401k Plan data: NATIVE AMERICAN HEADSTART RETIREMENT PLAN plan

NATIVE AMERICAN HEADSTART RETIREMENT PLAN 401k Plan overview

Plan Name	NATIVE AMERICAN HEADSTART RETIREMENT PLAN
Plan identification number	001

NATIVE AMERICAN HEADSTART RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATIVE AMERICAN COALITION OF TULSA, INC. has sponsored the creation of one or more 401k plans.

Company Name: NATIVE AMERICAN COALITION OF TULSA, INC.

Employer identification number (EIN): 510170402

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIVE AMERICAN HEADSTART RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-12-01 JEANETTE TANKERSLEY 2023-03-28
001 2020-12-01 JEANETTE TANKERSLEY 2022-04-28
001 2019-12-01 JEANETTE TANKERSLEY 2021-05-27
001 2018-12-01 JEANETTE TANKERSLEY 2020-06-10
001 2017-12-01 JEANETTE TANKERSLEY 2019-06-04
001 2017-12-01 JEANETTE TANKERSLEY 2020-06-10
001 2016-12-01 JEANETTE TANKERSLEY 2018-06-26
001 2015-12-01 JEANETTE TANKERSLEY 2017-06-28
001 2014-12-01 JEANETTE TANKERSLEY
001 2013-12-01 JEANETTE TANKERSLEY
001 2012-12-01 JEANETTE TANKERSLEY
001 2011-12-01 JEANETTE TANKERSLEY
001 2008-12-01 JEANETTE TANKERSLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-12-01	JEANETTE TANKERSLEY	2023-03-28
001	2020-12-01	JEANETTE TANKERSLEY	2022-04-28
001	2019-12-01	JEANETTE TANKERSLEY	2021-05-27
001	2018-12-01	JEANETTE TANKERSLEY	2020-06-10
001	2017-12-01	JEANETTE TANKERSLEY	2019-06-04
001	2017-12-01	JEANETTE TANKERSLEY	2020-06-10
001	2016-12-01	JEANETTE TANKERSLEY	2018-06-26
001	2015-12-01	JEANETTE TANKERSLEY	2017-06-28
001	2014-12-01	JEANETTE TANKERSLEY
001	2013-12-01	JEANETTE TANKERSLEY
001	2012-12-01	JEANETTE TANKERSLEY
001	2011-12-01	JEANETTE TANKERSLEY
001	2008-12-01	JEANETTE TANKERSLEY

Plan Statistics for NATIVE AMERICAN HEADSTART RETIREMENT PLAN

401k plan membership statisitcs for NATIVE AMERICAN HEADSTART RETIREMENT PLAN

Measure Date Value
2014: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 24
Number of retired or separated participants receiving benefits 2014-12-01 2
Number of other retired or separated participants entitled to future benefits 2014-12-01 3
Total of all active and inactive participants 2014-12-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 29
Number of participants with account balances 2014-12-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 5
2013: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 27
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 6
Total of all active and inactive participants 2013-12-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 33
Number of participants with account balances 2013-12-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 31
Number of other retired or separated participants entitled to future benefits 2012-12-01 3
Total of all active and inactive participants 2012-12-01 34
Total participants 2012-12-01 34
Number of participants with account balances 2012-12-01 32
2011: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 26
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 27
Number of other retired or separated participants entitled to future benefits 2011-12-01 6
Total of all active and inactive participants 2011-12-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 33
Number of participants with account balances 2011-12-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 2
2008: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-12-01 21
Total number of active participants reported on line 7a of the Form 5500 2008-12-01 26
Number of retired or separated participants receiving benefits 2008-12-01 3
Number of other retired or separated participants entitled to future benefits 2008-12-01 1
Total of all active and inactive participants 2008-12-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-12-01 0
Total participants 2008-12-01 30
Number of participants with account balances 2008-12-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-12-01 3

Measure	Date	Value
2014: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	24
Number of retired or separated participants receiving benefits	2014-12-01	2
Number of other retired or separated participants entitled to future benefits	2014-12-01	3
Total of all active and inactive participants	2014-12-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	29
Number of participants with account balances	2014-12-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	5
2013: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	27
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	6
Total of all active and inactive participants	2013-12-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	33
Number of participants with account balances	2013-12-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	31
Number of other retired or separated participants entitled to future benefits	2012-12-01	3
Total of all active and inactive participants	2012-12-01	34
Total participants	2012-12-01	34
Number of participants with account balances	2012-12-01	32
2011: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	26
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	27
Number of other retired or separated participants entitled to future benefits	2011-12-01	6
Total of all active and inactive participants	2011-12-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	33
Number of participants with account balances	2011-12-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	2
2008: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-12-01	21
Total number of active participants reported on line 7a of the Form 5500	2008-12-01	26
Number of retired or separated participants receiving benefits	2008-12-01	3
Number of other retired or separated participants entitled to future benefits	2008-12-01	1
Total of all active and inactive participants	2008-12-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-12-01	0
Total participants	2008-12-01	30
Number of participants with account balances	2008-12-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-12-01	3

Financial Data on NATIVE AMERICAN HEADSTART RETIREMENT PLAN

Measure	Date	Value
2015 : NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-11-30	$73,803
Expenses. Total of all expenses incurred	2015-11-30	$123,384
Benefits paid (including direct rollovers)	2015-11-30	$123,384
Total plan assets at end of year	2015-11-30	$553,447
Total plan assets at beginning of year	2015-11-30	$603,028
Value of fidelity bond covering the plan	2015-11-30	$50,000
Total contributions received or receivable from participants	2015-11-30	$8,036
Contributions received from other sources (not participants or employers)	2015-11-30	$56,820
Other income received	2015-11-30	$-12,461
Net income (gross income less expenses)	2015-11-30	$-49,581
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$553,447
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$603,028
Total contributions received or receivable from employer(s)	2015-11-30	$21,408
Value of certain deemed distributions of participant loans	2015-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$0
2014 : NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-11-30	$109,644
Expenses. Total of all expenses incurred	2014-11-30	$126,596
Benefits paid (including direct rollovers)	2014-11-30	$126,596
Total plan assets at end of year	2014-11-30	$603,028
Total plan assets at beginning of year	2014-11-30	$619,980
Value of fidelity bond covering the plan	2014-11-30	$50,000
Total contributions received or receivable from participants	2014-11-30	$6,550
Other income received	2014-11-30	$73,754
Net income (gross income less expenses)	2014-11-30	$-16,952
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$603,028
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$619,980
Total contributions received or receivable from employer(s)	2014-11-30	$29,340
2013 : NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-11-30	$116,726
Expenses. Total of all expenses incurred	2013-11-30	$74,378
Benefits paid (including direct rollovers)	2013-11-30	$74,378
Total plan assets at end of year	2013-11-30	$619,890
Total plan assets at beginning of year	2013-11-30	$577,542
Value of fidelity bond covering the plan	2013-11-30	$50,000
Total contributions received or receivable from participants	2013-11-30	$4,787
Contributions received from other sources (not participants or employers)	2013-11-30	$638
Other income received	2013-11-30	$71,672
Net income (gross income less expenses)	2013-11-30	$42,348
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$619,890
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$577,542
Total contributions received or receivable from employer(s)	2013-11-30	$39,629
2012 : NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-11-30	$76,357
Expenses. Total of all expenses incurred	2012-11-30	$73,006
Benefits paid (including direct rollovers)	2012-11-30	$73,006
Total plan assets at end of year	2012-11-30	$577,542
Total plan assets at beginning of year	2012-11-30	$574,191
Value of fidelity bond covering the plan	2012-11-30	$50,000
Total contributions received or receivable from participants	2012-11-30	$4,947
Other income received	2012-11-30	$35,725
Net income (gross income less expenses)	2012-11-30	$3,351
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$577,542
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$574,191
Total contributions received or receivable from employer(s)	2012-11-30	$35,685
2010 : NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-11-30	$87,350
Expenses. Total of all expenses incurred	2010-11-30	$2,212
Benefits paid (including direct rollovers)	2010-11-30	$2,212
Total plan assets at end of year	2010-11-30	$572,715
Total plan assets at beginning of year	2010-11-30	$487,577
Value of fidelity bond covering the plan	2010-11-30	$50,000
Total contributions received or receivable from participants	2010-11-30	$4,416
Contributions received from other sources (not participants or employers)	2010-11-30	$5,879
Other income received	2010-11-30	$27,055
Net income (gross income less expenses)	2010-11-30	$85,138
Net plan assets at end of year (total assets less liabilities)	2010-11-30	$572,715
Net plan assets at beginning of year (total assets less liabilities)	2010-11-30	$487,577
Total contributions received or receivable from employer(s)	2010-11-30	$50,000

Form 5500 Responses for NATIVE AMERICAN HEADSTART RETIREMENT PLAN

2014: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2008: NATIVE AMERICAN HEADSTART RETIREMENT PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Plan funding arrangement – Trust	Yes
2008-12-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NATIVE AMERICAN COALITION OF TULSA, INC.
Employer identification number (EIN):	510170402
NAIC Classification:	611000