Plan Name | HALLIBURTON RETIREMENT PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2023-01-01 | ||||
005 | 2022-01-01 | ||||
005 | 2021-01-01 | ||||
005 | 2020-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2018-01-01 | ||||
005 | 2017-01-01 | KIRT ADAMS | |||
005 | 2016-01-01 | ||||
005 | 2015-01-01 | ||||
005 | 2014-01-01 | KIRT ADAMS | |||
005 | 2013-01-01 | GILBERT CHAVEZ | |||
005 | 2012-01-01 | GILBERT CHAVEZ | |||
005 | 2012-01-01 | KIRT ADAMS | |||
005 | 2011-01-01 | KIRT ADAMS | |||
005 | 2009-01-01 | GILBERT CHAVEZ | GILBERT CHAVEZ | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2023: HALLIBURTON RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 1,643 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1,137 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 200 |
Total of all active and inactive participants | 2023-01-01 | 1,353 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 221 |
Total participants | 2023-01-01 | 1,574 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: HALLIBURTON RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 50,676,348 |
Acturial value of plan assets | 2022-12-31 | 50,676,348 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 34,108,742 |
Number of terminated vested participants | 2022-12-31 | 280 |
Fundng target for terminated vested participants | 2022-12-31 | 6,289,803 |
Active participant vested funding target | 2022-12-31 | 687,025 |
Number of active participants | 2022-12-31 | 21 |
Total funding liabilities for active participants | 2022-12-31 | 687,025 |
Total participant count | 2022-12-31 | 1,723 |
Total funding target for all participants | 2022-12-31 | 41,085,570 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 582,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,716 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,157 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 245 |
Total of all active and inactive participants | 2022-01-01 | 1,419 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 224 |
Total participants | 2022-01-01 | 1,643 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HALLIBURTON RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 51,959,455 |
Acturial value of plan assets | 2021-12-31 | 51,959,455 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 34,805,550 |
Number of terminated vested participants | 2021-12-31 | 341 |
Fundng target for terminated vested participants | 2021-12-31 | 7,278,953 |
Active participant vested funding target | 2021-12-31 | 749,685 |
Number of active participants | 2021-12-31 | 25 |
Total funding liabilities for active participants | 2021-12-31 | 749,685 |
Total participant count | 2021-12-31 | 1,800 |
Total funding target for all participants | 2021-12-31 | 42,834,188 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 776,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,791 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,182 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 279 |
Total of all active and inactive participants | 2021-01-01 | 1,482 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 234 |
Total participants | 2021-01-01 | 1,716 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HALLIBURTON RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 50,374,722 |
Acturial value of plan assets | 2020-12-31 | 50,374,722 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 36,025,676 |
Number of terminated vested participants | 2020-12-31 | 392 |
Fundng target for terminated vested participants | 2020-12-31 | 8,397,717 |
Active participant vested funding target | 2020-12-31 | 1,515,931 |
Number of active participants | 2020-12-31 | 46 |
Total funding liabilities for active participants | 2020-12-31 | 1,515,931 |
Total participant count | 2020-12-31 | 1,877 |
Total funding target for all participants | 2020-12-31 | 45,939,324 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 858,252 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 903,739 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 693,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,867 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,187 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 339 |
Total of all active and inactive participants | 2020-01-01 | 1,551 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 240 |
Total participants | 2020-01-01 | 1,791 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HALLIBURTON RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 44,174,563 |
Acturial value of plan assets | 2019-12-31 | 44,174,563 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 36,109,473 |
Number of terminated vested participants | 2019-12-31 | 473 |
Fundng target for terminated vested participants | 2019-12-31 | 10,246,118 |
Active participant vested funding target | 2019-12-31 | 2,175,101 |
Number of active participants | 2019-12-31 | 56 |
Total funding liabilities for active participants | 2019-12-31 | 2,175,101 |
Total participant count | 2019-12-31 | 1,961 |
Total funding target for all participants | 2019-12-31 | 48,530,692 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 2,018,211 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,128,607 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 2,935,499 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 2,702,070 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,136,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 4,356,129 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,843,818 |
Additional cash requirement | 2019-12-31 | 1,843,818 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 2,702,070 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,949 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,190 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 387 |
Total of all active and inactive participants | 2019-01-01 | 1,623 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 244 |
Total participants | 2019-01-01 | 1,867 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HALLIBURTON RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 51,597,432 |
Acturial value of plan assets | 2018-12-31 | 51,597,432 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 34,872,126 |
Number of terminated vested participants | 2018-12-31 | 563 |
Fundng target for terminated vested participants | 2018-12-31 | 11,496,425 |
Active participant vested funding target | 2018-12-31 | 2,200,168 |
Number of active participants | 2018-12-31 | 61 |
Total funding liabilities for active participants | 2018-12-31 | 2,200,168 |
Total participant count | 2018-12-31 | 2,069 |
Total funding target for all participants | 2018-12-31 | 48,568,719 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 151,073 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 159,654 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 2,200,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 1,021 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 2,018,211 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,192,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 2,018,211 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 2,057 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,172 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 468 |
Total of all active and inactive participants | 2018-01-01 | 1,696 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 253 |
Total participants | 2018-01-01 | 1,949 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HALLIBURTON RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 49,595,915 |
Acturial value of plan assets | 2017-12-31 | 49,595,915 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 34,999,030 |
Number of terminated vested participants | 2017-12-31 | 783 |
Fundng target for terminated vested participants | 2017-12-31 | 13,770,030 |
Active participant vested funding target | 2017-12-31 | 2,091,137 |
Number of active participants | 2017-12-31 | 63 |
Total funding liabilities for active participants | 2017-12-31 | 2,091,137 |
Total participant count | 2017-12-31 | 2,294 |
Total funding target for all participants | 2017-12-31 | 50,860,197 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 105,899 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 112,126 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 1,710,707 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,632,847 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,243,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,264,282 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,481,774 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 1,481,774 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,632,847 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 2,281 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,188 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 555 |
Total of all active and inactive participants | 2017-01-01 | 1,804 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 253 |
Total participants | 2017-01-01 | 2,057 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HALLIBURTON RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 50,746,515 |
Acturial value of plan assets | 2016-12-31 | 50,746,515 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 34,236,166 |
Number of terminated vested participants | 2016-12-31 | 906 |
Fundng target for terminated vested participants | 2016-12-31 | 15,252,893 |
Active participant vested funding target | 2016-12-31 | 2,861,138 |
Number of active participants | 2016-12-31 | 82 |
Total funding liabilities for active participants | 2016-12-31 | 2,861,138 |
Total participant count | 2016-12-31 | 2,398 |
Total funding target for all participants | 2016-12-31 | 52,350,197 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 1,710,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,559,865 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,189,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,603,682 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,453,966 |
Additional cash requirement | 2016-12-31 | 1,453,966 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,559,865 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 2,384 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,192 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 771 |
Total of all active and inactive participants | 2016-01-01 | 2,026 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 255 |
Total participants | 2016-01-01 | 2,281 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HALLIBURTON RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,457 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,155 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 895 |
Total of all active and inactive participants | 2015-01-01 | 2,132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 252 |
Total participants | 2015-01-01 | 2,384 |
2014: HALLIBURTON RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,731 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,122 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 975 |
Total of all active and inactive participants | 2014-01-01 | 2,203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 254 |
Total participants | 2014-01-01 | 2,457 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HALLIBURTON RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,014 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,109 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,247 |
Total of all active and inactive participants | 2013-01-01 | 2,470 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 261 |
Total participants | 2013-01-01 | 2,731 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HALLIBURTON RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3,265 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,088 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,537 |
Total of all active and inactive participants | 2012-01-01 | 2,753 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 261 |
Total participants | 2012-01-01 | 3,014 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HALLIBURTON RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,281 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,051 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,807 |
Total of all active and inactive participants | 2011-01-01 | 3,001 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 264 |
Total participants | 2011-01-01 | 3,265 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: HALLIBURTON RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,459 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,008 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,906 |
Total of all active and inactive participants | 2009-01-01 | 3,085 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 228 |
Total participants | 2009-01-01 | 3,313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : HALLIBURTON RETIREMENT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $127,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $105,000 |
Total income from all sources (including contributions) | 2023-12-31 | $5,097,000 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $4,712,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,965,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,110,000 |
Value of total assets at end of year | 2023-12-31 | $36,822,000 |
Value of total assets at beginning of year | 2023-12-31 | $36,415,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $747,000 |
Total interest from all sources | 2023-12-31 | $0 |
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 year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $29,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $29,000 |
Administrative expenses (other) incurred | 2023-12-31 | $324,000 |
Liabilities. Value of operating payables at end of year | 2023-12-31 | $72,000 |
Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $35,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $385,000 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $36,695,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $36,310,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $35,712,000 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $36,415,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,110,000 |
Employer contributions (assets) at end of year | 2023-12-31 | $1,110,000 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,965,000 |
Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $26,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $41,000 |
Did the plan have assets held for investment | 2023-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2023-12-31 | 750786316 |
2022 : HALLIBURTON RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $105,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $201,000 |
Total income from all sources (including contributions) | 2022-12-31 | $-9,645,000 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,600,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,057,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $36,415,000 |
Value of total assets at beginning of year | 2022-12-31 | $50,756,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $543,000 |
Total interest from all sources | 2022-12-31 | $0 |
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 year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $105,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $29,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $43,000 |
Administrative expenses (other) incurred | 2022-12-31 | $151,000 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $35,000 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $37,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-14,245,000 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $36,310,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $50,555,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $36,415,000 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $50,756,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,057,000 |
Contract administrator fees | 2022-12-31 | $287,000 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $41,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $121,000 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2022-12-31 | 750786316 |
2021 : HALLIBURTON RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $201,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $116,000 |
Total income from all sources (including contributions) | 2021-12-31 | $3,896,000 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,242,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,527,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $50,756,000 |
Value of total assets at beginning of year | 2021-12-31 | $52,017,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $715,000 |
Total interest from all sources | 2021-12-31 | $0 |
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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $119,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $43,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $58,000 |
Administrative expenses (other) incurred | 2021-12-31 | $311,000 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $37,000 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $39,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-1,346,000 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $50,555,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $51,901,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $50,756,000 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $52,017,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,527,000 |
Contract administrator fees | 2021-12-31 | $285,000 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $121,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $19,000 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2021-12-31 | 750786316 |
2020 : HALLIBURTON RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $116,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $341,000 |
Total income from all sources (including contributions) | 2020-12-31 | $7,286,000 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,629,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,910,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $52,017,000 |
Value of total assets at beginning of year | 2020-12-31 | $50,585,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $719,000 |
Total interest from all sources | 2020-12-31 | $0 |
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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $87,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $58,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $120,000 |
Administrative expenses (other) incurred | 2020-12-31 | $331,000 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $39,000 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $146,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,657,000 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $51,901,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $50,244,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $52,017,000 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $47,649,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,936,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,910,000 |
Contract administrator fees | 2020-12-31 | $301,000 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $19,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $75,000 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2020-12-31 | 750786316 |
2019 : HALLIBURTON RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $341,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $832,000 |
Total income from all sources (including contributions) | 2019-12-31 | $12,322,000 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,550,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,610,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,937,000 |
Value of total assets at end of year | 2019-12-31 | $50,585,000 |
Value of total assets at beginning of year | 2019-12-31 | $44,304,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $940,000 |
Total interest from all sources | 2019-12-31 | $0 |
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 year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $143,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $120,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $58,000 |
Administrative expenses (other) incurred | 2019-12-31 | $526,000 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $146,000 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $47,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,772,000 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $50,244,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $43,472,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $47,649,000 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $42,104,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,937,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,936,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,610,000 |
Contract administrator fees | 2019-12-31 | $271,000 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $75,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $727,000 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2019-12-31 | 750786316 |
2018 : HALLIBURTON RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $831,973 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $312,916 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,329,188 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,548,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,603,814 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,201,065 |
Value of total assets at end of year | 2018-12-31 | $44,303,847 |
Value of total assets at beginning of year | 2018-12-31 | $51,662,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $944,985 |
Total interest from all sources | 2018-12-31 | $0 |
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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $143,159 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $57,891 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $59,193 |
Administrative expenses (other) incurred | 2018-12-31 | $354,112 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $46,916 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $50,918 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-7,877,987 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $43,471,874 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $51,349,861 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $42,103,847 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $50,958,934 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,201,065 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,200,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $703,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,603,814 |
Contract administrator fees | 2018-12-31 | $447,714 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $727,166 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $202,805 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2018-12-31 | 750786316 |
2017 : HALLIBURTON RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $312,916 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $570,453 |
Total income from all sources (including contributions) | 2017-12-31 | $9,802,666 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,632,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,394,060 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,710,707 |
Value of total assets at end of year | 2017-12-31 | $51,662,777 |
Value of total assets at beginning of year | 2017-12-31 | $49,750,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,238,853 |
Total interest from all sources | 2017-12-31 | $0 |
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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $161,469 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $59,193 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $96,231 |
Administrative expenses (other) incurred | 2017-12-31 | $499,914 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $50,918 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $247,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,169,753 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $51,349,861 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $49,180,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $50,958,934 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $48,040,561 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,710,707 |
Employer contributions (assets) at end of year | 2017-12-31 | $703,843 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,710,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,394,060 |
Contract administrator fees | 2017-12-31 | $577,470 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $202,805 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $226,672 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2017-12-31 | 750786316 |
2016 : HALLIBURTON RETIREMENT PLAN 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $570,453 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $537,727 |
Total income from all sources (including contributions) | 2016-12-31 | $6,039,102 |
Total of all expenses incurred | 2016-12-31 | $7,148,151 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,902,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,710,000 |
Value of total assets at end of year | 2016-12-31 | $49,750,561 |
Value of total assets at beginning of year | 2016-12-31 | $50,826,884 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,246,072 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $145,413 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $96,231 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $80,369 |
Administrative expenses (other) incurred | 2016-12-31 | $520,878 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $247,550 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $361,359 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,109,049 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $49,180,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $50,289,157 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $48,040,561 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $50,826,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,710,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,710,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,902,079 |
Contract administrator fees | 2016-12-31 | $579,781 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $226,672 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $95,999 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2016-12-31 | 750786316 |
2015 : HALLIBURTON RETIREMENT PLAN 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $537,727 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $347,228 |
Total income from all sources (including contributions) | 2015-12-31 | $-1,580,143 |
Total of all expenses incurred | 2015-12-31 | $6,134,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,212,637 |
Value of total assets at end of year | 2015-12-31 | $50,826,884 |
Value of total assets at beginning of year | 2015-12-31 | $58,351,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $922,238 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $164,434 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $80,369 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $109,328 |
Administrative expenses (other) incurred | 2015-12-31 | $305,235 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $361,359 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $169,324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-7,715,018 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $50,289,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $58,004,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $50,826,884 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $58,351,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,212,637 |
Contract administrator fees | 2015-12-31 | $452,569 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $95,999 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $68,576 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2015-12-31 | 750786316 |
2014 : HALLIBURTON RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $347,228 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $521,361 |
Total income from all sources (including contributions) | 2014-12-31 | $6,180,558 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,890,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,652,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $855,768 |
Value of total assets at end of year | 2014-12-31 | $58,351,403 |
Value of total assets at beginning of year | 2014-12-31 | $59,235,583 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,237,966 |
Total interest from all sources | 2014-12-31 | $0 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $220,658 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $109,328 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $114,668 |
Administrative expenses (other) incurred | 2014-12-31 | $293,192 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $169,324 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $195,258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-710,047 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $58,004,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $58,714,222 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $58,351,403 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $58,342,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $855,768 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $893,234 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,652,639 |
Contract administrator fees | 2014-12-31 | $724,116 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $68,576 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $211,435 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2014-12-31 | 750786316 |
2013 : HALLIBURTON RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $521,361 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $732,602 |
Total income from all sources (including contributions) | 2013-12-31 | $10,200,853 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $8,201,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,072,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,521,616 |
Value of total assets at end of year | 2013-12-31 | $59,235,583 |
Value of total assets at beginning of year | 2013-12-31 | $57,447,132 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,128,503 |
Total interest from all sources | 2013-12-31 | $0 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $211,813 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $114,668 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $124,542 |
Administrative expenses (other) incurred | 2013-12-31 | $265,005 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $195,258 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $466,445 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,999,692 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $58,714,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $56,714,530 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $58,342,349 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $57,447,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,521,616 |
Employer contributions (assets) at end of year | 2013-12-31 | $893,234 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,072,658 |
Contract administrator fees | 2013-12-31 | $651,685 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $211,435 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $141,615 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : HALLIBURTON RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $732,602 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,132,091 |
Total income from all sources (including contributions) | 2012-12-31 | $9,833,814 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $10,701,513 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,478,826 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,869,658 |
Value of total assets at end of year | 2012-12-31 | $57,447,132 |
Value of total assets at beginning of year | 2012-12-31 | $58,714,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,222,687 |
Total interest from all sources | 2012-12-31 | $0 |
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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $370,344 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $124,542 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $373,758 |
Administrative expenses (other) incurred | 2012-12-31 | $259,072 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $466,445 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $465,140 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-867,699 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $56,714,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $57,582,229 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $57,447,132 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $52,967,282 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,869,658 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,747,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,478,826 |
Contract administrator fees | 2012-12-31 | $593,271 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $141,615 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $293,193 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : HALLIBURTON RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,132,091 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $504,707 |
Total income from all sources (including contributions) | 2011-12-31 | $11,048,316 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $11,167,904 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,971,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,991,152 |
Value of total assets at end of year | 2011-12-31 | $58,714,320 |
Value of total assets at beginning of year | 2011-12-31 | $58,206,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,196,609 |
Total interest from all sources | 2011-12-31 | $0 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $1,631,971 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $373,758 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $222,498 |
Administrative expenses (other) incurred | 2011-12-31 | $248,768 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $465,140 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-119,588 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $57,582,229 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $57,701,817 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $52,967,282 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $55,783,518 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $7,991,152 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,747,038 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,423,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,971,295 |
Contract administrator fees | 2011-12-31 | $315,870 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $293,193 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $282,209 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : HALLIBURTON RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $104,246 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $504,707 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $458,917 |
Total income from all sources (including contributions) | 2010-12-31 | $9,932,705 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $9,704,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,709,165 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,256,421 |
Value of total assets at end of year | 2010-12-31 | $58,206,524 |
Value of total assets at beginning of year | 2010-12-31 | $58,036,660 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,995,220 |
Total interest from all sources | 2010-12-31 | $0 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $1,614,069 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $222,498 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $122,809 |
Administrative expenses (other) incurred | 2010-12-31 | $29,822 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $228,320 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $57,701,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $57,577,743 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $55,783,518 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $56,765,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,256,421 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,423,006 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,271,289 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,709,165 |
Contract administrator fees | 2010-12-31 | $351,329 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $282,209 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $336,108 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : HALLIBURTON RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: HALLIBURTON RETIREMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: HALLIBURTON RETIREMENT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HALLIBURTON RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HALLIBURTON RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HALLIBURTON RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HALLIBURTON RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HALLIBURTON RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HALLIBURTON RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HALLIBURTON RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HALLIBURTON RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HALLIBURTON RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HALLIBURTON RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HALLIBURTON RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HALLIBURTON RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |