Logo

HALLIBURTON RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameHALLIBURTON RETIREMENT AND SAVINGS PLAN
Plan identification number 001

HALLIBURTON RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HALLIBURTON COMPANY has sponsored the creation of one or more 401k plans.

Company Name:HALLIBURTON COMPANY
Employer identification number (EIN):752677995
NAIC Classification:211120
NAIC Description:Crude Petroleum Extraction

Additional information about HALLIBURTON COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1996-12-18
Company Identification Number: 0011301206
Legal Registered Office Address: PO BOX 60087

HOUSTON
United States of America (USA)
77205

More information about HALLIBURTON COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALLIBURTON RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIRT ADAMS
0012016-01-01
0012015-01-01
0012014-01-01KIRT ADAMS
0012013-01-01GILBERT CHAVEZ
0012012-01-01GILBERT CHAVEZ
0012011-01-01GILBERT CHAVEZ
0012009-01-01GILBERT CHAVEZ GILBERT CHAVEZ2010-10-12

Plan Statistics for HALLIBURTON RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for HALLIBURTON RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0127,094
Total number of active participants reported on line 7a of the Form 55002023-01-0115,306
Number of retired or separated participants receiving benefits2023-01-01827
Number of other retired or separated participants entitled to future benefits2023-01-019,811
Total of all active and inactive participants2023-01-0125,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01310
Total participants2023-01-0126,254
Number of participants with account balances2023-01-0126,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011,500
2022: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0125,970
Total number of active participants reported on line 7a of the Form 55002022-01-0115,155
Number of retired or separated participants receiving benefits2022-01-01901
Number of other retired or separated participants entitled to future benefits2022-01-0110,730
Total of all active and inactive participants2022-01-0126,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01308
Total participants2022-01-0127,094
Number of participants with account balances2022-01-0126,575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,147
2021: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0126,908
Total number of active participants reported on line 7a of the Form 55002021-01-0113,053
Number of retired or separated participants receiving benefits2021-01-01820
Number of other retired or separated participants entitled to future benefits2021-01-0111,792
Total of all active and inactive participants2021-01-0125,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01305
Total participants2021-01-0125,970
Number of participants with account balances2021-01-0125,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01776
2020: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0135,059
Total number of active participants reported on line 7a of the Form 55002020-01-0112,294
Number of retired or separated participants receiving benefits2020-01-01691
Number of other retired or separated participants entitled to future benefits2020-01-0113,578
Total of all active and inactive participants2020-01-0126,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01345
Total participants2020-01-0126,908
Number of participants with account balances2020-01-0126,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012,091
2019: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139,051
Total number of active participants reported on line 7a of the Form 55002019-01-0121,013
Number of retired or separated participants receiving benefits2019-01-011,040
Number of other retired or separated participants entitled to future benefits2019-01-0112,640
Total of all active and inactive participants2019-01-0134,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01366
Total participants2019-01-0135,059
Number of participants with account balances2019-01-0134,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014,912
2018: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0139,823
Total number of active participants reported on line 7a of the Form 55002018-01-0126,171
Number of retired or separated participants receiving benefits2018-01-01939
Number of other retired or separated participants entitled to future benefits2018-01-0111,654
Total of all active and inactive participants2018-01-0138,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01287
Total participants2018-01-0139,051
Number of participants with account balances2018-01-0138,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013,574
2017: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0135,184
Total number of active participants reported on line 7a of the Form 55002017-01-0123,611
Number of retired or separated participants receiving benefits2017-01-011,157
Number of other retired or separated participants entitled to future benefits2017-01-0114,764
Total of all active and inactive participants2017-01-0139,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01291
Total participants2017-01-0139,823
Number of participants with account balances2017-01-0139,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012,236
2016: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0140,445
Total number of active participants reported on line 7a of the Form 55002016-01-0118,458
Number of retired or separated participants receiving benefits2016-01-011,204
Number of other retired or separated participants entitled to future benefits2016-01-0115,231
Total of all active and inactive participants2016-01-0134,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01291
Total participants2016-01-0135,184
Number of participants with account balances2016-01-0134,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012,383
2015: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0150,349
Total number of active participants reported on line 7a of the Form 55002015-01-0123,463
Number of retired or separated participants receiving benefits2015-01-011,155
Number of other retired or separated participants entitled to future benefits2015-01-0115,553
Total of all active and inactive participants2015-01-0140,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01274
Total participants2015-01-0140,445
Number of participants with account balances2015-01-0140,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017,650
2014: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0145,426
Total number of active participants reported on line 7a of the Form 55002014-01-0136,605
Number of retired or separated participants receiving benefits2014-01-011,060
Number of other retired or separated participants entitled to future benefits2014-01-0112,430
Total of all active and inactive participants2014-01-0150,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01254
Total participants2014-01-0150,349
Number of participants with account balances2014-01-0149,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014,222
2013: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0144,406
Total number of active participants reported on line 7a of the Form 55002013-01-0132,561
Number of retired or separated participants receiving benefits2013-01-011,104
Number of other retired or separated participants entitled to future benefits2013-01-0111,508
Total of all active and inactive participants2013-01-0145,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01253
Total participants2013-01-0145,426
Number of participants with account balances2013-01-0144,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014,544
2012: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0144,497
Total number of active participants reported on line 7a of the Form 55002012-01-0132,162
Number of retired or separated participants receiving benefits2012-01-011,386
Number of other retired or separated participants entitled to future benefits2012-01-0110,626
Total of all active and inactive participants2012-01-0144,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01232
Total participants2012-01-0144,406
Number of participants with account balances2012-01-0143,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012,390
2011: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0135,858
Total number of active participants reported on line 7a of the Form 55002011-01-0132,848
Number of retired or separated participants receiving benefits2011-01-012,239
Number of other retired or separated participants entitled to future benefits2011-01-019,195
Total of all active and inactive participants2011-01-0144,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01215
Total participants2011-01-0144,497
Number of participants with account balances2011-01-0142,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,973
2009: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0135,302
Total number of active participants reported on line 7a of the Form 55002009-01-0121,180
Number of retired or separated participants receiving benefits2009-01-011,291
Number of other retired or separated participants entitled to future benefits2009-01-018,618
Total of all active and inactive participants2009-01-0131,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01713
Total participants2009-01-0131,802
Number of participants with account balances2009-01-0131,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013,937

Financial Data on HALLIBURTON RETIREMENT AND SAVINGS PLAN

Measure Date Value
2023 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$897,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,036,000
Total income from all sources (including contributions)2023-12-31$848,196,000
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$433,420,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$431,454,000
Expenses. Certain deemed distributions of participant loans2023-12-31$213,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$280,847,000
Value of total assets at end of year2023-12-31$4,249,181,000
Value of total assets at beginning of year2023-12-31$3,835,544,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,753,000
Total interest from all sources2023-12-31$3,049,000
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$156,150,000
Participant contributions at end of year2023-12-31$55,894,000
Participant contributions at beginning of year2023-12-31$47,002,000
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,107,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$457,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$426,000
Other income not declared elsewhere2023-12-31$273,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$414,776,000
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,248,284,000
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,833,508,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest on participant loans2023-12-31$3,049,000
Value of interest in master investment trust accounts at end of year2023-12-31$4,153,435,000
Value of interest in master investment trust accounts at beginning of year2023-12-31$3,753,974,000
Value of interest in common/collective trusts at end of year2023-12-31$5,953,000
Value of interest in common/collective trusts at beginning of year2023-12-31$4,968,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$115,590,000
Employer contributions (assets) at end of year2023-12-31$33,899,000
Employer contributions (assets) at beginning of year2023-12-31$29,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$431,454,000
Contract administrator fees2023-12-31$195,000
Liabilities. Value of benefit claims payable at end of year2023-12-31$440,000
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$1,610,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2023-12-31750786316
2022 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,036,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,159,000
Total income from all sources (including contributions)2022-12-31$-344,237,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$407,849,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$406,558,000
Expenses. Certain deemed distributions of participant loans2022-12-31$-431,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$248,871,000
Value of total assets at end of year2022-12-31$3,835,544,000
Value of total assets at beginning of year2022-12-31$4,586,753,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,722,000
Total interest from all sources2022-12-31$2,197,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$300,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$137,074,000
Participant contributions at end of year2022-12-31$47,002,000
Participant contributions at beginning of year2022-12-31$43,769,000
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$2,117,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,997,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$426,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$351,000
Other income not declared elsewhere2022-12-31$14,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-752,086,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,833,508,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,585,594,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,000
Interest on participant loans2022-12-31$2,197,000
Value of interest in master investment trust accounts at end of year2022-12-31$3,753,974,000
Value of interest in master investment trust accounts at beginning of year2022-12-31$4,515,097,000
Value of interest in common/collective trusts at end of year2022-12-31$4,968,000
Value of interest in common/collective trusts at beginning of year2022-12-31$1,116,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$102,800,000
Employer contributions (assets) at end of year2022-12-31$29,600,000
Employer contributions (assets) at beginning of year2022-12-31$24,654,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$406,558,000
Contract administrator fees2022-12-31$1,415,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,610,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$808,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2022-12-31750786316
2021 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,159,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,428,000
Total income from all sources (including contributions)2021-12-31$772,557,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$532,231,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$530,026,000
Expenses. Certain deemed distributions of participant loans2021-12-31$493,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$200,088,000
Value of total assets at end of year2021-12-31$4,586,753,000
Value of total assets at beginning of year2021-12-31$4,346,696,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,712,000
Total interest from all sources2021-12-31$2,244,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$271,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$117,391,000
Participant contributions at end of year2021-12-31$43,769,000
Participant contributions at beginning of year2021-12-31$46,107,000
Participant contributions at end of year2021-12-31$2,117,000
Participant contributions at beginning of year2021-12-31$1,993,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,685,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$351,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$394,000
Other income not declared elsewhere2021-12-31$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$240,326,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,585,594,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,345,268,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,000
Interest on participant loans2021-12-31$2,244,000
Value of interest in master investment trust accounts at end of year2021-12-31$4,515,097,000
Value of interest in master investment trust accounts at beginning of year2021-12-31$4,296,574,000
Value of interest in common/collective trusts at end of year2021-12-31$1,116,000
Value of interest in common/collective trusts at beginning of year2021-12-31$981,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$77,012,000
Employer contributions (assets) at end of year2021-12-31$24,654,000
Employer contributions (assets) at beginning of year2021-12-31$1,041,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$530,026,000
Contract administrator fees2021-12-31$1,424,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$808,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,034,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2021-12-31750786316
2020 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,428,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,589,000
Total income from all sources (including contributions)2020-12-31$578,685,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,130,338,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,124,857,000
Expenses. Certain deemed distributions of participant loans2020-12-31$3,549,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$180,836,000
Value of total assets at end of year2020-12-31$4,346,696,000
Value of total assets at beginning of year2020-12-31$4,899,510,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,932,000
Total interest from all sources2020-12-31$4,064,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$343,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$126,217,000
Participant contributions at end of year2020-12-31$46,107,000
Participant contributions at beginning of year2020-12-31$85,585,000
Participant contributions at end of year2020-12-31$1,993,000
Participant contributions at beginning of year2020-12-31$2,590,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,099,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$21,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$394,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$877,000
Other income not declared elsewhere2020-12-31$27,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-551,653,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,345,268,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,896,921,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,000
Interest on participant loans2020-12-31$4,064,000
Value of interest in master investment trust accounts at end of year2020-12-31$4,296,574,000
Value of interest in master investment trust accounts at beginning of year2020-12-31$4,768,423,000
Value of interest in common/collective trusts at end of year2020-12-31$981,000
Value of interest in common/collective trusts at beginning of year2020-12-31$1,377,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$49,520,000
Employer contributions (assets) at end of year2020-12-31$1,041,000
Employer contributions (assets) at beginning of year2020-12-31$41,514,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,124,857,000
Contract administrator fees2020-12-31$1,575,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,034,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,712,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,589,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,560,000
Total income from all sources (including contributions)2019-12-31$1,128,235,000
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$604,844,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$602,349,000
Expenses. Certain deemed distributions of participant loans2019-12-31$111,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$347,883,000
Value of total assets at end of year2019-12-31$4,899,510,000
Value of total assets at beginning of year2019-12-31$4,376,090,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,384,000
Total interest from all sources2019-12-31$5,254,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$294,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$196,928,000
Participant contributions at end of year2019-12-31$85,585,000
Participant contributions at beginning of year2019-12-31$78,813,000
Participant contributions at end of year2019-12-31$2,590,000
Participant contributions at beginning of year2019-12-31$88,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,866,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$21,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$32,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$877,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,131,000
Administrative expenses (other) incurred2019-12-31$17,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$523,391,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,896,921,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,373,530,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$4,374,000
Interest earned on other investments2019-12-31$880,000
Value of interest in master investment trust accounts at end of year2019-12-31$4,768,423,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,253,869,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,377,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,687,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,687,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$140,089,000
Employer contributions (assets) at end of year2019-12-31$41,514,000
Employer contributions (assets) at beginning of year2019-12-31$41,601,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$602,349,000
Contract administrator fees2019-12-31$2,073,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,712,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,429,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2019-12-31750786316
2018 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,559,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,919,171
Total income from all sources (including contributions)2018-12-31$98,961,715
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$490,467,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$487,424,792
Expenses. Certain deemed distributions of participant loans2018-12-31$393,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$356,875,481
Value of total assets at end of year2018-12-31$4,376,089,867
Value of total assets at beginning of year2018-12-31$4,766,954,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,648,831
Total interest from all sources2018-12-31$3,551,676
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$242,235
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$184,867,571
Participant contributions at end of year2018-12-31$78,812,911
Participant contributions at beginning of year2018-12-31$74,909,352
Participant contributions at end of year2018-12-31$87,751
Participant contributions at beginning of year2018-12-31$8,154
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,075,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$32,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$140,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,130,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$689,412
Administrative expenses (other) incurred2018-12-31$139,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-391,505,778
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,373,529,923
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,765,035,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$3,551,676
Value of interest in master investment trust accounts at end of year2018-12-31$4,253,868,527
Value of interest in master investment trust accounts at beginning of year2018-12-31$4,646,922,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,687,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,922,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,922,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$136,932,793
Employer contributions (assets) at end of year2018-12-31$41,600,788
Employer contributions (assets) at beginning of year2018-12-31$34,052,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$487,424,792
Contract administrator fees2018-12-31$2,267,408
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,429,362
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,229,759
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2017 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,919,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,380,184
Total income from all sources (including contributions)2017-12-31$868,881,858
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$512,917,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$510,250,450
Expenses. Certain deemed distributions of participant loans2017-12-31$345,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$272,147,633
Value of total assets at end of year2017-12-31$4,766,954,872
Value of total assets at beginning of year2017-12-31$4,410,451,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,321,460
Total interest from all sources2017-12-31$3,287,505
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$288,985
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$148,816,929
Participant contributions at end of year2017-12-31$74,909,352
Participant contributions at beginning of year2017-12-31$74,676,895
Participant contributions at end of year2017-12-31$8,154
Participant contributions at beginning of year2017-12-31$63,988
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,477,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$140,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$689,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$341,126
Administrative expenses (other) incurred2017-12-31$140,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$355,964,439
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,765,035,701
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,409,071,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$3,287,505
Value of interest in master investment trust accounts at end of year2017-12-31$4,646,922,205
Value of interest in master investment trust accounts at beginning of year2017-12-31$4,328,136,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,922,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,535,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,535,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$111,852,901
Employer contributions (assets) at end of year2017-12-31$34,052,577
Employer contributions (assets) at beginning of year2017-12-31$38,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$510,250,450
Contract administrator fees2017-12-31$1,892,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,229,759
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,039,058
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2017-12-31750786316
2016 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,380,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,091,866
Total income from all sources (including contributions)2016-12-31$567,512,159
Total of all expenses incurred2016-12-31$864,299,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$861,559,261
Expenses. Certain deemed distributions of participant loans2016-12-31$205,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$199,125,437
Value of total assets at end of year2016-12-31$4,410,451,446
Value of total assets at beginning of year2016-12-31$4,707,950,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,534,819
Total interest from all sources2016-12-31$3,435,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$115,172
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$134,477,714
Participant contributions at end of year2016-12-31$74,676,895
Participant contributions at beginning of year2016-12-31$92,916,795
Participant contributions at end of year2016-12-31$63,988
Participant contributions at beginning of year2016-12-31$59,482
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,033,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$341,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$671,527
Administrative expenses (other) incurred2016-12-31$285,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-296,787,608
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,409,071,262
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,705,858,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$3,435,718
Value of interest in master investment trust accounts at end of year2016-12-31$4,328,136,145
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,520,099,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,535,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,793,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,793,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$61,614,357
Employer contributions (assets) at end of year2016-12-31$38,933
Employer contributions (assets) at beginning of year2016-12-31$85,080,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$861,559,261
Contract administrator fees2016-12-31$2,133,873
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,039,058
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,420,339
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2016-12-31750786316
2015 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,091,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,294,125
Total income from all sources (including contributions)2015-12-31$255,133,073
Total of all expenses incurred2015-12-31$872,135,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$868,686,612
Expenses. Certain deemed distributions of participant loans2015-12-31$337,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$393,982,272
Value of total assets at end of year2015-12-31$4,707,950,736
Value of total assets at beginning of year2015-12-31$5,324,155,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,111,541
Total interest from all sources2015-12-31$4,137,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$115,565
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$198,207,399
Participant contributions at end of year2015-12-31$92,916,795
Participant contributions at beginning of year2015-12-31$103,293,442
Participant contributions at end of year2015-12-31$59,482
Participant contributions at beginning of year2015-12-31$13,250
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,204,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$671,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$562,495
Administrative expenses (other) incurred2015-12-31$325,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-617,002,412
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,705,858,870
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,322,861,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$4,137,531
Value of interest in master investment trust accounts at end of year2015-12-31$4,520,099,582
Value of interest in master investment trust accounts at beginning of year2015-12-31$5,106,888,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,793,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,605,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,605,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$186,570,546
Employer contributions (assets) at end of year2015-12-31$85,080,920
Employer contributions (assets) at beginning of year2015-12-31$105,347,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$868,686,612
Contract administrator fees2015-12-31$2,670,512
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,420,339
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$731,630
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2015-12-31750786316
2014 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,294,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,584,664
Total income from all sources (including contributions)2014-12-31$705,983,211
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$562,047,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$558,098,245
Expenses. Certain deemed distributions of participant loans2014-12-31$201,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$479,096,280
Value of total assets at end of year2014-12-31$5,324,155,407
Value of total assets at beginning of year2014-12-31$5,181,509,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,747,529
Total interest from all sources2014-12-31$4,153,137
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$119,922
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$227,538,367
Participant contributions at end of year2014-12-31$103,293,442
Participant contributions at beginning of year2014-12-31$99,426,816
Participant contributions at end of year2014-12-31$13,250
Participant contributions at beginning of year2014-12-31$1,304
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,136,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$55,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$562,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$385,694
Administrative expenses (other) incurred2014-12-31$368,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$143,936,196
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,322,861,282
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,178,925,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$4,153,137
Value of interest in master investment trust accounts at end of year2014-12-31$5,106,888,529
Value of interest in master investment trust accounts at beginning of year2014-12-31$4,979,229,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,605,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,553,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,553,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$230,421,098
Employer contributions (assets) at end of year2014-12-31$105,347,406
Employer contributions (assets) at beginning of year2014-12-31$94,242,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$558,098,245
Contract administrator fees2014-12-31$3,259,300
Liabilities. Value of benefit claims payable at end of year2014-12-31$731,630
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,198,970
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2014-12-31750786316
2013 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,584,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$978,372
Total income from all sources (including contributions)2013-12-31$1,064,197,074
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$497,248,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$492,788,962
Expenses. Certain deemed distributions of participant loans2013-12-31$425,637
Value of total corrective distributions2013-12-31$4,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$428,644,214
Value of total assets at end of year2013-12-31$5,181,509,750
Value of total assets at beginning of year2013-12-31$4,612,954,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,029,476
Total interest from all sources2013-12-31$3,891,904
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$130,867
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$206,320,041
Participant contributions at end of year2013-12-31$99,426,816
Participant contributions at beginning of year2013-12-31$89,425,836
Participant contributions at end of year2013-12-31$1,304
Participant contributions at beginning of year2013-12-31$1,839
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,865,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$55,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$162,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$385,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$412,717
Administrative expenses (other) incurred2013-12-31$688,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$566,948,864
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,178,925,086
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,611,976,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$3,891,904
Value of interest in master investment trust accounts at end of year2013-12-31$4,979,229,877
Value of interest in master investment trust accounts at beginning of year2013-12-31$4,418,864,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,553,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,331,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,331,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$207,458,534
Employer contributions (assets) at end of year2013-12-31$94,242,941
Employer contributions (assets) at beginning of year2013-12-31$97,168,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$492,788,962
Contract administrator fees2013-12-31$3,210,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,198,970
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$565,655
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$978,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,229,621
Total income from all sources (including contributions)2012-12-31$871,256,439
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$393,457,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$389,745,399
Expenses. Certain deemed distributions of participant loans2012-12-31$299,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$416,935,272
Value of total assets at end of year2012-12-31$4,612,954,594
Value of total assets at beginning of year2012-12-31$4,136,406,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,411,974
Total interest from all sources2012-12-31$3,549,473
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$127,024
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$196,274,509
Participant contributions at end of year2012-12-31$89,425,836
Participant contributions at beginning of year2012-12-31$79,601,988
Participant contributions at end of year2012-12-31$1,839
Participant contributions at beginning of year2012-12-31$4,717
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,720,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$162,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$412,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$209,917
Administrative expenses (other) incurred2012-12-31$192,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$477,799,237
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,611,976,222
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,134,176,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$3,549,473
Value of interest in master investment trust accounts at end of year2012-12-31$4,418,864,471
Value of interest in master investment trust accounts at beginning of year2012-12-31$3,965,310,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,331,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,475,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,475,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$206,940,451
Employer contributions (assets) at end of year2012-12-31$97,168,466
Employer contributions (assets) at beginning of year2012-12-31$84,014,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$389,745,399
Contract administrator fees2012-12-31$3,092,321
Liabilities. Value of benefit claims payable at end of year2012-12-31$565,655
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,019,704
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,229,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$289,960
Total income from all sources (including contributions)2011-12-31$391,668,106
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$344,569,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$341,475,648
Expenses. Certain deemed distributions of participant loans2011-12-31$325,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$356,249,101
Value of total assets at end of year2011-12-31$4,136,406,606
Value of total assets at beginning of year2011-12-31$4,087,368,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,768,074
Total interest from all sources2011-12-31$3,438,982
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$143,616
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$166,897,870
Participant contributions at end of year2011-12-31$79,601,988
Participant contributions at beginning of year2011-12-31$77,222,360
Participant contributions at end of year2011-12-31$4,717
Participant contributions at beginning of year2011-12-31$9,689
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,366,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$209,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$289,960
Administrative expenses (other) incurred2011-12-31$56,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$47,098,418
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,134,176,985
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,087,078,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$3,438,982
Value of interest in master investment trust accounts at end of year2011-12-31$3,965,310,418
Value of interest in master investment trust accounts at beginning of year2011-12-31$3,939,630,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,475,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,139,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,139,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$179,984,792
Employer contributions (assets) at end of year2011-12-31$84,014,380
Employer contributions (assets) at beginning of year2011-12-31$68,366,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$341,475,648
Contract administrator fees2011-12-31$2,567,472
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,019,704
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : HALLIBURTON RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$289,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$677,321
Total income from all sources (including contributions)2010-12-31$720,708,168
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$290,373,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$287,282,247
Expenses. Certain deemed distributions of participant loans2010-12-31$40,460
Value of total corrective distributions2010-12-31$9,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$280,654,138
Value of total assets at end of year2010-12-31$4,087,368,527
Value of total assets at beginning of year2010-12-31$3,657,420,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,040,627
Total interest from all sources2010-12-31$4,336,668
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$322,821
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$133,013,026
Participant contributions at end of year2010-12-31$77,222,360
Participant contributions at beginning of year2010-12-31$71,086,263
Participant contributions at end of year2010-12-31$9,689
Participant contributions at beginning of year2010-12-31$3,697,444
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,923,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$149,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$289,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$41,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$430,334,943
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,087,078,567
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,656,743,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$4,336,668
Value of interest in master investment trust accounts at end of year2010-12-31$3,939,630,201
Value of interest in master investment trust accounts at beginning of year2010-12-31$3,517,820,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,139,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,417,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,417,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$143,717,908
Employer contributions (assets) at end of year2010-12-31$68,366,990
Employer contributions (assets) at beginning of year2010-12-31$63,249,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$287,282,247
Contract administrator fees2010-12-31$2,717,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$636,084
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for HALLIBURTON RETIREMENT AND SAVINGS PLAN

2023: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HALLIBURTON RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1