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DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameDALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN
Plan identification number 001

DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

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

Company Name:DALLAS ARBORETUM
Employer identification number (EIN):237375815
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01RENELL HUTTON2013-09-30 RENELL HUTTON2013-09-30
0012012-01-01RENELL HUTTON2013-05-10 RENELL HUTTON2013-05-10
0012011-01-01RENELL HUTTON RENELL HUTTON2012-10-08
0012009-01-01RENELL HUTTON RENELL HUTTON2012-10-08
0012008-01-01RENELL HUTTON RENELL HUTTON2012-10-08
0012007-01-01RENELL HUTTON RENELL HUTTON2012-10-08
0012006-01-01RENELL HUTTON RENELL HUTTON2012-10-08
0012005-01-01RENELL HUTTON RENELL HUTTON2012-10-08
0012004-01-01RENELL HUTTON RENELL HUTTON2012-10-08
0012003-01-01RENELL HUTTON RENELL HUTTON2012-10-08

Plan Statistics for DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2011: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0115
Total participants2009-01-0115
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0115
Number of other retired or separated participants entitled to future benefits2008-01-0115
Total of all active and inactive participants2008-01-0115
Total participants2008-01-0115
Number of participants with account balances2008-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0115
Number of other retired or separated participants entitled to future benefits2007-01-0115
Total of all active and inactive participants2007-01-0115
Total participants2007-01-0115
Number of participants with account balances2007-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0115
Number of other retired or separated participants entitled to future benefits2006-01-0115
Total of all active and inactive participants2006-01-0115
Total participants2006-01-0115
Number of participants with account balances2006-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-0115
Number of other retired or separated participants entitled to future benefits2005-01-0115
Total of all active and inactive participants2005-01-0115
Total participants2005-01-0115
Number of participants with account balances2005-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-0115
Total number of active participants reported on line 7a of the Form 55002004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-0115
Total of all active and inactive participants2004-01-0115
Total participants2004-01-0115
Number of participants with account balances2004-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
2003: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0190
Total number of active participants reported on line 7a of the Form 55002003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-0115
Total of all active and inactive participants2003-01-0115
Total participants2003-01-0115
Number of participants with account balances2003-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010

Financial Data on DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2011 : DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$10
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$22,059
Total plan assets at beginning of year2011-12-31$22,049
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$10
Net income (gross income less expenses)2011-12-31$10
Net plan assets at end of year (total assets less liabilities)2011-12-31$22,059
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$22,049
2010 : DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$14
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$22,049
Total plan assets at beginning of year2010-12-31$22,035
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$14
Net income (gross income less expenses)2010-12-31$14
Net plan assets at end of year (total assets less liabilities)2010-12-31$22,049
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$22,035
2008 : DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2008 401k financial data
Total income from all sources2008-12-31$592
Total plan assets at end of year2008-12-31$21,919
Total plan assets at beginning of year2008-12-31$21,327
Value of fidelity bond covering the plan2008-12-31$500,000
Other income received2008-12-31$592
Net income (gross income less expenses)2008-12-31$592
Net plan assets at end of year (total assets less liabilities)2008-12-31$21,919
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$21,327
2007 : DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2007 401k financial data
Total income from all sources2007-12-31$1,043
Total plan assets at end of year2007-12-31$21,327
Total plan assets at beginning of year2007-12-31$20,284
Value of fidelity bond covering the plan2007-12-31$500,000
Other income received2007-12-31$1,043
Net income (gross income less expenses)2007-12-31$1,043
Net plan assets at end of year (total assets less liabilities)2007-12-31$21,327
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$20,284
2006 : DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2006 401k financial data
Total income from all sources2006-12-31$944
Total plan assets at end of year2006-12-31$20,284
Total plan assets at beginning of year2006-12-31$19,340
Value of fidelity bond covering the plan2006-12-31$500,000
Other income received2006-12-31$944
Net income (gross income less expenses)2006-12-31$944
Net plan assets at end of year (total assets less liabilities)2006-12-31$20,284
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$19,340
2005 : DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2005 401k financial data
Total income from all sources2005-12-31$565
Total plan assets at end of year2005-12-31$19,340
Total plan assets at beginning of year2005-12-31$18,775
Value of fidelity bond covering the plan2005-12-31$500,000
Other income received2005-12-31$565
Net income (gross income less expenses)2005-12-31$565
Net plan assets at end of year (total assets less liabilities)2005-12-31$19,340
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$18,775
2004 : DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2004 401k financial data
Total income from all sources2004-12-31$206
Total plan assets at end of year2004-12-31$18,775
Total plan assets at beginning of year2004-12-31$18,569
Value of fidelity bond covering the plan2004-12-31$500,000
Other income received2004-12-31$206
Net income (gross income less expenses)2004-12-31$206
Net plan assets at end of year (total assets less liabilities)2004-12-31$18,775
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$18,569
2003 : DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2003 401k financial data
Total income from all sources2003-12-31$4,211
Expenses. Total of all expenses incurred2003-12-31$311,825
Benefits paid (including direct rollovers)2003-12-31$311,825
Total plan assets at end of year2003-12-31$18,569
Total plan assets at beginning of year2003-12-31$326,183
Value of fidelity bond covering the plan2003-12-31$500,000
Other income received2003-12-31$4,211
Net income (gross income less expenses)2003-12-31$-307,614
Net plan assets at end of year (total assets less liabilities)2003-12-31$18,569
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$326,183

Form 5500 Responses for DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN

2011: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: DALLAS ARBORETUM & BOTANICAL SOCIETY, INC. EMPLOYEES RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes

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