401k Plan data: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST plan

THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 401k Plan overview

Plan Name	THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST
Plan identification number	001

THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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

THE CHILDREN'S HOME OF LUBBOCK has sponsored the creation of one or more 401k plans.

Company Name: THE CHILDREN'S HOME OF LUBBOCK

Employer identification number (EIN): 751037480

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-02-01
001 2022-02-01
001 2021-02-01
001 2020-02-01 LISA JOHN 2021-11-15
001 2019-02-01 BROOKS LOVELESS 2020-11-16
001 2018-02-01 BROOKS LOVELESS 2019-11-15
001 2017-02-01
001 2017-02-01
001 2016-02-01
001 2016-02-01 BROOKS LOVELESS 2017-11-15
001 2015-02-01
001 2014-02-01 BROOKS LOVELESS 2015-10-20
001 2013-02-01
001 2012-02-01 CINDY L YARBROUGH 2013-06-29 CINDY L YARBROUGH 2013-06-29
001 2011-02-01 CINDY L YARBROUGH 2012-07-21 CINDY L YARBROUGH 2012-07-21
001 2010-02-01 CINDY L YARBROUGH 2011-07-30 CINDY L YARBROUGH 2011-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-02-01
001	2022-02-01
001	2021-02-01
001	2020-02-01	LISA JOHN	2021-11-15
001	2019-02-01	BROOKS LOVELESS	2020-11-16
001	2018-02-01	BROOKS LOVELESS	2019-11-15
001	2017-02-01
001	2017-02-01
001	2016-02-01
001	2016-02-01	BROOKS LOVELESS	2017-11-15
001	2015-02-01
001	2014-02-01	BROOKS LOVELESS	2015-10-20
001	2013-02-01
001	2012-02-01	CINDY L YARBROUGH	2013-06-29	CINDY L YARBROUGH	2013-06-29
001	2011-02-01	CINDY L YARBROUGH	2012-07-21	CINDY L YARBROUGH	2012-07-21
001	2010-02-01	CINDY L YARBROUGH	2011-07-30	CINDY L YARBROUGH	2011-07-30

Plan Statistics for THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST

401k plan membership statisitcs for THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST

Measure Date Value
2020: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-02-01 108
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 61
Number of retired or separated participants receiving benefits 2020-02-01 1
Number of other retired or separated participants entitled to future benefits 2020-02-01 33
Total of all active and inactive participants 2020-02-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 95
Number of participants with account balances 2020-02-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 8
2019: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-02-01 104
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 69
Number of retired or separated participants receiving benefits 2019-02-01 5
Number of other retired or separated participants entitled to future benefits 2019-02-01 28
Total of all active and inactive participants 2019-02-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 102
Number of participants with account balances 2019-02-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 7
2018: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-02-01 152
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 72
Number of retired or separated participants receiving benefits 2018-02-01 3
Number of other retired or separated participants entitled to future benefits 2018-02-01 23
Total of all active and inactive participants 2018-02-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 98
Number of participants with account balances 2018-02-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 6
2017: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-02-01 136
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 94
Number of retired or separated participants receiving benefits 2017-02-01 3
Number of other retired or separated participants entitled to future benefits 2017-02-01 41
Total of all active and inactive participants 2017-02-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 138
Number of participants with account balances 2017-02-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 11
2016: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-02-01 143
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 87
Number of retired or separated participants receiving benefits 2016-02-01 1
Number of other retired or separated participants entitled to future benefits 2016-02-01 48
Total of all active and inactive participants 2016-02-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 136
Number of participants with account balances 2016-02-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 11

Measure	Date	Value
2020: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-02-01	108
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	61
Number of retired or separated participants receiving benefits	2020-02-01	1
Number of other retired or separated participants entitled to future benefits	2020-02-01	33
Total of all active and inactive participants	2020-02-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	95
Number of participants with account balances	2020-02-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	8
2019: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-02-01	104
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	69
Number of retired or separated participants receiving benefits	2019-02-01	5
Number of other retired or separated participants entitled to future benefits	2019-02-01	28
Total of all active and inactive participants	2019-02-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	102
Number of participants with account balances	2019-02-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	7
2018: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-02-01	152
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	72
Number of retired or separated participants receiving benefits	2018-02-01	3
Number of other retired or separated participants entitled to future benefits	2018-02-01	23
Total of all active and inactive participants	2018-02-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	98
Number of participants with account balances	2018-02-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	6
2017: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-02-01	136
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	94
Number of retired or separated participants receiving benefits	2017-02-01	3
Number of other retired or separated participants entitled to future benefits	2017-02-01	41
Total of all active and inactive participants	2017-02-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	138
Number of participants with account balances	2017-02-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	11
2016: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-02-01	143
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	87
Number of retired or separated participants receiving benefits	2016-02-01	1
Number of other retired or separated participants entitled to future benefits	2016-02-01	48
Total of all active and inactive participants	2016-02-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	136
Number of participants with account balances	2016-02-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	11

Financial Data on THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST

Measure	Date	Value
2021 : THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$3,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$2,931
Total income from all sources (including contributions)	2021-01-31	$694,685
Total loss/gain on sale of assets	2021-01-31	$0
Total of all expenses incurred	2021-01-31	$537,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-01-31	$487,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-01-31	$278,893
Value of total assets at end of year	2021-01-31	$4,371,587
Value of total assets at beginning of year	2021-01-31	$4,214,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-31	$49,871
Total interest from all sources	2021-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-31	No
Administrative expenses professional fees incurred	2021-01-31	$49,871
Was this plan covered by a fidelity bond	2021-01-31	Yes
Value of fidelity bond cover	2021-01-31	$550,000
If this is an individual account plan, was there a blackout period	2021-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-01-31	No
Contributions received from participants	2021-01-31	$172,694
Participant contributions at end of year	2021-01-31	$6,753
Participant contributions at beginning of year	2021-01-31	$7,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-01-31	$3,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-01-31	$1,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-31	No
Value of net income/loss	2021-01-31	$156,975
Value of net assets at end of year (total assets less liabilities)	2021-01-31	$4,368,339
Value of net assets at beginning of year (total assets less liabilities)	2021-01-31	$4,211,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-31	No
Were any leases to which the plan was party in default or uncollectible	2021-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-01-31	$4,355,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-01-31	$4,142,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-01-31	$4,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-01-31	$59,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-01-31	$59,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-01-31	$415,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-01-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-01-31	No
Contributions received in cash from employer	2021-01-31	$106,199
Employer contributions (assets) at end of year	2021-01-31	$4,393
Employer contributions (assets) at beginning of year	2021-01-31	$4,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-01-31	$487,839
Liabilities. Value of benefit claims payable at end of year	2021-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-01-31	$1,184
Did the plan have assets held for investment	2021-01-31	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	2021-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-31	No
Opinion of an independent qualified public accountant for this plan	2021-01-31	Disclaimer
Accountancy firm name	2021-01-31	BOLLINGER, SEGARS, GILBERT & MOSS
Accountancy firm EIN	2021-01-31	750882037
2020 : THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$2,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$2,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$23,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$23,998
Total income from all sources (including contributions)	2020-01-31	$680,113
Total income from all sources (including contributions)	2020-01-31	$680,113
Total loss/gain on sale of assets	2020-01-31	$0
Total loss/gain on sale of assets	2020-01-31	$0
Total of all expenses incurred	2020-01-31	$293,448
Total of all expenses incurred	2020-01-31	$293,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$242,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$242,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$312,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$312,934
Value of total assets at end of year	2020-01-31	$4,214,295
Value of total assets at end of year	2020-01-31	$4,214,295
Value of total assets at beginning of year	2020-01-31	$3,848,697
Value of total assets at beginning of year	2020-01-31	$3,848,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$51,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$51,350
Total interest from all sources	2020-01-31	$0
Total interest from all sources	2020-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Administrative expenses professional fees incurred	2020-01-31	$51,350
Administrative expenses professional fees incurred	2020-01-31	$51,350
Was this plan covered by a fidelity bond	2020-01-31	Yes
Was this plan covered by a fidelity bond	2020-01-31	Yes
Value of fidelity bond cover	2020-01-31	$550,000
Value of fidelity bond cover	2020-01-31	$550,000
If this is an individual account plan, was there a blackout period	2020-01-31	No
If this is an individual account plan, was there a blackout period	2020-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Contributions received from participants	2020-01-31	$192,216
Contributions received from participants	2020-01-31	$192,216
Participant contributions at end of year	2020-01-31	$7,836
Participant contributions at end of year	2020-01-31	$7,836
Participant contributions at beginning of year	2020-01-31	$6,480
Participant contributions at beginning of year	2020-01-31	$6,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-01-31	$1,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-01-31	$1,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-01-31	$23,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-01-31	$23,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Value of net income/loss	2020-01-31	$386,665
Value of net income/loss	2020-01-31	$386,665
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$4,211,364
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$4,211,364
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$3,824,699
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$3,824,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$4,142,051
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$4,142,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$3,741,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$3,741,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-01-31	$59,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-01-31	$59,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-01-31	$100,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-01-31	$100,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-01-31	$100,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-01-31	$100,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$367,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$367,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-01-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Contributions received in cash from employer	2020-01-31	$120,718
Contributions received in cash from employer	2020-01-31	$120,718
Employer contributions (assets) at end of year	2020-01-31	$4,853
Employer contributions (assets) at end of year	2020-01-31	$4,853
Employer contributions (assets) at beginning of year	2020-01-31	$0
Employer contributions (assets) at beginning of year	2020-01-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$242,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$242,098
Liabilities. Value of benefit claims payable at end of year	2020-01-31	$1,184
Liabilities. Value of benefit claims payable at end of year	2020-01-31	$1,184
Liabilities. Value of benefit claims payable at beginning of year	2020-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-01-31	$0
Did the plan have assets held for investment	2020-01-31	Yes
Did the plan have assets held for investment	2020-01-31	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	2020-01-31	No
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	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Accountancy firm name	2020-01-31	BOLLINGER, SEGARS, GILBERT & MOSS
Accountancy firm name	2020-01-31	BOLLINGER, SEGARS, GILBERT & MOSS
Accountancy firm EIN	2020-01-31	750882037
Accountancy firm EIN	2020-01-31	750882037
2019 : THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-01-31	$0
Total transfer of assets from this plan	2019-01-31	$1,024,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-01-31	$23,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-01-31	$237
Total income from all sources (including contributions)	2019-01-31	$203,858
Total loss/gain on sale of assets	2019-01-31	$0
Total of all expenses incurred	2019-01-31	$322,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-01-31	$275,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-01-31	$366,801
Value of total assets at end of year	2019-01-31	$3,848,697
Value of total assets at beginning of year	2019-01-31	$4,968,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-01-31	$47,218
Total interest from all sources	2019-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-01-31	No
Was this plan covered by a fidelity bond	2019-01-31	Yes
Value of fidelity bond cover	2019-01-31	$550,000
If this is an individual account plan, was there a blackout period	2019-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-01-31	No
Contributions received from participants	2019-01-31	$230,588
Participant contributions at end of year	2019-01-31	$6,480
Participant contributions at beginning of year	2019-01-31	$41,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-01-31	$23,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-01-31	$0
Administrative expenses (other) incurred	2019-01-31	$47,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-01-31	No
Value of net income/loss	2019-01-31	$-118,742
Value of net assets at end of year (total assets less liabilities)	2019-01-31	$3,824,699
Value of net assets at beginning of year (total assets less liabilities)	2019-01-31	$4,967,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-01-31	No
Were any leases to which the plan was party in default or uncollectible	2019-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-01-31	$3,741,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-01-31	$4,901,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-01-31	$100,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-01-31	$19,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-01-31	$19,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-01-31	$-162,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-01-31	No
Was there a failure to transmit to the plan any participant contributions	2019-01-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-01-31	No
Contributions received in cash from employer	2019-01-31	$136,213
Employer contributions (assets) at end of year	2019-01-31	$0
Employer contributions (assets) at beginning of year	2019-01-31	$5,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-01-31	$275,382
Liabilities. Value of benefit claims payable at end of year	2019-01-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-01-31	$237
Did the plan have assets held for investment	2019-01-31	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	2019-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-01-31	Disclaimer
Accountancy firm name	2019-01-31	BOLLINGER, SEGARS, GILBERT & MOSS
Accountancy firm EIN	2019-01-31	750882037
2018 : THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$77,378
Total income from all sources (including contributions)	2018-01-31	$1,072,759
Total loss/gain on sale of assets	2018-01-31	$0
Total of all expenses incurred	2018-01-31	$302,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-01-31	$272,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-01-31	$379,897
Value of total assets at end of year	2018-01-31	$4,968,137
Value of total assets at beginning of year	2018-01-31	$4,274,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-01-31	$29,213
Total interest from all sources	2018-01-31	$76,079
Total dividends received (eg from common stock, registered investment company shares)	2018-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-01-31	No
Was this plan covered by a fidelity bond	2018-01-31	Yes
Value of fidelity bond cover	2018-01-31	$550,000
If this is an individual account plan, was there a blackout period	2018-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-01-31	No
Contributions received from participants	2018-01-31	$243,805
Participant contributions at end of year	2018-01-31	$41,253
Participant contributions at beginning of year	2018-01-31	$39,056
Administrative expenses (other) incurred	2018-01-31	$29,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-31	No
Value of net income/loss	2018-01-31	$770,621
Value of net assets at end of year (total assets less liabilities)	2018-01-31	$4,967,900
Value of net assets at beginning of year (total assets less liabilities)	2018-01-31	$4,197,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-01-31	No
Were any leases to which the plan was party in default or uncollectible	2018-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-01-31	$4,901,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-01-31	$4,164,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-01-31	$19,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-01-31	$51,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-01-31	$51,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-01-31	$76,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-01-31	$616,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-01-31	No
Was there a failure to transmit to the plan any participant contributions	2018-01-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-01-31	No
Contributions received in cash from employer	2018-01-31	$136,092
Employer contributions (assets) at end of year	2018-01-31	$5,875
Employer contributions (assets) at beginning of year	2018-01-31	$19,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-01-31	$272,925
Liabilities. Value of benefit claims payable at end of year	2018-01-31	$237
Liabilities. Value of benefit claims payable at beginning of year	2018-01-31	$77,378
Did the plan have assets held for investment	2018-01-31	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	2018-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-01-31	Disclaimer
Accountancy firm name	2018-01-31	BOLLINGER, SEGARS, GILBERT & MOSS
Accountancy firm EIN	2018-01-31	750882037
2017 : THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-01-31	$0
Total income from all sources (including contributions)	2017-01-31	$823,662
Total loss/gain on sale of assets	2017-01-31	$0
Total of all expenses incurred	2017-01-31	$390,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-01-31	$357,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-01-31	$363,432
Value of total assets at end of year	2017-01-31	$4,197,279
Value of total assets at beginning of year	2017-01-31	$3,763,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-01-31	$33,287
Total interest from all sources	2017-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-01-31	No
Administrative expenses professional fees incurred	2017-01-31	$0
Was this plan covered by a fidelity bond	2017-01-31	Yes
Value of fidelity bond cover	2017-01-31	$550,000
If this is an individual account plan, was there a blackout period	2017-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-01-31	No
Contributions received from participants	2017-01-31	$224,852
Participant contributions at end of year	2017-01-31	$39,056
Participant contributions at beginning of year	2017-01-31	$16,418
Income. Received or receivable in cash from other sources (including rollovers)	2017-01-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-01-31	$0
Administrative expenses (other) incurred	2017-01-31	$33,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-01-31	No
Income. Non cash contributions	2017-01-31	$0
Value of net income/loss	2017-01-31	$433,344
Value of net assets at end of year (total assets less liabilities)	2017-01-31	$4,197,279
Value of net assets at beginning of year (total assets less liabilities)	2017-01-31	$3,763,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-01-31	No
Were any leases to which the plan was party in default or uncollectible	2017-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-01-31	$4,197,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-01-31	$3,763,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-01-31	$51,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-01-31	$1,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-01-31	$1,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-01-31	$69,325
Expenses. Payments to insurance carriers foe the provision of benefits	2017-01-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-01-31	$460,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-01-31	No
Was there a failure to transmit to the plan any participant contributions	2017-01-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-01-31	No
Contributions received in cash from employer	2017-01-31	$138,580
Employer contributions (assets) at end of year	2017-01-31	$19,150
Employer contributions (assets) at beginning of year	2017-01-31	$5,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-01-31	$357,031
Liabilities. Value of benefit claims payable at end of year	2017-01-31	$77,378
Liabilities. Value of benefit claims payable at beginning of year	2017-01-31	$0
Did the plan have assets held for investment	2017-01-31	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	2017-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-01-31	Disclaimer
Accountancy firm name	2017-01-31	BOLLINGER, SEGARS, GILBERT & MOSS
Accountancy firm EIN	2017-01-31	750882037

Form 5500 Responses for THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST

2020: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	Yes
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: THE CHILDREN'S HOME OF LUBBOCK AND FAMILY SERVICE AGENCY, INC. EMPLOYEES' PENSION PLAN & TRUST 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	Yes
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE CHILDREN'S HOME OF LUBBOCK
Employer identification number (EIN):	751037480
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations