Haynie & Co. 401(K) Plan — Form 5500 plan (Haynie & Company)
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, Haynie & Co. 401(K) Plan is a benefit plan reported by Haynie & Company under EIN 87-0325228 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $20,541,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haynie & Company
- EIN
- 87-0325228
- Plan number
- 001
- Plan type
- 2
- Location
- West Valley, UT
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $20,541,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20240927104605NAL0002131297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,541,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,541,100
- Net assets (BOY)
- $15,871,344
Income & contributions
- Employer contributions
- $592,669
- Participant contributions
- $2,439,880
- Total contributions
- $3,151,963
- Total income / additions
- $6,039,034
Expenses & distributions
- Benefits paid
- $1,245,179
- Administrative expenses
- $110,710
- Total expenses
- $1,369,278
- Net increase / (decrease)
- $4,669,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,972 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $43,459 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,865 | not reported in the loaded dataset | 2023 |
| The Buckner Company | OTHER | $764 | not reported in the loaded dataset | 2023 |
| Old Republic Surety Company | OTHER | $150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Haynie & Company
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Valley, UT
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Buckner Company — Schedule C compensation
- Old Republic Surety Company — Schedule C compensation