Logo

TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN
Plan identification number 001

TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TEXAS NATIVE HEALTH has sponsored the creation of one or more 401k plans.

Company Name:TEXAS NATIVE HEALTH
Employer identification number (EIN):237156945
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012022-10-01RICHARD GOLDBERG
0012021-10-01
0012021-10-01
0012021-10-01RICHARD GOLDBERG
0012020-10-01
0012019-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01 CARLTON ROACH2019-05-14
0012015-10-01CARLTON ROACH CARLTON ROACH2017-01-11
0012014-10-01CARLTON ROACH CARLTON ROACH2016-05-24
0012013-10-01GRETCHEN DUFFIN
0012012-10-01GRETCHEN DUFFIN
0012011-10-01GRETCHEN DUFFIN
0012010-10-01CARLTON ROACH2012-04-03 CARLTON ROACH2012-04-03
0012009-10-01CARLTON ROACH CARLTON ROACH2011-03-01
0012008-10-01 CARLTON ROACH2010-02-24
0012008-10-01CARLTON ROACH

Financial Data on 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 year2025-03-2891571
Net assets as of the end of the plan year2025-03-281579739
Total assets as of the beginning of the plan year2025-03-281236420
Participant contributions to plan in this plan year2025-03-28166459
Other income to plan in this plan year2025-03-28222441
Plan net income in this plan year2025-03-28343319
Net assets as of the end of the plan year2025-03-281579739
Net assets as of the beginning of the plan year2025-03-281236420
Employer contributions to plan in this plan year2025-03-2845990
Fees paid to broker by Benefit Provider2025-03-284567
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-288452
2023 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Total income from all sources2023-09-30$222,576
Expenses. Total of all expenses incurred2023-09-30$24,895
Benefits paid (including direct rollovers)2023-09-30$18,804
Total plan assets at end of year2023-09-30$1,236,420
Total plan assets at beginning of year2023-09-30$1,038,739
Total contributions received or receivable from participants2023-09-30$60,798
Other income received2023-09-30$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 loans2023-09-30$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$6,091
2022 : TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources2022-09-30$-36,992
Expenses. Total of all expenses incurred2022-09-30$54,705
Benefits paid (including direct rollovers)2022-09-30$47,780
Total plan assets at end of year2022-09-30$1,038,739
Total plan assets at beginning of year2022-09-30$1,130,436
Total contributions received or receivable from participants2022-09-30$73,134
Expenses. Other expenses not covered elsewhere2022-09-30$6,925
Other income received2022-09-30$-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 sources2021-09-30$270,375
Expenses. Total of all expenses incurred2021-09-30$56,660
Benefits paid (including direct rollovers)2021-09-30$51,257
Total plan assets at end of year2021-09-30$1,130,436
Total plan assets at beginning of year2021-09-30$916,721
Total contributions received or receivable from participants2021-09-30$54,201
Expenses. Other expenses not covered elsewhere2021-09-30$5,403
Other income received2021-09-30$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 sources2020-09-30$104,506
Expenses. Total of all expenses incurred2020-09-30$27,099
Benefits paid (including direct rollovers)2020-09-30$22,339
Total plan assets at end of year2020-09-30$916,721
Total plan assets at beginning of year2020-09-30$839,314
Total contributions received or receivable from participants2020-09-30$47,000
Expenses. Other expenses not covered elsewhere2020-09-30$4,760
Other income received2020-09-30$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 sources2019-09-30$125,029
Expenses. Total of all expenses incurred2019-09-30$104,881
Benefits paid (including direct rollovers)2019-09-30$99,932
Total plan assets at end of year2019-09-30$839,314
Total plan assets at beginning of year2019-09-30$819,166
Total contributions received or receivable from participants2019-09-30$62,097
Expenses. Other expenses not covered elsewhere2019-09-30$4,949
Other income received2019-09-30$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 sources2016-09-30$230,430
Expenses. Total of all expenses incurred2016-09-30$173,473
Benefits paid (including direct rollovers)2016-09-30$169,046
Total plan assets at end of year2016-09-30$1,413,553
Total plan assets at beginning of year2016-09-30$1,356,596
Total contributions received or receivable from participants2016-09-30$47,903
Expenses. Other expenses not covered elsewhere2016-09-30$4,427
Contributions received from other sources (not participants or employers)2016-09-30$20,690
Other income received2016-09-30$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 sources2015-09-30$115,461
Expenses. Total of all expenses incurred2015-09-30$57,095
Benefits paid (including direct rollovers)2015-09-30$53,375
Total plan assets at end of year2015-09-30$1,356,596
Total plan assets at beginning of year2015-09-30$1,298,230
Total contributions received or receivable from participants2015-09-30$61,607
Expenses. Other expenses not covered elsewhere2015-09-30$3,720
Other income received2015-09-30$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 sources2014-09-30$157,695
Expenses. Total of all expenses incurred2014-09-30$77,574
Benefits paid (including direct rollovers)2014-09-30$73,379
Total plan assets at end of year2014-09-30$1,298,230
Total plan assets at beginning of year2014-09-30$1,218,109
Total contributions received or receivable from participants2014-09-30$36,123
Expenses. Other expenses not covered elsewhere2014-09-30$4,195
Other income received2014-09-30$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 sources2013-09-30$175,103
Expenses. Total of all expenses incurred2013-09-30$125,599
Benefits paid (including direct rollovers)2013-09-30$122,154
Total plan assets at end of year2013-09-30$1,218,109
Total plan assets at beginning of year2013-09-30$1,168,604
Total contributions received or receivable from participants2013-09-30$47,977
Expenses. Other expenses not covered elsewhere2013-09-30$3,445
Other income received2013-09-30$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 sources2012-09-30$249,267
Expenses. Total of all expenses incurred2012-09-30$247,243
Benefits paid (including direct rollovers)2012-09-30$243,071
Total plan assets at end of year2012-09-30$1,168,604
Total plan assets at beginning of year2012-09-30$1,166,579
Total contributions received or receivable from participants2012-09-30$68,411
Expenses. Other expenses not covered elsewhere2012-09-30$4,172
Other income received2012-09-30$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 sources2011-09-30$119,137
Expenses. Total of all expenses incurred2011-09-30$30,348
Benefits paid (including direct rollovers)2011-09-30$27,812
Total plan assets at end of year2011-09-30$1,166,579
Total plan assets at beginning of year2011-09-30$1,077,790
Total contributions received or receivable from participants2011-09-30$62,234
Expenses. Other expenses not covered elsewhere2011-09-30$2,536
Other income received2011-09-30$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 sources2010-09-30$165,320
Expenses. Total of all expenses incurred2010-09-30$19,293
Benefits paid (including direct rollovers)2010-09-30$16,947
Total plan assets at end of year2010-09-30$1,077,790
Total plan assets at beginning of year2010-09-30$931,763
Total contributions received or receivable from participants2010-09-30$55,531
Expenses. Other expenses not covered elsewhere2010-09-30$2,346
Other income received2010-09-30$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

Form 5500 Responses for TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN

2022: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
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 – InsuranceYes
2022-10-01Plan benefit arrangement – InsuranceYes
2021: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY 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 – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY 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 – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
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 – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01First time form 5500 has been submittedYes
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 – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY 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 – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY 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 – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01First time form 5500 has been submittedYes
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 – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01First time form 5500 has been submittedYes
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 – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01First time form 5500 has been submittedYes
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 – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01First time form 5500 has been submittedYes
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 – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01First time form 5500 has been submittedYes
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01First time form 5500 has been submittedYes
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: TEXAS NATIVE HEALTH TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedYes
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number04409
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02547
Policy instance 1

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