Logo

SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 401k Plan overview

Plan NameSOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN
Plan identification number 001

SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTH TEXAS LIGHTHOUSE FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name:SOUTH TEXAS LIGHTHOUSE FOR THE BLIND
Employer identification number (EIN):741495894
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about SOUTH TEXAS LIGHTHOUSE FOR THE BLIND

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1964-04-30
Company Identification Number: 0020262701
Legal Registered Office Address: PO BOX 9697

CORPUS CHRISTI
United States of America (USA)
78469

More information about SOUTH TEXAS LIGHTHOUSE FOR THE BLIND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01DENISE PEREZ
0012015-10-01DENISE PEREZ
0012014-10-01DENISE PEREZ
0012013-10-01DENIS VILLARREAL
0012012-10-01LEN SRALLA
0012011-04-01EILEEN BUTLER EILEEN BUTLER2013-10-10
0012009-04-01REGIS BARBER REGIS BARBER2011-02-16

Plan Statistics for SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN

401k plan membership statisitcs for SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN

Measure Date Value
2022: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01203
Total number of active participants reported on line 7a of the Form 55002022-10-01180
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0127
Total of all active and inactive participants2022-10-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-012
Total participants2022-10-01209
Number of participants with account balances2022-10-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-013
2021: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01191
Total number of active participants reported on line 7a of the Form 55002021-10-01170
Number of retired or separated participants receiving benefits2021-10-011
Number of other retired or separated participants entitled to future benefits2021-10-0133
Total of all active and inactive participants2021-10-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01204
Number of participants with account balances2021-10-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-011
2020: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01204
Total number of active participants reported on line 7a of the Form 55002020-10-01174
Number of retired or separated participants receiving benefits2020-10-013
Number of other retired or separated participants entitled to future benefits2020-10-0132
Total of all active and inactive participants2020-10-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01209
Number of participants with account balances2020-10-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-016
2019: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01188
Total number of active participants reported on line 7a of the Form 55002019-10-01185
Number of retired or separated participants receiving benefits2019-10-013
Number of other retired or separated participants entitled to future benefits2019-10-0116
Total of all active and inactive participants2019-10-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01204
Number of participants with account balances2019-10-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-011
2018: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01239
Total number of active participants reported on line 7a of the Form 55002018-10-01176
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0112
Total of all active and inactive participants2018-10-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01188
Number of participants with account balances2018-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-012
2017: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01230
Total number of active participants reported on line 7a of the Form 55002017-10-01194
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0141
Total of all active and inactive participants2017-10-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01235
Number of participants with account balances2017-10-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01242
Total number of active participants reported on line 7a of the Form 55002016-10-01184
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0135
Total of all active and inactive participants2016-10-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01219
Number of participants with account balances2016-10-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-016
2015: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01242
Total number of active participants reported on line 7a of the Form 55002015-10-01191
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0151
Total of all active and inactive participants2015-10-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01242
Number of participants with account balances2015-10-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-013
2014: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01238
Total number of active participants reported on line 7a of the Form 55002014-10-01183
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0156
Total of all active and inactive participants2014-10-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01239
Number of participants with account balances2014-10-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-017
2013: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01222
Total number of active participants reported on line 7a of the Form 55002013-10-01186
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0141
Total of all active and inactive participants2013-10-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01227
Number of participants with account balances2013-10-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-015
2012: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01215
Total number of active participants reported on line 7a of the Form 55002012-10-01186
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0136
Total of all active and inactive participants2012-10-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01222
Number of participants with account balances2012-10-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-019
2011: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01242
Total number of active participants reported on line 7a of the Form 55002011-04-01170
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0136
Total of all active and inactive participants2011-04-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01206
Number of participants with account balances2011-04-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-016
2009: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01197
Total number of active participants reported on line 7a of the Form 55002009-04-01179
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0135
Total of all active and inactive participants2009-04-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011
Total participants2009-04-01215
Number of participants with account balances2009-04-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-018

Financial Data on SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN

Measure Date Value
2023 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$1,377,722
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$215,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$209,834
Value of total corrective distributions2023-09-30$1,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$520,764
Value of total assets at end of year2023-09-30$8,254,446
Value of total assets at beginning of year2023-09-30$7,091,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$3,744
Total interest from all sources2023-09-30$349
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$164,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$164,529
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$316,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$1,162,677
Value of net assets at end of year (total assets less liabilities)2023-09-30$8,254,446
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$7,091,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Investment advisory and management fees2023-09-30$1,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$8,087,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$6,947,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$167,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$144,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$144,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$692,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$204,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$209,834
Contract administrator fees2023-09-30$1,800
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2023-09-30721396621
2022 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-905,960
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$237,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$230,842
Value of total corrective distributions2022-09-30$2,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$479,241
Value of total assets at end of year2022-09-30$7,091,769
Value of total assets at beginning of year2022-09-30$8,235,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$4,584
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$154,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$154,310
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$288,881
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$2,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,143,573
Value of net assets at end of year (total assets less liabilities)2022-09-30$7,091,769
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$8,235,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$1,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$6,947,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$8,089,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$144,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$146,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$146,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,539,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$188,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$230,842
Contract administrator fees2022-09-30$3,499
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-09-30721396621
2021 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$3,518,862
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$538,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$534,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$2,318,772
Value of total assets at end of year2021-09-30$8,235,342
Value of total assets at beginning of year2021-09-30$5,254,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$3,499
Total interest from all sources2021-09-30$3
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$86,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$86,342
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$246,294
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$1,898,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$2,980,393
Value of net assets at end of year (total assets less liabilities)2021-09-30$8,235,342
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$5,254,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$8,089,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$5,133,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$146,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$121,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$121,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,113,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$173,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$534,970
Contract administrator fees2021-09-30$3,499
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30BUMGARDNER MORRISON
Accountancy firm EIN2021-09-30741194944
2020 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$854,784
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$484,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$470,331
Value of total corrective distributions2020-09-30$913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$428,238
Value of total assets at end of year2020-09-30$5,254,949
Value of total assets at beginning of year2020-09-30$4,884,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$13,511
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$92,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$92,085
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$249,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$370,029
Value of net assets at end of year (total assets less liabilities)2020-09-30$5,254,949
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$4,884,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$6,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$5,254,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$4,884,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$334,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$178,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$470,331
Contract administrator fees2020-09-30$7,425
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BUMGARDNER MORRISON
Accountancy firm EIN2020-09-30741194944
2019 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$607,345
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$359,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$352,857
Value of total corrective distributions2019-09-30$1,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$405,122
Value of total assets at end of year2019-09-30$4,884,920
Value of total assets at beginning of year2019-09-30$4,636,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$4,450
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$219,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$219,888
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$235,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$248,091
Value of net assets at end of year (total assets less liabilities)2019-09-30$4,884,920
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$4,636,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$4,884,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$4,636,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-17,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$169,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$352,857
Contract administrator fees2019-09-30$4,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30Yes
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BUMGARDNER MORRISON
Accountancy firm EIN2019-09-30741194944
2018 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$808,877
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$824,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$803,143
Value of total corrective distributions2018-09-30$1,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$410,775
Value of total assets at end of year2018-09-30$4,636,829
Value of total assets at beginning of year2018-09-30$4,651,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$19,753
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$64,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$64,086
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$235,760
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$0
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$30,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-15,128
Value of net assets at end of year (total assets less liabilities)2018-09-30$4,636,829
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$4,651,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$10,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,636,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$4,621,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$334,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$175,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$803,143
Contract administrator fees2018-09-30$9,169
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BUMGARDNER MORRISON
Accountancy firm EIN2018-09-30741194944
2017 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,045,090
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$567,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$555,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$532,426
Value of total assets at end of year2017-09-30$4,651,957
Value of total assets at beginning of year2017-09-30$4,174,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$12,338
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$105,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$105,800
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$273,443
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$75,806
Total non interest bearing cash at end of year2017-09-30$30,631
Total non interest bearing cash at beginning of year2017-09-30$18,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$477,408
Value of net assets at end of year (total assets less liabilities)2017-09-30$4,651,957
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$4,174,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$10,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$4,621,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$4,156,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$406,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$183,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$555,344
Contract administrator fees2017-09-30$1,646
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30CARR, RIGGS, & INGRAM, LLC
Accountancy firm EIN2017-09-30721396621
2016 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$860,296
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$801,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$796,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$430,208
Value of total assets at end of year2016-09-30$4,174,549
Value of total assets at beginning of year2016-09-30$4,115,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$4,606
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$135,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$135,837
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$225,189
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$50,346
Total non interest bearing cash at end of year2016-09-30$18,402
Total non interest bearing cash at beginning of year2016-09-30$3,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$59,232
Value of net assets at end of year (total assets less liabilities)2016-09-30$4,174,549
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$4,115,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$4,156,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$4,112,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$294,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$154,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$796,458
Contract administrator fees2016-09-30$4,606
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30FLUSCHE, VAN BEVEREN, KILGORE PC
Accountancy firm EIN2016-09-30742444319
2015 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$357,340
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$275,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$273,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$388,229
Value of total assets at end of year2015-09-30$4,115,317
Value of total assets at beginning of year2015-09-30$4,033,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,081
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$146,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$146,539
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$242,782
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$3,286
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$82,315
Value of net assets at end of year (total assets less liabilities)2015-09-30$4,115,317
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$4,033,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$4,112,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$4,033,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-177,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$145,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$273,944
Contract administrator fees2015-09-30$1,081
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30FLUSCHE, VAN BEVEREN, KILGORE PC
Accountancy firm EIN2015-09-30742444319
2014 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$683,428
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$308,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$304,711
Value of total corrective distributions2014-09-30$1,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$388,980
Value of total assets at end of year2014-09-30$4,033,002
Value of total assets at beginning of year2014-09-30$3,657,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$2,301
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$92,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$92,860
Was this plan covered by a fidelity bond2014-09-30No
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$251,557
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$0
Total non interest bearing cash at beginning of year2014-09-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$375,290
Value of net assets at end of year (total assets less liabilities)2014-09-30$4,033,002
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$3,657,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$4,033,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$3,657,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$201,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$137,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$304,711
Contract administrator fees2014-09-30$2,301
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30FLUSCHE, VAN BEVEREN, KILGORE PC
Accountancy firm EIN2014-09-30742444319
2013 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$858,427
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$711,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$710,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$458,528
Value of total assets at end of year2013-09-30$3,657,712
Value of total assets at beginning of year2013-09-30$3,510,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,415
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$19,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$19,716
Was this plan covered by a fidelity bond2013-09-30No
If this is an individual account plan, was there a blackout period2013-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$231,343
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$1,519
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$85,189
Total non interest bearing cash at end of year2013-09-30$100
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$146,725
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,657,712
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$3,510,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,657,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,509,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$380,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$141,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$710,287
Contract administrator fees2013-09-30$1,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30Yes
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30FLUSCHE, VAN BEVEREN, KILGORE PC
Accountancy firm EIN2013-09-30800398758
2011 : SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$-190,809
Total of all expenses incurred2011-09-30$146,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$145,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$209,235
Value of total assets at end of year2011-09-30$3,021,328
Value of total assets at beginning of year2011-09-30$3,358,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,110
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$25,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$25,679
Administrative expenses professional fees incurred2011-09-30$1,110
Was this plan covered by a fidelity bond2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$118,055
Participant contributions at end of year2011-09-30$3,862
Participant contributions at beginning of year2011-09-30$6,127
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$23,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-337,666
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,021,328
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,358,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,017,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$3,352,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-425,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$68,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$145,747
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30FLUSCHE, VAN BEVEREN KILGORE PC CPA
Accountancy firm EIN2011-09-30742444319
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$735,928
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$188,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$185,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$386,126
Value of total assets at end of year2011-03-31$3,358,994
Value of total assets at beginning of year2011-03-31$2,811,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$2,670
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$66,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$66,975
Administrative expenses professional fees incurred2011-03-31$2,670
Was this plan covered by a fidelity bond2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$236,014
Participant contributions at end of year2011-03-31$6,127
Participant contributions at beginning of year2011-03-31$7,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$547,758
Value of net assets at end of year (total assets less liabilities)2011-03-31$3,358,994
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$2,811,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$3,352,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$2,803,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$282,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$150,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$185,500
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer

Form 5500 Responses for SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN

2022: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedYes
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1