Dale Rogers Training Center 401(K) Plan — Form 5500 plan (Dale Rogers Training Center)
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, Dale Rogers Training Center 401(K) Plan is a benefit plan reported by Dale Rogers Training Center under EIN 73-0665454 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $1,775,600 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.8MPlan net assets, end of year$1,775,600
Participants159Covered participants reported
Assets / participant$11.2KComputed: assets ÷ participants$11,167 (computed)
Provider compensation$20.5K1 Schedule C provider row(s)$20,522
- Plan sponsor
- Dale Rogers Training Center
- EIN
- 73-0665454
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241014135758NAL0026345041001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,775,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,775,600
- Net assets (BOY)
- $72,770
Income & contributions
- Employer contributions
- $241,058
- Participant contributions
- $335,745
- Total contributions
- $1,600,615
- Total income / additions
- $1,769,149
Expenses & distributions
- Benefits paid
- $45,797
- Administrative expenses
- $20,522
- Total expenses
- $66,319
- Net increase / (decrease)
- $1,702,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $20,522 | $0 | 2023 |