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HAYNES AND BOONE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHAYNES AND BOONE RETIREMENT SAVINGS PLAN
Plan identification number 002

HAYNES AND BOONE RETIREMENT SAVINGS 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01BECKI PATTERSON HOLMES
0022023-01-01
0022023-01-01BECKI PATTERSON HOLMES
0022022-01-01
0022022-01-01ADEL B. HUSBAND
0022021-01-01
0022021-01-01ADEL B. HUSBAND
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01ADEL B. HUSBAND
0022016-01-01ADEL B. HUSBAND
0022015-01-01ADEL B. HUSBAND
0022014-01-01ADEL B. HUSBAND
0022013-01-01ADEL B. HUSBAND
0022012-01-01ADEL B. HUSBAND
0022011-01-01ADEL B. HUSBAND
0022009-01-01LINDA ELLIS

Plan Statistics for HAYNES AND BOONE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HAYNES AND BOONE RETIREMENT SAVINGS PLAN

Measure Date Value
2023: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,523
Total number of active participants reported on line 7a of the Form 55002023-01-011,055
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01508
Total of all active and inactive participants2023-01-011,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0110
Total participants2023-01-011,573
Number of participants with account balances2023-01-011,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,442
Total number of active participants reported on line 7a of the Form 55002022-01-011,010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01506
Total of all active and inactive participants2022-01-011,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-011,523
Number of participants with account balances2022-01-011,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,421
Total number of active participants reported on line 7a of the Form 55002021-01-01948
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01487
Total of all active and inactive participants2021-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-011,442
Number of participants with account balances2021-01-011,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,368
Total number of active participants reported on line 7a of the Form 55002020-01-01976
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01441
Total of all active and inactive participants2020-01-011,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,421
Number of participants with account balances2020-01-011,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,383
Total number of active participants reported on line 7a of the Form 55002019-01-01938
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01425
Total of all active and inactive participants2019-01-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,368
Number of participants with account balances2019-01-011,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,380
Total number of active participants reported on line 7a of the Form 55002018-01-01935
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01445
Total of all active and inactive participants2018-01-011,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,383
Number of participants with account balances2018-01-011,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,431
Total number of active participants reported on line 7a of the Form 55002017-01-01981
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01397
Total of all active and inactive participants2017-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,380
Number of participants with account balances2017-01-011,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,355
Total number of active participants reported on line 7a of the Form 55002016-01-011,002
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01386
Total of all active and inactive participants2016-01-011,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,394
Number of participants with account balances2016-01-011,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,250
Total number of active participants reported on line 7a of the Form 55002015-01-01968
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01373
Total of all active and inactive participants2015-01-011,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,343
Number of participants with account balances2015-01-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,282
Total number of active participants reported on line 7a of the Form 55002014-01-01899
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01332
Total of all active and inactive participants2014-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,234
Number of participants with account balances2014-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,295
Total number of active participants reported on line 7a of the Form 55002013-01-01876
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01387
Total of all active and inactive participants2013-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,265
Number of participants with account balances2013-01-011,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,261
Total number of active participants reported on line 7a of the Form 55002012-01-01910
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01375
Total of all active and inactive participants2012-01-011,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,285
Number of participants with account balances2012-01-011,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,296
Total number of active participants reported on line 7a of the Form 55002011-01-01936
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01325
Total of all active and inactive participants2011-01-011,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,261
Number of participants with account balances2011-01-011,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,245
Total number of active participants reported on line 7a of the Form 55002009-01-01917
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01310
Total of all active and inactive participants2009-01-011,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,227
Number of participants with account balances2009-01-011,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAYNES AND BOONE RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : HAYNES AND BOONE RETIREMENT SAVINGS PLAN 2023 401k financial data
Total transfer of assets to this plan2023-12-31$5,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,326,690
Total income from all sources (including contributions)2023-12-31$73,356,010
Total of all expenses incurred2023-12-31$11,379,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$11,292,790
Value of total corrective distributions2023-12-31$6,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$25,036,672
Value of total assets at end of year2023-12-31$314,610,603
Value of total assets at beginning of year2023-12-31$251,301,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$80,372
Total interest from all sources2023-12-31$42,458
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
Contributions received from participants2023-12-31$14,456,294
Participant contributions at end of year2023-12-31$785,477
Participant contributions at beginning of year2023-12-31$681,132
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$10,001,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$1,326,690
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$61,976,298
Value of net assets at end of year (total assets less liabilities)2023-12-31$313,283,913
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$251,301,806
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$6,377
Interest on participant loans2023-12-31$42,458
Value of interest in master investment trust accounts at end of year2023-12-31$313,246,543
Value of interest in master investment trust accounts at beginning of year2023-12-31$250,202,100
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$578,583
Employer contributions (assets) at end of year2023-12-31$578,583
Employer contributions (assets) at beginning of year2023-12-31$418,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$11,292,790
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$5,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,326,690
Total income from all sources (including contributions)2023-01-01$73,356,010
Total of all expenses incurred2023-01-01$11,379,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$11,292,790
Value of total corrective distributions2023-01-01$6,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$25,036,672
Value of total assets at end of year2023-01-01$314,610,603
Value of total assets at beginning of year2023-01-01$251,301,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$80,372
Total interest from all sources2023-01-01$42,458
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
Contributions received from participants2023-01-01$14,456,294
Participant contributions at end of year2023-01-01$785,477
Participant contributions at beginning of year2023-01-01$681,132
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$10,001,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$1,326,690
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$61,976,298
Value of net assets at end of year (total assets less liabilities)2023-01-01$313,283,913
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$251,301,806
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$6,377
Interest on participant loans2023-01-01$42,458
Value of interest in master investment trust accounts at end of year2023-01-01$313,246,543
Value of interest in master investment trust accounts at beginning of year2023-01-01$250,202,100
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$578,583
Employer contributions (assets) at end of year2023-01-01$578,583
Employer contributions (assets) at beginning of year2023-01-01$418,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$11,292,790
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 RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-35,632,521
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,268,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,048,095
Expenses. Certain deemed distributions of participant loans2022-12-31$2,266
Value of total corrective distributions2022-12-31$4,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,979,544
Value of total assets at end of year2022-12-31$251,301,806
Value of total assets at beginning of year2022-12-31$303,202,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$213,916
Total interest from all sources2022-12-31$29,967
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
Contributions received from participants2022-12-31$12,659,209
Participant contributions at end of year2022-12-31$681,132
Participant contributions at beginning of year2022-12-31$717,691
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$901,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$52,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-51,900,903
Value of net assets at end of year (total assets less liabilities)2022-12-31$251,301,806
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$303,202,709
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
Investment advisory and management fees2022-12-31$161,886
Interest on participant loans2022-12-31$29,967
Value of interest in master investment trust accounts at end of year2022-12-31$250,202,100
Value of interest in master investment trust accounts at beginning of year2022-12-31$302,138,369
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$418,574
Employer contributions (assets) at end of year2022-12-31$418,574
Employer contributions (assets) at beginning of year2022-12-31$346,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,048,095
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$0
Total income from all sources (including contributions)2022-01-01$-35,632,521
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$16,268,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$16,048,095
Expenses. Certain deemed distributions of participant loans2022-01-01$2,266
Value of total corrective distributions2022-01-01$4,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$13,979,544
Value of total assets at end of year2022-01-01$251,301,806
Value of total assets at beginning of year2022-01-01$303,202,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$213,916
Total interest from all sources2022-01-01$29,967
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
Contributions received from participants2022-01-01$12,659,209
Participant contributions at end of year2022-01-01$681,132
Participant contributions at beginning of year2022-01-01$717,691
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$901,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Administrative expenses (other) incurred2022-01-01$52,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-51,900,903
Value of net assets at end of year (total assets less liabilities)2022-01-01$251,301,806
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$303,202,709
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
Investment advisory and management fees2022-01-01$161,886
Interest on participant loans2022-01-01$29,967
Value of interest in master investment trust accounts at end of year2022-01-01$250,202,100
Value of interest in master investment trust accounts at beginning of year2022-01-01$302,138,369
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$418,574
Employer contributions (assets) at end of year2022-01-01$418,574
Employer contributions (assets) at beginning of year2022-01-01$346,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$16,048,095
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 RETIREMENT SAVINGS 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$4,760,873
Total income from all sources (including contributions)2021-12-31$61,463,567
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,744,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,543,359
Value of total corrective distributions2021-12-31$3,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,277,809
Value of total assets at end of year2021-12-31$303,202,709
Value of total assets at beginning of year2021-12-31$258,244,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$197,779
Total interest from all sources2021-12-31$34,976
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
Contributions received from participants2021-12-31$11,660,446
Participant contributions at end of year2021-12-31$717,691
Participant contributions at beginning of year2021-12-31$631,905
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,270,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,760,873
Administrative expenses (other) incurred2021-12-31$41,386
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$49,719,222
Value of net assets at end of year (total assets less liabilities)2021-12-31$303,202,709
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$253,483,487
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
Investment advisory and management fees2021-12-31$156,393
Interest on participant loans2021-12-31$34,976
Value of interest in master investment trust accounts at end of year2021-12-31$302,138,369
Value of interest in master investment trust accounts at beginning of year2021-12-31$257,254,351
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$346,649
Employer contributions (assets) at end of year2021-12-31$346,649
Employer contributions (assets) at beginning of year2021-12-31$358,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,543,359
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 RETIREMENT SAVINGS 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$4,760,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,314,987
Total income from all sources (including contributions)2020-12-31$44,430,689
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,466,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,461,202
Value of total corrective distributions2020-12-31$1,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,250,051
Value of total assets at end of year2020-12-31$258,244,360
Value of total assets at beginning of year2020-12-31$225,834,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,409
Total interest from all sources2020-12-31$36,747
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
Contributions received from participants2020-12-31$10,646,916
Participant contributions at end of year2020-12-31$631,905
Participant contributions at beginning of year2020-12-31$798,478
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,245,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,760,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,314,987
Administrative expenses (other) incurred2020-12-31$3,409
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$29,964,257
Value of net assets at end of year (total assets less liabilities)2020-12-31$253,483,487
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$223,519,230
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$36,747
Value of interest in master investment trust accounts at end of year2020-12-31$257,254,351
Value of interest in master investment trust accounts at beginning of year2020-12-31$224,698,540
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$358,104
Employer contributions (assets) at end of year2020-12-31$358,104
Employer contributions (assets) at beginning of year2020-12-31$337,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,461,202
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 RETIREMENT SAVINGS 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$56,179,965
Total income from all sources (including contributions)2019-12-31$56,179,965
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$16,427,102
Total of all expenses incurred2019-12-31$16,427,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,423,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,423,951
Value of total corrective distributions2019-12-31$669
Value of total corrective distributions2019-12-31$669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,529,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,529,078
Value of total assets at end of year2019-12-31$225,834,217
Value of total assets at end of year2019-12-31$225,834,217
Value of total assets at beginning of year2019-12-31$186,081,354
Value of total assets at beginning of year2019-12-31$186,081,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,482
Total interest from all sources2019-12-31$43,360
Total interest from all sources2019-12-31$43,360
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
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
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
Contributions received from participants2019-12-31$9,628,290
Contributions received from participants2019-12-31$9,628,290
Participant contributions at end of year2019-12-31$798,478
Participant contributions at end of year2019-12-31$798,478
Participant contributions at beginning of year2019-12-31$863,154
Participant contributions at beginning of year2019-12-31$863,154
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,575,157
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,575,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,314,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,458
Administrative expenses (other) incurred2019-12-31$2,458
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$39,752,863
Value of net assets at end of year (total assets less liabilities)2019-12-31$225,834,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$225,834,217
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$186,081,354
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$186,081,354
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24
Investment advisory and management fees2019-12-31$24
Interest on participant loans2019-12-31$43,360
Interest on participant loans2019-12-31$43,360
Value of interest in master investment trust accounts at end of year2019-12-31$224,698,540
Value of interest in master investment trust accounts at end of year2019-12-31$224,698,540
Value of interest in master investment trust accounts at beginning of year2019-12-31$184,832,267
Value of interest in master investment trust accounts at beginning of year2019-12-31$184,832,267
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,434
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,434
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$325,631
Contributions received in cash from employer2019-12-31$325,631
Employer contributions (assets) at end of year2019-12-31$337,199
Employer contributions (assets) at end of year2019-12-31$337,199
Employer contributions (assets) at beginning of year2019-12-31$385,933
Employer contributions (assets) at beginning of year2019-12-31$385,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,422,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,422,517
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
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
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
2018 : HAYNES AND BOONE RETIREMENT SAVINGS 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$9,742,545
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,575,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,418,929
Value of total corrective distributions2018-12-31$108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,520,293
Value of total assets at end of year2018-12-31$186,081,354
Value of total assets at beginning of year2018-12-31$192,913,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,115
Total interest from all sources2018-12-31$41,415
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
Contributions received from participants2018-12-31$9,665,906
Participant contributions at end of year2018-12-31$863,154
Participant contributions at beginning of year2018-12-31$974,112
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,468,369
Administrative expenses (other) incurred2018-12-31$110,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,832,607
Value of net assets at end of year (total assets less liabilities)2018-12-31$186,081,354
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$192,913,961
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
Investment advisory and management fees2018-12-31$45,705
Interest on participant loans2018-12-31$41,415
Value of interest in master investment trust accounts at end of year2018-12-31$184,832,267
Value of interest in master investment trust accounts at beginning of year2018-12-31$191,504,498
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,447
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$386,018
Employer contributions (assets) at end of year2018-12-31$385,933
Employer contributions (assets) at beginning of year2018-12-31$435,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,417,482
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 RETIREMENT SAVINGS 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$39,856,186
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,580,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,579,296
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$1,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,307,453
Value of total assets at end of year2017-12-31$192,913,961
Value of total assets at beginning of year2017-12-31$161,638,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$42,816
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$608
Contributions received from participants2017-12-31$9,373,043
Participant contributions at end of year2017-12-31$974,112
Participant contributions at beginning of year2017-12-31$1,014,886
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$358,584
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,484,942
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$31,275,209
Value of net assets at end of year (total assets less liabilities)2017-12-31$192,913,961
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$161,638,752
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$42,816
Value of interest in master investment trust accounts at end of year2017-12-31$191,504,498
Value of interest in master investment trust accounts at beginning of year2017-12-31$159,777,174
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$449,468
Employer contributions (assets) at end of year2017-12-31$435,351
Employer contributions (assets) at beginning of year2017-12-31$488,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,579,296
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 RETIREMENT SAVINGS 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$23,424,388
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,657,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,657,287
Value of total corrective distributions2016-12-31$236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,909,380
Value of total assets at end of year2016-12-31$161,638,752
Value of total assets at beginning of year2016-12-31$145,871,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$39,141
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
Contributions received from participants2016-12-31$9,400,397
Participant contributions at end of year2016-12-31$1,014,886
Participant contributions at beginning of year2016-12-31$1,023,769
Participant contributions at end of year2016-12-31$358,584
Participant contributions at beginning of year2016-12-31$278,612
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,020,875
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$15,766,865
Value of net assets at end of year (total assets less liabilities)2016-12-31$161,638,752
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$145,871,887
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$39,141
Value of interest in master investment trust accounts at end of year2016-12-31$159,777,174
Value of interest in master investment trust accounts at beginning of year2016-12-31$144,167,236
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$488,108
Employer contributions (assets) at end of year2016-12-31$488,108
Employer contributions (assets) at beginning of year2016-12-31$402,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,657,287
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 RETIREMENT SAVINGS 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$12,178,362
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,275,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,275,561
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,157,820
Value of total assets at end of year2015-12-31$145,871,887
Value of total assets at beginning of year2015-12-31$142,969,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$42,098
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
Contributions received from participants2015-12-31$8,673,838
Participant contributions at end of year2015-12-31$1,023,769
Participant contributions at beginning of year2015-12-31$1,118,574
Participant contributions at end of year2015-12-31$278,612
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,079,427
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$2,902,801
Value of net assets at end of year (total assets less liabilities)2015-12-31$145,871,887
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$142,969,086
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$42,098
Value of interest in master investment trust accounts at end of year2015-12-31$144,167,236
Value of interest in master investment trust accounts at beginning of year2015-12-31$141,449,026
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$404,555
Employer contributions (assets) at end of year2015-12-31$402,270
Employer contributions (assets) at beginning of year2015-12-31$401,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,275,561
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 RETIREMENT SAVINGS 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$18,709,366
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,728,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,728,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,138,477
Value of total assets at end of year2014-12-31$142,969,086
Value of total assets at beginning of year2014-12-31$133,988,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$47,777
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
Contributions received from participants2014-12-31$8,047,695
Participant contributions at end of year2014-12-31$1,118,574
Participant contributions at beginning of year2014-12-31$1,182,816
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$684,809
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$8,980,387
Value of net assets at end of year (total assets less liabilities)2014-12-31$142,969,086
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$133,988,699
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$47,777
Value of interest in master investment trust accounts at end of year2014-12-31$141,449,026
Value of interest in master investment trust accounts at beginning of year2014-12-31$132,490,157
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$405,973
Employer contributions (assets) at end of year2014-12-31$401,486
Employer contributions (assets) at beginning of year2014-12-31$315,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,728,979
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 RETIREMENT SAVINGS 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$33,427,237
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,302,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,302,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,595,059
Value of total assets at end of year2013-12-31$133,988,699
Value of total assets at beginning of year2013-12-31$112,863,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$50,251
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 period2013-12-31Yes
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
Contributions received from participants2013-12-31$8,015,418
Participant contributions at end of year2013-12-31$1,182,816
Participant contributions at beginning of year2013-12-31$1,251,391
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$261,854
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$21,125,190
Value of net assets at end of year (total assets less liabilities)2013-12-31$133,988,699
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$112,863,509
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
Interest on participant loans2013-12-31$50,251
Value of interest in master investment trust accounts at end of year2013-12-31$132,490,157
Value of interest in master investment trust accounts at beginning of year2013-12-31$111,286,804
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$317,787
Employer contributions (assets) at end of year2013-12-31$315,726
Employer contributions (assets) at beginning of year2013-12-31$325,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,302,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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 RETIREMENT SAVINGS 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$22,969,042
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,618,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,618,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,317,223
Value of total assets at end of year2012-12-31$112,863,509
Value of total assets at beginning of year2012-12-31$96,512,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$54,490
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 period2012-12-31Yes
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
Contributions received from participants2012-12-31$8,202,138
Participant contributions at end of year2012-12-31$1,251,391
Participant contributions at beginning of year2012-12-31$1,293,737
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$787,241
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$16,350,756
Value of net assets at end of year (total assets less liabilities)2012-12-31$112,863,509
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$96,512,753
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$54,490
Value of interest in master investment trust accounts at end of year2012-12-31$111,286,804
Value of interest in master investment trust accounts at beginning of year2012-12-31$94,851,384
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$327,844
Employer contributions (assets) at end of year2012-12-31$325,314
Employer contributions (assets) at beginning of year2012-12-31$367,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,618,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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 RETIREMENT SAVINGS 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$90,674
Total income from all sources (including contributions)2011-12-31$6,877,534
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,424,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,320,023
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$104,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,413,992
Value of total assets at end of year2011-12-31$96,512,753
Value of total assets at beginning of year2011-12-31$97,150,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$60,762
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 period2011-12-31Yes
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
Contributions received from participants2011-12-31$8,075,907
Participant contributions at end of year2011-12-31$1,293,737
Participant contributions at beginning of year2011-12-31$1,434,211
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$970,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-547,038
Value of net assets at end of year (total assets less liabilities)2011-12-31$96,512,753
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$97,059,791
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$60,762
Value of interest in master investment trust accounts at end of year2011-12-31$94,851,384
Value of interest in master investment trust accounts at beginning of year2011-12-31$95,505,839
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$367,629
Employer contributions (assets) at end of year2011-12-31$367,632
Employer contributions (assets) at beginning of year2011-12-31$210,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,320,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$90,674
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 RETIREMENT SAVINGS 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$90,674
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$20,031,026
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,751,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,661,431
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$90,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,479,950
Value of total assets at end of year2010-12-31$97,150,465
Value of total assets at beginning of year2010-12-31$83,780,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$70,807
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
Contributions received from participants2010-12-31$7,756,923
Participant contributions at end of year2010-12-31$1,434,211
Participant contributions at beginning of year2010-12-31$1,145,306
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$509,862
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$13,279,531
Value of net assets at end of year (total assets less liabilities)2010-12-31$97,059,791
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$83,780,260
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$70,807
Value of interest in master investment trust accounts at end of year2010-12-31$95,505,839
Value of interest in master investment trust accounts at beginning of year2010-12-31$82,236,924
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$213,165
Employer contributions (assets) at end of year2010-12-31$210,415
Employer contributions (assets) at beginning of year2010-12-31$398,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,661,431
Liabilities. Value of benefit claims payable at end of year2010-12-31$90,674
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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS PLAN

2023: HAYNES AND BOONE RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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 RETIREMENT SAVINGS 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: HAYNES AND BOONE RETIREMENT SAVINGS 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: HAYNES AND BOONE RETIREMENT SAVINGS 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: HAYNES AND BOONE RETIREMENT SAVINGS 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: HAYNES AND BOONE RETIREMENT SAVINGS 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: HAYNES AND BOONE RETIREMENT SAVINGS 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: HAYNES AND BOONE RETIREMENT SAVINGS 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: HAYNES AND BOONE RETIREMENT SAVINGS 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

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