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401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 401k Plan overview

Plan Name401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS
Plan identification number 005

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LEGAL AID OF NORTHWEST TEXAS has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MARCELO ESPARZA MARCELO ESPARZA2018-07-30
0052016-01-01MARCELO ESPARZA MARCELO ESPARZA2017-10-05
0052015-01-01MARCELO ESPARZO MARCELO ESPARZO2016-09-22
0052014-01-01MARCELO ESPARZO MARCELO ESPARZO2015-10-15
0052013-01-01KIM STERGIO KIM STERGIO2014-10-15
0052012-01-01ELIUD JIMENEZ ELIUD JIMENEZ2013-10-15
0052011-01-01PAMALA PARKER
0052009-01-01PAUL ROSALES
0052009-01-01PAUL ROSALES
0052009-01-01PAUL ROSALES

Plan Statistics for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS

401k plan membership statisitcs for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS

Measure Date Value
2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2022 401k membership
Total participants, beginning-of-year2022-01-01453
Total number of active participants reported on line 7a of the Form 55002022-01-01313
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01505
Number of participants with account balances2022-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2021 401k membership
Total participants, beginning-of-year2021-01-01421
Total number of active participants reported on line 7a of the Form 55002021-01-01311
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01140
Total of all active and inactive participants2021-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01453
Number of participants with account balances2021-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2020 401k membership
Total participants, beginning-of-year2020-01-01390
Total number of active participants reported on line 7a of the Form 55002020-01-01280
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01421
Number of participants with account balances2020-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2019 401k membership
Total participants, beginning-of-year2019-01-01377
Total number of active participants reported on line 7a of the Form 55002019-01-01260
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01127
Total of all active and inactive participants2019-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01390
Number of participants with account balances2019-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2018 401k membership
Total participants, beginning-of-year2018-01-01340
Total number of active participants reported on line 7a of the Form 55002018-01-01258
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01377
Number of participants with account balances2018-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2017 401k membership
Total participants, beginning-of-year2017-01-01320
Total number of active participants reported on line 7a of the Form 55002017-01-01231
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01107
Total of all active and inactive participants2017-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01340
Number of participants with account balances2017-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2016 401k membership
Total participants, beginning-of-year2016-01-01280
Total number of active participants reported on line 7a of the Form 55002016-01-01220
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01320
Number of participants with account balances2016-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01280
Number of participants with account balances2015-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2014 401k membership
Total participants, beginning-of-year2014-01-01245
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01256
Number of participants with account balances2014-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2013 401k membership
Total participants, beginning-of-year2013-01-01257
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01245
Number of participants with account balances2013-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01257
Number of participants with account balances2012-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2011 401k membership
Total participants, beginning-of-year2011-01-01256
Total number of active participants reported on line 7a of the Form 55002011-01-01214
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01255
Number of participants with account balances2011-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2009 401k membership
Total participants, beginning-of-year2009-01-01275
Total number of active participants reported on line 7a of the Form 55002009-01-01191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0196
Total of all active and inactive participants2009-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01287
Number of participants with account balances2009-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS

Measure Date Value
2022 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,300,879
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,060,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,056,269
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,206,122
Value of total assets at end of year2022-12-31$23,499,223
Value of total assets at beginning of year2022-12-31$25,860,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,754
Total interest from all sources2022-12-31$51,985
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,275,674
Participant contributions at end of year2022-12-31$478,450
Participant contributions at beginning of year2022-12-31$358,665
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$16,961
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$327
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$3,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,360,902
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,499,223
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,860,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,605,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,636,220
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$26,627
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$25,358
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,415,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,865,240
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-3,558,986
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$913,487
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,055,942
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2022-12-31750786316
2021 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,924,289
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$492,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$444,549
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,970,655
Value of total assets at end of year2021-12-31$25,860,125
Value of total assets at beginning of year2021-12-31$21,428,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,382
Total interest from all sources2021-12-31$66,469
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,158,631
Participant contributions at end of year2021-12-31$358,665
Participant contributions at beginning of year2021-12-31$399,228
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,334
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$48,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,431,358
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,860,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,428,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,636,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,494,904
Interest on participant loans2021-12-31$19,135
Interest earned on other investments2021-12-31$47,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,865,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,534,635
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,887,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$777,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$444,549
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER AND TIDWELL, L.L.P
Accountancy firm EIN2021-12-31750786316
2020 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,039,290
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$535,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$489,248
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,826,387
Value of total assets at end of year2020-12-31$21,428,767
Value of total assets at beginning of year2020-12-31$17,924,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,962
Total interest from all sources2020-12-31$68,827
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$880,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$913,693
Participant contributions at end of year2020-12-31$399,228
Participant contributions at beginning of year2020-12-31$447,942
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$105,623
Other income not declared elsewhere2020-12-31$32
Administrative expenses (other) incurred2020-12-31$45,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,504,080
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,428,767
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,924,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,475,223
Value of interest in pooled separate accounts at end of year2020-12-31$16,494,904
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$24,889
Interest earned on other investments2020-12-31$43,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,534,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,001,522
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$2,144,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$807,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$489,248
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER AND TIDWELL
Accountancy firm EIN2020-12-31750786316
2019 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,192,814
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$446,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$416,923
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,552,363
Value of total assets at end of year2019-12-31$17,924,687
Value of total assets at beginning of year2019-12-31$14,178,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,746
Total interest from all sources2019-12-31$80,345
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$880,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$783,874
Participant contributions at end of year2019-12-31$447,942
Participant contributions at beginning of year2019-12-31$477,946
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,732
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$29,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,746,145
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,924,687
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,178,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,475,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,058,551
Interest on participant loans2019-12-31$23,394
Interest earned on other investments2019-12-31$56,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,001,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,642,045
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$2,560,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$714,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$416,923
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2019-12-31750786316
2018 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$762,778
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$556,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$509,726
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,524,714
Value of total assets at end of year2018-12-31$14,178,542
Value of total assets at beginning of year2018-12-31$13,972,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,065
Total interest from all sources2018-12-31$43,737
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$880,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$665,529
Participant contributions at end of year2018-12-31$477,946
Participant contributions at beginning of year2018-12-31$449,904
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$235,695
Other income not declared elsewhere2018-12-31$32
Administrative expenses (other) incurred2018-12-31$47,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$205,987
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,178,542
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,972,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,058,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,036,323
Interest on participant loans2018-12-31$18,338
Interest earned on other investments2018-12-31$25,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,642,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,486,328
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-805,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$623,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$509,726
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2018-12-31750786316
2017 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,775,155
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$675,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$624,200
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,341,854
Value of total assets at end of year2017-12-31$13,972,555
Value of total assets at beginning of year2017-12-31$10,873,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,483
Total interest from all sources2017-12-31$38,373
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$880,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$573,371
Participant contributions at end of year2017-12-31$449,904
Participant contributions at beginning of year2017-12-31$480,903
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,173,562
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$51,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,099,472
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,972,555
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,873,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,036,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,554,005
Interest on participant loans2017-12-31$18,843
Interest earned on other investments2017-12-31$19,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,486,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,838,175
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,394,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$594,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$624,200
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2017-12-31750786316
2016 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,724,977
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$300,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$298,758
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,004,553
Value of total assets at end of year2016-12-31$10,873,083
Value of total assets at beginning of year2016-12-31$9,448,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,863
Total interest from all sources2016-12-31$35,045
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$880,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$446,366
Participant contributions at end of year2016-12-31$480,903
Participant contributions at beginning of year2016-12-31$410,889
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,950
Other income not declared elsewhere2016-12-31$728
Administrative expenses (other) incurred2016-12-31$1,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,424,356
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,873,083
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,448,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,554,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,414,764
Interest on participant loans2016-12-31$17,719
Interest earned on other investments2016-12-31$17,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,838,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,623,074
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$684,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$545,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$298,758
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN2016-12-31750786316
2015 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$873,261
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$824,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$822,998
Expenses. Certain deemed distributions of participant loans2015-12-31$728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$884,625
Value of total assets at end of year2015-12-31$9,448,727
Value of total assets at beginning of year2015-12-31$9,400,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,162
Total interest from all sources2015-12-31$31,579
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$880,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$404,795
Participant contributions at end of year2015-12-31$410,889
Participant contributions at beginning of year2015-12-31$397,404
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80
Other income not declared elsewhere2015-12-31$100
Administrative expenses (other) incurred2015-12-31$1,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$48,373
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,448,727
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,400,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,414,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,375,203
Interest on participant loans2015-12-31$16,045
Interest earned on other investments2015-12-31$15,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,623,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,627,747
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-43,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$479,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$822,998
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2015-12-31750786316
2014 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,389,836
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$973,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$916,146
Expenses. Certain deemed distributions of participant loans2014-12-31$57,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$743,893
Value of total assets at end of year2014-12-31$9,400,354
Value of total assets at beginning of year2014-12-31$8,984,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$32,780
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$880,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$309,521
Participant contributions at end of year2014-12-31$397,404
Participant contributions at beginning of year2014-12-31$418,242
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,521
Other income not declared elsewhere2014-12-31$110,808
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$416,138
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,400,354
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,984,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,375,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,934,274
Interest on participant loans2014-12-31$16,014
Interest earned on other investments2014-12-31$16,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,627,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,631,700
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$502,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$422,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$916,146
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2014-12-31750786316
2013 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$23,691
Total income from all sources (including contributions)2013-12-31$2,225,972
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,058,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,005,218
Expenses. Certain deemed distributions of participant loans2013-12-31$1,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$986,857
Value of total assets at end of year2013-12-31$8,984,216
Value of total assets at beginning of year2013-12-31$7,840,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,367
Total interest from all sources2013-12-31$36,386
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$715
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$880,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$331,828
Participant contributions at end of year2013-12-31$418,242
Participant contributions at beginning of year2013-12-31$420,206
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$15,048
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$271,994
Other income not declared elsewhere2013-12-31$40,129
Administrative expenses (other) incurred2013-12-31$51,652
Total non interest bearing cash at end of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,167,323
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,984,216
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,816,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,934,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,569,804
Interest on participant loans2013-12-31$17,526
Interest earned on other investments2013-12-31$18,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,631,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,833,816
Net investment gain/loss from pooled separate accounts2013-12-31$1,162,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$383,035
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,005,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$23,691
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRAZIER GILLS, P.C.
Accountancy firm EIN2013-12-31752820009
2012 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,718,188
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$979,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$656,928
Expenses. Certain deemed distributions of participant loans2012-12-31$45
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,026,796
Value of total assets at end of year2012-12-31$7,840,584
Value of total assets at beginning of year2012-12-31$7,077,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$322,313
Total interest from all sources2012-12-31$46,595
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$621
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$880,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$336,023
Participant contributions at end of year2012-12-31$420,206
Participant contributions at beginning of year2012-12-31$569,105
Participant contributions at end of year2012-12-31$15,048
Participant contributions at beginning of year2012-12-31$15,825
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$213,445
Other income not declared elsewhere2012-12-31$90,183
Administrative expenses (other) incurred2012-12-31$321,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$738,902
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,816,893
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,077,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,569,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,761,449
Interest on participant loans2012-12-31$19,300
Interest earned on other investments2012-12-31$27,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,833,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,711,777
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$554,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$477,328
Employer contributions (assets) at end of year2012-12-31$1,710
Employer contributions (assets) at beginning of year2012-12-31$19,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$656,928
Liabilities. Value of benefit claims payable at end of year2012-12-31$23,691
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRAZIER GILLLS, PC.
Accountancy firm EIN2012-12-31752820009
2011 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2011 401k financial data
Total transfer of assets to this plan2011-12-31$1,616,715
Total income from all sources (including contributions)2011-12-31$2,373,592
Total of all expenses incurred2011-12-31$313,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$313,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$598,491
Value of total assets at end of year2011-12-31$7,077,991
Value of total assets at beginning of year2011-12-31$5,017,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$400
Total interest from all sources2011-12-31$23,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$880,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$87,317
Participant contributions at end of year2011-12-31$569,105
Participant contributions at beginning of year2011-12-31$375,627
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$75,417
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,517
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$79,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$35,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$59,352
Other income not declared elsewhere2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$2,060,063
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,077,991
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,017,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,761,449
Interest on participant loans2011-12-31$18,968
Interest earned on other investments2011-12-31$4,071
Value of interest in common/collective trusts at beginning of year2011-12-31$4,507,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,711,777
Net investment gain/loss from pooled separate accounts2011-12-31$89,650
Net investment gain or loss from common/collective trusts2011-12-31$45,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$506,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$233,545
Contract administrator fees2011-12-31$400
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRAZIER GILLS, P.C.
Accountancy firm EIN2011-12-31752820009
2010 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$780,184
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$73,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$71,765
Expenses. Certain deemed distributions of participant loans2010-12-31$1,984
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$484,718
Value of total assets at end of year2010-12-31$5,017,928
Value of total assets at beginning of year2010-12-31$4,311,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$17,772
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$730,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$375,627
Participant contributions at beginning of year2010-12-31$312,059
Assets. Other investments not covered elsewhere at end of year2010-12-31$75,417
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$59,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$51,957
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$706,435
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,017,928
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,311,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$17,772
Value of interest in common/collective trusts at end of year2010-12-31$4,507,532
Value of interest in common/collective trusts at beginning of year2010-12-31$3,947,476
Net investment gain or loss from common/collective trusts2010-12-31$277,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$484,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$71,765
Contract administrator fees2010-12-31$0
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRAZIER GILLS, PC
Accountancy firm EIN2010-12-31752820809
2009 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS

2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831
Policy instance 1
Insurance contract or identification number008831
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,727
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees4727
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered453
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,292
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees1292
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered421
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,292
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees1292
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered390
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,976
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees1976
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered340
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,067
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees1067
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered280
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $762
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees762
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered256
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,390
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees3390
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered245
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,142
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees4142
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered257
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,735
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees7750
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameGORDON ESTES
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008831F
Policy instance 1
Insurance contract or identification number008831F
Number of Individuals Covered255
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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