401k Plan data: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN plan

CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 401k Plan overview

Plan Name	CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN
Plan identification number	001

CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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

CENTRAL TEXAS FOOD BANK has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL TEXAS FOOD BANK

Employer identification number (EIN): 742217350

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01 ALAN ROBINSON
001 2014-01-01 ALAN ROBINSON 2015-07-30
001 2013-01-01 ALAN ROBINSON 2014-10-07
001 2012-01-01 NED ISLEIB
001 2011-01-01 TRACIE PUMPHREY 2012-09-05
001 2010-01-01 TRACIE PUMPHREY 2011-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01
001	2015-01-01	ALAN ROBINSON
001	2014-01-01	ALAN ROBINSON	2015-07-30
001	2013-01-01	ALAN ROBINSON	2014-10-07
001	2012-01-01	NED ISLEIB
001	2011-01-01	TRACIE PUMPHREY	2012-09-05
001	2010-01-01	TRACIE PUMPHREY	2011-06-30

Plan Statistics for CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN

401k plan membership statisitcs for CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN

Measure Date Value
2016: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 144
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 0
Total of all active and inactive participants 2015-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 144
Number of participants with account balances 2015-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2012: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 73
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 98
Number of participants with account balances 2012-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	144
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	0
Total of all active and inactive participants	2015-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	144
Number of participants with account balances	2015-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2012: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	73
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	98
Number of participants with account balances	2012-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN

Measure	Date	Value
2016 : CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-10-31	$0
Total transfer of assets to this plan	2016-10-31	$0
Total transfer of assets from this plan	2016-10-31	$2,164,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-10-31	$0
Total income from all sources (including contributions)	2016-10-31	$412,202
Total loss/gain on sale of assets	2016-10-31	$0
Total of all expenses incurred	2016-10-31	$143,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-10-31	$143,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-10-31	$258,211
Value of total assets at end of year	2016-10-31	$0
Value of total assets at beginning of year	2016-10-31	$1,896,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-10-31	$850
Total interest from all sources	2016-10-31	$2,792
Total dividends received (eg from common stock, registered investment company shares)	2016-10-31	$11,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-10-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-10-31	$11,092
Was this plan covered by a fidelity bond	2016-10-31	Yes
Value of fidelity bond cover	2016-10-31	$500,000
If this is an individual account plan, was there a blackout period	2016-10-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-10-31	No
Contributions received from participants	2016-10-31	$143,540
Participant contributions at end of year	2016-10-31	$0
Participant contributions at beginning of year	2016-10-31	$99,771
Income. Received or receivable in cash from other sources (including rollovers)	2016-10-31	$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	2016-10-31	No
Income. Non cash contributions	2016-10-31	$0
Value of net income/loss	2016-10-31	$268,274
Value of net assets at end of year (total assets less liabilities)	2016-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-10-31	$1,896,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-10-31	No
Were any leases to which the plan was party in default or uncollectible	2016-10-31	No
Investment advisory and management fees	2016-10-31	$850
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-10-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-10-31	$1,796,507
Interest on participant loans	2016-10-31	$2,792
Value of interest in common/collective trusts at end of year	2016-10-31	$0
Value of interest in common/collective trusts at beginning of year	2016-10-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-10-31	$140,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-10-31	No
Was there a failure to transmit to the plan any participant contributions	2016-10-31	No
Has the plan failed to provide any benefit when due under the plan	2016-10-31	No
Contributions received in cash from employer	2016-10-31	$114,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-10-31	$143,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-10-31	No
Did the plan have assets held for investment	2016-10-31	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	2016-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-10-31	Disclaimer
Accountancy firm name	2016-10-31	MONTEMAYOR BRITTON BENDER PC
Accountancy firm EIN	2016-10-31	742902112
2015 : CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$321,453
Total of all expenses incurred	2015-12-31	$345,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$342,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$316,435
Value of total assets at end of year	2015-12-31	$1,896,278
Value of total assets at beginning of year	2015-12-31	$1,919,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,700
Total interest from all sources	2015-12-31	$3,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$2,700
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
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
Contributions received from participants	2015-12-31	$171,408
Participant contributions at end of year	2015-12-31	$99,771
Participant contributions at beginning of year	2015-12-31	$84,372
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,658
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	$-23,554
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,896,278
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,919,832
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	$1,796,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,835,460
Interest on participant loans	2015-12-31	$3,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$1,598
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	$143,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$342,307
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	MONTEMAYOR BRITTON BENDER PC
Accountancy firm EIN	2015-12-31	742902112
2012 : CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$4,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$476,616
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$284,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$277,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$311,161
Value of total assets at end of year	2012-12-31	$1,271,128
Value of total assets at beginning of year	2012-12-31	$1,074,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,884
Total interest from all sources	2012-12-31	$763
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$33,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$33,035
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$130,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$4,377
Contributions received from participants	2012-12-31	$130,000
Participant contributions at end of year	2012-12-31	$125,640
Participant contributions at beginning of year	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$2,964
Participant contributions at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$4,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$6,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$191,872
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,266,856
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,074,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,129,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,074,984
Interest on participant loans	2012-12-31	$763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$131,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$181,161
Employer contributions (assets) at end of year	2012-12-31	$13,510
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$277,860
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PMB HELIN DONOVAN, LLP
Accountancy firm EIN	2012-12-31	743001153

Form 5500 Responses for CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN

2016: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2012: CAPITAL AREA FOOD BANK OF TEXAS, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	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:	CENTRAL TEXAS FOOD BANK
Employer identification number (EIN):	742217350
NAIC Classification:	624200