401k Plan data: SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL 403(B) RETIREMENT PLAN plan

SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL 403(B) RETIREMENT PLAN
Plan identification number	001

SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL 403(B) RETIREMENT 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL

Employer identification number (EIN): 742896432

NAIC Classification: 921000

Additional information about SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1998-03-30

Company Identification Number: 0148466301

Legal Registered Office Address: 7500 W US HIGHWAY 90

SAN ANTONIO
United States of America (USA)
78227

More information about SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICK RICE 2024-06-22
001 2022-01-01 SHIRLEY HORNER 2023-07-29
001 2021-01-01 SHIRLEY HORNER 2022-08-10
001 2020-01-01 MARY ROEL 2021-07-15
001 2019-01-01 MARY ROEL 2020-08-03
001 2018-01-01 MARY ROEL 2019-06-06
001 2017-01-01 MARY ROEL 2018-06-06
001 2016-01-01 MARY ROEL 2017-07-11
001 2015-01-01
001 2014-01-01 AMY FLORES 2015-10-23
001 2013-01-01 PEGGY ODAM 2014-10-15
001 2012-01-01 MARY ROEL 2013-10-15
001 2011-01-01 MARY ROEL 2013-10-15
001 2010-01-01 MARY ROEL 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	NICK RICE	2024-06-22
001	2022-01-01	SHIRLEY HORNER	2023-07-29
001	2021-01-01	SHIRLEY HORNER	2022-08-10
001	2020-01-01	MARY ROEL	2021-07-15
001	2019-01-01	MARY ROEL	2020-08-03
001	2018-01-01	MARY ROEL	2019-06-06
001	2017-01-01	MARY ROEL	2018-06-06
001	2016-01-01	MARY ROEL	2017-07-11
001	2015-01-01
001	2014-01-01	AMY FLORES	2015-10-23
001	2013-01-01	PEGGY ODAM	2014-10-15
001	2012-01-01	MARY ROEL	2013-10-15
001	2011-01-01	MARY ROEL	2013-10-15
001	2010-01-01	MARY ROEL	2011-10-06

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Company Name:	SOUTHWEST TEXAS REGIONAL ADVISORY COUNCIL
Employer identification number (EIN):	742896432
NAIC Classification:	921000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1998-03-30
Company Identification Number:	0148466301
Legal Registered Office Address:	7500 W US HIGHWAY 90 SAN ANTONIO United States of America (USA) 78227