403(B) Thrift Plan For Community Action Project Of Tulsa County, Inc. — Form 5500 plan (Community Action Project Of Tulsa County, 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, 403(B) Thrift Plan For Community Action Project Of Tulsa County, Inc. is a benefit plan reported by Community Action Project Of Tulsa County, Inc. under EIN 73-1019247 and plan number 002. The latest loaded filing year is 2023. The filing reports 760 participants and $18,719,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Project Of Tulsa County, Inc.
EIN
73-1019247
Plan number
002
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
760
End-of-year plan assets
$18,719,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023760H, C20240918172013NAL0008393456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,719,033
Total liabilities (EOY)
$0
Net assets (EOY)
$18,719,033
Net assets (BOY)
$15,145,191

Income & contributions

Employer contributions
$617,865
Participant contributions
$1,459,691
Total contributions
$2,095,917
Total income / additions
$4,917,551

Expenses & distributions

Benefits paid
$1,256,131
Administrative expenses
$87,578
Total expenses
$1,343,709
Net increase / (decrease)
$3,573,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, N.A.CUSTODIAN$87,578$02023

Related Form 5500 pages