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TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN
Plan identification number 001

TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRAVIS COUNTY MEDICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:TRAVIS COUNTY MEDICAL SOCIETY
Employer identification number (EIN):746017762
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about TRAVIS COUNTY MEDICAL SOCIETY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1921-09-07
Company Identification Number: 0003687001
Legal Registered Office Address: 4300 N LAMAR BLVD

AUSTIN
United States of America (USA)
78756

More information about TRAVIS COUNTY MEDICAL SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOCELYN CASEY
0012016-01-01JOCELYN CASEY JOCELYN CASEY2017-10-11
0012015-01-01JOCELYN CASEY JOCELYN CASEY2016-10-14
0012014-01-01JOCELYN CASEY JOCELYN CASEY2015-10-09
0012013-01-01DENISE BALLINGER DENISE BALLINGER2014-10-09
0012012-01-01DENISE BALLINGER
0012011-01-01DENISE BALLINGER
0012009-01-01DENISE BALLINGER DENISE BALLINGER2010-10-12

Plan Statistics for TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN

401k plan membership statisitcs for TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN

Measure Date Value
2023: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01277
Total number of active participants reported on line 7a of the Form 55002023-01-01172
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0159
Total of all active and inactive participants2023-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01233
Number of participants with account balances2023-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0117
2022: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01251
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01266
Number of participants with account balances2022-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01265
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01243
Number of participants with account balances2021-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01261
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01265
Number of participants with account balances2020-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01266
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01259
Number of participants with account balances2019-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01261
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01259
Number of participants with account balances2018-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01260
Total number of active participants reported on line 7a of the Form 55002017-01-01181
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01253
Number of participants with account balances2017-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01229
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01252
Number of participants with account balances2016-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01261
Total number of active participants reported on line 7a of the Form 55002015-01-01166
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01229
Number of participants with account balances2015-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01269
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-01254
Total participants2014-01-01254
Number of participants with account balances2014-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01273
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01263
Total participants2013-01-01263
Number of participants with account balances2013-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01309
Total number of active participants reported on line 7a of the Form 55002012-01-01221
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01308
Number of participants with account balances2012-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01349
Total number of active participants reported on line 7a of the Form 55002011-01-01208
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01121
Total of all active and inactive participants2011-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01329
Number of participants with account balances2011-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01394
Total number of active participants reported on line 7a of the Form 55002009-01-01243
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01145
Total of all active and inactive participants2009-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01388
Number of participants with account balances2009-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN

Measure Date Value
2023 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$4,632,008
Total of all expenses incurred2023-12-31$2,347,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,275,890
Expenses. Certain deemed distributions of participant loans2023-12-31$5,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,741,461
Value of total assets at end of year2023-12-31$18,955,998
Value of total assets at beginning of year2023-12-31$16,671,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$66,261
Total interest from all sources2023-12-31$27,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$834,643
Participant contributions at end of year2023-12-31$204,145
Participant contributions at beginning of year2023-12-31$276,542
Participant contributions at beginning of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,284,129
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,955,998
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,671,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,882,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,684,304
Interest on participant loans2023-12-31$17,701
Interest earned on other investments2023-12-31$10,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$869,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$711,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,862,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$906,818
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,275,890
Contract administrator fees2023-12-31$4,003
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2023-12-31742920819
2022 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,581,245
Total of all expenses incurred2022-12-31$1,951,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,872,777
Expenses. Certain deemed distributions of participant loans2022-12-31$27,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,557,614
Value of total assets at end of year2022-12-31$16,671,869
Value of total assets at beginning of year2022-12-31$20,204,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,304
Total interest from all sources2022-12-31$22,678
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$753,653
Participant contributions at end of year2022-12-31$276,542
Participant contributions at beginning of year2022-12-31$223,698
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$73,059
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,532,720
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,671,869
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,204,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$48,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,684,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,938,807
Interest on participant loans2022-12-31$14,806
Interest earned on other investments2022-12-31$7,872
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$711,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$886,047
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,161,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$758,697
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$82,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,872,777
Contract administrator fees2022-12-31$2,635
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31742920819
2021 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,885,610
Total of all expenses incurred2021-12-31$1,270,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,250,600
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,443,482
Value of total assets at end of year2021-12-31$20,204,589
Value of total assets at beginning of year2021-12-31$17,589,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,304
Total interest from all sources2021-12-31$14,267
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$663,205
Participant contributions at end of year2021-12-31$223,698
Participant contributions at beginning of year2021-12-31$334,432
Participant contributions at end of year2021-12-31$73,059
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$786
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,614,706
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,204,589
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,589,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,938,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,306,378
Interest on participant loans2021-12-31$14,267
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$949,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$886,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,427,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$779,491
Employer contributions (assets) at end of year2021-12-31$82,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,250,600
Contract administrator fees2021-12-31$20,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2021-12-31742920819
2020 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,704,899
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$982,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$936,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,271,538
Value of total assets at end of year2020-12-31$17,589,883
Value of total assets at beginning of year2020-12-31$14,867,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,616
Total interest from all sources2020-12-31$21,016
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$436,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$436,823
Administrative expenses professional fees incurred2020-12-31$6,673
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$556,144
Participant contributions at end of year2020-12-31$334,432
Participant contributions at beginning of year2020-12-31$450,763
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,722,269
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,589,883
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,867,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,306,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,513,774
Interest on participant loans2020-12-31$21,016
Value of interest in common/collective trusts at end of year2020-12-31$949,073
Value of interest in common/collective trusts at beginning of year2020-12-31$903,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,975,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$685,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$936,014
Contract administrator fees2020-12-31$39,943
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2020-12-31742920819
2019 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$4,274,912
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,151,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,129,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,816,767
Value of total assets at end of year2019-12-31$14,867,614
Value of total assets at beginning of year2019-12-31$11,744,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,529
Total interest from all sources2019-12-31$24,748
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$362,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$362,466
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$531,144
Participant contributions at end of year2019-12-31$450,763
Participant contributions at beginning of year2019-12-31$505,368
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$626,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,123,160
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,867,614
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,744,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,513,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,239,086
Interest on participant loans2019-12-31$24,748
Value of interest in common/collective trusts at end of year2019-12-31$903,077
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,070,875
Net investment gain or loss from common/collective trusts2019-12-31$56
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$659,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,129,223
Contract administrator fees2019-12-31$22,529
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2019-12-31742920819
2018 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$483,257
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$938,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$924,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,177,160
Value of total assets at end of year2018-12-31$11,744,454
Value of total assets at beginning of year2018-12-31$12,199,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,470
Total interest from all sources2018-12-31$21,912
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$359,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$359,631
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$511,252
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,518
Assets. Loans (other than to participants) at end of year2018-12-31$505,368
Assets. Loans (other than to participants) at beginning of year2018-12-31$429,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-455,470
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,744,454
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,199,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,239,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,770,512
Interest on participant loans2018-12-31$21,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,075,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$651,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$924,257
Contract administrator fees2018-12-31$14,470
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2018-12-31742920819
2017 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$2,732,794
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,233,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,221,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,093,753
Value of total assets at end of year2017-12-31$12,199,924
Value of total assets at beginning of year2017-12-31$10,700,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,262
Total interest from all sources2017-12-31$16,016
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$266,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$266,188
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$460,518
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$162
Assets. Loans (other than to participants) at end of year2017-12-31$429,412
Assets. Loans (other than to participants) at beginning of year2017-12-31$278,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,499,576
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,199,924
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,700,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,770,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,421,850
Interest on participant loans2017-12-31$16,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,356,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$633,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,221,956
Contract administrator fees2017-12-31$11,262
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2017-12-31742920819
2016 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,777,888
Total of all expenses incurred2016-12-31$708,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$689,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,093,257
Value of total assets at end of year2016-12-31$10,700,348
Value of total assets at beginning of year2016-12-31$9,630,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,160
Total interest from all sources2016-12-31$12,460
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$242,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$242,982
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$465,434
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,394
Assets. Loans (other than to participants) at end of year2016-12-31$278,498
Assets. Loans (other than to participants) at beginning of year2016-12-31$321,245
Other income not declared elsewhere2016-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,069,521
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,700,348
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,630,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,421,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,309,582
Interest on participant loans2016-12-31$12,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$429,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$608,429
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$689,207
Contract administrator fees2016-12-31$19,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2016-12-31742920819
2015 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,026,459
Total of all expenses incurred2015-12-31$1,424,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,349,638
Expenses. Certain deemed distributions of participant loans2015-12-31$44,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,075,128
Value of total assets at end of year2015-12-31$9,630,827
Value of total assets at beginning of year2015-12-31$10,029,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,377
Total interest from all sources2015-12-31$12,441
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$289,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$289,047
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$429,564
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$100,991
Assets. Loans (other than to participants) at end of year2015-12-31$321,245
Assets. Loans (other than to participants) at beginning of year2015-12-31$309,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-398,375
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,630,827
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,029,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,309,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,719,366
Interest on participant loans2015-12-31$12,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-350,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$544,573
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,349,638
Contract administrator fees2015-12-31$30,377
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2015-12-31742920819
2014 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,326
Total income from all sources (including contributions)2014-12-31$1,669,481
Total of all expenses incurred2014-12-31$1,353,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,329,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,003,675
Value of total assets at end of year2014-12-31$10,029,202
Value of total assets at beginning of year2014-12-31$9,714,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,017
Total interest from all sources2014-12-31$12,585
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$253,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$253,836
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$449,155
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,166
Assets. Loans (other than to participants) at end of year2014-12-31$309,636
Assets. Loans (other than to participants) at beginning of year2014-12-31$276,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$315,557
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,029,202
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,713,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,719,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,438,333
Interest on participant loans2014-12-31$12,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$399,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$549,354
Employer contributions (assets) at end of year2014-12-31$200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,329,907
Contract administrator fees2014-12-31$24,017
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$1,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2014-12-31742920819
2013 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,326
Total income from all sources (including contributions)2013-12-31$2,466,111
Total of all expenses incurred2013-12-31$667,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$644,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,121,942
Value of total assets at end of year2013-12-31$9,714,971
Value of total assets at beginning of year2013-12-31$7,915,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,607
Total interest from all sources2013-12-31$10,410
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$217,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$217,874
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$472,694
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$83,060
Assets. Loans (other than to participants) at end of year2013-12-31$276,638
Assets. Loans (other than to participants) at beginning of year2013-12-31$214,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,798,643
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,713,645
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,915,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,438,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,870,567
Interest on participant loans2013-12-31$10,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,829,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,115,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$566,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$644,861
Contract administrator fees2013-12-31$22,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$1,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2013-12-31742920819
2012 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$1,906,066
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,028,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,035,657
Expenses. Certain deemed distributions of participant loans2012-12-31$-21,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,084,747
Value of total assets at end of year2012-12-31$7,915,002
Value of total assets at beginning of year2012-12-31$7,037,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,769
Total interest from all sources2012-12-31$43,460
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$225,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$225,173
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$473,295
Participant contributions at end of year2012-12-31$214,624
Participant contributions at beginning of year2012-12-31$227,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$877,508
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,915,002
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,037,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,870,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,340,943
Interest earned on other investments2012-12-31$43,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,829,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,468,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$552,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$611,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,035,657
Contract administrator fees2012-12-31$14,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2012-12-31742920819
2011 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,047,956
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$558,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$510,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,078,345
Value of total assets at end of year2011-12-31$7,037,494
Value of total assets at beginning of year2011-12-31$6,547,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,576
Total interest from all sources2011-12-31$48,643
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$188,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$188,872
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$463,120
Participant contributions at end of year2011-12-31$227,777
Participant contributions at beginning of year2011-12-31$252,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$489,744
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,037,494
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,547,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,340,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,997,404
Interest on participant loans2011-12-31$10,563
Interest earned on other investments2011-12-31$38,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,468,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,297,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-267,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$615,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$510,636
Contract administrator fees2011-12-31$47,576
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2011-12-31742920819
2010 : TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,771,261
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$344,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$310,014
Expenses. Certain deemed distributions of participant loans2010-12-31$-5,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,085,359
Value of total assets at end of year2010-12-31$6,547,750
Value of total assets at beginning of year2010-12-31$5,120,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$39,324
Total interest from all sources2010-12-31$45,130
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$122,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$122,497
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$481,707
Participant contributions at end of year2010-12-31$252,773
Participant contributions at beginning of year2010-12-31$169,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,426,953
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,547,750
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,120,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,997,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,902,031
Interest on participant loans2010-12-31$8,632
Interest earned on other investments2010-12-31$36,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,297,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,049,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$518,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$603,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$310,014
Contract administrator fees2010-12-31$39,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2010-12-31742920819

Form 5500 Responses for TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN

2023: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TRAVIS COUNTY MEDICAL SOCIETY'S 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number515342-01
Policy instance 1
Insurance contract or identification number515342-01
Number of Individuals Covered43
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number515342-01
Policy instance 1
Insurance contract or identification number515342-01
Number of Individuals Covered52
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number515342-01
Policy instance 1
Insurance contract or identification number515342-01
Number of Individuals Covered56
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03600
Policy instance 1
Insurance contract or identification number03600
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03600
Policy instance 1
Insurance contract or identification number03600
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03600
Policy instance 2
Insurance contract or identification number03600
Number of Individuals Covered271
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03600
Policy instance 2
Insurance contract or identification number03600
Number of Individuals Covered303
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03600
Policy instance 1
Insurance contract or identification number03600
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03600
Policy instance 2
Insurance contract or identification number03600
Number of Individuals Covered374
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number03600
Policy instance 1
Insurance contract or identification number03600
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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