2023 Form 5500 filing — Thomas J. Henry Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918122342NAL0002568627001) for Thomas J. Henry Retirement Plan, reported by Thomas J. Henry Law Firm under EIN 83-2564943 and plan number 001. It reports 1,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.1MReported net assets$17,146,061
Participants1.1K1,124
Provider compensation$83.4K2 Schedule C row(s)$83,375
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240918122342NAL0002568627001
- Plan sponsor
- Thomas J. Henry Law Firm
- EIN
- 83-2564943
- Plan number
- 001
- Location
- San Antonio, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $17,146,061
- Net assets (EOY)
- $17,146,061
- Employer contributions
- $1,997,782
- Participant contributions
- $2,965,576
- Total income / additions
- $7,565,356
- Benefits paid
- $2,287,435
- Administrative expenses
- $82,753
- Total expenses
- $2,373,404
- Net increase / (decrease)
- $5,191,952
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $57,950 | $0 |
| Nova 401k Associates Lp | THIRD PARTY ADMINISTRATOR | $24,803 | $622 |