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EMPLOYEE BENEFIT PLAN OF TEXAS VETERINARY MEDICAL ASSOCIATION 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF TEXAS VETERINARY MEDICAL ASSOCIATION
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF TEXAS VETERINARY MEDICAL ASSOCIATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

TEXAS VETERINARY MEDICAL ASSOCIATIO N has sponsored the creation of one or more 401k plans.

Company Name:TEXAS VETERINARY MEDICAL ASSOCIATIO N
Employer identification number (EIN):751094125
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF TEXAS VETERINARY MEDICAL ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-08-09
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-08-01
0012021-01-01TARA EVANS2022-06-17
0012020-01-01PHIL TISUE2021-04-01
0012019-01-01PHIL TISUE2020-06-09
0012018-01-01PHIL TISUE2019-10-03
0012017-01-01PHIL TISUE2018-10-05
0012016-01-01PHIL TISUE2017-07-05
0012015-01-01PHIL TISUE2016-07-25
0012014-01-01PHIL TISUE2015-06-29
0012013-01-01PHIL TISUE2014-07-17
0012012-01-01PHIL TISUE2013-10-14
0012010-01-01MARGARET MACDONALD2011-07-20 MARGARET MACDONALD2011-07-20

Financial Data on EMPLOYEE BENEFIT PLAN OF TEXAS VETERINARY MEDICAL ASSOCIATION

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF TEXAS VETERINARY MEDICAL ASSOCIATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2581869
Net assets as of the end of the plan year2025-04-251543931
Total assets as of the beginning of the plan year2025-04-251291144
Value of plan covered by a fidelity bond2025-04-25500000
Participant contributions to plan in this plan year2025-04-2583698
Value of participant loans at end of plan year2025-04-2536554
Other income to plan in this plan year2025-04-25180982
Plan net income in this plan year2025-04-25252787
Net assets as of the end of the plan year2025-04-251543931
Net assets as of the beginning of the plan year2025-04-251291144
Employer contributions to plan in this plan year2025-04-2569976
Fees paid to broker by Benefit Provider2025-04-255338
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2512871
2024 : EMPLOYEE BENEFIT PLAN OF TEXAS VETERINARY MEDICAL ASSOCIATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-0915337
Net assets as of the end of the plan year2024-08-091291144
Total assets as of the beginning of the plan year2024-08-09990799
Value of plan covered by a fidelity bond2024-08-09500000
Participant contributions to plan in this plan year2024-08-0978011
Value of participant loans at end of plan year2024-08-0946863
Other income to plan in this plan year2024-08-09174610
Plan net income in this plan year2024-08-09300345
Net assets as of the end of the plan year2024-08-091291144
Net assets as of the beginning of the plan year2024-08-09990799
Employer contributions to plan in this plan year2024-08-0963061
Fees paid to broker by Benefit Provider2024-08-093333
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0910457
2022 : EMPLOYEE BENEFIT PLAN OF TEXAS VETERINARY MEDICAL ASSOCIATION 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-1731125
Net assets as of the end of the plan year2022-06-171755059
Total assets as of the beginning of the plan year2022-06-171403651
Value of plan covered by a fidelity bond2022-06-17500000
Participant contributions to plan in this plan year2022-06-1795222
Value of participant loans at end of plan year2022-06-170
Other contributions to plan in this plan year2022-06-177921
Other income to plan in this plan year2022-06-17230691
Plan net income in this plan year2022-06-17351408
Net assets as of the end of the plan year2022-06-171755059
Net assets as of the beginning of the plan year2022-06-171403651
Employer contributions to plan in this plan year2022-06-1748699
Fees paid to broker by Benefit Provider2022-06-176360
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1710642

Potentially related plans

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