Retirement plan

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Name: HAYNES AND BOONE, LLP - HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN (2016) 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 2016

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

Other plans on this EIN

3 filings

#002Retirement-$161.6M assets #003Retirement-$119.3M assets #005Retirement-$22.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$148.8M

No prior year

Total participants

1,001

No prior year

Average account balance

$148,700

No prior year

Annual return

8.75%

No prior year

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$358.21M

Not enough data

1 years with asset history on file

Average account balance

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

$309K

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.

1,161

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.

64.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2R2T3B2A3F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

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

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is 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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$148,700

$80,177+85.5%

$123,892+20.0%

$57,658+157.9%

Participation rate

100.0%

74.4%+25.6pp

81.4%+18.6pp

70.2%+29.8pp

Annual return

8.75%

17.90%-9.2pp

47.52%-38.8pp

5.13%+3.6pp

Employer contribution / active EE

$14,982

$2,913+414.4%

$4,617+224.5%

$1,974+659.1%

Participant deferral / active EE

$5,130-100.0%

$5,984-100.0%

$3,061-100.0%

Admin fee / account holder

$106-100.0%

$8,357-100.0%

$95-100.0%

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