real property)2011-12-31$300,000
Total contributions received or receivable from employer(s)2011-12-31$15,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$138,660
Expenses. Total of all expenses incurred2010-12-31$51,978
Benefits paid (including direct rollovers)2010-12-31$51,978
Total plan assets at end of year2010-12-31$1,730,105
Total plan assets at beginning of year2010-12-31$1,643,423
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$18,135
Other income received2010-12-31$106,205
Net income (gross income less expenses)2010-12-31$86,682
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,730,105
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,643,423
Assets. Value of participant loans2010-12-31$114,502
Assets. Value of real-estate (other than employer real property)2010-12-31$300,000
Total contributions received or receivable from employer(s)2010-12-31$14,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN

2023: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAYES, BERRY, WHITE & VANZANT, LLP 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
Insurance contract or identification number906664
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
Insurance contract or identification number7500314
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
Insurance contract or identification number906664
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
Insurance contract or identification number7500314
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7500314
Policy instance 1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number906664
Policy instance 2

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