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THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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.

401k Sponsoring company profile

THE DALLAS GROUP OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE DALLAS GROUP OF AMERICA, INC.
Employer identification number (EIN):222952954
NAIC Classification:325100

Additional information about THE DALLAS GROUP OF AMERICA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1989-03-17
Company Identification Number: 0007958406
Legal Registered Office Address: PO BOX 489

WHITEHOUSE
United States of America (USA)
08888

More information about THE DALLAS GROUP OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01NEAL WILT NEAL WILT2018-08-03
0012016-01-01NEAL WILT NEAL WILT2017-08-16
0012015-01-01NEAL WILT NEAL WILT2016-08-01
0012014-01-01NEAL WILT NEAL WILT2015-07-29
0012013-01-01NEAL WILT NEAL WILT2014-08-05
0012012-01-01NEAL WILT NEAL WILT2013-07-30
0012011-01-01NEAL WILT NEAL WILT2012-07-12
0012010-01-01NEAL WILT NEAL WILT2011-09-26
0012009-01-01NEAL WILT NEAL WILT2010-10-15

Plan Statistics for THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01163
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01150
Number of participants with account balances2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01159
Number of participants with account balances2021-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01143
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01170
Number of participants with account balances2020-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01179
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01182
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01174
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01159
Total number of active participants reported on line 7a of the Form 55002017-01-01151
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01162
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01150
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01146
Number of participants with account balances2016-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-01137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01145
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01132
Number of participants with account balances2014-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01122
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01120
Number of participants with account balances2011-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01128
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01131
Number of participants with account balances2010-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01120
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01128
Number of participants with account balances2009-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,947,738
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,735,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,590,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,396,447
Value of total assets at end of year2022-12-31$29,671,257
Value of total assets at beginning of year2022-12-31$37,354,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,358
Total interest from all sources2022-12-31$122,683
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$113,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$113,620
Administrative expenses professional fees incurred2022-12-31$21,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$976,450
Participant contributions at end of year2022-12-31$376,710
Participant contributions at beginning of year2022-12-31$510,302
Other income not declared elsewhere2022-12-31$34,782
Administrative expenses (other) incurred2022-12-31$650
Total non interest bearing cash at end of year2022-12-31$103
Total non interest bearing cash at beginning of year2022-12-31$103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,683,497
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,671,257
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,354,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$54,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,941,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,310,643
Value of interest in pooled separate accounts at end of year2022-12-31$15,387,085
Value of interest in pooled separate accounts at beginning of year2022-12-31$20,754,769
Interest on participant loans2022-12-31$16,264
Interest earned on other investments2022-12-31$106,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,965,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,778,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,225,582
Net investment gain/loss from pooled separate accounts2022-12-31$-3,389,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,419,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,590,401
Contract administrator fees2022-12-31$69,296
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,793,301
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,320,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,228,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,423,005
Value of total assets at end of year2021-12-31$37,354,754
Value of total assets at beginning of year2021-12-31$35,882,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,774
Total interest from all sources2021-12-31$105,711
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$194,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$194,561
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$990,895
Participant contributions at end of year2021-12-31$510,302
Participant contributions at beginning of year2021-12-31$554,405
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$49,927
Other income not declared elsewhere2021-12-31$77,887
Administrative expenses (other) incurred2021-12-31$91,774
Total non interest bearing cash at end of year2021-12-31$103
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,472,738
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,354,754
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,882,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,310,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,152,411
Value of interest in pooled separate accounts at end of year2021-12-31$20,754,769
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$23,025
Interest earned on other investments2021-12-31$82,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,778,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,175,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,377,796
Net investment gain/loss from pooled separate accounts2021-12-31$614,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,382,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,228,789
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,995,134
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,059,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,043,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,747,423
Value of total assets at end of year2020-12-31$35,882,016
Value of total assets at beginning of year2020-12-31$30,946,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,102
Total interest from all sources2020-12-31$108,566
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$205,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$205,898
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$981,259
Participant contributions at end of year2020-12-31$554,405
Participant contributions at beginning of year2020-12-31$652,663
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$290,383
Administrative expenses (other) incurred2020-12-31$16,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,935,608
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,882,016
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,946,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,152,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,337,281
Interest on participant loans2020-12-31$28,412
Interest earned on other investments2020-12-31$80,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,175,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,956,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,933,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,475,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,043,424
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNER AMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,051,446
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,195,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,181,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,337,048
Value of total assets at end of year2019-12-31$30,946,408
Value of total assets at beginning of year2019-12-31$25,090,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,242
Total interest from all sources2019-12-31$73,498
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$259,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$259,671
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$956,322
Participant contributions at end of year2019-12-31$652,663
Participant contributions at beginning of year2019-12-31$636,159
Other income not declared elsewhere2019-12-31$-18,051
Administrative expenses (other) incurred2019-12-31$14,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,855,931
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,946,408
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,090,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,337,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,055,196
Interest on participant loans2019-12-31$28,236
Interest earned on other investments2019-12-31$45,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,956,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,399,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,399,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,380,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,181,273
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNER AMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$423,451
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,439,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,431,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,084,073
Value of total assets at end of year2018-12-31$25,090,477
Value of total assets at beginning of year2018-12-31$27,106,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,624
Total interest from all sources2018-12-31$57,021
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$259,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$259,173
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$875,095
Participant contributions at end of year2018-12-31$636,159
Participant contributions at beginning of year2018-12-31$549,352
Other income not declared elsewhere2018-12-31$9,656
Administrative expenses (other) incurred2018-12-31$7,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,016,059
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,090,477
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,106,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,055,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,314,911
Interest on participant loans2018-12-31$23,702
Interest earned on other investments2018-12-31$33,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,399,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,242,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,986,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,208,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,431,886
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNER AMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,347,738
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$661,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$659,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,167,364
Value of total assets at end of year2017-12-31$27,106,536
Value of total assets at beginning of year2017-12-31$21,420,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,625
Total interest from all sources2017-12-31$45,342
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$228,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$228,827
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$819,989
Participant contributions at end of year2017-12-31$549,352
Participant contributions at beginning of year2017-12-31$447,213
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$201,585
Other income not declared elsewhere2017-12-31$13,000
Administrative expenses (other) incurred2017-12-31$2,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,686,085
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,106,536
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,420,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,314,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,186,967
Interest on participant loans2017-12-31$17,919
Interest earned on other investments2017-12-31$27,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,242,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,786,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,893,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,145,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$659,028
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,275,757
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,073,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,060,446
Expenses. Certain deemed distributions of participant loans2016-12-31$-4,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,945,639
Value of total assets at end of year2016-12-31$21,420,451
Value of total assets at beginning of year2016-12-31$20,217,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,355
Total interest from all sources2016-12-31$49,997
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$207,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$207,559
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$745,717
Participant contributions at end of year2016-12-31$447,213
Participant contributions at beginning of year2016-12-31$485,060
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,679
Other income not declared elsewhere2016-12-31$13,000
Administrative expenses (other) incurred2016-12-31$17,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,202,743
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,420,451
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,217,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,186,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,590,053
Interest on participant loans2016-12-31$15,552
Interest earned on other investments2016-12-31$34,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,786,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,142,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,059,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,184,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,060,446
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2016-12-31222027092
2015 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,862,805
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,315,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,290,661
Expenses. Certain deemed distributions of participant loans2015-12-31$4,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,782,257
Value of total assets at end of year2015-12-31$20,217,708
Value of total assets at beginning of year2015-12-31$23,670,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,190
Total interest from all sources2015-12-31$47,508
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$179,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$179,408
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$701,008
Participant contributions at end of year2015-12-31$485,060
Participant contributions at beginning of year2015-12-31$500,505
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$968
Other income not declared elsewhere2015-12-31$12,999
Administrative expenses (other) incurred2015-12-31$20,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,452,833
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,217,708
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,670,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,590,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,403,810
Interest on participant loans2015-12-31$16,453
Interest earned on other investments2015-12-31$31,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,142,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,766,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-159,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,080,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,290,661
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Qualified
Accountancy firm name2015-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2015-12-31222027092
2014 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,164,241
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,808,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,788,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,864,143
Value of total assets at end of year2014-12-31$23,670,541
Value of total assets at beginning of year2014-12-31$23,315,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,130
Total interest from all sources2014-12-31$55,386
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$212,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$212,025
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$637,412
Participant contributions at end of year2014-12-31$500,505
Participant contributions at beginning of year2014-12-31$664,190
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$152,100
Other income not declared elsewhere2014-12-31$13,000
Administrative expenses (other) incurred2014-12-31$20,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$355,287
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,670,541
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,315,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,403,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,103,201
Interest on participant loans2014-12-31$19,237
Interest earned on other investments2014-12-31$36,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,766,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,547,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,019,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,074,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,788,824
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2014-12-31222027092
2013 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,626,125
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,391,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,389,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,191,565
Value of total assets at end of year2013-12-31$23,315,254
Value of total assets at beginning of year2013-12-31$23,080,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,965
Total interest from all sources2013-12-31$69,377
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$222,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$222,693
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$637,764
Participant contributions at end of year2013-12-31$664,190
Participant contributions at beginning of year2013-12-31$722,506
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$69,270
Other income not declared elsewhere2013-12-31$13,000
Administrative expenses (other) incurred2013-12-31$1,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$234,629
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,315,254
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,080,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,103,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,942,359
Interest on participant loans2013-12-31$23,020
Interest earned on other investments2013-12-31$46,357
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,547,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,415,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,129,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$484,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,389,531
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2013-12-31222027092
2012 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,994,965
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,197,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,140,076
Expenses. Certain deemed distributions of participant loans2012-12-31$40,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,485,792
Value of total assets at end of year2012-12-31$23,080,625
Value of total assets at beginning of year2012-12-31$20,282,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,283
Total interest from all sources2012-12-31$31,199
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$213,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$213,295
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$558,591
Participant contributions at end of year2012-12-31$722,506
Participant contributions at beginning of year2012-12-31$759,171
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,103
Other income not declared elsewhere2012-12-31$13,000
Administrative expenses (other) incurred2012-12-31$16,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,797,838
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,080,625
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,282,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,942,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,862,921
Interest on participant loans2012-12-31$26,320
Interest earned on other investments2012-12-31$4,879
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$3,660,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,415,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,210,165
Net investment gain or loss from common/collective trusts2012-12-31$41,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$905,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,140,076
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2012-12-31222027092
2011 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$769,065
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,563,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,514,674
Expenses. Certain deemed distributions of participant loans2011-12-31$33,072
Value of total corrective distributions2011-12-31$12,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,474,645
Value of total assets at end of year2011-12-31$20,282,787
Value of total assets at beginning of year2011-12-31$22,077,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,226
Total interest from all sources2011-12-31$23,813
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$179,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$179,544
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$533,902
Participant contributions at end of year2011-12-31$759,171
Participant contributions at beginning of year2011-12-31$548,941
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,332
Other income not declared elsewhere2011-12-31$2,171
Administrative expenses (other) incurred2011-12-31$3,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,794,554
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,282,787
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,077,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,862,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,063,204
Interest on participant loans2011-12-31$23,813
Value of interest in common/collective trusts at end of year2011-12-31$3,660,695
Value of interest in common/collective trusts at beginning of year2011-12-31$4,465,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-979,433
Net investment gain or loss from common/collective trusts2011-12-31$68,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$926,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,514,674
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2011-12-31222027092
2010 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,971,216
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,773,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,772,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,507,609
Value of total assets at end of year2010-12-31$22,077,341
Value of total assets at beginning of year2010-12-31$19,879,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,098
Total interest from all sources2010-12-31$28,361
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$167,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$167,484
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$558,865
Participant contributions at end of year2010-12-31$548,941
Participant contributions at beginning of year2010-12-31$626,826
Administrative expenses (other) incurred2010-12-31$1,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,197,552
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,077,341
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,879,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,063,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,631,499
Interest on participant loans2010-12-31$28,361
Value of interest in common/collective trusts at end of year2010-12-31$4,465,196
Value of interest in common/collective trusts at beginning of year2010-12-31$4,621,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,155,473
Net investment gain or loss from common/collective trusts2010-12-31$112,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$948,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,772,566
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WITHUMSMITH BROWN, PC
Accountancy firm EIN2010-12-31222027092
2009 : THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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

Form 5500 Responses for THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

2022: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074037
Policy instance 1
Insurance contract or identification number074037
Number of Individuals Covered150
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007747
Policy instance 1
Insurance contract or identification number007747
Number of Individuals Covered159
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007747
Policy instance 1
Insurance contract or identification number007747
Number of Individuals Covered170
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007747
Policy instance 1
Insurance contract or identification number007747
Number of Individuals Covered165
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,396
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4396
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007747
Policy instance 1
Insurance contract or identification number007747
Number of Individuals Covered174
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,307
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5307
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered162
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,941
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4941
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SRVCS INS AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered145
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,159
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3762
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered132
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,592
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5592
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered129
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,832
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8832
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007725
Policy instance 1
Insurance contract or identification number007725
Number of Individuals Covered130
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,007
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1007
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

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