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DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC. 401k Plan overview

Plan NameDALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC.
Plan identification number 002

DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 CNTY LOCAL WORKFORCE DEV BRD has sponsored the creation of one or more 401k plans.

Company Name:DALLAS CNTY LOCAL WORKFORCE DEV BRD
Employer identification number (EIN):751924974
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROWENA HO2024-10-11 ROWENA HO2024-10-11
0022022-01-01ASHLEE VERNER2023-09-06 ASHLEE VERNER2023-09-06
0022021-01-01ASHLEE VERNER2022-05-20 ASHLEE VERNER2022-05-20
0022020-01-01ASHLEE VERNER2021-06-08 ASHLEE VERNER2021-06-08
0022019-01-01ASHLEE VERNER2020-07-07 ASHLEE VERNER2020-07-07
0022018-01-01ASHLEE VERNER2019-06-04 ASHLEE VERNER2019-06-04
0022017-01-01JOHN PURCELL2018-03-30 JOHN PURCELL2018-03-30
0022016-01-01JOHN PURCELL2017-05-02 JOHN PURCELL2017-05-02
0022015-01-01JOHN PURCELL2016-03-10 JOHN PURCELL2016-03-10
0022014-01-01MIKE PURCELL2015-03-12 MIKE PURCELL2015-03-12
0022013-01-01MIKE PURCELL2014-02-21 MIKE PURCELL2014-02-21
0022012-01-01MIKE PURCELL2013-05-13 MIKE PURCELL2013-05-13
0022011-01-01MIKE PURCELL2012-02-21 MIKE PURCELL2012-02-21
0022010-01-01MIKE PURCELL2011-04-11 MIKE PURCELL2011-04-11

Plan Statistics for DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC.

401k plan membership statisitcs for DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC.

Measure Date Value
2025: DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-1634
Total number of particpants at end of year2025-09-1639
Number of Participants With Account Balances2025-09-1635
2024: DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1134
Total number of particpants at end of year2024-10-1134
Number of Participants With Account Balances2024-10-1131

Financial Data on DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC.

Measure Date Value
2025 : DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-160
Total liabilities as of the end of the plan year2025-09-160
Total liabilities as of the beginning of the plan year2025-09-160
Total expenses incurred by plan in this plan year2025-09-16345336
Net assets as of the end of the plan year2025-09-163894847
Total assets as of the beginning of the plan year2025-09-163515450
Value of plan covered by a fidelity bond2025-09-169000000
Participant contributions to plan in this plan year2025-09-16311376
Value of participant loans at end of plan year2025-09-164967
Other expenses paid from plan in this plan year2025-09-160
Other contributions to plan in this plan year2025-09-160
Other income to plan in this plan year2025-09-16359649
Plan net income in this plan year2025-09-16379397
Net assets as of the end of the plan year2025-09-163894847
Net assets as of the beginning of the plan year2025-09-163515450
Employer contributions to plan in this plan year2025-09-1653708
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-16494
2024 : DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1176284
Net assets as of the end of the plan year2024-10-113515450
Total assets as of the beginning of the plan year2024-10-112762654
Value of plan covered by a fidelity bond2024-10-119000000
Participant contributions to plan in this plan year2024-10-11274122
Value of participant loans at end of plan year2024-10-117808
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-1150636
Other income to plan in this plan year2024-10-11452728
Plan net income in this plan year2024-10-11752796
Net assets as of the end of the plan year2024-10-113515450
Net assets as of the beginning of the plan year2024-10-112762654
Employer contributions to plan in this plan year2024-10-1151594
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11951

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