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TAX DEFERRED ANNUITY PLAN OF DALLAS WOMEN'S FOUNDATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF DALLAS WOMEN'S FOUNDATION
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF DALLAS WOMEN'S FOUNDATION 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

DALLAS WOMEN'S FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:DALLAS WOMEN'S FOUNDATION
Employer identification number (EIN):752048261
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF DALLAS WOMEN'S FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012015-07-01
0012015-01-01MARY VARES2016-04-15
0012014-01-01ROSLYN DAWSON THOMPSON2015-07-17
0012013-01-01ROSLYN DAWSON THOMPSON2014-07-15 ROSLYN DAWSON THOMPSON2014-07-15
0012012-01-01ROSLYN DAWSON THOMPSON2013-07-29 TWYLA ALLISON2013-07-29
0012011-01-01ROSLYN DAWSON THOMPSON2012-07-19 TWYLA ALLISON2012-07-19
0012010-01-01ROSLYN DAWSON THOMPSON2011-07-14 TWYLA ALLISON2011-07-08

Financial Data on TAX DEFERRED ANNUITY PLAN OF DALLAS WOMEN'S FOUNDATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF DALLAS WOMEN'S FOUNDATION 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-11452170
Net assets as of the end of the plan year2025-04-111476145
Total assets as of the beginning of the plan year2025-04-111598304
Value of plan covered by a fidelity bond2025-04-11160000
Participant contributions to plan in this plan year2025-04-1193784
Value of participant loans at end of plan year2025-04-110
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-11179819
Plan net income in this plan year2025-04-11-122159
Net assets as of the end of the plan year2025-04-111476145
Net assets as of the beginning of the plan year2025-04-111598304
Employer contributions to plan in this plan year2025-04-1156408
Fees paid to broker by Benefit Provider2025-04-111415
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1113876
2022 : TAX DEFERRED ANNUITY PLAN OF DALLAS WOMEN'S FOUNDATION 2022 401k financial data
Total expenses incurred by plan in this plan year2022-12-16351600
Net assets as of the end of the plan year2022-12-161265664
Total assets as of the beginning of the plan year2022-12-161590901
Value of plan covered by a fidelity bond2022-12-16160000
Participant contributions to plan in this plan year2022-12-16175069
Value of participant loans at end of plan year2022-12-166525
Other income to plan in this plan year2022-12-16-235004
Plan net income in this plan year2022-12-16-325237
Net assets as of the end of the plan year2022-12-161265664
Net assets as of the beginning of the plan year2022-12-161590901
Employer contributions to plan in this plan year2022-12-1686298
Fees paid to broker by Benefit Provider2022-12-161627
Expensese paid to adminstrative service provicers from plan in this plan year2022-12-1619042

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