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RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES 401k Plan overview

Plan NameRETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES
Plan identification number 001

RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • 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

DALLAS SCOTTISH RITE BODIES has sponsored the creation of one or more 401k plans.

Company Name:DALLAS SCOTTISH RITE BODIES
Employer identification number (EIN):750224893
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01DONNY BROUGHTON2023-06-07 DONNY BROUGHTON2023-06-07
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01HERBERT HOWARD2015-12-29
0012013-06-01HERBERT HOWARD2015-03-13
0012012-06-01HERBERT HOWARD2014-03-05
0012011-06-01HERBERT HOWARD2013-03-27
0012010-06-01HERBERT HOWARD2011-11-07

Plan Statistics for RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES

401k plan membership statisitcs for RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES

Measure Date Value
2023: RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES 2023 401k membership
Market value of plan assets2023-05-31427,408
Acturial value of plan assets2023-05-31427,408
Funding target for retired participants and beneficiaries receiving payment2023-05-31184,460
Number of terminated vested participants2023-05-312
Fundng target for terminated vested participants2023-05-3123,084
Active participant vested funding target2023-05-31227,741
Number of active participants2023-05-312
Total funding liabilities for active participants2023-05-31227,741
Total participant count2023-05-3110
Total funding target for all participants2023-05-31435,285
Balance at beginning of prior year after applicable adjustments2023-05-310
Prefunding balance at beginning of prior year after applicable adjustments2023-05-318
Carryover balanced portion elected for use to offset prior years funding requirement2023-05-310
Prefunding balanced used to offset prior years funding requirement2023-05-310
Amount remaining of carryover balance2023-05-310
Amount remaining of prefunding balance2023-05-318
Present value of excess contributions2023-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-05-310
Reductions in caryover balances due to elections or deemed elections2023-05-310
Reductions in prefunding balances due to elections or deemed elections2023-05-310
Balance of carryovers at beginning of current year2023-05-310
Balance of prefunding at beginning of current year2023-05-317
Total employer contributions2023-05-312,000
Total employee contributions2023-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-05-310
Contributions made to avoid restrictions adjusted to valuation date2023-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-05-311,834
Unpaid minimum required contributions for all prior years2023-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-05-310
Remaining amount of unpaid minimum required contributions2023-05-310
Minimum required contributions for current year target normal cost2023-05-310
Net shortfall amortization installment of oustanding balance2023-05-317,884
Waiver amortization installment2023-05-310
Total funding amount beforereflecting carryover/prefunding balances2023-05-31729
Carryover balance elected to use to offset funding requirement2023-05-310
Prefunding balance elected to use to offset funding requirement2023-05-317
Additional cash requirement2023-05-31722
Contributions allocatedtoward minimum required contributions for current year2023-05-311,834
Unpaid minimum required contributions for current year2023-05-310
Unpaid minimum required contributions for all years2023-05-310
2022: RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES 2022 401k membership
Market value of plan assets2022-05-31486,878
Acturial value of plan assets2022-05-31486,878
Funding target for retired participants and beneficiaries receiving payment2022-05-31191,846
Number of terminated vested participants2022-05-312
Fundng target for terminated vested participants2022-05-3120,897
Active participant vested funding target2022-05-31203,953
Number of active participants2022-05-312
Total funding liabilities for active participants2022-05-31203,953
Total participant count2022-05-3110
Total funding target for all participants2022-05-31416,696
Balance at beginning of prior year after applicable adjustments2022-05-310
Prefunding balance at beginning of prior year after applicable adjustments2022-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-05-310
Prefunding balanced used to offset prior years funding requirement2022-05-310
Amount remaining of carryover balance2022-05-310
Amount remaining of prefunding balance2022-05-310
Present value of excess contributions2022-05-318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-05-318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-05-318
Reductions in caryover balances due to elections or deemed elections2022-05-310
Reductions in prefunding balances due to elections or deemed elections2022-05-310
Balance of carryovers at beginning of current year2022-05-310
Balance of prefunding at beginning of current year2022-05-318
Total employer contributions2022-05-310
Total employee contributions2022-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-05-310
Contributions made to avoid restrictions adjusted to valuation date2022-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-05-310
Liquidity shortfalls end of Q12022-05-310
Liquidity shortfalls end of Q22022-05-310
Liquidity shortfalls end of Q32022-05-310
Liquidity shortfalls end of Q42022-05-310
Unpaid minimum required contributions for all prior years2022-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-05-310
Remaining amount of unpaid minimum required contributions2022-05-310
Minimum required contributions for current year target normal cost2022-05-310
Net shortfall amortization installment of oustanding balance2022-05-310
Waiver amortization installment2022-05-310
Total funding amount beforereflecting carryover/prefunding balances2022-05-310
Carryover balance elected to use to offset funding requirement2022-05-310
Prefunding balance elected to use to offset funding requirement2022-05-310
Additional cash requirement2022-05-310
Contributions allocatedtoward minimum required contributions for current year2022-05-310
Unpaid minimum required contributions for current year2022-05-310
Unpaid minimum required contributions for all years2022-05-310
2021: RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES 2021 401k membership
Market value of plan assets2021-05-31396,066
Acturial value of plan assets2021-05-31396,066
Funding target for retired participants and beneficiaries receiving payment2021-05-31202,798
Number of terminated vested participants2021-05-312
Fundng target for terminated vested participants2021-05-3119,006
Active participant vested funding target2021-05-31183,573
Number of active participants2021-05-312
Total funding liabilities for active participants2021-05-31183,573
Total participant count2021-05-3111
Total funding target for all participants2021-05-31405,377
Balance at beginning of prior year after applicable adjustments2021-05-310
Prefunding balance at beginning of prior year after applicable adjustments2021-05-318,827
Carryover balanced portion elected for use to offset prior years funding requirement2021-05-310
Prefunding balanced used to offset prior years funding requirement2021-05-318,827
Amount remaining of carryover balance2021-05-310
Amount remaining of prefunding balance2021-05-310
Present value of excess contributions2021-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-05-310
Reductions in caryover balances due to elections or deemed elections2021-05-310
Reductions in prefunding balances due to elections or deemed elections2021-05-310
Balance of carryovers at beginning of current year2021-05-310
Balance of prefunding at beginning of current year2021-05-310
Total employer contributions2021-05-3115,502
Total employee contributions2021-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-05-318,484
Contributions made to avoid restrictions adjusted to valuation date2021-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-05-315,063
Liquidity shortfalls end of Q12021-05-310
Liquidity shortfalls end of Q22021-05-310
Liquidity shortfalls end of Q32021-05-310
Liquidity shortfalls end of Q42021-05-310
Unpaid minimum required contributions for all prior years2021-05-318,484
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-05-318,484
Remaining amount of unpaid minimum required contributions2021-05-310
Minimum required contributions for current year target normal cost2021-05-310
Net shortfall amortization installment of oustanding balance2021-05-319,311
Waiver amortization installment2021-05-310
Total funding amount beforereflecting carryover/prefunding balances2021-05-315,055
Carryover balance elected to use to offset funding requirement2021-05-310
Prefunding balance elected to use to offset funding requirement2021-05-310
Additional cash requirement2021-05-315,055
Contributions allocatedtoward minimum required contributions for current year2021-05-315,063
Unpaid minimum required contributions for current year2021-05-310
Unpaid minimum required contributions for all years2021-05-310
2020: RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES 2020 401k membership
Market value of plan assets2020-05-31438,793
Acturial value of plan assets2020-05-31438,793
Funding target for retired participants and beneficiaries receiving payment2020-05-31313,065
Number of terminated vested participants2020-05-313
Fundng target for terminated vested participants2020-05-3135,880
Active participant vested funding target2020-05-31170,783
Number of active participants2020-05-312
Total funding liabilities for active participants2020-05-31170,783
Total participant count2020-05-3114
Total funding target for all participants2020-05-31519,728
Balance at beginning of prior year after applicable adjustments2020-05-310
Prefunding balance at beginning of prior year after applicable adjustments2020-05-313,008
Carryover balanced portion elected for use to offset prior years funding requirement2020-05-310
Prefunding balanced used to offset prior years funding requirement2020-05-310
Amount remaining of carryover balance2020-05-310
Amount remaining of prefunding balance2020-05-313,008
Present value of excess contributions2020-05-315,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-05-315,800
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-05-315,800
Reductions in caryover balances due to elections or deemed elections2020-05-310
Reductions in prefunding balances due to elections or deemed elections2020-05-310
Balance of carryovers at beginning of current year2020-05-310
Balance of prefunding at beginning of current year2020-05-318,827
Total employer contributions2020-05-310
Total employee contributions2020-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-05-310
Contributions made to avoid restrictions adjusted to valuation date2020-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-05-310
Liquidity shortfalls end of Q12020-05-310
Liquidity shortfalls end of Q22020-05-310
Liquidity shortfalls end of Q32020-05-310
Liquidity shortfalls end of Q42020-05-310
Unpaid minimum required contributions for all prior years2020-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-05-310
Remaining amount of unpaid minimum required contributions2020-05-310
Minimum required contributions for current year target normal cost2020-05-310
Net shortfall amortization installment of oustanding balance2020-05-3189,762
Waiver amortization installment2020-05-310
Total funding amount beforereflecting carryover/prefunding balances2020-05-3116,839
Carryover balance elected to use to offset funding requirement2020-05-310
Prefunding balance elected to use to offset funding requirement2020-05-318,355
Additional cash requirement2020-05-318,484
Contributions allocatedtoward minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for current year2020-05-318,484
Unpaid minimum required contributions for all years2020-05-318,484
2019: RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES 2019 401k membership
Market value of plan assets2019-05-31465,051
Acturial value of plan assets2019-05-31465,051
Funding target for retired participants and beneficiaries receiving payment2019-05-31327,033
Number of terminated vested participants2019-05-313
Fundng target for terminated vested participants2019-05-3132,319
Active participant vested funding target2019-05-31153,837
Number of active participants2019-05-312
Total funding liabilities for active participants2019-05-31153,837
Total participant count2019-05-3114
Total funding target for all participants2019-05-31513,189
Balance at beginning of prior year after applicable adjustments2019-05-310
Prefunding balance at beginning of prior year after applicable adjustments2019-05-312,809
Carryover balanced portion elected for use to offset prior years funding requirement2019-05-310
Prefunding balanced used to offset prior years funding requirement2019-05-310
Amount remaining of carryover balance2019-05-310
Amount remaining of prefunding balance2019-05-312,809
Present value of excess contributions2019-05-315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-05-315
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-05-315
Reductions in caryover balances due to elections or deemed elections2019-05-310
Reductions in prefunding balances due to elections or deemed elections2019-05-310
Balance of carryovers at beginning of current year2019-05-310
Balance of prefunding at beginning of current year2019-05-313,008
Total employer contributions2019-05-3120,000
Total employee contributions2019-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-05-310
Contributions made to avoid restrictions adjusted to valuation date2019-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-05-3119,093
Liquidity shortfalls end of Q12019-05-310
Liquidity shortfalls end of Q22019-05-310
Liquidity shortfalls end of Q32019-05-310
Liquidity shortfalls end of Q42019-05-310
Unpaid minimum required contributions for all prior years2019-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-05-310
Remaining amount of unpaid minimum required contributions2019-05-310
Minimum required contributions for current year target normal cost2019-05-310
Net shortfall amortization installment of oustanding balance2019-05-3151,146
Waiver amortization installment2019-05-310
Total funding amount beforereflecting carryover/prefunding balances2019-05-3113,594
Carryover balance elected to use to offset funding requirement2019-05-310
Prefunding balance elected to use to offset funding requirement2019-05-310
Additional cash requirement2019-05-3113,594
Contributions allocatedtoward minimum required contributions for current year2019-05-3119,093
Unpaid minimum required contributions for current year2019-05-310
Unpaid minimum required contributions for all years2019-05-310
2018: RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES 2018 401k membership
Market value of plan assets2018-05-31450,477
Acturial value of plan assets2018-05-31450,477
Funding target for retired participants and beneficiaries receiving payment2018-05-31322,131
Number of terminated vested participants2018-05-313
Fundng target for terminated vested participants2018-05-3124,839
Active participant vested funding target2018-05-31130,855
Number of active participants2018-05-312
Total funding liabilities for active participants2018-05-31130,855
Total participant count2018-05-3114
Total funding target for all participants2018-05-31477,825
Balance at beginning of prior year after applicable adjustments2018-05-310
Prefunding balance at beginning of prior year after applicable adjustments2018-05-3110,358
Carryover balanced portion elected for use to offset prior years funding requirement2018-05-310
Prefunding balanced used to offset prior years funding requirement2018-05-317,814
Amount remaining of carryover balance2018-05-310
Amount remaining of prefunding balance2018-05-312,544
Present value of excess contributions2018-05-311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-05-311
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-05-310
Reductions in caryover balances due to elections or deemed elections2018-05-310
Reductions in prefunding balances due to elections or deemed elections2018-05-310
Balance of carryovers at beginning of current year2018-05-310
Balance of prefunding at beginning of current year2018-05-312,809
Total employer contributions2018-05-3137,296
Total employee contributions2018-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-05-310
Contributions made to avoid restrictions adjusted to valuation date2018-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-05-3132,696
Liquidity shortfalls end of Q12018-05-310
Liquidity shortfalls end of Q22018-05-310
Liquidity shortfalls end of Q32018-05-310
Liquidity shortfalls end of Q42018-05-310
Unpaid minimum required contributions for all prior years2018-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-05-310
Remaining amount of unpaid minimum required contributions2018-05-310
Minimum required contributions for current year target normal cost2018-05-310
Net shortfall amortization installment of oustanding balance2018-05-3130,157
Waiver amortization installment2018-05-310
Total funding amount beforereflecting carryover/prefunding balances2018-05-3132,691
Additional cash requirement2018-05-3132,691
Contributions allocatedtoward minimum required contributions for current year2018-05-3132,696
Unpaid minimum required contributions for current year2018-05-310
Unpaid minimum required contributions for all years2018-05-310
2017: RETIREMENT PLAN FOR THE EMPLOYEES OF DALLAS SCOTTISH RITE BODIES 2017 401k membership
Market value of plan assets2017-05-31406,630
Acturial value of plan assets2017-05-31406,630
Funding target for retired participants and beneficiaries receiving payment2017-05-31363,214
Number of terminated vested participants2017-05-314
Fundng target for terminated vested participants2017-05-3187,057
Active participant vested funding target2017-05-31121,134
Number of active participants2017-05-312
Total funding liabilities for active participants2017-05-31121,134
Total participant count2017-05-3115
Total funding target for all participants2017-05-31571,405
Balance at beginning of prior year after applicable adjustments2017-05-310
Prefunding balance at beginning of prior year after applicable adjustments2017-05-3110,543
Carryover balanced portion elected for use to offset prior years funding requirement2017-05-310
Prefunding balanced used to offset prior years funding requirement2017-05-310
Amount remaining of carryover balance2017-05-310
Amount remaining of prefunding balance2017-05-3110,543
Present value of excess contributions2017-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-05-310
Reductions in caryover balances due to elections or deemed elections2017-05-310
Reductions in prefunding balances due to elections or deemed elections2017-05-310
Balance of carryovers at beginning of current year2017-05-310
Balance of prefunding at beginning of current year2017-05-3110,358
Total employer contributions2017-05-3179,904
Total employee contributions2017-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-05-3130,629
Contributions made to avoid restrictions adjusted to valuation date2017-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-05-3141,788
Liquidity shortfalls end of Q12017-05-310
Liquidity shortfalls end of Q22017-05-310
Liquidity shortfalls end of Q32017-05-310
Liquidity shortfalls end of Q42017-05-310
Unpaid minimum required contributions for all prior years2017-05-3130,629
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-05-3130,629
Remaining amount of unpaid minimum required contributions2017-05-310
Minimum required contributions for current year target normal cost2017-05-310
Net shortfall amortization installment of oustanding balance2017-05-31175,133
Waiver amortization installment2017-05-310
Waived amount of outstanding balance2017-05-310
Total funding amount beforereflecting carryover/prefunding balances2017-05-3149,601
Carryover balance elected to use to offset funding requirement2017-05-310
Prefunding balance elected to use to offset funding requirement2017-05-317,814
Additional cash requirement2017-05-3141,787
Contributions allocatedtoward minimum required contributions for current year2017-05-3141,788
Unpaid minimum required contributions for current year2017-05-310
Unpaid minimum required contributions for all years2017-05-310

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