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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20241014135758NAL0026345041001
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
Money in vs. money out
Total income / additions$1.8M
Total expenses$66.3K
Benefits paid / distributions$45.8K
Contributions
Employer$241.1K
Participant$335.7K
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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorpSERVICE PROVIDER$20,522$02023

Related Form 5500 pages