401k Plan data: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN plan

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 401k Plan overview

Plan Name	TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN
Plan identification number	007

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN has sponsored the creation of one or more 401k plans.

Company Name: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN

Employer identification number (EIN): 750818178

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2023-01-01
007 2022-01-01
007 2021-01-01
007 2020-01-01
007 2019-01-01
007 2019-01-01
007 2018-01-01
007 2017-01-01 WILLIAM R. HUSTON
007 2016-01-01 WILLIAM R. HUSTON
007 2015-01-01 WILLIAM R. HUSTON
007 2014-08-01 WILLIAM HUSTON

Plan Statistics for TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN

401k plan membership statisitcs for TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN

Measure Date Value
2023: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,247
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,098
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 220
Total of all active and inactive participants 2023-01-01 1,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 1,322
Number of participants with account balances 2023-01-01 1,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 66
2022: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,170
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,040
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 204
Total of all active and inactive participants 2022-01-01 1,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,247
Number of participants with account balances 2022-01-01 1,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 62
2021: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,300
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 998
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 170
Total of all active and inactive participants 2021-01-01 1,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,170
Number of participants with account balances 2021-01-01 935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 70
2020: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,105
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,186
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 112
Total of all active and inactive participants 2020-01-01 1,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,300
Number of participants with account balances 2020-01-01 896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 43
2019: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,204
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 977
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 127
Total of all active and inactive participants 2019-01-01 1,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,105
Number of participants with account balances 2019-01-01 838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 28
2018: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,180
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,109
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 94
Total of all active and inactive participants 2018-01-01 1,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,204
Number of participants with account balances 2018-01-01 739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 46
2017: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,130
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,101
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 79
Total of all active and inactive participants 2017-01-01 1,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,180
Number of participants with account balances 2017-01-01 696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 46
2016: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,078
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,078
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,130
Number of participants with account balances 2016-01-01 622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 44
2015: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 998
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,052
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 1,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,078
Number of participants with account balances 2015-01-01 552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 34
2014: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 1,019
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 991
Number of retired or separated participants receiving benefits 2014-08-01 0
Number of other retired or separated participants entitled to future benefits 2014-08-01 6
Total of all active and inactive participants 2014-08-01 997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 997
Number of participants with account balances 2014-08-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 3

Measure	Date	Value
2023: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,247
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,098
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	220
Total of all active and inactive participants	2023-01-01	1,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	1,322
Number of participants with account balances	2023-01-01	1,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	66
2022: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,170
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,040
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	204
Total of all active and inactive participants	2022-01-01	1,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,247
Number of participants with account balances	2022-01-01	1,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	62
2021: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,300
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	998
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	170
Total of all active and inactive participants	2021-01-01	1,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,170
Number of participants with account balances	2021-01-01	935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	70
2020: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,105
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,186
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	112
Total of all active and inactive participants	2020-01-01	1,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,300
Number of participants with account balances	2020-01-01	896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	43
2019: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,204
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	977
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	127
Total of all active and inactive participants	2019-01-01	1,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,105
Number of participants with account balances	2019-01-01	838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	28
2018: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,180
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,109
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	94
Total of all active and inactive participants	2018-01-01	1,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,204
Number of participants with account balances	2018-01-01	739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	46
2017: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,130
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,101
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	79
Total of all active and inactive participants	2017-01-01	1,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,180
Number of participants with account balances	2017-01-01	696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	46
2016: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,078
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,078
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,130
Number of participants with account balances	2016-01-01	622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	44
2015: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	998
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,052
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	1,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,078
Number of participants with account balances	2015-01-01	552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	34
2014: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	1,019
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	991
Number of retired or separated participants receiving benefits	2014-08-01	0
Number of other retired or separated participants entitled to future benefits	2014-08-01	6
Total of all active and inactive participants	2014-08-01	997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	997
Number of participants with account balances	2014-08-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	3

Financial Data on TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN

Measure	Date	Value
2023 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$9,529,374
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,333,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,328,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$4,736,469
Value of total assets at end of year	2023-12-31	$32,833,793
Value of total assets at beginning of year	2023-12-31	$24,637,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$4,960
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$814,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$814,789
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Administrative expenses (other) incurred	2023-12-31	$4,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$8,196,126
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$32,833,793
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$24,637,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$32,502,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$24,367,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,978,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$4,736,469
Employer contributions (assets) at end of year	2023-12-31	$331,108
Employer contributions (assets) at beginning of year	2023-12-31	$270,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,328,288
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2023-12-31	751044330
2022 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-519,060
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,008,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,004,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,918,111
Value of total assets at end of year	2022-12-31	$24,637,667
Value of total assets at beginning of year	2022-12-31	$26,165,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,558
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$845,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$845,527
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$3,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,527,379
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,637,667
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,165,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$24,367,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$25,930,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,282,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,918,111
Employer contributions (assets) at end of year	2022-12-31	$270,219
Employer contributions (assets) at beginning of year	2022-12-31	$234,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,004,761
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2022-12-31	751044330
2021 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,703,649
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$943,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$942,855
Value of total corrective distributions	2021-12-31	$976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,578,632
Value of total assets at end of year	2021-12-31	$26,165,046
Value of total assets at beginning of year	2021-12-31	$20,405,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$538,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$538,108
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,759,818
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,165,046
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,405,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$25,930,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,180,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,586,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,578,632
Employer contributions (assets) at end of year	2021-12-31	$234,786
Employer contributions (assets) at beginning of year	2021-12-31	$224,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$942,855
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2021-12-31	751044330
2020 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,132,526
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$408,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$408,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,416,039
Value of total assets at end of year	2020-12-31	$20,405,228
Value of total assets at beginning of year	2020-12-31	$14,681,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$365,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$365,699
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,723,825
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,405,228
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,681,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,180,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,503,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,350,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,410,987
Employer contributions (assets) at end of year	2020-12-31	$224,961
Employer contributions (assets) at beginning of year	2020-12-31	$177,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$408,701
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2020-12-31	751044330
2019 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$5,529,639
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$563,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$562,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,108,459
Value of total assets at end of year	2019-12-31	$14,681,403
Value of total assets at beginning of year	2019-12-31	$9,715,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,355
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$323,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$323,443
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$1,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,965,918
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,681,403
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,715,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,503,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,552,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,097,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,108,459
Employer contributions (assets) at end of year	2019-12-31	$177,921
Employer contributions (assets) at beginning of year	2019-12-31	$163,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$562,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2019-12-31	751044330
2018 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,020,936
Total of all expenses incurred	2018-12-31	$403,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$401,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,724,271
Value of total assets at end of year	2018-12-31	$9,715,485
Value of total assets at beginning of year	2018-12-31	$8,098,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,115
Total interest from all sources	2018-12-31	$18
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$233,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$233,735
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,868
Administrative expenses (other) incurred	2018-12-31	$2,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,617,169
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,715,485
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,098,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,552,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,973,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-937,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,717,403
Employer contributions (assets) at end of year	2018-12-31	$163,019
Employer contributions (assets) at beginning of year	2018-12-31	$124,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$401,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2018-12-31	751044330
2017 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2017 401k financial data
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	$3,682,200
Total of all expenses incurred	2017-12-31	$246,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$242,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,618,274
Value of total assets at end of year	2017-12-31	$8,098,316
Value of total assets at beginning of year	2017-12-31	$4,662,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,014
Total interest from all sources	2017-12-31	$12
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$149,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$149,951
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$102,942
Administrative expenses (other) incurred	2017-12-31	$4,014
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,436,079
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,098,316
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,662,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,973,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,575,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$913,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,515,332
Employer contributions (assets) at end of year	2017-12-31	$124,327
Employer contributions (assets) at beginning of year	2017-12-31	$87,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$242,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2017-12-31	751044330
2016 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$936
Total income from all sources (including contributions)	2016-12-31	$2,440,904
Total of all expenses incurred	2016-12-31	$158,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$156,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,130,066
Value of total assets at end of year	2016-12-31	$4,662,237
Value of total assets at beginning of year	2016-12-31	$2,380,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,800
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$88,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$88,287
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$27,180
Administrative expenses (other) incurred	2016-12-31	$1,800
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,282,253
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,662,237
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,379,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,575,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,286,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$222,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,102,886
Employer contributions (assets) at end of year	2016-12-31	$87,176
Employer contributions (assets) at beginning of year	2016-12-31	$94,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$156,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2016-12-31	751044330
2015 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$331
Total income from all sources (including contributions)	2015-12-31	$1,882,693
Total of all expenses incurred	2015-12-31	$65,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$60,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,938,650
Value of total assets at end of year	2015-12-31	$2,380,920
Value of total assets at beginning of year	2015-12-31	$562,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,786
Total interest from all sources	2015-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$46,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$46,967
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$37,654
Administrative expenses (other) incurred	2015-12-31	$4,786
Liabilities. Value of operating payables at end of year	2015-12-31	$936
Liabilities. Value of operating payables at beginning of year	2015-12-31	$331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,817,392
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,379,984
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$562,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,286,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$416,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-102,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,900,996
Employer contributions (assets) at end of year	2015-12-31	$94,553
Employer contributions (assets) at beginning of year	2015-12-31	$146,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$60,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2015-12-31	751044330
2014 : TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$331
Total income from all sources (including contributions)	2014-12-31	$563,666
Total of all expenses incurred	2014-12-31	$1,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$558,519
Value of total assets at end of year	2014-12-31	$562,923
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$431
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$7,873
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at beginning of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$122
Liabilities. Value of operating payables at end of year	2014-12-31	$331
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$562,592
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$562,592
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$309
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$416,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-2,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$558,519
Employer contributions (assets) at end of year	2014-12-31	$146,337
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$643
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No

Form 5500 Responses for TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN

2023: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	First time form 5500 has been submitted	Yes
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
Employer identification number (EIN):	750818178
NAIC Classification:	622000
NAIC Description:	Hospitals