401k Plan data: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN plan

TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN
Plan identification number	004

TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

TEXAS FARM BUREAU has sponsored the creation of one or more 401k plans.

Company Name: TEXAS FARM BUREAU

Employer identification number (EIN): 741145986

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

Additional information about TEXAS FARM BUREAU

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1934-05-04

Company Identification Number: 0006553701

Legal Registered Office Address: PO BOX 2689

WACO
United States of America (USA)
76702

More information about TEXAS FARM BUREAU

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 CYNTHIA GERIK
004 2016-01-01 CYNTHIA GERIK
004 2015-01-01 CYNTHIA GERIK
004 2014-01-01 CYNTHIA GERIK
004 2013-01-01 CYNTHIA GERIK

Plan Statistics for TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,030
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 942
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 105
Total of all active and inactive participants 2023-01-01 1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 4
Total participants 2023-01-01 1,054
Number of participants with account balances 2023-01-01 858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 9
2022: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 969
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 809
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 88
Total of all active and inactive participants 2022-01-01 901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 906
Number of participants with account balances 2022-01-01 835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 937
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 812
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 104
Total of all active and inactive participants 2021-01-01 920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 922
Number of participants with account balances 2021-01-01 854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 890
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 820
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 70
Total of all active and inactive participants 2020-01-01 892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 892
Number of participants with account balances 2020-01-01 851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 890
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 820
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 861
Number of participants with account balances 2019-01-01 813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 870
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 822
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 34
Total of all active and inactive participants 2018-01-01 856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 856
Number of participants with account balances 2018-01-01 804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 860
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 813
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 838
Number of participants with account balances 2017-01-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 816
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 794
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 23
Total of all active and inactive participants 2016-01-01 817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 817
Number of participants with account balances 2016-01-01 724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19
2015: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 818
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 776
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 788
Number of participants with account balances 2015-01-01 710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 769
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 747
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 780
Number of participants with account balances 2014-01-01 705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 747
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 732
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 732
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,030
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	942
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	105
Total of all active and inactive participants	2023-01-01	1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	4
Total participants	2023-01-01	1,054
Number of participants with account balances	2023-01-01	858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	9
2022: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	969
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	809
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	88
Total of all active and inactive participants	2022-01-01	901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	906
Number of participants with account balances	2022-01-01	835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	937
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	812
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	104
Total of all active and inactive participants	2021-01-01	920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	922
Number of participants with account balances	2021-01-01	854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	890
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	820
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	70
Total of all active and inactive participants	2020-01-01	892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	892
Number of participants with account balances	2020-01-01	851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	890
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	820
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	861
Number of participants with account balances	2019-01-01	813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	870
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	822
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	34
Total of all active and inactive participants	2018-01-01	856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	856
Number of participants with account balances	2018-01-01	804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	860
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	813
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	838
Number of participants with account balances	2017-01-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	816
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	794
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	23
Total of all active and inactive participants	2016-01-01	817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	817
Number of participants with account balances	2016-01-01	724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19
2015: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	818
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	776
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	788
Number of participants with account balances	2015-01-01	710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	769
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	747
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	780
Number of participants with account balances	2014-01-01	705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	747
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	732
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	732
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2023 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$19,194,353
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,826,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,738,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$8,334,086
Value of total assets at end of year	2023-12-31	$85,183,869
Value of total assets at beginning of year	2023-12-31	$68,816,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$88,543
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,914,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,914,974
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	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	2023-12-31	No
Value of net income/loss	2023-12-31	$16,367,441
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$85,183,869
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$68,816,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$69,256,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$54,413,163
Value of interest in common/collective trusts at end of year	2023-12-31	$7,576,059
Value of interest in common/collective trusts at beginning of year	2023-12-31	$6,819,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$8,763,630
Net investment gain or loss from common/collective trusts	2023-12-31	$181,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$8,334,086
Employer contributions (assets) at end of year	2023-12-31	$8,350,842
Employer contributions (assets) at beginning of year	2023-12-31	$7,583,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,738,369
Contract administrator fees	2023-12-31	$64,690
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	JAYNES,REITMEIER,BOYD&THERRELL, P.C
Accountancy firm EIN	2023-12-31	742533381
2022 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,896,763
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,105,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,034,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,319,683
Value of total assets at end of year	2022-12-31	$68,816,428
Value of total assets at beginning of year	2022-12-31	$75,819,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$71,743
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,139,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,139,511
Administrative expenses professional fees incurred	2022-12-31	$15,292
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,002,594
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$68,816,428
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$75,819,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$54,413,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$62,655,307
Value of interest in common/collective trusts at end of year	2022-12-31	$6,819,449
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,694,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-13,468,685
Net investment gain or loss from common/collective trusts	2022-12-31	$112,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$7,319,683
Employer contributions (assets) at end of year	2022-12-31	$7,583,816
Employer contributions (assets) at beginning of year	2022-12-31	$7,468,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,034,088
Contract administrator fees	2022-12-31	$56,451
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JAYNES,REITMEIER,BOYD&THERRELL, P.C
Accountancy firm EIN	2022-12-31	742533381
2021 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$15,609,788
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,047,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,978,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,468,738
Value of total assets at end of year	2021-12-31	$75,819,022
Value of total assets at beginning of year	2021-12-31	$63,256,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$69,232
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,245,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,245,745
Administrative expenses professional fees incurred	2021-12-31	$19,688
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$12,562,372
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$75,819,022
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$63,256,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$62,655,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$50,279,352
Value of interest in common/collective trusts at end of year	2021-12-31	$5,694,772
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,527,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,807,745
Net investment gain or loss from common/collective trusts	2021-12-31	$87,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$7,468,738
Employer contributions (assets) at end of year	2021-12-31	$7,468,943
Employer contributions (assets) at beginning of year	2021-12-31	$7,449,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,978,184
Contract administrator fees	2021-12-31	$49,544
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JAYNES, REITMEIER, BOYD & THERRELL,
Accountancy firm EIN	2021-12-31	742533381
2020 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$16,321,084
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,609,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,546,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,449,557
Value of total assets at end of year	2020-12-31	$63,256,650
Value of total assets at beginning of year	2020-12-31	$48,545,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$63,214
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,516,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,516,583
Administrative expenses professional fees incurred	2020-12-31	$15,701
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$3,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$14,711,547
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$63,256,650
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$48,545,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$50,279,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$37,824,669
Value of interest in common/collective trusts at end of year	2020-12-31	$5,527,741
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,498,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,265,539
Net investment gain or loss from common/collective trusts	2020-12-31	$89,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$7,449,557
Employer contributions (assets) at end of year	2020-12-31	$7,449,557
Employer contributions (assets) at beginning of year	2020-12-31	$7,218,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,546,323
Contract administrator fees	2020-12-31	$47,513
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JAYNES, REITMEIER, BOYD & THERRELL,
Accountancy firm EIN	2020-12-31	742533381
2019 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$591,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$13,913,593
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,561,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,500,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,218,410
Value of total assets at end of year	2019-12-31	$48,545,103
Value of total assets at beginning of year	2019-12-31	$36,784,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$60,401
Total interest from all sources	2019-12-31	$3,100
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,122,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,122,943
Administrative expenses professional fees incurred	2019-12-31	$12,622
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Total non interest bearing cash at end of year	2019-12-31	$3,100
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,352,307
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$48,545,103
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$36,784,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$37,824,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$26,338,759
Value of interest in common/collective trusts at end of year	2019-12-31	$3,498,924
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,384,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,484,587
Net investment gain or loss from common/collective trusts	2019-12-31	$84,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$7,218,410
Employer contributions (assets) at end of year	2019-12-31	$7,218,410
Employer contributions (assets) at beginning of year	2019-12-31	$7,060,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,500,885
Contract administrator fees	2019-12-31	$47,779
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JAYNES, REITMEIER, BOYD & THERRELL,
Accountancy firm EIN	2019-12-31	742533381
2018 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$282,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$5,402,658
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$719,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$659,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,060,943
Value of total assets at end of year	2018-12-31	$36,784,643
Value of total assets at beginning of year	2018-12-31	$32,383,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$60,278
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,170,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,170,665
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Other income not declared elsewhere	2018-12-31	$4,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$4,683,227
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$36,784,643
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$32,383,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$26,338,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,973,982
Value of interest in common/collective trusts at end of year	2018-12-31	$3,384,941
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,636,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,892,416
Net investment gain or loss from common/collective trusts	2018-12-31	$59,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$7,060,943
Employer contributions (assets) at end of year	2018-12-31	$7,060,943
Employer contributions (assets) at beginning of year	2018-12-31	$6,773,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$659,153
Contract administrator fees	2018-12-31	$60,278
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2018-12-31	742533381
2017 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$426,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$10,229,612
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,122,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,059,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,773,257
Value of total assets at end of year	2017-12-31	$32,383,581
Value of total assets at beginning of year	2017-12-31	$23,702,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$63,275
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$634,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$634,510
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$11,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$9,106,672
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$32,383,581
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$23,702,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,973,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,789,080
Value of interest in common/collective trusts at end of year	2017-12-31	$2,636,342
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,403,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,778,038
Net investment gain or loss from common/collective trusts	2017-12-31	$43,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$6,773,257
Employer contributions (assets) at end of year	2017-12-31	$6,773,257
Employer contributions (assets) at beginning of year	2017-12-31	$6,499,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,059,665
Contract administrator fees	2017-12-31	$63,275
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2017-12-31	742533381
2016 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$557,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,672,127
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,015,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$975,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,499,058
Value of total assets at end of year	2016-12-31	$23,702,956
Value of total assets at beginning of year	2016-12-31	$17,604,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$40,245
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$393,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$393,893
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$413
Total non interest bearing cash at end of year	2016-12-31	$11,134
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$6,656,465
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$23,702,956
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,604,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,789,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,644,300
Value of interest in common/collective trusts at end of year	2016-12-31	$2,403,684
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,526,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$745,854
Net investment gain or loss from common/collective trusts	2016-12-31	$33,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$6,499,058
Employer contributions (assets) at end of year	2016-12-31	$6,499,058
Employer contributions (assets) at beginning of year	2016-12-31	$6,433,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$975,417
Contract administrator fees	2016-12-31	$39,832
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2016-12-31	742533381
2015 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$256,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$6,171,961
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$455,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$407,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,433,319
Value of total assets at end of year	2015-12-31	$17,604,441
Value of total assets at beginning of year	2015-12-31	$12,144,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$48,052
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$419,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$419,521
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$5,716,513
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,604,441
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,144,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,644,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,338,473
Value of interest in common/collective trusts at end of year	2015-12-31	$1,526,822
Value of interest in common/collective trusts at beginning of year	2015-12-31	$702,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-698,293
Net investment gain or loss from common/collective trusts	2015-12-31	$17,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$6,433,319
Employer contributions (assets) at end of year	2015-12-31	$6,433,319
Employer contributions (assets) at beginning of year	2015-12-31	$6,103,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$407,396
Contract administrator fees	2015-12-31	$47,926
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2015-12-31	742533381
2014 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,368,225
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$193,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$168,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,103,473
Value of total assets at end of year	2014-12-31	$12,144,753
Value of total assets at beginning of year	2014-12-31	$5,969,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,214
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$169,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$169,922
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$6,174,916
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,144,753
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,969,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,338,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$702,807
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$88,815
Net investment gain or loss from common/collective trusts	2014-12-31	$6,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$6,103,473
Employer contributions (assets) at end of year	2014-12-31	$6,103,473
Employer contributions (assets) at beginning of year	2014-12-31	$5,969,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$168,095
Contract administrator fees	2014-12-31	$24,985
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2014-12-31	742533381
2013 : TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,969,837
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,969,837
Value of total assets at end of year	2013-12-31	$5,969,837
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	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	2013-12-31	No
Value of net income/loss	2013-12-31	$5,969,837
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,969,837
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$5,969,837
Employer contributions (assets) at end of year	2013-12-31	$5,969,837
Employer contributions (assets) at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2013-12-31	742533381

Form 5500 Responses for TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN

2023: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	TEXAS FARM BUREAU
Employer identification number (EIN):	741145986
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1934-05-04
Company Identification Number:	0006553701
Legal Registered Office Address:	PO BOX 2689 WACO United States of America (USA) 76702