Plan Name | CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN |
Plan identification number | 502 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
|
Company Name: | CAPITAL SOUTHWEST MANAGEMENT CORPORATION |
Employer identification number (EIN): | 752146756 |
NAIC Classification: | 523900 |
Additional information about CAPITAL SOUTHWEST MANAGEMENT CORPORATION
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1986-12-22 |
Company Identification Number: | 19861024293 |
Legal Registered Office Address: |
701 S CARSON ST STE 200 CARSON CITY United States of America (USA) 89701 |
More information about CAPITAL SOUTHWEST MANAGEMENT CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
502 | 2014-04-01 | MARY F. BURNS | MARY F. BURNS | 2015-08-28 | |
502 | 2013-04-01 | KELLY TACKE | |||
502 | 2012-04-01 | TRACY MORRIS | |||
502 | 2011-04-01 | TRACY MORRIS | |||
502 | 2009-04-01 | TRACY MORRIS | |||
502 | 2009-04-01 | TRACY MORRIS | 2010-07-26 |
Measure | Date | Value |
---|---|---|
2014: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-04-01 | 425 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 472 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
Total of all active and inactive participants | 2014-04-01 | 473 |
2013: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 405 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 431 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 1 |
Total of all active and inactive participants | 2013-04-01 | 432 |
2012: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-04-01 | 410 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 398 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
Total of all active and inactive participants | 2012-04-01 | 399 |
2011: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-04-01 | 358 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 409 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 1 |
Total of all active and inactive participants | 2011-04-01 | 410 |
2009: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 488 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 488 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 1 |
Total of all active and inactive participants | 2009-04-01 | 489 |
Total participants | 2009-04-01 | 489 |
2014: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2014 form 5500 responses | ||
---|---|---|
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2013: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2013 form 5500 responses | ||
2013-04-01 | Type of plan entity | Mulitple employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2012: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2012 form 5500 responses | ||
2012-04-01 | Type of plan entity | Mulitple employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2011: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2011 form 5500 responses | ||
2011-04-01 | Type of plan entity | Mulitple employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2009: CAPITAL SOUTHWEST CORP & AFFILIATES GROUP DISABILITY PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Mulitple employer plan |
2009-04-01 | Submission has been amended | Yes |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 01216 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 01216 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 01216 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 01216 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 01216 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|