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

Plan NameTHE DALLAS FOUNDATION 401(K) PLAN
Plan identification number 001

THE DALLAS FOUNDATION 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.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012020-01-01HEATHER FLABIANO2020-09-30
0012019-01-01HEATHER FLABIANO2020-09-30
0012018-01-01HEATHER FLABIANO2019-10-03
0012017-01-01PLAN SPONSOR2018-08-03
0012016-01-01TIMOTHY NEALON
0012015-01-01TIMOTHY NEALON
0012014-01-01TIMOTHY NEALON
0012013-01-01BILL SOLOMON
0012012-01-01BILL SOLOMON BILL SOLOMON2013-10-10
0012011-01-01BILL SOLOMON
0012010-01-01BILL SOLOMON
0012009-01-01BILL SOLOMON
0012008-01-01BILL SOLOMON BILL SOLOMON2014-10-22

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 plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$277,693
Expenses. Total of all expenses incurred2016-12-31$6,862
Benefits paid (including direct rollovers)2016-12-31$6,731
Total plan assets at end of year2016-12-31$1,632,600
Total plan assets at beginning of year2016-12-31$1,361,769
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$109,311
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$5,042
Other income received2016-12-31$120,403
Noncash contributions received2016-12-31$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 loans2016-12-31$58,371
Total contributions received or receivable from employer(s)2016-12-31$42,937
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$244,684
Expenses. Total of all expenses incurred2015-12-31$38,222
Benefits paid (including direct rollovers)2015-12-31$38,134
Total plan assets at end of year2015-12-31$1,361,769
Total plan assets at beginning of year2015-12-31$1,155,307
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$62,900
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$133,082
Other income received2015-12-31$9,004
Noncash contributions received2015-12-31$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 loans2015-12-31$52,478
Total contributions received or receivable from employer(s)2015-12-31$39,698
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$229,168
Expenses. Total of all expenses incurred2014-12-31$26,118
Benefits paid (including direct rollovers)2014-12-31$21,190
Total plan assets at end of year2014-12-31$1,155,307
Total plan assets at beginning of year2014-12-31$952,257
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$47,200
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$88,153
Other income received2014-12-31$76,232
Noncash contributions received2014-12-31$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 loans2014-12-31$20,974
Total contributions received or receivable from employer(s)2014-12-31$17,583
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$191,499
Expenses. Total of all expenses incurred2013-12-31$6,078
Benefits paid (including direct rollovers)2013-12-31$6,000
Total plan assets at end of year2013-12-31$952,257
Total plan assets at beginning of year2013-12-31$766,836
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$55,514
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$135,985
Noncash contributions received2013-12-31$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 loans2013-12-31$27,377
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$139,868
Expenses. Total of all expenses incurred2012-12-31$76
Total plan assets at end of year2012-12-31$766,836
Total plan assets at beginning of year2012-12-31$627,044
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$42,086
Other income received2012-12-31$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 loans2012-12-31$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 sources2011-12-31$82,975
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$627,044
Total plan assets at beginning of year2011-12-31$544,069
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$33,205
Contributions received from other sources (not participants or employers)2011-12-31$12,000
Other income received2011-12-31$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 loans2011-12-31$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 sources2010-12-31$116,006
Expenses. Total of all expenses incurred2010-12-31$17,053
Benefits paid (including direct rollovers)2010-12-31$17,053
Total plan assets at end of year2010-12-31$544,069
Total plan assets at beginning of year2010-12-31$445,116
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$31,325
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0
2008 : THE DALLAS FOUNDATION 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-46,407
Expenses. Total of all expenses incurred2008-12-31$23,024
Benefits paid (including direct rollovers)2008-12-31$22,242
Total plan assets at end of year2008-12-31$311,675
Total plan assets at beginning of year2008-12-31$381,106
Value of fidelity bond covering the plan2008-12-31$150,000
Total contributions received or receivable from participants2008-12-31$28,535
Other income received2008-12-31$-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 loans2008-12-31$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 securities2008-12-31$0

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

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

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