Retirement plan

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Name: HAYNES AND BOONE, LLP - HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN (2015) Form 5500
Creator: HAYNES AND BOONE, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN, HAYNES AND BOONE, LLP

HAYNES AND BOONE, LLPEIN 75-1312888Plan #001PY 2015

2323 VICTORY AVENUE, SUITE 700 - DALLAS, TX 75219214-651-5000haynesboone.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

3 filings

#002Retirement-$145.9M assets #003Retirement-$114.7M assets #005Retirement-$15.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$136M

-8.6% from 2016

Total participants

965

-3.6% from 2016

Average account balance

$140,929

-5.2% from 2016

Annual return

-0.15%

-8.90 pp from 2016

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$309.73M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$281K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,102

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

63.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$46

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2R2T3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MONTGOMERY COSCIA GREILICH LLP
Auditor EIN: 752919818
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$140,929

$88,324+59.6%

$115,038+22.5%

$55,191+155.3%

Participation rate

100.0%

72.5%+27.5pp

81.4%+18.6pp

69.2%+30.8pp

Annual return

-0.15%

6.30%-6.4pp

26.14%-26.3pp

10.78%-10.9pp

Employer contribution / active EE

$15,362

$2,805+447.7%

$4,608+233.4%

$1,899+709.1%

Participant deferral / active EE

$5,042-100.0%

$6,026-100.0%

$3,046-100.0%

Admin fee / account holder

$105-100.0%

$8,175-100.0%

$91-100.0%

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion