401k Plan data: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN plan

DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 401k Plan overview

Plan Name	DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN
Plan identification number	001

DALLAS COUNTY HISTORICAL FOUNDATION 401K 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.

401k Sponsoring company profile

DALLAS COUNTY HISTORICAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: DALLAS COUNTY HISTORICAL FOUNDATION

Employer identification number (EIN): 751914314

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 NICOLA LONGFORD 2023-08-07
001 2021-01-01 BETSY EUDY 2022-06-21
001 2020-01-01 BETSY EUDY 2021-07-01
001 2019-01-01
001 2018-01-01 BETSY EUDY
001 2017-01-01 NATALIE PEABODY
001 2016-01-01 NATALIE PEABODY
001 2015-01-01 NATALIE PEABODY
001 2014-01-01 ELIZABETH SHIPP
001 2013-01-01 ELIZABETH SHIPP
001 2012-01-01 LIZ SHIPP LIZ SHIPP 2013-04-19
001 2011-01-01 NICOLA LONGFORD
001 2010-01-01 NICOLA LONGFORD
001 2009-01-01 NICOLA LONGFORD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	NICOLA LONGFORD	2023-08-07
001	2021-01-01	BETSY EUDY	2022-06-21
001	2020-01-01	BETSY EUDY	2021-07-01
001	2019-01-01
001	2018-01-01	BETSY EUDY
001	2017-01-01	NATALIE PEABODY
001	2016-01-01	NATALIE PEABODY
001	2015-01-01	NATALIE PEABODY
001	2014-01-01	ELIZABETH SHIPP
001	2013-01-01	ELIZABETH SHIPP
001	2012-01-01	LIZ SHIPP		LIZ SHIPP	2013-04-19
001	2011-01-01	NICOLA LONGFORD
001	2010-01-01	NICOLA LONGFORD
001	2009-01-01	NICOLA LONGFORD

Plan Statistics for DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN

401k plan membership statisitcs for DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN

Measure Date Value
2019: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 40
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 59
Number of participants with account balances 2019-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 45
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 66
Number of participants with account balances 2018-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 66
Number of participants with account balances 2017-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 50
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 69
Number of participants with account balances 2016-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 45
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 61
Number of participants with account balances 2015-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 49
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 72
Number of participants with account balances 2014-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 48
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 74
Number of participants with account balances 2013-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 69
Number of participants with account balances 2012-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 41
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 23
Total of all active and inactive participants 2011-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 64
Number of participants with account balances 2011-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 36
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 19
Total of all active and inactive participants 2010-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 55
Number of participants with account balances 2010-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
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 18
Total of all active and inactive participants 2009-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 52
Number of participants with account balances 2009-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2019: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	40
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	59
Number of participants with account balances	2019-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	45
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	66
Number of participants with account balances	2018-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	66
Number of participants with account balances	2017-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	50
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	69
Number of participants with account balances	2016-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	45
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	61
Number of participants with account balances	2015-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	49
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	72
Number of participants with account balances	2014-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	48
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	74
Number of participants with account balances	2013-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	69
Number of participants with account balances	2012-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	41
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	23
Total of all active and inactive participants	2011-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	64
Number of participants with account balances	2011-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	36
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	19
Total of all active and inactive participants	2010-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	55
Number of participants with account balances	2010-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
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	18
Total of all active and inactive participants	2009-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	52
Number of participants with account balances	2009-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN

Measure	Date	Value
2019 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,356,620
Expenses. Total of all expenses incurred	2019-12-31	$431,682
Benefits paid (including direct rollovers)	2019-12-31	$416,559
Total plan assets at end of year	2019-12-31	$4,567,822
Total plan assets at beginning of year	2019-12-31	$3,642,884
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$234,304
Other income received	2019-12-31	$846,018
Net income (gross income less expenses)	2019-12-31	$924,938
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,567,822
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,642,884
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$19,648
Total contributions received or receivable from employer(s)	2019-12-31	$276,298
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$242,794
Expenses. Total of all expenses incurred	2018-12-31	$192,526
Benefits paid (including direct rollovers)	2018-12-31	$179,586
Total plan assets at end of year	2018-12-31	$3,642,884
Total plan assets at beginning of year	2018-12-31	$3,592,616
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$241,174
Contributions received from other sources (not participants or employers)	2018-12-31	$30,834
Other income received	2018-12-31	$-320,155
Net income (gross income less expenses)	2018-12-31	$50,268
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,642,884
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,592,616
Total contributions received or receivable from employer(s)	2018-12-31	$290,941
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,040,761
Expenses. Total of all expenses incurred	2017-12-31	$186,824
Benefits paid (including direct rollovers)	2017-12-31	$185,324
Total plan assets at end of year	2017-12-31	$3,592,616
Total plan assets at beginning of year	2017-12-31	$2,738,679
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$199,792
Contributions received from other sources (not participants or employers)	2017-12-31	$19,160
Other income received	2017-12-31	$576,475
Net income (gross income less expenses)	2017-12-31	$853,937
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,592,616
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,738,679
Total contributions received or receivable from employer(s)	2017-12-31	$245,334
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$616,656
Expenses. Total of all expenses incurred	2016-12-31	$102,518
Benefits paid (including direct rollovers)	2016-12-31	$102,443
Total plan assets at end of year	2016-12-31	$2,738,679
Total plan assets at beginning of year	2016-12-31	$2,224,541
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$157,786
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$211,804
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$514,138
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,738,679
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,224,541
Total contributions received or receivable from employer(s)	2016-12-31	$247,066
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
2015 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$420,002
Expenses. Total of all expenses incurred	2015-12-31	$811,702
Benefits paid (including direct rollovers)	2015-12-31	$811,677
Total plan assets at end of year	2015-12-31	$2,224,541
Total plan assets at beginning of year	2015-12-31	$2,616,241
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$148,308
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$15,928
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-391,700
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,224,541
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,616,241
Total contributions received or receivable from employer(s)	2015-12-31	$255,766
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25
2014 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$527,974
Expenses. Total of all expenses incurred	2014-12-31	$162,421
Benefits paid (including direct rollovers)	2014-12-31	$162,396
Total plan assets at end of year	2014-12-31	$2,616,241
Total plan assets at beginning of year	2014-12-31	$2,250,688
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$126,252
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$12,038
Other income received	2014-12-31	$159,348
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$365,553
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,616,241
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,250,688
Total contributions received or receivable from employer(s)	2014-12-31	$230,336
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
2013 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$723,608
Expenses. Total of all expenses incurred	2013-12-31	$206,147
Benefits paid (including direct rollovers)	2013-12-31	$206,146
Total plan assets at end of year	2013-12-31	$2,250,688
Total plan assets at beginning of year	2013-12-31	$1,733,227
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$112,639
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$411,880
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$517,461
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,250,688
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,733,227
Total contributions received or receivable from employer(s)	2013-12-31	$199,089
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1
2012 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$485,040
Expenses. Total of all expenses incurred	2012-12-31	$142,883
Benefits paid (including direct rollovers)	2012-12-31	$142,749
Total plan assets at end of year	2012-12-31	$1,733,227
Total plan assets at beginning of year	2012-12-31	$1,391,070
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$80,561
Other income received	2012-12-31	$222,961
Net income (gross income less expenses)	2012-12-31	$342,157
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,733,227
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,391,070
Total contributions received or receivable from employer(s)	2012-12-31	$181,518
Value of corrective distributions	2012-12-31	$87
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$47
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$1,384
Total income from all sources	2011-12-31	$222,383
Expenses. Total of all expenses incurred	2011-12-31	$125,820
Benefits paid (including direct rollovers)	2011-12-31	$125,795
Total plan assets at end of year	2011-12-31	$1,391,070
Total plan assets at beginning of year	2011-12-31	$1,293,123
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$63,693
Contributions received from other sources (not participants or employers)	2011-12-31	$50,000
Other income received	2011-12-31	$-52,331
Net income (gross income less expenses)	2011-12-31	$96,563
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,391,070
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,293,123
Total contributions received or receivable from employer(s)	2011-12-31	$161,021
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$334,724
Expenses. Total of all expenses incurred	2010-12-31	$117,861
Benefits paid (including direct rollovers)	2010-12-31	$117,836
Total plan assets at end of year	2010-12-31	$1,293,123
Total plan assets at beginning of year	2010-12-31	$1,076,260
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$54,590
Other income received	2010-12-31	$159,884
Net income (gross income less expenses)	2010-12-31	$216,863
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,293,123
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,076,260
Total contributions received or receivable from employer(s)	2010-12-31	$120,250
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DALLAS COUNTY HISTORICAL FOUNDATION 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

Form 5500 Responses for DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN

2019: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DALLAS COUNTY HISTORICAL FOUNDATION 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DALLAS COUNTY HISTORICAL FOUNDATION 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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DALLAS COUNTY HISTORICAL FOUNDATION 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-TP-KFA

Policy instance

Insurance contract or identification number	GAP-TP-KFA
Number of Individuals Covered	54
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13
Insurance broker organization code?	1

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-TP-KFA

Policy instance

Insurance contract or identification number	GAP-TP-KFA
Number of Individuals Covered	65
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $12
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12
Additional information about fees paid to insurance broker	FINANCIAL SERVICES
Insurance broker organization code?	1

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Company Name:	DALLAS COUNTY HISTORICAL FOUNDATION
Employer identification number (EIN):	751914314
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions