Family & Children'S Services 403(B) Plan — Form 5500 plan (Family & Children'S Services, Inc.)

Plain-English plan 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, Family & Children'S Services 403(B) Plan is a benefit plan reported by Family & Children'S Services, Inc. under EIN 73-0580270 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,214 participants and $37,322,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family & Children'S Services, Inc.
EIN
73-0580270
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
1,214
End-of-year plan assets
$37,322,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,214H, C20241015093538NAL0014323619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,322,530
Total liabilities (EOY)
$0
Net assets (EOY)
$37,322,530
Net assets (BOY)
$27,742,286

Income & contributions

Employer contributions
$2,263,963
Participant contributions
$3,263,996
Total contributions
$5,896,472
Total income / additions
$11,377,498

Expenses & distributions

Benefits paid
$1,708,597
Administrative expenses
$88,657
Total expenses
$1,797,254
Net increase / (decrease)
$9,580,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$88,656$02023

Related Form 5500 pages