401k Plan data: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. plan

PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 401k Plan overview

Plan Name	PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.
Plan identification number	001

PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. Benefits

401k Plan Type

Defined 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).
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

EASTER SEALS CENTRAL TEXAS has sponsored the creation of one or more 401k plans.

Company Name: EASTER SEALS CENTRAL TEXAS

Employer identification number (EIN): 750808811

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01 DONNA QUINN 2022-06-15
001 2020-09-01 DONNA QUINN 2022-06-15
001 2019-09-01 SILVIJA JAKUBOWSKI 2021-06-10 SILVIJA JAKUBOWSKI 2021-06-10
001 2018-09-01 SILVIJA JAKUBOWSKI 2020-07-14 SILVIJA JAKUBOWSKI 2020-07-14
001 2017-09-01 SILVIJA JAKUBOWSKI 2019-06-07 SILVIJA JAKUBOWSKI 2019-06-07
001 2016-09-01 SILVIJA JAKUBOWSKI 2018-06-14 SILVIJA JAKUBOWSKI 2018-06-14
001 2015-09-01 SILVIJA JAKUBOWSKI 2017-06-14
001 2014-09-01 SILVIJA JAKUBOWSKI 2016-06-14
001 2014-01-01 TAMI ANDRES TAMI ANDRES 2015-10-15
001 2013-09-01 DOROTHY M. MOSER 2015-06-10
001 2012-09-01 DOROTHY M. MOSER 2014-06-10
001 2011-09-01 DOROTHY M. MOSER 2013-06-13
001 2010-09-01 DOROTHY M. MOSER 2012-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-09-01	DONNA QUINN	2022-06-15
001	2020-09-01	DONNA QUINN	2022-06-15
001	2019-09-01	SILVIJA JAKUBOWSKI	2021-06-10	SILVIJA JAKUBOWSKI	2021-06-10
001	2018-09-01	SILVIJA JAKUBOWSKI	2020-07-14	SILVIJA JAKUBOWSKI	2020-07-14
001	2017-09-01	SILVIJA JAKUBOWSKI	2019-06-07	SILVIJA JAKUBOWSKI	2019-06-07
001	2016-09-01	SILVIJA JAKUBOWSKI	2018-06-14	SILVIJA JAKUBOWSKI	2018-06-14
001	2015-09-01	SILVIJA JAKUBOWSKI	2017-06-14
001	2014-09-01	SILVIJA JAKUBOWSKI	2016-06-14
001	2014-01-01	TAMI ANDRES		TAMI ANDRES	2015-10-15
001	2013-09-01	DOROTHY M. MOSER	2015-06-10
001	2012-09-01	DOROTHY M. MOSER	2014-06-10
001	2011-09-01	DOROTHY M. MOSER	2013-06-13
001	2010-09-01	DOROTHY M. MOSER	2012-06-14

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Measure Date Value
2021: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2021 401k membership
Market value of plan assets 2021-08-31 312,429
Acturial value of plan assets 2021-08-31 302,096
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 172,874
Number of terminated vested participants 2021-08-31 15
Fundng target for terminated vested participants 2021-08-31 153,615
Active participant vested funding target 2021-08-31 0
Number of active participants 2021-08-31 0
Total funding liabilities for active participants 2021-08-31 0
Total participant count 2021-08-31 24
Total funding target for all participants 2021-08-31 326,489
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 0
Amount remaining of carryover balance 2021-08-31 0
Amount remaining of prefunding balance 2021-08-31 0
Present value of excess contributions 2021-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 0
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 0
Total employer contributions 2021-08-31 141,372
Total employee contributions 2021-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 135,460
Unpaid minimum required contributions for all prior years 2021-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-31 0
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 36,000
Net shortfall amortization installment of oustanding balance 2021-08-31 24,934
Waiver amortization installment 2021-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-31 48,435
Additional cash requirement 2021-08-31 48,435
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 135,460
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2020 401k membership
Market value of plan assets 2020-08-31 262,189
Acturial value of plan assets 2020-08-31 263,410
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 175,349
Number of terminated vested participants 2020-08-31 15
Fundng target for terminated vested participants 2020-08-31 147,735
Active participant vested funding target 2020-08-31 2,076
Number of active participants 2020-08-31 1
Total funding liabilities for active participants 2020-08-31 2,076
Total participant count 2020-08-31 25
Total funding target for all participants 2020-08-31 325,160
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 68,260
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 66,163
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 40,000
Net shortfall amortization installment of oustanding balance 2020-08-31 61,750
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 66,154
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 66,154
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 66,163
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2019 401k membership
Market value of plan assets 2019-08-31 218,284
Acturial value of plan assets 2019-08-31 218,284
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 179,194
Number of terminated vested participants 2019-08-31 15
Fundng target for terminated vested participants 2019-08-31 133,178
Active participant vested funding target 2019-08-31 2,048
Number of active participants 2019-08-31 1
Total funding liabilities for active participants 2019-08-31 2,048
Total participant count 2019-08-31 26
Total funding target for all participants 2019-08-31 314,420
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 0
Present value of excess contributions 2019-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 0
Total employer contributions 2019-08-31 91,798
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 85,977
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 65,000
Net shortfall amortization installment of oustanding balance 2019-08-31 96,136
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 85,977
Carryover balance elected to use to offset funding requirement 2019-08-31 0
Prefunding balance elected to use to offset funding requirement 2019-08-31 0
Additional cash requirement 2019-08-31 85,977
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 85,977
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2018 401k membership
Market value of plan assets 2018-08-31 231,589
Acturial value of plan assets 2018-08-31 231,589
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 180,898
Number of terminated vested participants 2018-08-31 15
Fundng target for terminated vested participants 2018-08-31 123,479
Active participant vested funding target 2018-08-31 2,065
Number of active participants 2018-08-31 1
Total funding liabilities for active participants 2018-08-31 2,065
Total participant count 2018-08-31 26
Total funding target for all participants 2018-08-31 306,442
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 0
Present value of excess contributions 2018-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 0
Total employer contributions 2018-08-31 52,841
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 50,449
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 35,000
Net shortfall amortization installment of oustanding balance 2018-08-31 74,853
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 50,449
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 50,449
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 50,449
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2017 401k membership
Market value of plan assets 2017-08-31 229,111
Acturial value of plan assets 2017-08-31 229,111
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 164,112
Number of terminated vested participants 2017-08-31 16
Fundng target for terminated vested participants 2017-08-31 120,166
Active participant vested funding target 2017-08-31 2,084
Number of active participants 2017-08-31 1
Total funding liabilities for active participants 2017-08-31 2,084
Total participant count 2017-08-31 26
Total funding target for all participants 2017-08-31 286,362
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 0
Present value of excess contributions 2017-08-31 457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 485
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 0
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 0
Total employer contributions 2017-08-31 43,093
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 41,372
Liquidity shortfalls end of Q1 2017-08-31 0
Liquidity shortfalls end of Q2 2017-08-31 0
Liquidity shortfalls end of Q3 2017-08-31 0
Liquidity shortfalls end of Q4 2017-08-31 0
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 30,000
Net shortfall amortization installment of oustanding balance 2017-08-31 57,251
Waiver amortization installment 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 41,370
Additional cash requirement 2017-08-31 41,370
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 41,372
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0
2014: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
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 1
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 17
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: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2021 401k membership
Market value of plan assets	2021-08-31	312,429
Acturial value of plan assets	2021-08-31	302,096
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	172,874
Number of terminated vested participants	2021-08-31	15
Fundng target for terminated vested participants	2021-08-31	153,615
Active participant vested funding target	2021-08-31	0
Number of active participants	2021-08-31	0
Total funding liabilities for active participants	2021-08-31	0
Total participant count	2021-08-31	24
Total funding target for all participants	2021-08-31	326,489
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	0
Present value of excess contributions	2021-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	0
Total employer contributions	2021-08-31	141,372
Total employee contributions	2021-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	135,460
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	36,000
Net shortfall amortization installment of oustanding balance	2021-08-31	24,934
Waiver amortization installment	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	48,435
Additional cash requirement	2021-08-31	48,435
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	135,460
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2020 401k membership
Market value of plan assets	2020-08-31	262,189
Acturial value of plan assets	2020-08-31	263,410
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	175,349
Number of terminated vested participants	2020-08-31	15
Fundng target for terminated vested participants	2020-08-31	147,735
Active participant vested funding target	2020-08-31	2,076
Number of active participants	2020-08-31	1
Total funding liabilities for active participants	2020-08-31	2,076
Total participant count	2020-08-31	25
Total funding target for all participants	2020-08-31	325,160
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	68,260
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	66,163
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	40,000
Net shortfall amortization installment of oustanding balance	2020-08-31	61,750
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	66,154
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	66,154
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	66,163
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2019 401k membership
Market value of plan assets	2019-08-31	218,284
Acturial value of plan assets	2019-08-31	218,284
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	179,194
Number of terminated vested participants	2019-08-31	15
Fundng target for terminated vested participants	2019-08-31	133,178
Active participant vested funding target	2019-08-31	2,048
Number of active participants	2019-08-31	1
Total funding liabilities for active participants	2019-08-31	2,048
Total participant count	2019-08-31	26
Total funding target for all participants	2019-08-31	314,420
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	0
Present value of excess contributions	2019-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	91,798
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	85,977
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	65,000
Net shortfall amortization installment of oustanding balance	2019-08-31	96,136
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	85,977
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	85,977
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	85,977
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2018 401k membership
Market value of plan assets	2018-08-31	231,589
Acturial value of plan assets	2018-08-31	231,589
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	180,898
Number of terminated vested participants	2018-08-31	15
Fundng target for terminated vested participants	2018-08-31	123,479
Active participant vested funding target	2018-08-31	2,065
Number of active participants	2018-08-31	1
Total funding liabilities for active participants	2018-08-31	2,065
Total participant count	2018-08-31	26
Total funding target for all participants	2018-08-31	306,442
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	0
Present value of excess contributions	2018-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	0
Total employer contributions	2018-08-31	52,841
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	50,449
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	35,000
Net shortfall amortization installment of oustanding balance	2018-08-31	74,853
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	50,449
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	50,449
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	50,449
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2017 401k membership
Market value of plan assets	2017-08-31	229,111
Acturial value of plan assets	2017-08-31	229,111
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	164,112
Number of terminated vested participants	2017-08-31	16
Fundng target for terminated vested participants	2017-08-31	120,166
Active participant vested funding target	2017-08-31	2,084
Number of active participants	2017-08-31	1
Total funding liabilities for active participants	2017-08-31	2,084
Total participant count	2017-08-31	26
Total funding target for all participants	2017-08-31	286,362
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	0
Present value of excess contributions	2017-08-31	457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	485
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	0
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	0
Total employer contributions	2017-08-31	43,093
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	41,372
Liquidity shortfalls end of Q1	2017-08-31	0
Liquidity shortfalls end of Q2	2017-08-31	0
Liquidity shortfalls end of Q3	2017-08-31	0
Liquidity shortfalls end of Q4	2017-08-31	0
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	30,000
Net shortfall amortization installment of oustanding balance	2017-08-31	57,251
Waiver amortization installment	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	41,370
Additional cash requirement	2017-08-31	41,370
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	41,372
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0
2014: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
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	1
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Measure	Date	Value
2014 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$356,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$98,225
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$121,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$118,876
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$67,044
Value of total assets at end of year	2014-12-31	$333,201
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,715
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$5,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$5,779
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$265,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$59,490
Participant contributions at end of year	2014-12-31	$468
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,554
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-23,366
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$333,201
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$332,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$18
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$2
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$25,382
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$118,876
Contract administrator fees	2014-12-31	$2,715
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

2014: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	354
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EASTER SEALS CENTRAL TEXAS
Employer identification number (EIN):	750808811
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations