2023 Form 5500 filing — 403(B) Thrift Plan Of Southwest Oklahoma Community Action Group, Inc.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011103817NAL0036680928001) for 403(B) Thrift Plan Of Southwest Oklahoma Community Action Group, Inc., reported by Southwest Oklahoma Community Action Group, Inc. under EIN 73-0744747 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,681,280
Participants147
Provider compensation$3231 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011103817NAL0036680928001
Plan sponsor
Southwest Oklahoma Community Action Group, Inc.
EIN
73-0744747
Plan number
002
Location
Altus, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$619.2K
Total expenses$209.3K
Benefits paid / distributions$209K
Contributions
Employer$135.8K
Participant$136.8K
Full reported line items
Total assets (EOY)
$3,681,280
Total liabilities (EOY)
$0
Net assets (EOY)
$3,681,280
Employer contributions
$135,771
Participant contributions
$136,770
Total income / additions
$619,183
Benefits paid
$208,984
Administrative expenses
$323
Total expenses
$209,307
Net increase / (decrease)
$409,876
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $323 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011103817NAL0036680928001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Southwest Oklahoma Community Action Group, Inc., reported by Southwest Oklahoma Community Action Group, Inc. (EIN 73-0744747).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages