NORTH TEXAS WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: NORTH TEXAS WEALTH MANAGEMENT 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-10 | 16 |
| Total number of particpants at end of year | 2025-06-10 | 14 |
| Number of Participants With Account Balances | 2025-06-10 | 14 |
| 2024: NORTH TEXAS WEALTH MANAGEMENT 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-03 | 13 |
| Total number of particpants at end of year | 2024-07-03 | 16 |
| Number of Participants With Account Balances | 2024-07-03 | 16 |
| 2021: NORTH TEXAS WEALTH MANAGEMENT 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 11 |
| Total participants | 2021-01-01 | 11 |
| Number of participants with account balances | 2021-01-01 | 10 |
| 2020: NORTH TEXAS WEALTH MANAGEMENT 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 14 |
| Number of participants with account balances | 2020-01-01 | 13 |
| 2019: NORTH TEXAS WEALTH MANAGEMENT 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 11 |
| 2018: NORTH TEXAS WEALTH MANAGEMENT 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 9 |
| Total participants | 2018-01-01 | 9 |
| Number of participants with account balances | 2018-01-01 | 8 |
| 2017: NORTH TEXAS WEALTH MANAGEMENT 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: NORTH TEXAS WEALTH MANAGEMENT 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Total of all active and inactive participants | 2016-01-01 | 10 |
| Total participants | 2016-01-01 | 10 |
| Number of participants with account balances | 2016-01-01 | 9 |
| 2015: NORTH TEXAS WEALTH MANAGEMENT 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 8 |
| Number of participants with account balances | 2015-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: NORTH TEXAS WEALTH MANAGEMENT 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 10 |
| Number of participants with account balances | 2014-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : NORTH TEXAS WEALTH MANAGEMENT 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-10 | 149095 |
| Net assets as of the end of the plan year | 2025-06-10 | 1839211 |
| Total assets as of the beginning of the plan year | 2025-06-10 | 1526287 |
| Value of plan covered by a fidelity bond | 2025-06-10 | 153000 |
| Participant contributions to plan in this plan year | 2025-06-10 | 137050 |
| Other contributions to plan in this plan year | 2025-06-10 | 34496 |
| Other income to plan in this plan year | 2025-06-10 | 237201 |
| Plan net income in this plan year | 2025-06-10 | 312924 |
| Net assets as of the end of the plan year | 2025-06-10 | 1839211 |
| Net assets as of the beginning of the plan year | 2025-06-10 | 1526287 |
| Employer contributions to plan in this plan year | 2025-06-10 | 53272 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-10 | 520 |
| 2024 : NORTH TEXAS WEALTH MANAGEMENT 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-03 | 3555 |
| Net assets as of the end of the plan year | 2024-07-03 | 1526287 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 1078985 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 108000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 92864 |
| Other contributions to plan in this plan year | 2024-07-03 | 75822 |
| Other income to plan in this plan year | 2024-07-03 | 235271 |
| Plan net income in this plan year | 2024-07-03 | 447302 |
| Net assets as of the end of the plan year | 2024-07-03 | 1526287 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 1078985 |
| Employer contributions to plan in this plan year | 2024-07-03 | 46900 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 55 |
| 2021 : NORTH TEXAS WEALTH MANAGEMENT 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $296,545 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,118,074 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,115,779 |
| Total plan assets at end of year | 2021-12-31 | $1,473,488 |
| Total plan assets at beginning of year | 2021-12-31 | $2,295,017 |
| Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $59,199 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $11,906 |
| Other income received | 2021-12-31 | $196,434 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-821,529 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,473,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,295,017 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $29,006 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,295 |
| 2020 : NORTH TEXAS WEALTH MANAGEMENT 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $381,738 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,275 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $6,250 |
| Total plan assets at end of year | 2020-12-31 | $2,295,017 |
| Total plan assets at beginning of year | 2020-12-31 | $1,919,554 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $81,138 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $10,042 |
| Other income received | 2020-12-31 | $262,836 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $375,463 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,295,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,919,554 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $27,722 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $25 |
| 2019 : NORTH TEXAS WEALTH MANAGEMENT 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $386,963 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,919,554 |
| Total plan assets at beginning of year | 2019-12-31 | $1,532,591 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $79,115 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $281,280 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $386,963 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,919,554 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,532,591 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $26,568 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : NORTH TEXAS WEALTH MANAGEMENT 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $20,592 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,255 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,255 |
| Total plan assets at end of year | 2018-12-31 | $1,532,591 |
| Total plan assets at beginning of year | 2018-12-31 | $1,513,254 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $82,319 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-85,588 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $19,337 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,532,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,513,254 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $23,861 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : NORTH TEXAS WEALTH MANAGEMENT 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $404,931 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $91,545 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $91,545 |
| Total plan assets at end of year | 2017-12-31 | $1,513,254 |
| Total plan assets at beginning of year | 2017-12-31 | $1,199,868 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $100,210 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $64,131 |
| Other income received | 2017-12-31 | $211,144 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $313,386 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,513,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,199,868 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $29,446 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : NORTH TEXAS WEALTH MANAGEMENT 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $204,008 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,199,868 |
| Total plan assets at beginning of year | 2016-12-31 | $995,860 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $101,260 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $75,929 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $204,008 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,199,868 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $995,860 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $26,819 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : NORTH TEXAS WEALTH MANAGEMENT 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $171,228 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $31,749 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $31,749 |
| Total plan assets at end of year | 2015-12-31 | $995,860 |
| Total plan assets at beginning of year | 2015-12-31 | $856,381 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $99,202 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $61,832 |
| Other income received | 2015-12-31 | $-13,207 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $139,479 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $995,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $856,381 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $23,401 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : NORTH TEXAS WEALTH MANAGEMENT 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $206,883 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,452 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $6,452 |
| Total plan assets at end of year | 2014-12-31 | $856,381 |
| Total plan assets at beginning of year | 2014-12-31 | $655,950 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $79,732 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $79,974 |
| Other income received | 2014-12-31 | $37,114 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $200,431 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $856,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $655,950 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,063 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2021: NORTH TEXAS WEALTH MANAGEMENT 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: NORTH TEXAS WEALTH MANAGEMENT 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: NORTH TEXAS WEALTH MANAGEMENT 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: NORTH TEXAS WEALTH MANAGEMENT 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NORTH TEXAS WEALTH MANAGEMENT 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NORTH TEXAS WEALTH MANAGEMENT 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NORTH TEXAS WEALTH MANAGEMENT 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NORTH TEXAS WEALTH MANAGEMENT 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
