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403(B) THRIFT PLAN OF THE ARC OF OKLAHOMA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE ARC OF OKLAHOMA, INC.
Plan identification number 002

403(B) THRIFT PLAN OF THE ARC OF OKLAHOMA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

THE ARC OF OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF OKLAHOMA, INC.
Employer identification number (EIN):730749376
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE ARC OF OKLAHOMA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LISA KELLY2024-07-31
0022022-01-01LISA KELLY2023-09-05
0022021-01-01LISA KELLY2022-10-21
0022021-01-01LISA KELLY2024-07-31
0022020-01-01LISA TURNER2021-07-22
0022019-01-01LISA TURNER2020-10-15
0022018-01-01LISA TURNER2019-10-04
0022017-01-01JAMES WHITE2018-07-19 JAMES WHITE2018-07-19
0022016-01-01JOHN F. GAJDA2017-06-01 JOHN F. GAJDA2017-06-01
0022015-01-01JOHN F. GAJDA2016-06-02 JOHN F. GAJDA2016-06-02
0022014-01-01JOHN F. GAJDA2015-06-18 JOHN F. GAJDA2015-06-18
0022013-01-01JOHN F. GAJDA, EXECUTIVE DIRECTOR2014-09-22 JOHN F. GAJDA, EXECUTIVE DIRECTOR2014-09-22
0022012-01-01JOHN F. GAJDA, EXECUTIVE DIRECTOR2013-07-03 JOHN F. GAJDA, EXECUTIVE DIRECTOR2013-07-03
0022011-01-01JOHN F. GAJDA, EXECUTIVE DIRECTOR2012-07-19 JOHN F. GAJDA, EXECUTIVE DIRECTOR2012-07-19
0022010-01-01JOHN GAJDA, EXECUTIVE DIRECTOR2011-07-29 JOHN GAJDA, EXECUTIVE DIRECTOR2011-07-29

Financial Data on 403(B) THRIFT PLAN OF THE ARC OF OKLAHOMA, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE ARC OF OKLAHOMA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-200
Total liabilities as of the end of the plan year2025-05-200
Total liabilities as of the beginning of the plan year2025-05-200
Total expenses incurred by plan in this plan year2025-05-206386
Net assets as of the end of the plan year2025-05-20429449
Total assets as of the beginning of the plan year2025-05-20373851
Value of plan covered by a fidelity bond2025-05-2040000
Participant contributions to plan in this plan year2025-05-2012354
Other expenses paid from plan in this plan year2025-05-200
Other contributions to plan in this plan year2025-05-200
Other income to plan in this plan year2025-05-2043488
Plan net income in this plan year2025-05-2055598
Net assets as of the end of the plan year2025-05-20429449
Net assets as of the beginning of the plan year2025-05-20373851
Employer contributions to plan in this plan year2025-05-206142
Fees paid to broker by Benefit Provider2025-05-2024
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-20120
2024 : 403(B) THRIFT PLAN OF THE ARC OF OKLAHOMA, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3187171
Net assets as of the end of the plan year2024-07-31373851
Total assets as of the beginning of the plan year2024-07-31387194
Value of plan covered by a fidelity bond2024-07-311000000
Participant contributions to plan in this plan year2024-07-3115242
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3151363
Plan net income in this plan year2024-07-31-13343
Net assets as of the end of the plan year2024-07-31373851
Net assets as of the beginning of the plan year2024-07-31387194
Employer contributions to plan in this plan year2024-07-317223
Fees paid to broker by Benefit Provider2024-07-3133
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3148

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