401k Plan data: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN plan

PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN
Plan identification number	001

PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

PEROT MUSEUM OF NATURE AND SCIENCE has sponsored the creation of one or more 401k plans.

Company Name: PEROT MUSEUM OF NATURE AND SCIENCE

Employer identification number (EIN): 756067569

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

Additional information about PEROT MUSEUM OF NATURE AND SCIENCE

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1968-02-23

Company Identification Number: 0024398601

Legal Registered Office Address: 2201 N FIELD ST

DALLAS
United States of America (USA)
75201

More information about PEROT MUSEUM OF NATURE AND SCIENCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SALLY MCDONALD BERVEN
001 2016-01-01 SALLY MCDONALD BERVEN SALLY MCDONALD BERVEN 2017-07-25
001 2015-01-01 SALLY MCDONALD BERVEN
001 2014-01-01 SALLY MCDONALD BERVEN
001 2013-01-01 SARAH PIETSCH
001 2012-01-01 SARAH PIETSCH
001 2011-01-01 SARAH PIETSCH
001 2010-01-01 SARAH PIETSCH 2011-10-05

Plan Statistics for PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 137
Number of retired or separated participants receiving benefits 2022-01-01 13
Number of other retired or separated participants entitled to future benefits 2022-01-01 92
Total of all active and inactive participants 2022-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 243
Number of participants with account balances 2022-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 108
Number of other retired or separated participants entitled to future benefits 2021-01-01 92
Total of all active and inactive participants 2021-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 201
Number of participants with account balances 2021-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 384
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 101
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 90
Total of all active and inactive participants 2020-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 191
Number of participants with account balances 2020-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 321
Number of other retired or separated participants entitled to future benefits 2019-01-01 64
Total of all active and inactive participants 2019-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 385
Number of participants with account balances 2019-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 297
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 63
Total of all active and inactive participants 2018-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 360
Number of participants with account balances 2018-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 309
Number of other retired or separated participants entitled to future benefits 2017-01-01 56
Total of all active and inactive participants 2017-01-01 365
Total participants 2017-01-01 365
Number of participants with account balances 2017-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 31
2016: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 287
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 45
Total of all active and inactive participants 2016-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 332
Number of participants with account balances 2016-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19
2015: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 287
Number of other retired or separated participants entitled to future benefits 2015-01-01 90
Total of all active and inactive participants 2015-01-01 377
Total participants 2015-01-01 377
Number of participants with account balances 2015-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 29
2014: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 332
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 373
Total participants 2014-01-01 373
Number of participants with account balances 2014-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 17
2013: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 277
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 51
Total of all active and inactive participants 2013-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 328
Number of participants with account balances 2013-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 152
Number of other retired or separated participants entitled to future benefits 2012-01-01 41
Total of all active and inactive participants 2012-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 193
Number of participants with account balances 2012-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 145
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 12
Total of all active and inactive participants 2011-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 157
Number of participants with account balances 2011-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2022: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	137
Number of retired or separated participants receiving benefits	2022-01-01	13
Number of other retired or separated participants entitled to future benefits	2022-01-01	92
Total of all active and inactive participants	2022-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	243
Number of participants with account balances	2022-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	108
Number of other retired or separated participants entitled to future benefits	2021-01-01	92
Total of all active and inactive participants	2021-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	201
Number of participants with account balances	2021-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	384
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	101
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	90
Total of all active and inactive participants	2020-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	191
Number of participants with account balances	2020-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	321
Number of other retired or separated participants entitled to future benefits	2019-01-01	64
Total of all active and inactive participants	2019-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	385
Number of participants with account balances	2019-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	297
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	63
Total of all active and inactive participants	2018-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	360
Number of participants with account balances	2018-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	309
Number of other retired or separated participants entitled to future benefits	2017-01-01	56
Total of all active and inactive participants	2017-01-01	365
Total participants	2017-01-01	365
Number of participants with account balances	2017-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	31
2016: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	287
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	45
Total of all active and inactive participants	2016-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	332
Number of participants with account balances	2016-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19
2015: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	287
Number of other retired or separated participants entitled to future benefits	2015-01-01	90
Total of all active and inactive participants	2015-01-01	377
Total participants	2015-01-01	377
Number of participants with account balances	2015-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	29
2014: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	332
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	373
Total participants	2014-01-01	373
Number of participants with account balances	2014-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	17
2013: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	277
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	51
Total of all active and inactive participants	2013-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	328
Number of participants with account balances	2013-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	152
Number of other retired or separated participants entitled to future benefits	2012-01-01	41
Total of all active and inactive participants	2012-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	193
Number of participants with account balances	2012-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	145
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	12
Total of all active and inactive participants	2011-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	157
Number of participants with account balances	2011-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2022 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-160,147
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$495,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$455,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$704,891
Value of total assets at end of year	2022-12-31	$5,331,287
Value of total assets at beginning of year	2022-12-31	$5,986,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$39,914
Total interest from all sources	2022-12-31	$7,809
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$456,246
Participant contributions at end of year	2022-12-31	$38,304
Participant contributions at beginning of year	2022-12-31	$49,393
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-655,318
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,331,287
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,986,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$39,914
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,690,901
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,337,542
Interest on participant loans	2022-12-31	$1,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$5,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$356,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$410,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-872,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$245,132
Employer contributions (assets) at end of year	2022-12-31	$245,132
Employer contributions (assets) at beginning of year	2022-12-31	$189,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$455,257
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SUTTON FROST CARY LLP
Accountancy firm EIN	2022-12-31	752593210
2021 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,284,690
Total of all expenses incurred	2021-12-31	$586,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$539,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$553,738
Value of total assets at end of year	2021-12-31	$5,986,605
Value of total assets at beginning of year	2021-12-31	$5,288,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$46,863
Total interest from all sources	2021-12-31	$7,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$364,723
Participant contributions at end of year	2021-12-31	$49,393
Participant contributions at beginning of year	2021-12-31	$14,147
Other income not declared elsewhere	2021-12-31	$891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$698,575
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,986,605
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,288,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$46,863
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,337,542
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,676,940
Interest on participant loans	2021-12-31	$2,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$5,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$410,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$378,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$722,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$189,015
Employer contributions (assets) at end of year	2021-12-31	$189,015
Employer contributions (assets) at beginning of year	2021-12-31	$218,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$539,252
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SUTTON FROST CARY LLP
Accountancy firm EIN	2021-12-31	752593210
2020 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,392,716
Total of all expenses incurred	2020-12-31	$1,152,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,106,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$759,351
Value of total assets at end of year	2020-12-31	$5,288,030
Value of total assets at beginning of year	2020-12-31	$5,047,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$45,426
Total interest from all sources	2020-12-31	$6,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$434,081
Participant contributions at end of year	2020-12-31	$14,147
Participant contributions at beginning of year	2020-12-31	$12,709
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$97,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$240,423
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,288,030
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,047,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$45,426
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,676,940
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,651,992
Interest on participant loans	2020-12-31	$578
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$378,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$115,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$626,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$227,314
Employer contributions (assets) at end of year	2020-12-31	$218,532
Employer contributions (assets) at beginning of year	2020-12-31	$267,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,106,867
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2020-12-31	750786316
2019 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$23,471
Total income from all sources (including contributions)	2019-12-31	$1,710,841
Total of all expenses incurred	2019-12-31	$751,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$717,719
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$883,587
Value of total assets at end of year	2019-12-31	$5,047,607
Value of total assets at beginning of year	2019-12-31	$4,111,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,343
Total interest from all sources	2019-12-31	$3,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$562,037
Participant contributions at end of year	2019-12-31	$12,709
Participant contributions at beginning of year	2019-12-31	$27,398
Participant contributions at beginning of year	2019-12-31	$19,986
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$54,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$23,471
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$959,779
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,047,607
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,087,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$33,343
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,651,992
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,737,317
Interest on participant loans	2019-12-31	$1,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$115,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$104,961
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$823,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$267,538
Employer contributions (assets) at end of year	2019-12-31	$267,539
Employer contributions (assets) at beginning of year	2019-12-31	$221,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$717,719
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2019-12-31	750786316
2018 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$23,471
Total income from all sources (including contributions)	2018-12-31	$434,906
Total of all expenses incurred	2018-12-31	$424,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$392,829
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$734,517
Value of total assets at end of year	2018-12-31	$4,111,299
Value of total assets at beginning of year	2018-12-31	$4,077,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,169
Total interest from all sources	2018-12-31	$2,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$512,880
Participant contributions at end of year	2018-12-31	$27,398
Participant contributions at beginning of year	2018-12-31	$13,765
Participant contributions at end of year	2018-12-31	$19,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$23,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$9,908
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,087,828
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,077,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$32,169
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,737,317
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,764,879
Interest on participant loans	2018-12-31	$956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$104,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$91,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-302,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$221,637
Employer contributions (assets) at end of year	2018-12-31	$221,637
Employer contributions (assets) at beginning of year	2018-12-31	$207,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$392,829
Contract administrator fees	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2018-12-31	750786316
2017 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,259,659
Total of all expenses incurred	2017-12-31	$567,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$536,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$737,457
Value of total assets at end of year	2017-12-31	$4,077,920
Value of total assets at beginning of year	2017-12-31	$3,386,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$31,102
Total interest from all sources	2017-12-31	$2,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$479,701
Participant contributions at end of year	2017-12-31	$13,765
Participant contributions at beginning of year	2017-12-31	$13,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$691,809
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,077,920
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,386,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$31,102
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,764,879
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,122,085
Interest on participant loans	2017-12-31	$529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$91,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$81,893
Net investment gain/loss from pooled separate accounts	2017-12-31	$519,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$257,756
Employer contributions (assets) at end of year	2017-12-31	$207,516
Employer contributions (assets) at beginning of year	2017-12-31	$168,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$536,748
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2017-12-31	750786316
2016 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$902,059
Total of all expenses incurred	2016-12-31	$681,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$649,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$714,267
Value of total assets at end of year	2016-12-31	$3,386,111
Value of total assets at beginning of year	2016-12-31	$3,166,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$32,126
Total interest from all sources	2016-12-31	$2,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$467,940
Participant contributions at end of year	2016-12-31	$13,840
Participant contributions at beginning of year	2016-12-31	$11,708
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$53,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$220,075
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,386,111
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,166,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$32,126
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,122,085
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,881,919
Interest on participant loans	2016-12-31	$546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$81,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$72,210
Net investment gain/loss from pooled separate accounts	2016-12-31	$185,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$193,148
Employer contributions (assets) at end of year	2016-12-31	$168,293
Employer contributions (assets) at beginning of year	2016-12-31	$200,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$649,858
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2016-12-31	750786316
2015 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$804,799
Total of all expenses incurred	2015-12-31	$520,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$476,849
Expenses. Certain deemed distributions of participant loans	2015-12-31	$18,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$844,765
Value of total assets at end of year	2015-12-31	$3,166,036
Value of total assets at beginning of year	2015-12-31	$2,881,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,312
Total interest from all sources	2015-12-31	$1,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$457,481
Participant contributions at end of year	2015-12-31	$11,708
Participant contributions at beginning of year	2015-12-31	$29,508
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$284,286
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,166,036
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,881,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$25,312
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,881,919
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,847,587
Interest on participant loans	2015-12-31	$720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$72,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,655
Net investment gain/loss from pooled separate accounts	2015-12-31	$-41,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$375,977
Employer contributions (assets) at end of year	2015-12-31	$200,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$476,849
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEAVER AND TIDWELL, L.L.P.
Accountancy firm EIN	2015-12-31	750786316
2014 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$584,094
Total of all expenses incurred	2014-12-31	$491,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$459,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$458,534
Value of total assets at end of year	2014-12-31	$2,881,750
Value of total assets at beginning of year	2014-12-31	$2,789,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$31,784
Total interest from all sources	2014-12-31	$1,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$394,650
Participant contributions at end of year	2014-12-31	$29,508
Participant contributions at beginning of year	2014-12-31	$44,733
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$56,245
Administrative expenses (other) incurred	2014-12-31	$371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$92,691
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,881,750
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,789,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$31,413
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,847,587
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,560,848
Interest on participant loans	2014-12-31	$1,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$116
Net investment gain/loss from pooled separate accounts	2014-12-31	$123,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$7,639
Employer contributions (assets) at beginning of year	2014-12-31	$177,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$459,619
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOWARD LLP
Accountancy firm EIN	2014-12-31	202257536
2013 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$894,765
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$315,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$288,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$587,232
Value of total assets at end of year	2013-12-31	$2,789,059
Value of total assets at beginning of year	2013-12-31	$2,209,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$26,888
Total interest from all sources	2013-12-31	$2,036
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$365,208
Participant contributions at end of year	2013-12-31	$44,733
Participant contributions at beginning of year	2013-12-31	$23,387
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$44,606
Other income not declared elsewhere	2013-12-31	$91
Administrative expenses (other) incurred	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$579,260
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,789,059
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,209,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$26,888
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,560,848
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,040,637
Interest on participant loans	2013-12-31	$2,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$305,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$177,418
Employer contributions (assets) at end of year	2013-12-31	$177,418
Employer contributions (assets) at beginning of year	2013-12-31	$145,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$288,617
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOWARD LLP
Accountancy firm EIN	2013-12-31	202257536
2012 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$670,635
Total of all expenses incurred	2012-12-31	$43,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$22,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$471,189
Value of total assets at end of year	2012-12-31	$2,209,799
Value of total assets at beginning of year	2012-12-31	$1,582,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,517
Total interest from all sources	2012-12-31	$790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$312,379
Participant contributions at end of year	2012-12-31	$23,387
Participant contributions at beginning of year	2012-12-31	$13,389
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$13,035
Other income not declared elsewhere	2012-12-31	$-755
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$626,940
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,209,799
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,582,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$21,517
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,040,637
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,447,370
Interest on participant loans	2012-12-31	$790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$199,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$145,775
Employer contributions (assets) at end of year	2012-12-31	$145,775
Employer contributions (assets) at beginning of year	2012-12-31	$122,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$22,178
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOWARD & COMPANY
Accountancy firm EIN	2012-12-31	202257536
2011 : PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2011 401k financial data
Expenses. Interest paid	2011-12-31	$12,045
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$12,045
Total income from all sources (including contributions)	2011-12-31	$361,860
Total of all expenses incurred	2011-12-31	$56,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$44,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$372,815
Value of total assets at end of year	2011-12-31	$1,582,859
Value of total assets at beginning of year	2011-12-31	$1,277,788
Total interest from all sources	2011-12-31	$1,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$250,482
Participant contributions at end of year	2011-12-31	$13,389
Participant contributions at beginning of year	2011-12-31	$23,002
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$233
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$285
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$305,071
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,582,859
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,277,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,447,370
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,237,710
Interest on participant loans	2011-12-31	$1,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$17,076
Net investment gain/loss from pooled separate accounts	2011-12-31	$-12,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$122,100
Employer contributions (assets) at end of year	2011-12-31	$122,100
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$44,459
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOWARD & COMPANY
Accountancy firm EIN	2011-12-31	202257536

Form 5500 Responses for PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN

2022: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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
2020: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	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-7P-FD9J

Policy instance

Insurance contract or identification number	GAP-7P-FD9J
Number of Individuals Covered	226
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $741
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
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	0
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?	Yes
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
Commission paid to Insurance Broker	USD $741
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADMINSTRATIVE SERVICES
Insurance broker organization code?	3

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	226
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,552
Total amount of fees paid to insurance company	USD $4,357
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
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	0
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
Commission paid to Insurance Broker	USD $8,552
Amount paid for insurance broker fees	4357
Additional information about fees paid to insurance broker	ADMINSTRATIVE SERVICES
Insurance broker organization code?	3

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

Policy contract number

GAP-7P-FD9J

Policy instance

Insurance contract or identification number	GAP-7P-FD9J
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $752
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 $752
Insurance broker organization code?	3

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	186
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $9,175
Total amount of fees paid to insurance company	USD $4,738
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,175
Amount paid for insurance broker fees	4738
Insurance broker organization code?	3

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	177
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $7,958
Total amount of fees paid to insurance company	USD $3,720
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 $7,958
Amount paid for insurance broker fees	3720
Additional information about fees paid to insurance broker	ADMINISTRATIVE SERVICES
Insurance broker organization code?	3

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

Policy contract number

GAP-7P-FD9J

Policy instance

Insurance contract or identification number	GAP-7P-FD9J
Number of Individuals Covered	177
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $661
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 $661
Insurance broker organization code?	3

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

Policy contract number

GAP-7P-FD9J

Policy instance

Insurance contract or identification number	GAP-7P-FD9J
Number of Individuals Covered	303
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $223
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 $223
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	303
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $7,714
Total amount of fees paid to insurance company	USD $3,258
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 $7,714
Amount paid for insurance broker fees	3258
Additional information about fees paid to insurance broker	ADMINSTRATIVE SERVICES
Insurance broker organization code?	3

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

Policy contract number

GAP-7P-FD9J

Policy instance

Insurance contract or identification number	GAP-7P-FD9J
Number of Individuals Covered	302
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $174
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 $174
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	ROBERT CECIL JR

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	302
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,152
Total amount of fees paid to insurance company	USD $2,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,152
Amount paid for insurance broker fees	2318
Additional information about fees paid to insurance broker	ADMINISTRATION SERVICES
Insurance broker organization code?	3
Insurance broker name	ROBERT CECIL JR

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

Policy contract number

GAP-7P-FD9J

Policy instance

Insurance contract or identification number	GAP-7P-FD9J
Number of Individuals Covered	329
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $78
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 $78
Insurance broker organization code?	3
Insurance broker name	ROBERT CECIL JR

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	329
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,341
Total amount of fees paid to insurance company	USD $2,342
Commission paid to Insurance Broker	USD $3,171
Amount paid for insurance broker fees	2342
Additional information about fees paid to insurance broker	ADMINISTRATION SERVICES
Insurance broker organization code?	3
Insurance broker name	ROY SHELDON

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

Policy contract number

GAP-7P-FD9J

Policy instance

Insurance contract or identification number	GAP-7P-FD9J
Number of Individuals Covered	289
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $19
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 $19
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	ROBERT CECIL JR

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	289
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,654
Total amount of fees paid to insurance company	USD $3,154
Commission paid to Insurance Broker	USD $3,827
Amount paid for insurance broker fees	3154
Additional information about fees paid to insurance broker	ADMINISTRATION SERVICES
Insurance broker organization code?	3
Insurance broker name	ROY SHELDON

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

Policy contract number

GAP-7P-FD9J

Policy instance

Insurance contract or identification number	GAP-7P-FD9J
Number of Individuals Covered	256
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $20
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 $20
Insurance broker organization code?	3
Insurance broker name	ROBERT CECIL JR

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	256
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,294
Total amount of fees paid to insurance company	USD $2,522
Commission paid to Insurance Broker	USD $3,147
Amount paid for insurance broker fees	2522
Additional information about fees paid to insurance broker	ADMINISTRATIVE SERVICES
Insurance broker organization code?	3
Insurance broker name	ROY SHELDON

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	155
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $9,680
Total amount of fees paid to insurance company	USD $4,981
Commission paid to Insurance Broker	USD $4,840
Amount paid for insurance broker fees	4981
Additional information about fees paid to insurance broker	ADMINISTRATIVE SERVICES
Insurance broker organization code?	3
Insurance broker name	ROY SHELDON

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

Policy contract number

GAP42/44-A557/8

Policy instance

Insurance contract or identification number	GAP42/44-A557/8
Number of Individuals Covered	106
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,848
Total amount of fees paid to insurance company	USD $4,579

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Company Name:	PEROT MUSEUM OF NATURE AND SCIENCE
Employer identification number (EIN):	756067569
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1968-02-23
Company Identification Number:	0024398601
Legal Registered Office Address:	2201 N FIELD ST DALLAS United States of America (USA) 75201