401k Plan data: TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN plan

TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 401k Plan overview

Plan Name	TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN
Plan identification number	002

TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION

Employer identification number (EIN): 750608420

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 MICHELE WOODHAM 2017-06-27
002 2015-01-01 MICHELE WOODHAM 2016-07-08
002 2014-01-01 MICHELE WOODHAM 2015-07-23
002 2013-01-01 MICHELE WOODHAM 2014-07-18
002 2012-01-01 MICHELE WOODHAM 2013-07-22
002 2011-01-01 JERRI L MCDONALD 2012-07-31
002 2010-01-01 JERRI L MCDONALD 2011-07-11

Plan Statistics for TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN

Measure Date Value
2022: TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 56
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 73
Number of participants with account balances 2022-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 70
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 86
Number of participants with account balances 2021-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2022: TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	56
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	73
Number of participants with account balances	2022-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	70
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	86
Number of participants with account balances	2021-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN

Measure	Date	Value
2022 : TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-579,545
Expenses. Total of all expenses incurred	2022-12-31	$1,149,366
Benefits paid (including direct rollovers)	2022-12-31	$1,121,289
Total plan assets at end of year	2022-12-31	$4,180,617
Total plan assets at beginning of year	2022-12-31	$5,909,528
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$205,387
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-907,705
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,728,911
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,180,617
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,909,528
Assets. Value of participant loans	2022-12-31	$129,522
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$122,773
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$21,908
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$6,169
2021 : TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$888,508
Expenses. Total of all expenses incurred	2021-12-31	$1,401,635
Benefits paid (including direct rollovers)	2021-12-31	$1,388,288
Total plan assets at end of year	2021-12-31	$5,909,528
Total plan assets at beginning of year	2021-12-31	$6,422,655
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$205,648
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$19,915
Other income received	2021-12-31	$529,461
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-513,127
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,909,528
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,422,655
Assets. Value of participant loans	2021-12-31	$145,664
Total contributions received or receivable from employer(s)	2021-12-31	$133,484
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$6,672
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$6,675

Form 5500 Responses for TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN

2022: TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814745

Policy instance

Insurance contract or identification number	814745
Number of Individuals Covered	30
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814745

Policy instance

Insurance contract or identification number	814745
Number of Individuals Covered	39
Insurance policy start date	2021-03-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	TEXAS AND SOUTHWESTERN CATTLE RAISERS ASSOCIATION
Employer identification number (EIN):	750608420
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	MICHELE WOODHAM	2017-06-27
002	2015-01-01	MICHELE WOODHAM	2016-07-08
002	2014-01-01	MICHELE WOODHAM	2015-07-23
002	2013-01-01	MICHELE WOODHAM	2014-07-18
002	2012-01-01	MICHELE WOODHAM	2013-07-22
002	2011-01-01	JERRI L MCDONALD	2012-07-31
002	2010-01-01	JERRI L MCDONALD	2011-07-11