401k Plan data: THE DALLAS FOUNDATION 401(K) PLAN plan

THE DALLAS FOUNDATION 401(K) PLAN 401k Plan overview

Plan Name	THE DALLAS FOUNDATION 401(K) PLAN
Plan identification number	001

THE DALLAS FOUNDATION 401(K) PLAN Benefits

401k Plan Type

Defined 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

THE DALLAS FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THE DALLAS FOUNDATION

Employer identification number (EIN): 752890371

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE DALLAS FOUNDATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2000-07-03

Company Identification Number: 0158918001

Legal Registered Office Address: 3000 PEGASUS PARK DR

DALLAS
United States of America (USA)
75247

More information about THE DALLAS FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DALLAS FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 HEATHER FLABIANO 2020-09-30
001 2019-01-01 HEATHER FLABIANO 2020-09-30
001 2018-01-01 HEATHER FLABIANO 2019-10-03
001 2017-01-01 PLAN SPONSOR 2018-08-03
001 2016-01-01 TIMOTHY NEALON
001 2015-01-01 TIMOTHY NEALON
001 2014-01-01 TIMOTHY NEALON
001 2013-01-01 BILL SOLOMON
001 2012-01-01 BILL SOLOMON BILL SOLOMON 2013-10-10
001 2011-01-01 BILL SOLOMON
001 2010-01-01 BILL SOLOMON
001 2009-01-01 BILL SOLOMON
001 2008-01-01 BILL SOLOMON BILL SOLOMON 2014-10-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	HEATHER FLABIANO	2020-09-30
001	2019-01-01	HEATHER FLABIANO	2020-09-30
001	2018-01-01	HEATHER FLABIANO	2019-10-03
001	2017-01-01	PLAN SPONSOR	2018-08-03
001	2016-01-01	TIMOTHY NEALON
001	2015-01-01	TIMOTHY NEALON
001	2014-01-01	TIMOTHY NEALON
001	2013-01-01	BILL SOLOMON
001	2012-01-01	BILL SOLOMON		BILL SOLOMON	2013-10-10
001	2011-01-01	BILL SOLOMON
001	2010-01-01	BILL SOLOMON
001	2009-01-01	BILL SOLOMON
001	2008-01-01	BILL SOLOMON		BILL SOLOMON	2014-10-22

Plan Statistics for THE DALLAS FOUNDATION 401(K) PLAN

401k plan membership statisitcs for THE DALLAS FOUNDATION 401(K) PLAN

Measure Date Value
2016: THE DALLAS FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: THE DALLAS FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: THE DALLAS FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: THE DALLAS FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: THE DALLAS FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE DALLAS FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: THE DALLAS FOUNDATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: THE DALLAS FOUNDATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1
2008: THE DALLAS FOUNDATION 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 9
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 11
Number of participants with account balances 2008-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2016: THE DALLAS FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: THE DALLAS FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: THE DALLAS FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: THE DALLAS FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: THE DALLAS FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE DALLAS FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: THE DALLAS FOUNDATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: THE DALLAS FOUNDATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1
2008: THE DALLAS FOUNDATION 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	9
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	11
Number of participants with account balances	2008-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on THE DALLAS FOUNDATION 401(K) PLAN

Measure	Date	Value
2016 : THE DALLAS FOUNDATION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$277,693
Expenses. Total of all expenses incurred	2016-12-31	$6,862
Benefits paid (including direct rollovers)	2016-12-31	$6,731
Total plan assets at end of year	2016-12-31	$1,632,600
Total plan assets at beginning of year	2016-12-31	$1,361,769
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$109,311
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$5,042
Other income received	2016-12-31	$120,403
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$270,831
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,632,600
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,361,769
Assets. Value of participant loans	2016-12-31	$58,371
Total contributions received or receivable from employer(s)	2016-12-31	$42,937
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$131
2015 : THE DALLAS FOUNDATION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$244,684
Expenses. Total of all expenses incurred	2015-12-31	$38,222
Benefits paid (including direct rollovers)	2015-12-31	$38,134
Total plan assets at end of year	2015-12-31	$1,361,769
Total plan assets at beginning of year	2015-12-31	$1,155,307
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$62,900
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$133,082
Other income received	2015-12-31	$9,004
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$206,462
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,361,769
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,155,307
Assets. Value of participant loans	2015-12-31	$52,478
Total contributions received or receivable from employer(s)	2015-12-31	$39,698
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$88
2014 : THE DALLAS FOUNDATION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$229,168
Expenses. Total of all expenses incurred	2014-12-31	$26,118
Benefits paid (including direct rollovers)	2014-12-31	$21,190
Total plan assets at end of year	2014-12-31	$1,155,307
Total plan assets at beginning of year	2014-12-31	$952,257
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$47,200
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$88,153
Other income received	2014-12-31	$76,232
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$203,050
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,155,307
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$952,257
Assets. Value of participant loans	2014-12-31	$20,974
Total contributions received or receivable from employer(s)	2014-12-31	$17,583
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$4,928
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : THE DALLAS FOUNDATION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$191,499
Expenses. Total of all expenses incurred	2013-12-31	$6,078
Benefits paid (including direct rollovers)	2013-12-31	$6,000
Total plan assets at end of year	2013-12-31	$952,257
Total plan assets at beginning of year	2013-12-31	$766,836
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$55,514
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$135,985
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$185,421
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$952,257
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$766,836
Assets. Value of participant loans	2013-12-31	$27,377
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$78
2012 : THE DALLAS FOUNDATION 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$139,868
Expenses. Total of all expenses incurred	2012-12-31	$76
Total plan assets at end of year	2012-12-31	$766,836
Total plan assets at beginning of year	2012-12-31	$627,044
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$42,086
Other income received	2012-12-31	$67,782
Net income (gross income less expenses)	2012-12-31	$139,792
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$766,836
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$627,044
Assets. Value of participant loans	2012-12-31	$33,648
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$76
2011 : THE DALLAS FOUNDATION 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$82,975
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$627,044
Total plan assets at beginning of year	2011-12-31	$544,069
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$33,205
Contributions received from other sources (not participants or employers)	2011-12-31	$12,000
Other income received	2011-12-31	$6,222
Net income (gross income less expenses)	2011-12-31	$82,975
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$627,044
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$544,069
Assets. Value of participant loans	2011-12-31	$4,964
Total contributions received or receivable from employer(s)	2011-12-31	$31,548
2010 : THE DALLAS FOUNDATION 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$116,006
Expenses. Total of all expenses incurred	2010-12-31	$17,053
Benefits paid (including direct rollovers)	2010-12-31	$17,053
Total plan assets at end of year	2010-12-31	$544,069
Total plan assets at beginning of year	2010-12-31	$445,116
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$31,325
Other income received	2010-12-31	$54,681
Net income (gross income less expenses)	2010-12-31	$98,953
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$544,069
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$445,116
Assets. Value of participant loans	2010-12-31	$174
Total contributions received or receivable from employer(s)	2010-12-31	$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE DALLAS FOUNDATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : THE DALLAS FOUNDATION 401(K) PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-46,407
Expenses. Total of all expenses incurred	2008-12-31	$23,024
Benefits paid (including direct rollovers)	2008-12-31	$22,242
Total plan assets at end of year	2008-12-31	$311,675
Total plan assets at beginning of year	2008-12-31	$381,106
Value of fidelity bond covering the plan	2008-12-31	$150,000
Total contributions received or receivable from participants	2008-12-31	$28,535
Other income received	2008-12-31	$-99,942
Net income (gross income less expenses)	2008-12-31	$-69,431
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$311,675
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$381,106
Assets. Value of participant loans	2008-12-31	$4,207
Total contributions received or receivable from employer(s)	2008-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$782
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0

Form 5500 Responses for THE DALLAS FOUNDATION 401(K) PLAN

2016: THE DALLAS FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE DALLAS FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE DALLAS FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE DALLAS FOUNDATION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE DALLAS FOUNDATION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE DALLAS FOUNDATION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE DALLAS FOUNDATION 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE DALLAS FOUNDATION 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: THE DALLAS FOUNDATION 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE DALLAS FOUNDATION
Employer identification number (EIN):	752890371
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2000-07-03
Company Identification Number:	0158918001
Legal Registered Office Address:	3000 PEGASUS PARK DR DALLAS United States of America (USA) 75247