Haynes Beffel & Wolfeld Llp Retirement Plan And Trust — Form 5500 plan (Haynes Beffel & Wolfeld Llp)
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 Beffel & Wolfeld Llp Retirement Plan And Trust is a benefit plan reported by Haynes Beffel & Wolfeld Llp under EIN 94-3321504 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $14,607,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haynes Beffel & Wolfeld Llp
- EIN
- 94-3321504
- Plan number
- 001
- Plan type
- 2
- Location
- Half Moon Bay, CA
- Latest filing year
- 2023
- Participants
- 25
- End-of-year plan assets
- $14,607,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20241014152853NAL0045096064001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,607,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,607,382
- Net assets (BOY)
- $12,491,338
Income & contributions
- Employer contributions
- $257,950
- Participant contributions
- $162,001
- Total income / additions
- $2,897,780
Expenses & distributions
- Benefits paid
- $780,586
- Administrative expenses
- $1,150
- Total expenses
- $781,736
- Net increase / (decrease)
- $2,116,044
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.