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THE TEXAS FINANCIAL GROUP - DALLAS 401(K) PLAN 401k Plan overview

Plan NameTHE TEXAS FINANCIAL GROUP - DALLAS 401(K) PLAN
Plan identification number 001

THE TEXAS FINANCIAL GROUP - DALLAS 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE TEXAS FINANCIAL GROUP - DALLAS has sponsored the creation of one or more 401k plans.

Company Name:THE TEXAS FINANCIAL GROUP - DALLAS
Employer identification number (EIN):751516698
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TEXAS FINANCIAL GROUP - DALLAS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTINE WARRICK2024-10-14 CHRISTINE WARRICK2024-10-14
0012022-01-01CHRISTINE WARRICK2023-10-12 CHRISTINE WARRICK2023-10-12
0012021-01-01CHRISTINE WARRICK2022-08-16 CHRISTINE WARRICK2022-08-16
0012020-01-01CHRISTINE WARRICK2021-10-12 CHRISTINE WARRICK2021-10-12
0012019-01-01CHRISTINE WARRICK2020-07-31 CHRISTINE WARRICK2020-07-31
0012018-01-01CHRISTINE WARRICK2019-07-18 CHRISTINE WARRICK2019-07-18
0012017-01-01CHRISTINE WARRICK2018-07-13 CHRISTINE WARRICK2018-07-13
0012016-01-01CHRISTINE WARRICK2017-07-26 CHRISTINE WARRICK2017-07-26
0012015-01-01CHRISTINE WARRICK2016-07-19 CHRISTINE WARRICK2016-07-19
0012014-01-01CHRISTINE WARRICK2015-07-30 CHRISTINE WARRICK2015-07-30
0012013-01-01CHRISTINE WARRICK2014-07-25 CHRISTINE WARRICK2014-07-25
0012012-01-01CHRISTINE WARRICK2013-07-26 CHRISTINE WARRICK2013-07-26
0012011-01-01CHRISTINE WARRICK2012-07-31 CHRISTINE WARRICK2012-07-31

Financial Data on THE TEXAS FINANCIAL GROUP - DALLAS 401(K) PLAN

Measure Date Value
2024 : THE TEXAS FINANCIAL GROUP - DALLAS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-14-156886
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14224570
Net assets as of the end of the plan year2024-10-143022809
Total assets as of the beginning of the plan year2024-10-142647642
Value of plan covered by a fidelity bond2024-10-14500000
Participant contributions to plan in this plan year2024-10-14243402
Value of participant loans at end of plan year2024-10-1428083
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-1429372
Other income to plan in this plan year2024-10-14400593
Plan net income in this plan year2024-10-14532053
Net assets as of the end of the plan year2024-10-143022809
Net assets as of the beginning of the plan year2024-10-142647642
Value of contributions failed to transmitted timely2024-10-14576
Employer contributions to plan in this plan year2024-10-1483256
Fees paid to broker by Benefit Provider2024-10-1420413
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1412530
2022 : THE TEXAS FINANCIAL GROUP - DALLAS 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-160
Total liabilities as of the end of the plan year2022-08-160
Total liabilities as of the beginning of the plan year2022-08-160
Total expenses incurred by plan in this plan year2022-08-16160803
Net assets as of the end of the plan year2022-08-162867505
Total assets as of the beginning of the plan year2022-08-162300811
Value of plan covered by a fidelity bond2022-08-16500000
Participant contributions to plan in this plan year2022-08-16273128
Value of participant loans at end of plan year2022-08-1644588
Other expenses paid from plan in this plan year2022-08-160
Other contributions to plan in this plan year2022-08-1628971
Other income to plan in this plan year2022-08-16339783
Plan net income in this plan year2022-08-16566694
Net assets as of the end of the plan year2022-08-162867505
Net assets as of the beginning of the plan year2022-08-162300811
Value of contributions failed to transmitted timely2022-08-16576
Employer contributions to plan in this plan year2022-08-1685615
Fees paid to broker by Benefit Provider2022-08-1618991
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-1611726

Potentially related plans

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