Counseling & Recovery Services Of Oklahoma, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Counseling & Recovery Services Of Oklahoma, Inc. (EIN 73-1064338) is a plan sponsor located in Tulsa, OK with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
73-1064338
Location
Tulsa, OK
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Counseling & Recovery Services Of Oklahoma, Inc.

  • 2 loaded plans hold $2.8M in reported assets.
  • The largest, Counseling & Recovery Services Of Oklahoma, Inc. 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 452 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,794,301
Total reported assets$2.8M$2,795,665
Total reported participants452
Total reported liabilities$1.4K$1,364

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$1.4K
Contributions & income
Employer contributions$250.3K
Participant contributions$142.9K
Total income / additions$823.1K
Expenses & distributions
Benefits paid / distributions$217.6K
Total expenses$218.5K
Net increase / (decrease)$604.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Counseling & Recovery Services Of Oklahoma, Inc. 403(B) Plan
Participants per plan226Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 342 participants · 2023
  2. 2
    Plan #501 · 110 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Counseling & Recovery Services Of Oklahoma, Inc.. Open one for its full reported snapshot.

  1. 2023
    Counseling & Recovery Services Of Oklahoma, Inc. 403(B) Plan342 participants · 2Sch H
    View filing →
  2. 2023
    Counseling & Recovery Services Of Oklahoma Health And Welfare Plan110 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Counseling & Recovery Services Of Oklahoma, Inc. report on Form 5500?
Counseling & Recovery Services Of Oklahoma, Inc. (EIN 73-1064338) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Counseling & Recovery Services Of Oklahoma, Inc.?
The Employer Identification Number (EIN) reported for Counseling & Recovery Services Of Oklahoma, Inc. is 73-1064338.
What is the latest Form 5500 filing year for Counseling & Recovery Services Of Oklahoma, Inc.?
The latest loaded Form 5500 filing year for Counseling & Recovery Services Of Oklahoma, Inc. is 2023.

Related Form 5500 pages