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BOYS & GIRLS CLUB OF BARTLESVILLE PENSION PLAN 401k Plan overview

Plan NameBOYS & GIRLS CLUB OF BARTLESVILLE PENSION PLAN
Plan identification number 002

BOYS & GIRLS CLUB OF BARTLESVILLE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

BOYS & GIRLS CLUB OF BARTLESVILLE has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUB OF BARTLESVILLE
Employer identification number (EIN):730618201
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUB OF BARTLESVILLE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022015-01-01KARISSA HABERLY2016-09-01 KARISSA HABERLY2016-09-01
0022014-01-01JASON BARTA2015-09-01 KARISSA HABERLY2015-09-01
0022013-01-01JASON BARTA2014-09-25 JASON BARTA2014-09-25
0022012-01-01JASON BARTA2013-07-03
0022011-01-01JASON BARTA2012-10-10 JASON BARTA2012-10-10

Financial Data on BOYS & GIRLS CLUB OF BARTLESVILLE PENSION PLAN

Measure Date Value
2025 : BOYS & GIRLS CLUB OF BARTLESVILLE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-040
Total liabilities as of the end of the plan year2025-09-040
Total liabilities as of the beginning of the plan year2025-09-040
Total expenses incurred by plan in this plan year2025-09-0430930
Net assets as of the end of the plan year2025-09-04154735
Total assets as of the beginning of the plan year2025-09-04156961
Value of plan covered by a fidelity bond2025-09-0415000
Participant contributions to plan in this plan year2025-09-040
Other expenses paid from plan in this plan year2025-09-04968
Other contributions to plan in this plan year2025-09-040
Other income to plan in this plan year2025-09-0421910
Plan net income in this plan year2025-09-04-2226
Net assets as of the end of the plan year2025-09-04154735
Net assets as of the beginning of the plan year2025-09-04156961
Value of funding deficiency2025-09-040
Value of employer contributions paid2025-09-0410205
Employer contributions to plan in this plan year2025-09-046794
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-040
2024 : BOYS & GIRLS CLUB OF BARTLESVILLE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-090
Total liabilities as of the end of the plan year2024-08-090
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-0910414
Net assets as of the end of the plan year2024-08-09156961
Total assets as of the beginning of the plan year2024-08-09129697
Value of plan covered by a fidelity bond2024-08-0915000
Participant contributions to plan in this plan year2024-08-090
Other expenses paid from plan in this plan year2024-08-09926
Other contributions to plan in this plan year2024-08-090
Other income to plan in this plan year2024-08-0924444
Plan net income in this plan year2024-08-0927264
Net assets as of the end of the plan year2024-08-09156961
Net assets as of the beginning of the plan year2024-08-09129697
Value of funding deficiency2024-08-090
Value of employer contributions paid2024-08-0913984
Employer contributions to plan in this plan year2024-08-0913234
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-090
2022 : BOYS & GIRLS CLUB OF BARTLESVILLE PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-291558
Net assets as of the end of the plan year2022-07-29144058
Total assets as of the beginning of the plan year2022-07-29119934
Value of plan covered by a fidelity bond2022-07-2915000
Participant contributions to plan in this plan year2022-07-290
Other expenses paid from plan in this plan year2022-07-29562
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-2921419
Plan net income in this plan year2022-07-2924124
Net assets as of the end of the plan year2022-07-29144058
Net assets as of the beginning of the plan year2022-07-29119934
Value of funding deficiency2022-07-290
Value of employer contributions paid2022-07-2911532
Employer contributions to plan in this plan year2022-07-294263
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-290

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