TEXAS NATIVE HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2025 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-03-28 | 91571 |
| Net assets as of the end of the plan year | 2025-03-28 | 1579739 |
| Total assets as of the beginning of the plan year | 2025-03-28 | 1236420 |
| Participant contributions to plan in this plan year | 2025-03-28 | 166459 |
| Other income to plan in this plan year | 2025-03-28 | 222441 |
| Plan net income in this plan year | 2025-03-28 | 343319 |
| Net assets as of the end of the plan year | 2025-03-28 | 1579739 |
| Net assets as of the beginning of the plan year | 2025-03-28 | 1236420 |
| Employer contributions to plan in this plan year | 2025-03-28 | 45990 |
| Fees paid to broker by Benefit Provider | 2025-03-28 | 4567 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-28 | 8452 |
| 2023 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-09-30 | $222,576 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $24,895 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $18,804 |
| Total plan assets at end of year | 2023-09-30 | $1,236,420 |
| Total plan assets at beginning of year | 2023-09-30 | $1,038,739 |
| Total contributions received or receivable from participants | 2023-09-30 | $60,798 |
| Other income received | 2023-09-30 | $106,445 |
| Net income (gross income less expenses) | 2023-09-30 | $197,681 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $1,236,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $1,038,739 |
| Assets. Value of participant loans | 2023-09-30 | $21,952 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $55,333 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $6,091 |
| 2022 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $-36,992 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $54,705 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $47,780 |
| Total plan assets at end of year | 2022-09-30 | $1,038,739 |
| Total plan assets at beginning of year | 2022-09-30 | $1,130,436 |
| Total contributions received or receivable from participants | 2022-09-30 | $73,134 |
| Expenses. Other expenses not covered elsewhere | 2022-09-30 | $6,925 |
| Other income received | 2022-09-30 | $-163,179 |
| Net income (gross income less expenses) | 2022-09-30 | $-91,697 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $1,038,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $1,130,436 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $53,053 |
| 2021 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $270,375 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $56,660 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $51,257 |
| Total plan assets at end of year | 2021-09-30 | $1,130,436 |
| Total plan assets at beginning of year | 2021-09-30 | $916,721 |
| Total contributions received or receivable from participants | 2021-09-30 | $54,201 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $5,403 |
| Other income received | 2021-09-30 | $171,051 |
| Net income (gross income less expenses) | 2021-09-30 | $213,715 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $1,130,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $916,721 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $45,123 |
| 2020 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $104,506 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $27,099 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $22,339 |
| Total plan assets at end of year | 2020-09-30 | $916,721 |
| Total plan assets at beginning of year | 2020-09-30 | $839,314 |
| Total contributions received or receivable from participants | 2020-09-30 | $47,000 |
| Expenses. Other expenses not covered elsewhere | 2020-09-30 | $4,760 |
| Other income received | 2020-09-30 | $16,219 |
| Net income (gross income less expenses) | 2020-09-30 | $77,407 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $916,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $839,314 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $41,287 |
| 2019 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $125,029 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $104,881 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $99,932 |
| Total plan assets at end of year | 2019-09-30 | $839,314 |
| Total plan assets at beginning of year | 2019-09-30 | $819,166 |
| Total contributions received or receivable from participants | 2019-09-30 | $62,097 |
| Expenses. Other expenses not covered elsewhere | 2019-09-30 | $4,949 |
| Other income received | 2019-09-30 | $7,955 |
| Net income (gross income less expenses) | 2019-09-30 | $20,148 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $839,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $819,166 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $54,977 |
| 2016 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $230,430 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $173,473 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $169,046 |
| Total plan assets at end of year | 2016-09-30 | $1,413,553 |
| Total plan assets at beginning of year | 2016-09-30 | $1,356,596 |
| Total contributions received or receivable from participants | 2016-09-30 | $47,903 |
| Expenses. Other expenses not covered elsewhere | 2016-09-30 | $4,427 |
| Contributions received from other sources (not participants or employers) | 2016-09-30 | $20,690 |
| Other income received | 2016-09-30 | $116,078 |
| Net income (gross income less expenses) | 2016-09-30 | $56,957 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,413,553 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,356,596 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $45,759 |
| 2015 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $115,461 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $57,095 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $53,375 |
| Total plan assets at end of year | 2015-09-30 | $1,356,596 |
| Total plan assets at beginning of year | 2015-09-30 | $1,298,230 |
| Total contributions received or receivable from participants | 2015-09-30 | $61,607 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $3,720 |
| Other income received | 2015-09-30 | $11,747 |
| Net income (gross income less expenses) | 2015-09-30 | $58,366 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,356,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,298,230 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $42,107 |
| 2014 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $157,695 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $77,574 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $73,379 |
| Total plan assets at end of year | 2014-09-30 | $1,298,230 |
| Total plan assets at beginning of year | 2014-09-30 | $1,218,109 |
| Total contributions received or receivable from participants | 2014-09-30 | $36,123 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $4,195 |
| Other income received | 2014-09-30 | $90,734 |
| Net income (gross income less expenses) | 2014-09-30 | $80,121 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,298,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,218,109 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $30,838 |
| 2013 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $175,103 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $125,599 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $122,154 |
| Total plan assets at end of year | 2013-09-30 | $1,218,109 |
| Total plan assets at beginning of year | 2013-09-30 | $1,168,604 |
| Total contributions received or receivable from participants | 2013-09-30 | $47,977 |
| Expenses. Other expenses not covered elsewhere | 2013-09-30 | $3,445 |
| Other income received | 2013-09-30 | $86,998 |
| Net income (gross income less expenses) | 2013-09-30 | $49,504 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,218,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,168,604 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $40,128 |
| 2012 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $249,267 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $247,243 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $243,071 |
| Total plan assets at end of year | 2012-09-30 | $1,168,604 |
| Total plan assets at beginning of year | 2012-09-30 | $1,166,579 |
| Total contributions received or receivable from participants | 2012-09-30 | $68,411 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $4,172 |
| Other income received | 2012-09-30 | $128,065 |
| Net income (gross income less expenses) | 2012-09-30 | $2,024 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,168,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,166,579 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $52,791 |
| 2011 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $119,137 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $30,348 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $27,812 |
| Total plan assets at end of year | 2011-09-30 | $1,166,579 |
| Total plan assets at beginning of year | 2011-09-30 | $1,077,790 |
| Total contributions received or receivable from participants | 2011-09-30 | $62,234 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $2,536 |
| Other income received | 2011-09-30 | $14,154 |
| Net income (gross income less expenses) | 2011-09-30 | $88,789 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,166,579 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,077,790 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $42,749 |
| 2010 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-09-30 | $165,320 |
| Expenses. Total of all expenses incurred | 2010-09-30 | $19,293 |
| Benefits paid (including direct rollovers) | 2010-09-30 | $16,947 |
| Total plan assets at end of year | 2010-09-30 | $1,077,790 |
| Total plan assets at beginning of year | 2010-09-30 | $931,763 |
| Total contributions received or receivable from participants | 2010-09-30 | $55,531 |
| Expenses. Other expenses not covered elsewhere | 2010-09-30 | $2,346 |
| Other income received | 2010-09-30 | $66,699 |
| Net income (gross income less expenses) | 2010-09-30 | $146,027 |
| Net plan assets at end of year (total assets less liabilities) | 2010-09-30 | $1,077,790 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-09-30 | $931,763 |
| Total contributions received or receivable from employer(s) | 2010-09-30 | $43,090 |
| 2022: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Submission has been amended | No |
| 2022-10-01 | This submission is the final filing | No |
| 2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-10-01 | Plan is a collectively bargained plan | No |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | Yes |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | First time form 5500 has been submitted | Yes |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | First time form 5500 has been submitted | Yes |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | First time form 5500 has been submitted | Yes |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | First time form 5500 has been submitted | Yes |
| 2013-10-01 | Submission has been amended | No |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | First time form 5500 has been submitted | Yes |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | First time form 5500 has been submitted | Yes |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | First time form 5500 has been submitted | Yes |
| 2010-10-01 | Submission has been amended | No |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | Yes |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | Yes |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
| 2008-10-01 | Plan funding arrangement – Insurance | Yes |