Plan5500

Haynes Management Services, Inc. 401(K) Plan — Form 5500 plan (Haynes Management Services, Inc.)

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, Haynes Management Services, Inc. 401(K) Plan is a benefit plan reported by Haynes Management Services, Inc. under EIN 85-3927261 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $4,745,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Haynes Management Services, Inc.
EIN
85-3927261
Plan number
001
Plan type
2
Location
Wetumpka, AL
Latest filing year
2023
Participants
510
End-of-year plan assets
$4,745,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023510H, C20240930145105NAL0005831793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,745,631
Total liabilities (EOY)
$0
Net assets (EOY)
$4,745,631
Net assets (BOY)
$4,075,064

Income & contributions

Participant contributions
$379,788
Total contributions
$379,788
Total income / additions
$973,421

Expenses & distributions

Benefits paid
$251,330
Administrative expenses
$51,524
Total expenses
$302,854
Net increase / (decrease)
$670,567

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buckingham Asset Management, LLCADVISOR$27,151not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$23,155$02023

Related Form 5500 pages