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EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

TARRANT COUNTY CHALLENGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:TARRANT COUNTY CHALLENGE, INC.
Employer identification number (EIN):752126450
NAIC Classification:624200

Additional information about TARRANT COUNTY CHALLENGE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1986-07-15
Company Identification Number: 0100383101
Legal Registered Office Address: 1110 PENN ST

FORT WORTH
United States of America (USA)
76102

More information about TARRANT COUNTY CHALLENGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LINDA FULMER2024-06-20
0012022-01-01LINDA FULMER2023-10-05
0012021-01-01LINDA FULMER2022-05-31
0012020-01-01LINDA FULMER2021-03-15
0012019-01-01LINDA FULMER2020-07-15
0012018-01-01LINDA FULMER2019-10-15
0012017-01-01LINDA FULMER2018-05-01 LINDA FULMER2018-05-01
0012016-01-01LINDA FULMER2017-04-11 LINDA FULMER2017-04-11
0012015-01-01LINDA FULMER2016-04-01 LINDA FULMER2016-04-01
0012014-01-01LINDA FULMER2015-06-23 LINDA FULMER2015-06-23
0012013-01-01HAL ONEIL2014-07-10 HAL ONEIL2014-07-10
0012012-01-01HAL ONEIL2013-07-23
0012011-01-01HAL ONEIL
0012009-01-01JENNIFER GILLEY

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-07-1014
Total number of particpants at end of year2025-07-1012
Number of Participants With Account Balances2025-07-1012
2024: EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-06-2013
Total number of particpants at end of year2024-06-2013
Number of Participants With Account Balances2024-06-2013
2022: EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2022 401k membership
Total number of particpants at beginning of year2022-05-3112
Total number of particpants at end of year2022-05-3112
Number of Participants With Account Balances2022-05-3112
2011: EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-102372
Net assets as of the end of the plan year2025-07-101267034
Total assets as of the beginning of the plan year2025-07-101035012
Value of plan covered by a fidelity bond2025-07-10330000
Participant contributions to plan in this plan year2025-07-100
Value of participant loans at end of plan year2025-07-1049323
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-10179643
Plan net income in this plan year2025-07-10232022
Net assets as of the end of the plan year2025-07-101267034
Net assets as of the beginning of the plan year2025-07-101035012
Employer contributions to plan in this plan year2025-07-1054751
Fees paid to broker by Benefit Provider2025-07-1066
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1070
2024 : EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2065
Net assets as of the end of the plan year2024-06-201035012
Total assets as of the beginning of the plan year2024-06-20836802
Value of plan covered by a fidelity bond2024-06-20330000
Participant contributions to plan in this plan year2024-06-200
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-20148125
Plan net income in this plan year2024-06-20198210
Net assets as of the end of the plan year2024-06-201035012
Net assets as of the beginning of the plan year2024-06-20836802
Employer contributions to plan in this plan year2024-06-2050150
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2065
2022 : EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-310
Total liabilities as of the end of the plan year2022-05-310
Total liabilities as of the beginning of the plan year2022-05-310
Total expenses incurred by plan in this plan year2022-05-3186
Net assets as of the end of the plan year2022-05-31960339
Total assets as of the beginning of the plan year2022-05-31786253
Value of plan covered by a fidelity bond2022-05-31330000
Participant contributions to plan in this plan year2022-05-310
Other expenses paid from plan in this plan year2022-05-3186
Other contributions to plan in this plan year2022-05-310
Other income to plan in this plan year2022-05-31125656
Plan net income in this plan year2022-05-31174086
Net assets as of the end of the plan year2022-05-31960339
Net assets as of the beginning of the plan year2022-05-31786253
Employer contributions to plan in this plan year2022-05-3148516
Fees paid to broker by Benefit Provider2022-05-3143
2011 : EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2011 401k financial data
Total income from all sources2011-12-31$19,118
Expenses. Total of all expenses incurred2011-12-31$15,230
Benefits paid (including direct rollovers)2011-12-31$15,138
Total plan assets at end of year2011-12-31$280,375
Total plan assets at beginning of year2011-12-31$276,487
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$92
Other income received2011-12-31$-6,193
Net income (gross income less expenses)2011-12-31$3,888
Net plan assets at end of year (total assets less liabilities)2011-12-31$280,375
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$276,487
Total contributions received or receivable from employer(s)2011-12-31$25,311
2010 : EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2010 401k financial data
Total income from all sources2010-12-31$65,737
Expenses. Total of all expenses incurred2010-12-31$72,826
Benefits paid (including direct rollovers)2010-12-31$72,688
Total plan assets at end of year2010-12-31$276,487
Total plan assets at beginning of year2010-12-31$283,576
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$138
Other income received2010-12-31$35,767
Net income (gross income less expenses)2010-12-31$-7,089
Net plan assets at end of year (total assets less liabilities)2010-12-31$276,487
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$283,576
Total contributions received or receivable from employer(s)2010-12-31$29,970

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY

2011: EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF CHALLENGE OF TARRANT COUNTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053559-J
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053559-J
Policy instance 1

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