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WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN
Plan identification number 002

WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

WEST TEXAS REHABILITATION CENTER has sponsored the creation of one or more 401k plans.

Company Name:WEST TEXAS REHABILITATION CENTER
Employer identification number (EIN):750868320
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES HUGHES JAMES HUGHES2018-10-13
0022016-01-01JAMES HUGHES JAMES HUGHES2017-10-13
0022015-01-01JAMES HUGHES
0022014-01-01JAMES HUGHES
0022013-01-01JAMES HUGHES
0022012-01-01JAMES HUGHES
0022011-01-01JAMES HUGHES
0022010-01-01JAMES HUGHES
0022009-01-01JAMES HUGHES

Plan Statistics for WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01426
Total number of active participants reported on line 7a of the Form 55002022-01-01313
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01128
Total of all active and inactive participants2022-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01441
Number of participants with account balances2022-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01413
Total number of active participants reported on line 7a of the Form 55002021-01-01304
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01424
Number of participants with account balances2021-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01401
Total number of active participants reported on line 7a of the Form 55002020-01-01306
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01409
Number of participants with account balances2020-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01404
Total number of active participants reported on line 7a of the Form 55002019-01-01306
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01392
Number of participants with account balances2019-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01327
Total number of active participants reported on line 7a of the Form 55002018-01-01296
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01398
Number of participants with account balances2018-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01341
Total number of active participants reported on line 7a of the Form 55002017-01-01241
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01324
Number of participants with account balances2017-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01340
Total number of active participants reported on line 7a of the Form 55002016-01-01245
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01337
Number of participants with account balances2016-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01347
Total number of active participants reported on line 7a of the Form 55002015-01-01254
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01338
Number of participants with account balances2015-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01354
Total number of active participants reported on line 7a of the Form 55002014-01-01259
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01344
Number of participants with account balances2014-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01340
Total number of active participants reported on line 7a of the Form 55002013-01-01246
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01105
Total of all active and inactive participants2013-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01351
Number of participants with account balances2013-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01329
Total number of active participants reported on line 7a of the Form 55002012-01-01239
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01335
Number of participants with account balances2012-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01327
Total number of active participants reported on line 7a of the Form 55002011-01-01228
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0196
Total of all active and inactive participants2011-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01324
Number of participants with account balances2011-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01330
Total number of active participants reported on line 7a of the Form 55002010-01-01235
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0190
Total of all active and inactive participants2010-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01325
Number of participants with account balances2010-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01347
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0190
Total of all active and inactive participants2009-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01328
Number of participants with account balances2009-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$1,558
Total income from all sources (including contributions)2022-12-31$-2,504,803
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,812,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,773,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,246,676
Value of total assets at end of year2022-12-31$25,211,010
Value of total assets at beginning of year2022-12-31$29,529,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,426
Total interest from all sources2022-12-31$15,675
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$978,702
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$978,702
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$1,410,780
Participant contributions at end of year2022-12-31$342,666
Participant contributions at beginning of year2022-12-31$278,849
Participant contributions at end of year2022-12-31$51,978
Participant contributions at beginning of year2022-12-31$52,307
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$83,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,558
Other income not declared elsewhere2022-12-31$4,633
Administrative expenses (other) incurred2022-12-31$39,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,317,337
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,211,010
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,528,347
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,290,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,627,055
Interest on participant loans2022-12-31$15,675
Value of interest in common/collective trusts at end of year2022-12-31$497,236
Value of interest in common/collective trusts at beginning of year2022-12-31$543,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,756,733
Net investment gain or loss from common/collective trusts2022-12-31$6,244
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$752,034
Employer contributions (assets) at end of year2022-12-31$28,270
Employer contributions (assets) at beginning of year2022-12-31$27,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,773,108
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2022-12-31751056027
2021 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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$1,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,327
Total income from all sources (including contributions)2021-12-31$5,792,483
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,443,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,401,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,040,593
Value of total assets at end of year2021-12-31$29,529,905
Value of total assets at beginning of year2021-12-31$25,181,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,172
Total interest from all sources2021-12-31$14,522
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$934,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$934,622
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,336,066
Participant contributions at end of year2021-12-31$278,849
Participant contributions at beginning of year2021-12-31$309,942
Participant contributions at end of year2021-12-31$52,307
Participant contributions at beginning of year2021-12-31$46,222
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,327
Other income not declared elsewhere2021-12-31$9,324
Administrative expenses (other) incurred2021-12-31$42,172
Total non interest bearing cash at beginning of year2021-12-31$2,985
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$4,349,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,528,347
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,179,178
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$28,627,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,081,224
Interest on participant loans2021-12-31$14,522
Value of interest in common/collective trusts at end of year2021-12-31$543,831
Value of interest in common/collective trusts at beginning of year2021-12-31$718,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,785,411
Net investment gain or loss from common/collective trusts2021-12-31$8,011
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$662,948
Employer contributions (assets) at end of year2021-12-31$27,863
Employer contributions (assets) at beginning of year2021-12-31$22,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,401,142
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 name2021-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2021-12-31751056027
2020 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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$2,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,924
Total income from all sources (including contributions)2020-12-31$5,101,829
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,721,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,687,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,913,503
Value of total assets at end of year2020-12-31$25,181,505
Value of total assets at beginning of year2020-12-31$21,800,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,544
Total interest from all sources2020-12-31$15,623
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$705,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$705,610
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,262,327
Participant contributions at end of year2020-12-31$309,942
Participant contributions at beginning of year2020-12-31$294,829
Participant contributions at end of year2020-12-31$46,222
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$53,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,924
Other income not declared elsewhere2020-12-31$3,840
Administrative expenses (other) incurred2020-12-31$33,544
Total non interest bearing cash at end of year2020-12-31$2,985
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,380,409
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,179,178
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,798,769
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$24,081,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,803,658
Interest on participant loans2020-12-31$15,623
Value of interest in common/collective trusts at end of year2020-12-31$718,336
Value of interest in common/collective trusts at beginning of year2020-12-31$702,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,443,973
Net investment gain or loss from common/collective trusts2020-12-31$19,280
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$597,699
Employer contributions (assets) at end of year2020-12-31$22,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,687,876
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2020-12-31751056027
2019 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$1,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,831
Total income from all sources (including contributions)2019-12-31$5,776,104
Total income from all sources (including contributions)2019-12-31$5,776,104
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,139,719
Total of all expenses incurred2019-12-31$1,139,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,104,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,104,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,891,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,891,257
Value of total assets at end of year2019-12-31$21,800,693
Value of total assets at end of year2019-12-31$21,800,693
Value of total assets at beginning of year2019-12-31$17,164,215
Value of total assets at beginning of year2019-12-31$17,164,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,763
Total interest from all sources2019-12-31$15,012
Total interest from all sources2019-12-31$15,012
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$635,944
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$635,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$635,944
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$635,944
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$1,178,009
Contributions received from participants2019-12-31$1,178,009
Participant contributions at end of year2019-12-31$294,829
Participant contributions at end of year2019-12-31$294,829
Participant contributions at beginning of year2019-12-31$249,176
Participant contributions at beginning of year2019-12-31$249,176
Participant contributions at beginning of year2019-12-31$9
Participant contributions at beginning of year2019-12-31$9
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$149,152
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$149,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,831
Other income not declared elsewhere2019-12-31$3,934
Other income not declared elsewhere2019-12-31$3,934
Administrative expenses (other) incurred2019-12-31$34,763
Administrative expenses (other) incurred2019-12-31$34,763
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$4,636,385
Value of net income/loss2019-12-31$4,636,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,798,769
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,798,769
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,162,384
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,162,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$20,803,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,803,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,022,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,022,174
Interest on participant loans2019-12-31$15,012
Interest on participant loans2019-12-31$15,012
Value of interest in common/collective trusts at end of year2019-12-31$702,206
Value of interest in common/collective trusts at end of year2019-12-31$702,206
Value of interest in common/collective trusts at beginning of year2019-12-31$892,348
Value of interest in common/collective trusts at beginning of year2019-12-31$892,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,211,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,211,127
Net investment gain or loss from common/collective trusts2019-12-31$18,830
Net investment gain or loss from common/collective trusts2019-12-31$18,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$564,096
Contributions received in cash from employer2019-12-31$564,096
Employer contributions (assets) at beginning of year2019-12-31$508
Employer contributions (assets) at beginning of year2019-12-31$508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,104,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,104,956
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CONDLEY AND COMPANY LLP
Accountancy firm name2019-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2019-12-31751056027
Accountancy firm EIN2019-12-31751056027
2018 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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$1,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$67,452
Total income from all sources (including contributions)2018-12-31$944,243
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,105,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,081,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,083,250
Value of total assets at end of year2018-12-31$17,164,215
Value of total assets at beginning of year2018-12-31$17,391,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,604
Total interest from all sources2018-12-31$13,249
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$653,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$653,265
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,077,607
Participant contributions at end of year2018-12-31$249,176
Participant contributions at beginning of year2018-12-31$289,225
Participant contributions at end of year2018-12-31$9
Participant contributions at beginning of year2018-12-31$41,441
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$482,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$67,452
Administrative expenses (other) incurred2018-12-31$24,604
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-161,388
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,162,384
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,323,772
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$16,022,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,933,446
Interest on participant loans2018-12-31$13,249
Value of interest in common/collective trusts at end of year2018-12-31$892,348
Value of interest in common/collective trusts at beginning of year2018-12-31$1,107,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,824,570
Net investment gain or loss from common/collective trusts2018-12-31$19,049
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$523,486
Employer contributions (assets) at end of year2018-12-31$508
Employer contributions (assets) at beginning of year2018-12-31$19,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,081,027
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 name2018-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2018-12-31751056027
2017 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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$67,452
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$3,903,388
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$976,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$950,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,395,160
Value of total assets at end of year2017-12-31$17,391,224
Value of total assets at beginning of year2017-12-31$14,397,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,884
Total interest from all sources2017-12-31$11,835
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$501,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$501,964
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$958,546
Participant contributions at end of year2017-12-31$289,225
Participant contributions at beginning of year2017-12-31$227,486
Participant contributions at end of year2017-12-31$41,441
Participant contributions at beginning of year2017-12-31$32,432
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$67,452
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$26,884
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$171,104
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$2,926,474
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,323,772
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,397,298
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$15,933,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,518,303
Interest on participant loans2017-12-31$11,835
Value of interest in common/collective trusts at end of year2017-12-31$1,107,226
Value of interest in common/collective trusts at beginning of year2017-12-31$1,432,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,970,797
Net investment gain or loss from common/collective trusts2017-12-31$23,632
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$429,740
Employer contributions (assets) at end of year2017-12-31$19,886
Employer contributions (assets) at beginning of year2017-12-31$15,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$950,030
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 name2017-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2017-12-31751056027
2016 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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$278,169
Total income from all sources (including contributions)2016-12-31$2,628,943
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,604,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,578,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,332,173
Value of total assets at end of year2016-12-31$14,397,298
Value of total assets at beginning of year2016-12-31$13,651,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,711
Total interest from all sources2016-12-31$9,539
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$377,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$377,653
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$912,844
Participant contributions at end of year2016-12-31$227,486
Participant contributions at beginning of year2016-12-31$268,609
Participant contributions at end of year2016-12-31$32,432
Participant contributions at beginning of year2016-12-31$34,023
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$33,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$386
Liabilities. Value of operating payables at beginning of year2016-12-31$277,783
Total non interest bearing cash at end of year2016-12-31$171,104
Total non interest bearing cash at beginning of year2016-12-31$224,347
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$1,024,344
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,397,298
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,372,954
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
Investment advisory and management fees2016-12-31$25,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,518,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,118,399
Interest on participant loans2016-12-31$9,539
Value of interest in common/collective trusts at end of year2016-12-31$1,432,326
Value of interest in common/collective trusts at beginning of year2016-12-31$989,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$889,535
Net investment gain or loss from common/collective trusts2016-12-31$20,043
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$419,329
Employer contributions (assets) at end of year2016-12-31$15,647
Employer contributions (assets) at beginning of year2016-12-31$15,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,545,632
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 name2016-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2016-12-31751056027
2015 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$278,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$45,921
Total income from all sources (including contributions)2015-12-31$1,209,907
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$925,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$897,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,388,102
Value of total assets at end of year2015-12-31$13,651,123
Value of total assets at beginning of year2015-12-31$13,134,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,404
Total interest from all sources2015-12-31$9,124
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$507,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$507,430
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$903,516
Participant contributions at end of year2015-12-31$268,609
Participant contributions at beginning of year2015-12-31$197,568
Participant contributions at end of year2015-12-31$34,023
Participant contributions at beginning of year2015-12-31$32,622
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$2,405
Liabilities. Value of operating payables at end of year2015-12-31$277,783
Liabilities. Value of operating payables at beginning of year2015-12-31$45,921
Total non interest bearing cash at end of year2015-12-31$224,347
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$284,701
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,372,954
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,088,253
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
Investment advisory and management fees2015-12-31$27,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,118,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,862,820
Interest on participant loans2015-12-31$9,124
Value of interest in common/collective trusts at end of year2015-12-31$989,839
Value of interest in common/collective trusts at beginning of year2015-12-31$1,027,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-712,791
Net investment gain or loss from common/collective trusts2015-12-31$15,637
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$420,569
Employer contributions (assets) at end of year2015-12-31$15,906
Employer contributions (assets) at beginning of year2015-12-31$13,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$897,802
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 name2015-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2015-12-31751056027
2014 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$191,720
Total unrealized appreciation/depreciation of assets2014-12-31$191,720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,921
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$2,023,920
Total loss/gain on sale of assets2014-12-31$37,114
Total of all expenses incurred2014-12-31$876,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$850,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,269,098
Value of total assets at end of year2014-12-31$13,134,174
Value of total assets at beginning of year2014-12-31$11,940,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,186
Total interest from all sources2014-12-31$11,179
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$819,309
Participant contributions at end of year2014-12-31$197,568
Participant contributions at beginning of year2014-12-31$244,322
Participant contributions at end of year2014-12-31$32,622
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$133,607
Liabilities. Value of operating payables at end of year2014-12-31$45,921
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$1,147,701
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,088,253
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,940,552
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
Investment advisory and management fees2014-12-31$26,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,862,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,724,278
Interest on participant loans2014-12-31$11,179
Value of interest in common/collective trusts at end of year2014-12-31$1,027,865
Value of interest in common/collective trusts at beginning of year2014-12-31$971,952
Net investment gain/loss from pooled separate accounts2014-12-31$497,180
Net investment gain or loss from common/collective trusts2014-12-31$17,629
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$316,182
Employer contributions (assets) at end of year2014-12-31$13,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$850,033
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
Aggregate proceeds on sale of assets2014-12-31$3,887,199
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,850,085
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 name2014-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2014-12-31751056027
2013 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$0
Total income from all sources (including contributions)2013-12-31$3,082,795
Total loss/gain on sale of assets2013-12-31$79,900
Total of all expenses incurred2013-12-31$491,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$450,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,162,070
Value of total assets at end of year2013-12-31$11,940,552
Value of total assets at beginning of year2013-12-31$9,348,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,538
Total interest from all sources2013-12-31$10,697
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$746,240
Participant contributions at end of year2013-12-31$244,322
Participant contributions at beginning of year2013-12-31$188,251
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$119,886
Administrative expenses (other) incurred2013-12-31$14,814
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$2,591,662
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,940,552
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,348,890
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
Investment advisory and management fees2013-12-31$25,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,724,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,556,118
Interest on participant loans2013-12-31$10,697
Value of interest in common/collective trusts at end of year2013-12-31$971,952
Value of interest in common/collective trusts at beginning of year2013-12-31$604,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$337,734
Net investment gain/loss from pooled separate accounts2013-12-31$1,479,754
Net investment gain or loss from common/collective trusts2013-12-31$12,640
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$295,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$450,595
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
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
Aggregate proceeds on sale of assets2013-12-31$1,702,432
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,622,532
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 name2013-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2013-12-31751056027
2012 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$9,348,890
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-8,661,568
Total unrealized appreciation/depreciation of assets2012-12-31$687,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$2,003,516
Total loss/gain on sale of assets2012-12-31$88,062
Total of all expenses incurred2012-12-31$484,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$461,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$969,429
Value of total assets at end of year2012-12-31$9,348,890
Value of total assets at beginning of year2012-12-31$7,830,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,141
Total interest from all sources2012-12-31$8,872
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$674,592
Participant contributions at end of year2012-12-31$188,251
Participant contributions at beginning of year2012-12-31$229,110
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,609
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$1,518,750
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,348,890
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,830,140
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
Investment advisory and management fees2012-12-31$23,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,556,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,796,519
Interest on participant loans2012-12-31$8,872
Value of interest in common/collective trusts at end of year2012-12-31$604,521
Value of interest in common/collective trusts at beginning of year2012-12-31$804,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$249,831
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$271,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$461,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Aggregate proceeds on sale of assets2012-12-31$2,028,166
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,940,104
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2012-12-31751056027
2011 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-348,009
Total unrealized appreciation/depreciation of assets2011-12-31$-348,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$805,731
Total loss/gain on sale of assets2011-12-31$-10,109
Total of all expenses incurred2011-12-31$952,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$928,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$935,915
Value of total assets at end of year2011-12-31$7,830,140
Value of total assets at beginning of year2011-12-31$7,977,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,670
Total interest from all sources2011-12-31$8,639
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$658,418
Participant contributions at end of year2011-12-31$229,110
Participant contributions at beginning of year2011-12-31$174,153
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-146,865
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,830,140
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,977,005
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
Investment advisory and management fees2011-12-31$23,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,796,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,360,226
Interest on participant loans2011-12-31$8,639
Value of interest in common/collective trusts at end of year2011-12-31$804,511
Value of interest in common/collective trusts at beginning of year2011-12-31$442,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$219,295
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$270,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$928,926
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Aggregate proceeds on sale of assets2011-12-31$1,925,287
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,935,396
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 name2011-12-31CONDLEY AND COMPANY LLP
Accountancy firm EIN2011-12-31751056027
2010 : WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$738,531
Total unrealized appreciation/depreciation of assets2010-12-31$738,531
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$1,899,408
Total loss/gain on sale of assets2010-12-31$77,631
Total of all expenses incurred2010-12-31$479,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$457,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$883,779
Value of total assets at end of year2010-12-31$7,977,005
Value of total assets at beginning of year2010-12-31$6,557,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,094
Total interest from all sources2010-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$612,796
Participant contributions at end of year2010-12-31$174,153
Participant contributions at beginning of year2010-12-31$214,482
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$1,419,925
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,977,005
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,557,080
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
Investment advisory and management fees2010-12-31$22,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,360,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,939,059
Value of interest in common/collective trusts at end of year2010-12-31$442,626
Value of interest in common/collective trusts at beginning of year2010-12-31$403,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$189,444
Net investment gain or loss from common/collective trusts2010-12-31$10,023
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$270,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$457,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2010-12-31$2,104,186
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,026,555
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 name2010-12-31CONDLEY AND COMPANY, LLP
Accountancy firm EIN2010-12-31751056027

Form 5500 Responses for WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN

2022: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEST TEXAS REHABILITATION CENTER EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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