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Plan Name | LEGAL AID OF NORTHWEST TEXAS 401(K) PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LEGAL AID OF NORTHWEST TEXAS |
Employer identification number (EIN): | 750856086 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about LEGAL AID OF NORTHWEST TEXAS
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1951-12-17 |
Company Identification Number: | 0010887101 |
Legal Registered Office Address: |
600 E WEATHERFORD ST FL 3RD FORT WORTH United States of America (USA) 76102 |
More information about LEGAL AID OF NORTHWEST TEXAS
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2011-01-01 | PAMALA PARKER | |||
004 | 2009-01-01 | PAUL ROSALES | |||
004 | 2009-01-01 | PAUL ROSALES |
Measure | Date | Value |
---|---|---|
2011: LEGAL AID OF NORTHWEST TEXAS 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: LEGAL AID OF NORTHWEST TEXAS 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 33 |
Total of all active and inactive participants | 2009-01-01 | 222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 222 |
Number of participants with account balances | 2009-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : LEGAL AID OF NORTHWEST TEXAS 401(K) PLAN 2011 401k financial data | ||
Total transfer of assets from this plan | 2011-12-31 | $1,616,715 |
Total income from all sources (including contributions) | 2011-12-31 | $207,850 |
Total of all expenses incurred | 2011-12-31 | $1,775,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $153,318 |
Value of total corrective distributions | 2011-12-31 | $5,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $202,332 |
Value of total assets at end of year | 2011-12-31 | $0 |
Value of total assets at beginning of year | 2011-12-31 | $1,562,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,616,715 |
Total interest from all sources | 2011-12-31 | $2,091 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $880,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $153,317 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $202,332 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $47,335 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $37,809 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $9,133 |
Administrative expenses (other) incurred | 2011-12-31 | $1,616,715 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,568,022 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,562,183 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $2,091 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,467,906 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,427 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $153,318 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | No |
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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | FRAZIER GILLS, P.C. |
Accountancy firm EIN | 2011-12-31 | 752820009 |
2010 : LEGAL AID OF NORTHWEST TEXAS 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $355,509 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $34,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $34,948 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $232,547 |
Value of total assets at end of year | 2010-12-31 | $1,562,183 |
Value of total assets at beginning of year | 2010-12-31 | $1,241,622 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $1,599 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $730,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $223,150 |
Participant contributions at end of year | 2010-12-31 | $47,335 |
Participant contributions at beginning of year | 2010-12-31 | $33,501 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $37,809 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $9,397 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $9,133 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $8,097 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $320,561 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,562,183 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,241,622 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $1,599 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,467,906 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,200,024 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $121,363 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $34,948 |
Contract administrator fees | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FRAZIER GILLS, PC |
Accountancy firm EIN | 2010-12-31 | 752820009 |
2009 : LEGAL AID OF NORTHWEST TEXAS 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: LEGAL AID OF NORTHWEST TEXAS 401(K) PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | Yes |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LEGAL AID OF NORTHWEST TEXAS 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |