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| Plan Name | SPECIAL OLYMPICS TEXAS 401K PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SPECIAL OLYMPICS TEXAS, INC. |
| Employer identification number (EIN): | 741998367 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about SPECIAL OLYMPICS TEXAS, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1977-09-23 |
| Company Identification Number: | 0041569301 |
| Legal Registered Office Address: |
PO BOX 47106 SAN ANTONIO United States of America (USA) 78265 |
More information about SPECIAL OLYMPICS TEXAS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | SARAH HAINES | 2024-07-19 | ||
| 003 | 2022-01-01 | SARAH HAINES | 2023-07-20 | ||
| 003 | 2021-01-01 | SARAH HAINES | 2022-05-10 | ||
| 003 | 2020-01-01 | SARAH HAINES | 2021-07-13 | ||
| 003 | 2020-01-01 | SARAH HAINES | 2021-04-27 | SARAH HAINES | 2021-04-27 |
| 003 | 2019-01-01 | LYNETTE PARDUE | 2020-04-21 | ||
| 003 | 2018-01-01 | LYNETTE PARDUE | 2019-06-05 | ||
| 003 | 2018-01-01 | LYNETTE PARDUE | 2019-11-26 | ||
| 003 | 2017-01-01 | LYNETTE PARDUE | 2018-04-23 | ||
| 003 | 2016-01-01 | LYNETTE PARDUE | 2017-04-12 | ||
| 003 | 2015-01-01 | LYNETTE PARDUE | 2017-02-27 | ||
| 003 | 2015-01-01 | LYNETTE PARDUE | 2016-05-04 | ||
| 003 | 2014-01-01 | LYNETTE PARDUE | 2015-04-01 | ||
| 003 | 2013-01-01 | LYNETTE PARDUE | 2014-04-10 | ||
| 003 | 2012-01-01 | LYNETTE PARDUE | 2013-06-17 | ||
| 003 | 2011-01-01 | LYNETTE PARDUE | |||
| 003 | 2010-01-01 | LYNETTE PARDUE | |||
| 003 | 2009-01-01 | KENNETH WOLF | KENNETH WOLF | 2010-03-12 | |
| 003 | 2009-01-01 | KENNETH WOLF | KENNETH WOLF | 2010-03-10 |
| Measure | Date | Value |
|---|---|---|
| 2025: SPECIAL OLYMPICS TEXAS 401K PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-10-06 | 122 |
| Total number of particpants at end of year | 2025-10-06 | 107 |
| Number of Participants With Account Balances | 2025-10-06 | 102 |
| 2024: SPECIAL OLYMPICS TEXAS 401K PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-19 | 124 |
| Total number of particpants at end of year | 2024-07-19 | 118 |
| Number of Participants With Account Balances | 2024-07-19 | 106 |
| 2011: SPECIAL OLYMPICS TEXAS 401K PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
| Total of all active and inactive participants | 2011-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 80 |
| Number of participants with account balances | 2011-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: SPECIAL OLYMPICS TEXAS 401K PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
| Total of all active and inactive participants | 2010-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 74 |
| Number of participants with account balances | 2010-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: SPECIAL OLYMPICS TEXAS 401K PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 61 |
| Number of participants with account balances | 2009-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SPECIAL OLYMPICS TEXAS 401K PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-06 | 356122 |
| Net assets as of the end of the plan year | 2025-10-06 | 3273346 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 2806235 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 1000000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 278526 |
| Value of participant loans at end of plan year | 2025-10-06 | 52841 |
| Other expenses paid from plan in this plan year | 2025-10-06 | 0 |
| Other contributions to plan in this plan year | 2025-10-06 | 1516 |
| Other income to plan in this plan year | 2025-10-06 | 320942 |
| Plan net income in this plan year | 2025-10-06 | 467111 |
| Net assets as of the end of the plan year | 2025-10-06 | 3273346 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 2806235 |
| Employer contributions to plan in this plan year | 2025-10-06 | 222249 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 1194 |
| 2024 : SPECIAL OLYMPICS TEXAS 401K PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-07-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-19 | 577107 |
| Net assets as of the end of the plan year | 2024-07-19 | 2806235 |
| Total assets as of the beginning of the plan year | 2024-07-19 | 2506357 |
| Value of plan covered by a fidelity bond | 2024-07-19 | 300000 |
| Participant contributions to plan in this plan year | 2024-07-19 | 266484 |
| Value of participant loans at end of plan year | 2024-07-19 | 44994 |
| Other expenses paid from plan in this plan year | 2024-07-19 | 0 |
| Other contributions to plan in this plan year | 2024-07-19 | 3890 |
| Other income to plan in this plan year | 2024-07-19 | 407012 |
| Plan net income in this plan year | 2024-07-19 | 299878 |
| Net assets as of the end of the plan year | 2024-07-19 | 2806235 |
| Net assets as of the beginning of the plan year | 2024-07-19 | 2506357 |
| Employer contributions to plan in this plan year | 2024-07-19 | 199599 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-19 | 1020 |
| 2011 : SPECIAL OLYMPICS TEXAS 401K PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $309,571 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $71,385 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $57,820 |
| Total plan assets at end of year | 2011-12-31 | $1,658,530 |
| Total plan assets at beginning of year | 2011-12-31 | $1,420,344 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $193,792 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $12,497 |
| Other income received | 2011-12-31 | $1,617 |
| Net income (gross income less expenses) | 2011-12-31 | $238,186 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,658,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,420,344 |
| Assets. Value of participant loans | 2011-12-31 | $82,279 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $101,665 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,565 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SPECIAL OLYMPICS TEXAS 401K PLAN 2010 401k financial data | ||
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $354,153 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $131,947 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $120,868 |
| Total plan assets at end of year | 2010-12-31 | $1,420,344 |
| Total plan assets at beginning of year | 2010-12-31 | $1,198,138 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $167,349 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $2,548 |
| Other income received | 2010-12-31 | $91,130 |
| Net income (gross income less expenses) | 2010-12-31 | $222,206 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,420,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,198,138 |
| Assets. Value of participant loans | 2010-12-31 | $40,812 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $93,126 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,079 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SPECIAL OLYMPICS TEXAS 401K PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2011: SPECIAL OLYMPICS TEXAS 401K PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SPECIAL OLYMPICS TEXAS 401K PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SPECIAL OLYMPICS TEXAS 401K PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |