403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc. — Form 5500 plan (Community Action Agency Of Okl)

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, 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc. is a benefit plan reported by Community Action Agency Of Okl under EIN 73-0753739 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $7,342,448 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.3MPlan net assets, end of year$7,342,448

Participants349Covered participants reported

Assets / participant$21KComputed: assets ÷ participants$21,039 (computed)

Provider compensation$2K1 Schedule C provider row(s)$1,961

Plan sponsor: Community Action Agency Of Okl
EIN: 73-0753739
Plan number: 001
Plan type: 2
Location: Oklahoma City, OK
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
349 participants · 2Sch HSch C
View filing →

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)$7.3M total assets

Net assets$7.3MLiabilities$0

Money in vs. money out

Total income / additions$1.5M

Total expenses$717.9K

Benefits paid / distributions$715.9K

Contributions

Employer$215.7K

Participant$395.4K

Full reported line items

Net assets

Total assets (EOY): $7,342,448
Total liabilities (EOY): $0
Net assets (EOY): $7,342,448
Net assets (BOY): $6,590,474

Income & contributions

Employer contributions: $215,744
Participant contributions: $395,359
Total contributions: $640,355
Total income / additions: $1,469,871

Expenses & distributions

Benefits paid: $715,874
Administrative expenses: $2,023
Total expenses: $717,897
Net increase / (decrease): $751,974

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

35%65%

Employer 35%Participant 65%

Total expenses ÷ net assets10%Computed ratio

Benefits paid ÷ total income49%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Mutual Of America Investment Corp$2K
INSURANCE CARRIER · Direct $2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc.?: 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc. is reported as sponsored by Community Action Agency Of Okl (EIN 73-0753739, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc.?: The latest Form 5500 filing year loaded for 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc. is 2023.
How many participants does 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc. report?: 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc. reports 349 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc.?: 403(B) Thrift Plan For Employees Of Community Action Agency Of Oklahoma City, And Oklahoma/Canadian Counties, Inc. reports $7,342,448 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.