University Of Oklahoma Foundation Savings Plan — Form 5500 plan (University Of Oklahoma Foundation)
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, University Of Oklahoma Foundation Savings Plan is a benefit plan reported by University Of Oklahoma Foundation under EIN 73-6091755 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $20,317,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Oklahoma Foundation
- EIN
- 73-6091755
- Plan number
- 002
- Plan type
- 2
- Location
- Norman, OK
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $20,317,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241011085713NAL0010746243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,317,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,317,513
- Net assets (BOY)
- $15,000,797
Income & contributions
- Employer contributions
- $2,352,268
- Participant contributions
- $1,008,897
- Total contributions
- $4,188,699
- Total income / additions
- $6,729,610
Expenses & distributions
- Benefits paid
- $1,363,800
- Administrative expenses
- $49,094
- Total expenses
- $1,412,894
- Net increase / (decrease)
- $5,316,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,701 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $14,500 | not reported in the loaded dataset | 2023 |
| Hogantaylor, Llp | ACCOUNTANT | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Oklahoma Foundation
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Norman, OK
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Hogantaylor, Llp — Schedule C compensation