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HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 401k Plan overview

Plan NameHAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN
Plan identification number 001

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

HAYNES AND BOONE, LLP has sponsored the creation of one or more 401k plans.

Company Name:HAYNES AND BOONE, LLP
Employer identification number (EIN):751312888
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BECKI PATTERSON HOLMES
0012023-01-01
0012023-01-01BECKI PATTERSON HOLMES
0012022-01-01
0012022-01-01ADEL B. HUSBAND
0012021-01-01
0012021-01-01ADEL B. HUSBAND
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01ADEL B. HUSBAND
0012016-01-01ADEL B. HUSBAND
0012015-01-01ADEL B. HUSBAND
0012014-01-01ADEL B. HUSBAND
0012013-01-01ADEL B. HUSBAND
0012012-01-01ADEL B. HUSBAND
0012011-01-01ADEL B. HUSBAND
0012010-01-01LINDA M. ELLIS
0012009-01-01LINDA ELLIS

Financial Data on HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Measure Date Value
2023 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2023 401k financial data
Total transfer of assets to this plan2023-12-31$294
Total income from all sources (including contributions)2023-12-31$54,383,696
Total of all expenses incurred2023-12-31$9,775,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,735,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$15,554,021
Value of total assets at end of year2023-12-31$270,045,027
Value of total assets at beginning of year2023-12-31$225,436,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,964
Total interest from all sources2023-12-31$41,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$690,869
Participant contributions at beginning of year2023-12-31$797,694
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,326,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,326,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$44,608,030
Value of net assets at end of year (total assets less liabilities)2023-12-31$270,045,027
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$225,436,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$10,391
Interest on participant loans2023-12-31$41,331
Value of interest in master investment trust accounts at end of year2023-12-31$253,800,137
Value of interest in master investment trust accounts at beginning of year2023-12-31$212,132,983
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$5,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$14,227,331
Employer contributions (assets) at end of year2023-12-31$14,227,331
Employer contributions (assets) at beginning of year2023-12-31$12,506,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,730,339
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31391413443
Total transfer of assets to this plan2023-01-01$294
Total income from all sources (including contributions)2023-01-01$54,383,696
Total of all expenses incurred2023-01-01$9,775,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$9,735,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$15,554,021
Value of total assets at end of year2023-01-01$270,045,027
Value of total assets at beginning of year2023-01-01$225,436,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$39,964
Total interest from all sources2023-01-01$41,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Participant contributions at end of year2023-01-01$690,869
Participant contributions at beginning of year2023-01-01$797,694
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$1,326,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$1,326,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$44,608,030
Value of net assets at end of year (total assets less liabilities)2023-01-01$270,045,027
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$225,436,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$10,391
Interest on participant loans2023-01-01$41,331
Value of interest in master investment trust accounts at end of year2023-01-01$253,800,137
Value of interest in master investment trust accounts at beginning of year2023-01-01$212,132,983
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$5,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$14,227,331
Employer contributions (assets) at end of year2023-01-01$14,227,331
Employer contributions (assets) at beginning of year2023-01-01$12,506,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$9,730,339
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BAKER TILLY US, LLP
Accountancy firm EIN2023-01-01391413443
2022 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,641,112
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,340,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,269,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,154,214
Value of total assets at end of year2022-12-31$225,436,703
Value of total assets at beginning of year2022-12-31$264,418,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,004
Total interest from all sources2022-12-31$35,708
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$797,694
Participant contributions at beginning of year2022-12-31$774,713
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,648,188
Administrative expenses (other) incurred2022-12-31$71,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,981,499
Value of net assets at end of year (total assets less liabilities)2022-12-31$225,436,703
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$264,418,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$35,708
Value of interest in master investment trust accounts at end of year2022-12-31$212,132,983
Value of interest in master investment trust accounts at beginning of year2022-12-31$251,699,713
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,506,026
Employer contributions (assets) at end of year2022-12-31$12,506,026
Employer contributions (assets) at beginning of year2022-12-31$11,943,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,264,020
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-21,641,112
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$17,340,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$17,269,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$18,154,214
Value of total assets at end of year2022-01-01$225,436,703
Value of total assets at beginning of year2022-01-01$264,418,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$71,004
Total interest from all sources2022-01-01$35,708
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Participant contributions at end of year2022-01-01$797,694
Participant contributions at beginning of year2022-01-01$774,713
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$5,648,188
Administrative expenses (other) incurred2022-01-01$71,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-38,981,499
Value of net assets at end of year (total assets less liabilities)2022-01-01$225,436,703
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$264,418,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Interest on participant loans2022-01-01$35,708
Value of interest in master investment trust accounts at end of year2022-01-01$212,132,983
Value of interest in master investment trust accounts at beginning of year2022-01-01$251,699,713
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$5,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$12,506,026
Employer contributions (assets) at end of year2022-01-01$12,506,026
Employer contributions (assets) at beginning of year2022-01-01$11,943,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$17,264,020
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US, LLP
Accountancy firm EIN2022-01-01390859910
2021 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$45,811,652
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,805,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,735,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,250,956
Value of total assets at end of year2021-12-31$264,418,202
Value of total assets at beginning of year2021-12-31$230,412,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,532
Total interest from all sources2021-12-31$35,811
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$774,713
Participant contributions at beginning of year2021-12-31$685,894
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,307,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,760,873
Administrative expenses (other) incurred2021-12-31$70,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$34,005,878
Value of net assets at end of year (total assets less liabilities)2021-12-31$264,418,202
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$230,412,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$35,811
Value of interest in master investment trust accounts at end of year2021-12-31$251,699,713
Value of interest in master investment trust accounts at beginning of year2021-12-31$213,397,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,943,776
Employer contributions (assets) at end of year2021-12-31$11,943,776
Employer contributions (assets) at beginning of year2021-12-31$11,568,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,735,242
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$48,366,606
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,352,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,288,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,015,337
Value of total assets at end of year2020-12-31$230,412,324
Value of total assets at beginning of year2020-12-31$195,398,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,670
Total interest from all sources2020-12-31$39,919
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$685,894
Participant contributions at beginning of year2020-12-31$808,933
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,445,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,760,873
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,314,987
Administrative expenses (other) incurred2020-12-31$63,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$35,014,033
Value of net assets at end of year (total assets less liabilities)2020-12-31$230,412,324
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$195,398,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$39,919
Value of interest in master investment trust accounts at end of year2020-12-31$213,397,170
Value of interest in master investment trust accounts at beginning of year2020-12-31$180,958,193
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,569,451
Employer contributions (assets) at end of year2020-12-31$11,568,387
Employer contributions (assets) at beginning of year2020-12-31$11,316,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,283,540
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$44,329,548
Total income from all sources (including contributions)2019-12-31$44,329,548
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,655,364
Total of all expenses incurred2019-12-31$14,655,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,653,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,653,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,329,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,329,749
Value of total assets at end of year2019-12-31$193,083,304
Value of total assets at end of year2019-12-31$193,083,304
Value of total assets at beginning of year2019-12-31$163,409,120
Value of total assets at beginning of year2019-12-31$163,409,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,342
Total interest from all sources2019-12-31$44,224
Total interest from all sources2019-12-31$44,224
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$808,933
Participant contributions at end of year2019-12-31$808,933
Participant contributions at beginning of year2019-12-31$922,085
Participant contributions at beginning of year2019-12-31$922,085
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,314,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,314,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,342
Administrative expenses (other) incurred2019-12-31$2,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$29,674,184
Value of net income/loss2019-12-31$29,674,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$193,083,304
Value of net assets at end of year (total assets less liabilities)2019-12-31$193,083,304
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$163,409,120
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$163,409,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$44,224
Interest on participant loans2019-12-31$44,224
Value of interest in master investment trust accounts at end of year2019-12-31$180,958,193
Value of interest in master investment trust accounts at end of year2019-12-31$180,958,193
Value of interest in master investment trust accounts at beginning of year2019-12-31$151,100,440
Value of interest in master investment trust accounts at beginning of year2019-12-31$151,100,440
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,929
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,329,749
Contributions received in cash from employer2019-12-31$11,329,749
Employer contributions (assets) at end of year2019-12-31$11,316,178
Employer contributions (assets) at end of year2019-12-31$11,316,178
Employer contributions (assets) at beginning of year2019-12-31$11,386,595
Employer contributions (assets) at beginning of year2019-12-31$11,386,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,649,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,649,093
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$386,885
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,495,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,403,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,577,133
Value of total assets at end of year2018-12-31$163,409,120
Value of total assets at beginning of year2018-12-31$175,518,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$92,962
Total interest from all sources2018-12-31$47,351
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$922,085
Participant contributions at beginning of year2018-12-31$1,183,381
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,190,538
Administrative expenses (other) incurred2018-12-31$92,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,109,085
Value of net assets at end of year (total assets less liabilities)2018-12-31$163,409,120
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$175,518,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$47,351
Value of interest in master investment trust accounts at end of year2018-12-31$151,100,440
Value of interest in master investment trust accounts at beginning of year2018-12-31$163,488,176
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,386,595
Employer contributions (assets) at end of year2018-12-31$11,386,595
Employer contributions (assets) at beginning of year2018-12-31$10,846,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,399,092
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$35,097,622
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,428,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,428,270
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,354,781
Value of total assets at end of year2017-12-31$175,518,205
Value of total assets at beginning of year2017-12-31$148,848,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$56,180
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$544
Participant contributions at end of year2017-12-31$1,183,381
Participant contributions at beginning of year2017-12-31$1,452,767
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,485,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$26,669,352
Value of net assets at end of year (total assets less liabilities)2017-12-31$175,518,205
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$148,848,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$56,180
Value of interest in master investment trust accounts at end of year2017-12-31$163,488,176
Value of interest in master investment trust accounts at beginning of year2017-12-31$137,567,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,869,382
Employer contributions (assets) at end of year2017-12-31$10,846,648
Employer contributions (assets) at beginning of year2017-12-31$9,828,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,428,270
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2017-12-31752919818
2016 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$21,722,211
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,869,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,869,630
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,928,552
Value of total assets at end of year2016-12-31$148,848,853
Value of total assets at beginning of year2016-12-31$135,996,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$55,678
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$1,452,767
Participant contributions at beginning of year2016-12-31$1,338,346
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,100,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,852,581
Value of net assets at end of year (total assets less liabilities)2016-12-31$148,848,853
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$135,996,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$55,678
Value of interest in master investment trust accounts at end of year2016-12-31$137,567,866
Value of interest in master investment trust accounts at beginning of year2016-12-31$125,118,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,828,220
Employer contributions (assets) at end of year2016-12-31$9,828,220
Employer contributions (assets) at beginning of year2016-12-31$9,539,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,869,630
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2016-12-31752919818
2015 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,331,914
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,824,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,824,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,828,528
Value of total assets at end of year2015-12-31$135,996,272
Value of total assets at beginning of year2015-12-31$135,489,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$51,218
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$1,338,346
Participant contributions at beginning of year2015-12-31$1,338,067
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,288,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$507,244
Value of net assets at end of year (total assets less liabilities)2015-12-31$135,996,272
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$135,489,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$51,218
Value of interest in master investment trust accounts at end of year2015-12-31$125,118,218
Value of interest in master investment trust accounts at beginning of year2015-12-31$124,901,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,539,708
Employer contributions (assets) at end of year2015-12-31$9,539,708
Employer contributions (assets) at beginning of year2015-12-31$9,249,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,824,670
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2015-12-31752919818
2014 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,130,515
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,764,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,764,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,270,223
Value of total assets at end of year2014-12-31$135,489,028
Value of total assets at beginning of year2014-12-31$127,123,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$56,570
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,338,067
Participant contributions at beginning of year2014-12-31$1,431,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,365,758
Value of net assets at end of year (total assets less liabilities)2014-12-31$135,489,028
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$127,123,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$56,570
Value of interest in master investment trust accounts at end of year2014-12-31$124,901,738
Value of interest in master investment trust accounts at beginning of year2014-12-31$116,396,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,270,223
Employer contributions (assets) at end of year2014-12-31$9,249,223
Employer contributions (assets) at beginning of year2014-12-31$9,294,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,764,757
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2014-12-31752919818
2013 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$30,494,217
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,474,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,474,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,294,880
Value of total assets at end of year2013-12-31$127,123,270
Value of total assets at beginning of year2013-12-31$108,103,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$61,937
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,431,646
Participant contributions at beginning of year2013-12-31$1,575,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,019,312
Value of net assets at end of year (total assets less liabilities)2013-12-31$127,123,270
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$108,103,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Income. Interest from loans (other than to participants)2013-12-31$61,937
Value of interest in master investment trust accounts at end of year2013-12-31$116,396,744
Value of interest in master investment trust accounts at beginning of year2013-12-31$96,927,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,294,880
Employer contributions (assets) at end of year2013-12-31$9,294,880
Employer contributions (assets) at beginning of year2013-12-31$9,600,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,474,905
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2013-12-31752919818
2012 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$21,348,361
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,850,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,850,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,600,271
Value of total assets at end of year2012-12-31$108,103,958
Value of total assets at beginning of year2012-12-31$92,606,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$71,523
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,575,953
Participant contributions at beginning of year2012-12-31$1,658,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,497,472
Value of net assets at end of year (total assets less liabilities)2012-12-31$108,103,958
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$92,606,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$71,523
Value of interest in master investment trust accounts at end of year2012-12-31$96,927,734
Value of interest in master investment trust accounts at beginning of year2012-12-31$81,624,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,600,271
Employer contributions (assets) at end of year2012-12-31$9,600,271
Employer contributions (assets) at beginning of year2012-12-31$9,323,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,850,889
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TRAVIS WOLFF & CO., LLP
Accountancy firm EIN2012-12-31208185533
2011 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,106,666
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,125,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,125,075
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,323,089
Value of total assets at end of year2011-12-31$92,606,486
Value of total assets at beginning of year2011-12-31$92,624,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$77,554
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$1,658,693
Participant contributions at beginning of year2011-12-31$1,826,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-18,409
Value of net assets at end of year (total assets less liabilities)2011-12-31$92,606,486
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$92,624,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$77,554
Value of interest in master investment trust accounts at end of year2011-12-31$81,624,704
Value of interest in master investment trust accounts at beginning of year2011-12-31$81,217,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,323,089
Employer contributions (assets) at end of year2011-12-31$9,323,089
Employer contributions (assets) at beginning of year2011-12-31$9,581,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,125,075
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TRAVIS WOLFF & CO., LLP
Accountancy firm EIN2011-12-31208185533
2010 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$20,149,030
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,641,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,641,410
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,581,413
Value of total assets at end of year2010-12-31$92,624,895
Value of total assets at beginning of year2010-12-31$79,117,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$88,487
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$1,826,472
Participant contributions at beginning of year2010-12-31$1,454,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,507,620
Value of net assets at end of year (total assets less liabilities)2010-12-31$92,624,895
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,117,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$88,487
Value of interest in master investment trust accounts at end of year2010-12-31$81,217,010
Value of interest in master investment trust accounts at beginning of year2010-12-31$68,383,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,581,413
Employer contributions (assets) at end of year2010-12-31$9,581,413
Employer contributions (assets) at beginning of year2010-12-31$9,279,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,641,410
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TRAVIS WOLFF & CO., LLP
Accountancy firm EIN2010-12-31208185533
2009 : HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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 HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

2023: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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
2010: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008660311
Policy instance 1
Insurance contract or identification number008660311
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008660311
Policy instance 1
Insurance contract or identification number008660311
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008660311
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008660311
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008660311
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008660311
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4994209
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4994209
Policy instance 1

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