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TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW
Employer identification number (EIN):750575065
NAIC Classification:711210
NAIC Description: Spectator Sports

Additional information about SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1916-12-15
Company Identification Number: 0003057101
Legal Registered Office Address: PO BOX 150

FORT WORTH
United States of America (USA)
76101

More information about SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KIMBERLY DEWOODY2024-07-16
0022022-01-01KIMBERLY DEWOODY2023-08-22
0022021-01-01KIMBERLY DEWOODY2022-05-16
0022020-01-01KIMBERLY DEWOODY2021-05-21
0022019-01-01GINNY BROWN2020-10-14
0022018-01-01GINNY BROWN2019-09-25
0022017-01-01GINNY BROWN2018-05-04 GINNY BROWN2018-05-04
0022016-01-01GINNY BROWN2017-05-10 GINNY BROWN2017-05-10
0022015-01-01GINNY BROWN2016-05-26 GINNY BROWN2016-05-26
0022014-01-01GINNY BROWN2015-07-09 GINNY BROWN2015-07-09

Financial Data on TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-300
Total liabilities as of the end of the plan year2025-06-300
Total liabilities as of the beginning of the plan year2025-06-300
Total expenses incurred by plan in this plan year2025-06-3046284
Net assets as of the end of the plan year2025-06-305547867
Total assets as of the beginning of the plan year2025-06-304631628
Value of plan covered by a fidelity bond2025-06-301000000
Participant contributions to plan in this plan year2025-06-30209766
Other expenses paid from plan in this plan year2025-06-300
Other contributions to plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-30752757
Plan net income in this plan year2025-06-30916239
Net assets as of the end of the plan year2025-06-305547867
Net assets as of the beginning of the plan year2025-06-304631628
Employer contributions to plan in this plan year2025-06-300
Fees paid to broker by Benefit Provider2025-06-30282
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-30128
2024 : TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-16486821
Net assets as of the end of the plan year2024-07-164631628
Total assets as of the beginning of the plan year2024-07-164154655
Value of plan covered by a fidelity bond2024-07-161000000
Participant contributions to plan in this plan year2024-07-16227645
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-1631308
Other income to plan in this plan year2024-07-16704841
Plan net income in this plan year2024-07-16476973
Net assets as of the end of the plan year2024-07-164631628
Net assets as of the beginning of the plan year2024-07-164154655
Employer contributions to plan in this plan year2024-07-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16106
2022 : TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN EXPOSITION & LIVESTOCK SHOW 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-160
Total liabilities as of the end of the plan year2022-05-160
Total liabilities as of the beginning of the plan year2022-05-160
Total expenses incurred by plan in this plan year2022-05-1628001
Net assets as of the end of the plan year2022-05-164892951
Total assets as of the beginning of the plan year2022-05-164061082
Value of plan covered by a fidelity bond2022-05-161000000
Participant contributions to plan in this plan year2022-05-16182085
Other expenses paid from plan in this plan year2022-05-16192
Other contributions to plan in this plan year2022-05-160
Other income to plan in this plan year2022-05-16677785
Plan net income in this plan year2022-05-16831869
Net assets as of the end of the plan year2022-05-164892951
Net assets as of the beginning of the plan year2022-05-164061082
Employer contributions to plan in this plan year2022-05-160
Fees paid to broker by Benefit Provider2022-05-16135

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