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HALLIBURTON RETIREMENT PLAN 401k Plan overview

Plan NameHALLIBURTON RETIREMENT PLAN
Plan identification number 005

HALLIBURTON RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

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

Additional information about HALLIBURTON COMPANY

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

HOUSTON
United States of America (USA)
77205

More information about HALLIBURTON COMPANY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01KIRT ADAMS
0052016-01-01
0052015-01-01
0052014-01-01KIRT ADAMS
0052013-01-01GILBERT CHAVEZ
0052012-01-01GILBERT CHAVEZ
0052012-01-01KIRT ADAMS
0052011-01-01KIRT ADAMS
0052009-01-01GILBERT CHAVEZ GILBERT CHAVEZ2010-10-12

Plan Statistics for HALLIBURTON RETIREMENT PLAN

401k plan membership statisitcs for HALLIBURTON RETIREMENT PLAN

Measure Date Value
2023: HALLIBURTON RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,643
Total number of active participants reported on line 7a of the Form 55002023-01-0116
Number of retired or separated participants receiving benefits2023-01-011,137
Number of other retired or separated participants entitled to future benefits2023-01-01200
Total of all active and inactive participants2023-01-011,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01221
Total participants2023-01-011,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HALLIBURTON RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3150,676,348
Acturial value of plan assets2022-12-3150,676,348
Funding target for retired participants and beneficiaries receiving payment2022-12-3134,108,742
Number of terminated vested participants2022-12-31280
Fundng target for terminated vested participants2022-12-316,289,803
Active participant vested funding target2022-12-31687,025
Number of active participants2022-12-3121
Total funding liabilities for active participants2022-12-31687,025
Total participant count2022-12-311,723
Total funding target for all participants2022-12-3141,085,570
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31582,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,716
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-011,157
Number of other retired or separated participants entitled to future benefits2022-01-01245
Total of all active and inactive participants2022-01-011,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01224
Total participants2022-01-011,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HALLIBURTON RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3151,959,455
Acturial value of plan assets2021-12-3151,959,455
Funding target for retired participants and beneficiaries receiving payment2021-12-3134,805,550
Number of terminated vested participants2021-12-31341
Fundng target for terminated vested participants2021-12-317,278,953
Active participant vested funding target2021-12-31749,685
Number of active participants2021-12-3125
Total funding liabilities for active participants2021-12-31749,685
Total participant count2021-12-311,800
Total funding target for all participants2021-12-3142,834,188
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31776,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,791
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of retired or separated participants receiving benefits2021-01-011,182
Number of other retired or separated participants entitled to future benefits2021-01-01279
Total of all active and inactive participants2021-01-011,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01234
Total participants2021-01-011,716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HALLIBURTON RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3150,374,722
Acturial value of plan assets2020-12-3150,374,722
Funding target for retired participants and beneficiaries receiving payment2020-12-3136,025,676
Number of terminated vested participants2020-12-31392
Fundng target for terminated vested participants2020-12-318,397,717
Active participant vested funding target2020-12-311,515,931
Number of active participants2020-12-3146
Total funding liabilities for active participants2020-12-311,515,931
Total participant count2020-12-311,877
Total funding target for all participants2020-12-3145,939,324
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31858,252
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31903,739
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31693,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,867
Total number of active participants reported on line 7a of the Form 55002020-01-0125
Number of retired or separated participants receiving benefits2020-01-011,187
Number of other retired or separated participants entitled to future benefits2020-01-01339
Total of all active and inactive participants2020-01-011,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01240
Total participants2020-01-011,791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HALLIBURTON RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3144,174,563
Acturial value of plan assets2019-12-3144,174,563
Funding target for retired participants and beneficiaries receiving payment2019-12-3136,109,473
Number of terminated vested participants2019-12-31473
Fundng target for terminated vested participants2019-12-3110,246,118
Active participant vested funding target2019-12-312,175,101
Number of active participants2019-12-3156
Total funding liabilities for active participants2019-12-312,175,101
Total participant count2019-12-311,961
Total funding target for all participants2019-12-3148,530,692
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-312,018,211
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,128,607
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-312,935,499
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,702,070
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,136,000
Net shortfall amortization installment of oustanding balance2019-12-314,356,129
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,843,818
Additional cash requirement2019-12-311,843,818
Contributions allocatedtoward minimum required contributions for current year2019-12-312,702,070
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,949
Total number of active participants reported on line 7a of the Form 55002019-01-0146
Number of retired or separated participants receiving benefits2019-01-011,190
Number of other retired or separated participants entitled to future benefits2019-01-01387
Total of all active and inactive participants2019-01-011,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01244
Total participants2019-01-011,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HALLIBURTON RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3151,597,432
Acturial value of plan assets2018-12-3151,597,432
Funding target for retired participants and beneficiaries receiving payment2018-12-3134,872,126
Number of terminated vested participants2018-12-31563
Fundng target for terminated vested participants2018-12-3111,496,425
Active participant vested funding target2018-12-312,200,168
Number of active participants2018-12-3161
Total funding liabilities for active participants2018-12-312,200,168
Total participant count2018-12-312,069
Total funding target for all participants2018-12-3148,568,719
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31151,073
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31159,654
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-312,200,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-311,021
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,018,211
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,192,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-312,018,211
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,057
Total number of active participants reported on line 7a of the Form 55002018-01-0156
Number of retired or separated participants receiving benefits2018-01-011,172
Number of other retired or separated participants entitled to future benefits2018-01-01468
Total of all active and inactive participants2018-01-011,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01253
Total participants2018-01-011,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HALLIBURTON RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3149,595,915
Acturial value of plan assets2017-12-3149,595,915
Funding target for retired participants and beneficiaries receiving payment2017-12-3134,999,030
Number of terminated vested participants2017-12-31783
Fundng target for terminated vested participants2017-12-3113,770,030
Active participant vested funding target2017-12-312,091,137
Number of active participants2017-12-3163
Total funding liabilities for active participants2017-12-312,091,137
Total participant count2017-12-312,294
Total funding target for all participants2017-12-3150,860,197
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31105,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31112,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,710,707
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,632,847
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,243,000
Net shortfall amortization installment of oustanding balance2017-12-311,264,282
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,481,774
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,481,774
Contributions allocatedtoward minimum required contributions for current year2017-12-311,632,847
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,281
Total number of active participants reported on line 7a of the Form 55002017-01-0161
Number of retired or separated participants receiving benefits2017-01-011,188
Number of other retired or separated participants entitled to future benefits2017-01-01555
Total of all active and inactive participants2017-01-011,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01253
Total participants2017-01-012,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HALLIBURTON RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3150,746,515
Acturial value of plan assets2016-12-3150,746,515
Funding target for retired participants and beneficiaries receiving payment2016-12-3134,236,166
Number of terminated vested participants2016-12-31906
Fundng target for terminated vested participants2016-12-3115,252,893
Active participant vested funding target2016-12-312,861,138
Number of active participants2016-12-3182
Total funding liabilities for active participants2016-12-312,861,138
Total participant count2016-12-312,398
Total funding target for all participants2016-12-3152,350,197
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,710,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,559,865
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,189,000
Net shortfall amortization installment of oustanding balance2016-12-311,603,682
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,453,966
Additional cash requirement2016-12-311,453,966
Contributions allocatedtoward minimum required contributions for current year2016-12-311,559,865
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,384
Total number of active participants reported on line 7a of the Form 55002016-01-0163
Number of retired or separated participants receiving benefits2016-01-011,192
Number of other retired or separated participants entitled to future benefits2016-01-01771
Total of all active and inactive participants2016-01-012,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01255
Total participants2016-01-012,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HALLIBURTON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,457
Total number of active participants reported on line 7a of the Form 55002015-01-0182
Number of retired or separated participants receiving benefits2015-01-011,155
Number of other retired or separated participants entitled to future benefits2015-01-01895
Total of all active and inactive participants2015-01-012,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01252
Total participants2015-01-012,384
2014: HALLIBURTON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,731
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-011,122
Number of other retired or separated participants entitled to future benefits2014-01-01975
Total of all active and inactive participants2014-01-012,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01254
Total participants2014-01-012,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HALLIBURTON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,014
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-011,109
Number of other retired or separated participants entitled to future benefits2013-01-011,247
Total of all active and inactive participants2013-01-012,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01261
Total participants2013-01-012,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HALLIBURTON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,265
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-011,088
Number of other retired or separated participants entitled to future benefits2012-01-011,537
Total of all active and inactive participants2012-01-012,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01261
Total participants2012-01-013,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HALLIBURTON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,281
Total number of active participants reported on line 7a of the Form 55002011-01-01143
Number of retired or separated participants receiving benefits2011-01-011,051
Number of other retired or separated participants entitled to future benefits2011-01-011,807
Total of all active and inactive participants2011-01-013,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01264
Total participants2011-01-013,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HALLIBURTON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,459
Total number of active participants reported on line 7a of the Form 55002009-01-01171
Number of retired or separated participants receiving benefits2009-01-011,008
Number of other retired or separated participants entitled to future benefits2009-01-011,906
Total of all active and inactive participants2009-01-013,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01228
Total participants2009-01-013,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HALLIBURTON RETIREMENT PLAN

Measure Date Value
2023 : HALLIBURTON RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$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 assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,712,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$36,822,000
Value of total assets at beginning of year2023-12-31$36,415,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$747,000
Total interest from all sources2023-12-31$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 year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$29,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$29,000
Administrative expenses (other) incurred2023-12-31$324,000
Liabilities. Value of operating payables at end of year2023-12-31$72,000
Liabilities. Value of operating payables at beginning of year2023-12-31$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 appraiser2023-12-31No
Value of net income/loss2023-12-31$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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$35,712,000
Value of interest in master investment trust accounts at beginning of year2023-12-31$36,415,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,110,000
Employer contributions (assets) at end of year2023-12-31$1,110,000
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,965,000
Liabilities. Value of benefit claims payable at end of year2023-12-31$26,000
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$41,000
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2023-12-31750786316
2022 : HALLIBURTON RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,600,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$36,415,000
Value of total assets at beginning of year2022-12-31$50,756,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$543,000
Total interest from all sources2022-12-31$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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$105,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$29,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$43,000
Administrative expenses (other) incurred2022-12-31$151,000
Liabilities. Value of operating payables at end of year2022-12-31$35,000
Liabilities. Value of operating payables at beginning of year2022-12-31$37,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$36,415,000
Value of interest in master investment trust accounts at beginning of year2022-12-31$50,756,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,057,000
Contract administrator fees2022-12-31$287,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$41,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$121,000
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2022-12-31750786316
2021 : HALLIBURTON RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,242,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$50,756,000
Value of total assets at beginning of year2021-12-31$52,017,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$715,000
Total interest from all sources2021-12-31$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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$119,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$43,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$58,000
Administrative expenses (other) incurred2021-12-31$311,000
Liabilities. Value of operating payables at end of year2021-12-31$37,000
Liabilities. Value of operating payables at beginning of year2021-12-31$39,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$50,756,000
Value of interest in master investment trust accounts at beginning of year2021-12-31$52,017,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,527,000
Contract administrator fees2021-12-31$285,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$121,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$19,000
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2021-12-31750786316
2020 : HALLIBURTON RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,629,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$52,017,000
Value of total assets at beginning of year2020-12-31$50,585,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$719,000
Total interest from all sources2020-12-31$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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$87,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$58,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$120,000
Administrative expenses (other) incurred2020-12-31$331,000
Liabilities. Value of operating payables at end of year2020-12-31$39,000
Liabilities. Value of operating payables at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$52,017,000
Value of interest in master investment trust accounts at beginning of year2020-12-31$47,649,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,936,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,910,000
Contract administrator fees2020-12-31$301,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$19,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$75,000
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : HALLIBURTON RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,550,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$50,585,000
Value of total assets at beginning of year2019-12-31$44,304,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$940,000
Total interest from all sources2019-12-31$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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$143,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$120,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$58,000
Administrative expenses (other) incurred2019-12-31$526,000
Liabilities. Value of operating payables at end of year2019-12-31$146,000
Liabilities. Value of operating payables at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$47,649,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$42,104,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,937,000
Employer contributions (assets) at end of year2019-12-31$2,936,000
Employer contributions (assets) at beginning of year2019-12-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,610,000
Contract administrator fees2019-12-31$271,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$75,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$727,000
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2019-12-31750786316
2018 : HALLIBURTON RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,548,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$44,303,847
Value of total assets at beginning of year2018-12-31$51,662,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$944,985
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$143,159
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$57,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$59,193
Administrative expenses (other) incurred2018-12-31$354,112
Liabilities. Value of operating payables at end of year2018-12-31$46,916
Liabilities. Value of operating payables at beginning of year2018-12-31$50,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$42,103,847
Value of interest in master investment trust accounts at beginning of year2018-12-31$50,958,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,201,065
Employer contributions (assets) at end of year2018-12-31$2,200,000
Employer contributions (assets) at beginning of year2018-12-31$703,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,603,814
Contract administrator fees2018-12-31$447,714
Liabilities. Value of benefit claims payable at end of year2018-12-31$727,166
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$202,805
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2017 : HALLIBURTON RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,632,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$51,662,777
Value of total assets at beginning of year2017-12-31$49,750,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,238,853
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$161,469
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$59,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$96,231
Administrative expenses (other) incurred2017-12-31$499,914
Liabilities. Value of operating payables at end of year2017-12-31$50,918
Liabilities. Value of operating payables at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$50,958,934
Value of interest in master investment trust accounts at beginning of year2017-12-31$48,040,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,710,707
Employer contributions (assets) at end of year2017-12-31$703,843
Employer contributions (assets) at beginning of year2017-12-31$1,710,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,394,060
Contract administrator fees2017-12-31$577,470
Liabilities. Value of benefit claims payable at end of year2017-12-31$202,805
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$226,672
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2017-12-31750786316
2016 : HALLIBURTON RETIREMENT 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 incurred2016-12-31$7,148,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$49,750,561
Value of total assets at beginning of year2016-12-31$50,826,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,246,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$145,413
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$96,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$80,369
Administrative expenses (other) incurred2016-12-31$520,878
Liabilities. Value of operating payables at end of year2016-12-31$247,550
Liabilities. Value of operating payables at beginning of year2016-12-31$361,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$48,040,561
Value of interest in master investment trust accounts at beginning of year2016-12-31$50,826,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,710,000
Employer contributions (assets) at end of year2016-12-31$1,710,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,902,079
Contract administrator fees2016-12-31$579,781
Liabilities. Value of benefit claims payable at end of year2016-12-31$226,672
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$95,999
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2016-12-31750786316
2015 : HALLIBURTON RETIREMENT 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 incurred2015-12-31$6,134,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,212,637
Value of total assets at end of year2015-12-31$50,826,884
Value of total assets at beginning of year2015-12-31$58,351,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$922,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$164,434
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$80,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$109,328
Administrative expenses (other) incurred2015-12-31$305,235
Liabilities. Value of operating payables at end of year2015-12-31$361,359
Liabilities. Value of operating payables at beginning of year2015-12-31$169,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$50,826,884
Value of interest in master investment trust accounts at beginning of year2015-12-31$58,351,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,212,637
Contract administrator fees2015-12-31$452,569
Liabilities. Value of benefit claims payable at end of year2015-12-31$95,999
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$68,576
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2015-12-31750786316
2014 : HALLIBURTON RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,890,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$58,351,403
Value of total assets at beginning of year2014-12-31$59,235,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,237,966
Total interest from all sources2014-12-31$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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$220,658
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$109,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$114,668
Administrative expenses (other) incurred2014-12-31$293,192
Liabilities. Value of operating payables at end of year2014-12-31$169,324
Liabilities. Value of operating payables at beginning of year2014-12-31$195,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$58,351,403
Value of interest in master investment trust accounts at beginning of year2014-12-31$58,342,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$855,768
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$893,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,652,639
Contract administrator fees2014-12-31$724,116
Liabilities. Value of benefit claims payable at end of year2014-12-31$68,576
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$211,435
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2014-12-31750786316
2013 : HALLIBURTON RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,201,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$59,235,583
Value of total assets at beginning of year2013-12-31$57,447,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,128,503
Total interest from all sources2013-12-31$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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$211,813
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$114,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$124,542
Administrative expenses (other) incurred2013-12-31$265,005
Liabilities. Value of operating payables at end of year2013-12-31$195,258
Liabilities. Value of operating payables at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$58,342,349
Value of interest in master investment trust accounts at beginning of year2013-12-31$57,447,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,521,616
Employer contributions (assets) at end of year2013-12-31$893,234
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,072,658
Contract administrator fees2013-12-31$651,685
Liabilities. Value of benefit claims payable at end of year2013-12-31$211,435
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$141,615
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : HALLIBURTON RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,701,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$57,447,132
Value of total assets at beginning of year2012-12-31$58,714,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,222,687
Total interest from all sources2012-12-31$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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$370,344
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$124,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$373,758
Administrative expenses (other) incurred2012-12-31$259,072
Liabilities. Value of operating payables at end of year2012-12-31$466,445
Liabilities. Value of operating payables at beginning of year2012-12-31$465,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$57,447,132
Value of interest in master investment trust accounts at beginning of year2012-12-31$52,967,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,869,658
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$5,747,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,478,826
Contract administrator fees2012-12-31$593,271
Liabilities. Value of benefit claims payable at end of year2012-12-31$141,615
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$293,193
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : HALLIBURTON RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,167,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$58,714,320
Value of total assets at beginning of year2011-12-31$58,206,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,196,609
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,631,971
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$373,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$222,498
Administrative expenses (other) incurred2011-12-31$248,768
Liabilities. Value of operating payables at end of year2011-12-31$465,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$52,967,282
Value of interest in master investment trust accounts at beginning of year2011-12-31$55,783,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,991,152
Employer contributions (assets) at end of year2011-12-31$5,747,038
Employer contributions (assets) at beginning of year2011-12-31$2,423,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,971,295
Contract administrator fees2011-12-31$315,870
Liabilities. Value of benefit claims payable at end of year2011-12-31$293,193
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$282,209
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : HALLIBURTON RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,704,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$58,206,524
Value of total assets at beginning of year2010-12-31$58,036,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,995,220
Total interest from all sources2010-12-31$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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,614,069
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$222,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$122,809
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$55,783,518
Value of interest in master investment trust accounts at beginning of year2010-12-31$56,765,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,256,421
Employer contributions (assets) at end of year2010-12-31$2,423,006
Employer contributions (assets) at beginning of year2010-12-31$1,271,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,709,165
Contract administrator fees2010-12-31$351,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$282,209
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$336,108
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
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 securities2009-12-31$0

Form 5500 Responses for HALLIBURTON RETIREMENT PLAN

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

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