Thomas J. Henry Retirement Plan — Form 5500 plan (Thomas J. Henry Law Firm)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Thomas J. Henry Retirement Plan is a benefit plan reported by Thomas J. Henry Law Firm under EIN 83-2564943 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,124 participants and $17,146,061 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.1MPlan net assets, end of year$17,146,061
Participants1.1KCovered participants reported1,124
Assets / participant$15.3KComputed: assets ÷ participants$15,255 (computed)
Provider compensation$83.4K2 Schedule C provider row(s)$83,375
- Plan sponsor
- Thomas J. Henry Law Firm
- EIN
- 83-2564943
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,124 | H, C | 20240918122342NAL0002568627001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $17,146,061
- Net assets (EOY)
- $17,146,061
- Net assets (BOY)
- $11,954,109
Income & contributions
- Employer contributions
- $1,997,782
- Participant contributions
- $2,965,576
- Total contributions
- $4,994,769
- Total income / additions
- $7,565,356
Expenses & distributions
- Benefits paid
- $2,287,435
- Administrative expenses
- $82,753
- Total expenses
- $2,373,404
- Net increase / (decrease)
- $5,191,952
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $57,950 | $0 | 2023 |
| Nova 401k Associates Lp | THIRD PARTY ADMINISTRATOR | $24,803 | $622 | 2023 |