401k Plan data: NORTH TEXAS WEALTH MANAGEMENT plan

NORTH TEXAS WEALTH MANAGEMENT 401k Plan overview

Plan Name	NORTH TEXAS WEALTH MANAGEMENT
Plan identification number	001

NORTH TEXAS WEALTH MANAGEMENT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTH TEXAS WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: NORTH TEXAS WEALTH MANAGEMENT

Employer identification number (EIN): 364685400

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH TEXAS WEALTH MANAGEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SHIRLEY HORNER 2023-08-28
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN RICKER
001 2016-01-01 JOHN RICKER
001 2015-01-01 JOHN RICKER
001 2014-01-01 JOHN RICKER
001 2013-01-01 MICHAEL CREWS 2014-05-29 MICHAEL CREWS 2014-05-29
001 2012-01-01 MICHAEL CREWS 2013-05-24 MICHAEL CREWS 2013-05-24
001 2011-01-01 MICHAEL CREWS 2012-06-20 MICHAEL CREWS 2012-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SHIRLEY HORNER	2023-08-28
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOHN RICKER
001	2016-01-01	JOHN RICKER
001	2015-01-01	JOHN RICKER
001	2014-01-01	JOHN RICKER
001	2013-01-01	MICHAEL CREWS	2014-05-29	MICHAEL CREWS	2014-05-29
001	2012-01-01	MICHAEL CREWS	2013-05-24	MICHAEL CREWS	2013-05-24
001	2011-01-01	MICHAEL CREWS	2012-06-20	MICHAEL CREWS	2012-06-20

Plan Statistics for NORTH TEXAS WEALTH MANAGEMENT

401k plan membership statisitcs for NORTH TEXAS WEALTH MANAGEMENT

Measure Date Value
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
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

Financial Data on NORTH TEXAS WEALTH MANAGEMENT

Measure	Date	Value
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

Form 5500 Responses for NORTH TEXAS WEALTH MANAGEMENT

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

90258

Policy instance

Insurance contract or identification number	90258
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-04-30
Total amount of fees paid to insurance company	USD $110
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	110
Insurance broker name	PENSION PLANNING CONSULTANTS, INC.

Potentially related plans

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Company Name:	NORTH TEXAS WEALTH MANAGEMENT
Employer identification number (EIN):	364685400
NAIC Classification:	561110
NAIC Description:	Office Administrative Services