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403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC.
Plan identification number 002

403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC.
Employer identification number (EIN):731019247
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KAREN KIELY
0022016-01-01KAREN KIELY
0022015-01-01KAREN KIELY
0022014-01-01JOANN LUCAS
0022013-01-01JOANNE LUCAS JOANNE LUCAS2014-07-30
0022012-01-01JOANNE LUCAS JOANNE LUCAS2013-07-31
0022011-01-01JOANNE LUCAS, CFO, COMMUNITY ACTION
0022010-01-01JOANNE LUCAS JOANNE LUCAS2011-10-17
0022009-01-01DEDE CHERRY JOANNE LUCAS2010-10-14

Plan Statistics for 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01712
Total number of active participants reported on line 7a of the Form 55002022-01-01612
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01131
Total of all active and inactive participants2022-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01743
Number of participants with account balances2022-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01693
Total number of active participants reported on line 7a of the Form 55002021-01-01605
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01104
Total of all active and inactive participants2021-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01709
Number of participants with account balances2021-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01686
Total number of active participants reported on line 7a of the Form 55002020-01-01609
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01693
Number of participants with account balances2020-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01737
Total number of active participants reported on line 7a of the Form 55002019-01-01601
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01671
Number of participants with account balances2019-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01701
Total number of active participants reported on line 7a of the Form 55002018-01-01635
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01705
Number of participants with account balances2018-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01608
Total number of active participants reported on line 7a of the Form 55002017-01-01618
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01701
Number of participants with account balances2017-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01619
Total number of active participants reported on line 7a of the Form 55002016-01-01547
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01608
Number of participants with account balances2016-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01641
Total number of active participants reported on line 7a of the Form 55002015-01-01549
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01614
Number of participants with account balances2015-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01546
Total number of active participants reported on line 7a of the Form 55002014-01-01509
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01132
Total of all active and inactive participants2014-01-01641
Total participants2014-01-01641
Number of participants with account balances2014-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01476
Total number of active participants reported on line 7a of the Form 55002013-01-01425
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01121
Total of all active and inactive participants2013-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01546
Number of participants with account balances2013-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01417
Total number of active participants reported on line 7a of the Form 55002012-01-01361
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01115
Total of all active and inactive participants2012-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01476
Number of participants with account balances2012-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01335
Total number of active participants reported on line 7a of the Form 55002011-01-01333
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01417
Number of participants with account balances2011-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01332
Total number of active participants reported on line 7a of the Form 55002010-01-01267
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0167
Total of all active and inactive participants2010-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01335
Number of participants with account balances2010-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01279
Total number of active participants reported on line 7a of the Form 55002009-01-01281
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01332
Number of participants with account balances2009-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-842,149
Total loss/gain on sale of assets2022-12-31$115,092
Total of all expenses incurred2022-12-31$1,366,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,283,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,944,100
Value of total assets at end of year2022-12-31$15,145,191
Value of total assets at beginning of year2022-12-31$17,354,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,810
Total interest from all sources2022-12-31$30,444
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$286,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$286,045
Administrative expenses professional fees incurred2022-12-31$83,810
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,360,144
Participant contributions at end of year2022-12-31$625,571
Participant contributions at beginning of year2022-12-31$675,051
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$76
Total non interest bearing cash at beginning of year2022-12-31$553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,208,975
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,145,191
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,354,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,473,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,631,912
Interest on participant loans2022-12-31$30,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$40,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$46,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$46,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,217,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$561,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,283,016
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,105,731
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,990,639
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,428
Total income from all sources (including contributions)2021-12-31$3,854,236
Total loss/gain on sale of assets2021-12-31$3,660,595
Total of all expenses incurred2021-12-31$1,416,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,337,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,798,163
Value of total assets at end of year2021-12-31$17,354,166
Value of total assets at beginning of year2021-12-31$14,989,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,235
Total interest from all sources2021-12-31$32,552
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$251,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$251,165
Administrative expenses professional fees incurred2021-12-31$78,235
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,254,367
Participant contributions at end of year2021-12-31$675,051
Participant contributions at beginning of year2021-12-31$643,228
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$73,428
Total non interest bearing cash at end of year2021-12-31$553
Total non interest bearing cash at beginning of year2021-12-31$77,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,438,137
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,354,166
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,916,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,631,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,178,115
Interest on participant loans2021-12-31$32,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$46,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$89,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$89,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,888,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$521,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,337,864
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$14,726,485
Aggregate carrying amount (costs) on sale of assets2021-12-31$11,065,890
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,651,556
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$824,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$756,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,581,190
Value of total assets at end of year2020-12-31$14,989,457
Value of total assets at beginning of year2020-12-31$12,088,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,906
Total interest from all sources2020-12-31$35,555
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$205,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$205,662
Administrative expenses professional fees incurred2020-12-31$67,906
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,095,465
Participant contributions at end of year2020-12-31$643,228
Participant contributions at beginning of year2020-12-31$670,248
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$73,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$77,923
Total non interest bearing cash at beginning of year2020-12-31$66,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,827,125
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,916,029
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,088,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,178,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,296,219
Interest on participant loans2020-12-31$35,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$89,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$55,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$55,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,829,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$464,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$756,525
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,729,545
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,213,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,148,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,558,699
Value of total assets at end of year2019-12-31$12,088,904
Value of total assets at beginning of year2019-12-31$9,572,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,491
Total interest from all sources2019-12-31$31,365
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$236,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$236,005
Administrative expenses professional fees incurred2019-12-31$65,491
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,024,466
Participant contributions at end of year2019-12-31$670,248
Participant contributions at beginning of year2019-12-31$510,059
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$37,237
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,065
Total non interest bearing cash at end of year2019-12-31$66,106
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,515,961
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,088,904
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,572,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,296,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,964,580
Interest on participant loans2019-12-31$31,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$55,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$43,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$43,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,903,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$468,251
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$16,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,148,093
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$825,518
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$844,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$779,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,428,272
Value of total assets at end of year2018-12-31$9,572,943
Value of total assets at beginning of year2018-12-31$9,592,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,462
Total interest from all sources2018-12-31$22,112
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$200,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$200,251
Administrative expenses professional fees incurred2018-12-31$65,462
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$968,947
Participant contributions at end of year2018-12-31$510,059
Participant contributions at beginning of year2018-12-31$447,898
Participant contributions at end of year2018-12-31$37,237
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,350
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,572,943
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,592,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,964,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,104,839
Income. Interest from loans (other than to participants)2018-12-31$22,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$43,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$38,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$38,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-825,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$433,333
Employer contributions (assets) at end of year2018-12-31$16,596
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$779,406
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,829,558
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$806,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$737,626
Value of total corrective distributions2017-12-31$86
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,430,850
Value of total assets at end of year2017-12-31$9,592,293
Value of total assets at beginning of year2017-12-31$7,568,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,511
Total interest from all sources2017-12-31$17,943
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$163,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$163,553
Administrative expenses professional fees incurred2017-12-31$68,511
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$833,127
Participant contributions at end of year2017-12-31$447,898
Participant contributions at beginning of year2017-12-31$398,001
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$227,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,023,335
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,592,293
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,568,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,104,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,140,625
Income. Interest from loans (other than to participants)2017-12-31$17,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$38,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$29,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$29,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,217,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$369,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$737,626
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,696,039
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$653,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$589,849
Value of total corrective distributions2016-12-31$1,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,154,789
Value of total assets at end of year2016-12-31$7,568,958
Value of total assets at beginning of year2016-12-31$6,526,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,665
Total interest from all sources2016-12-31$12,237
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$130,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$62,665
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$770,581
Participant contributions at end of year2016-12-31$398,001
Participant contributions at beginning of year2016-12-31$305,899
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$38,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,042,451
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,568,958
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,526,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,140,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,178,858
Income. Interest from loans (other than to participants)2016-12-31$12,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$29,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$41,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$41,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$398,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$345,427
Income. Dividends from preferred stock2016-12-31$130,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$589,849
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,198,615
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,326,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,263,129
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$1,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,243,665
Value of total assets at end of year2015-12-31$6,526,507
Value of total assets at beginning of year2015-12-31$6,654,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,010
Total interest from all sources2015-12-31$11,986
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$116,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$116,077
Administrative expenses professional fees incurred2015-12-31$62,010
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$761,603
Participant contributions at end of year2015-12-31$305,899
Participant contributions at beginning of year2015-12-31$254,872
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$154,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-127,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,526,507
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,654,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,178,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,314,997
Interest on participant loans2015-12-31$11,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$41,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$84,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$84,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-173,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$327,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,263,129
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$201,841
Total unrealized appreciation/depreciation of assets2014-12-31$201,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,409,542
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$950,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$949,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,078,803
Value of total assets at end of year2014-12-31$6,654,450
Value of total assets at beginning of year2014-12-31$6,195,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,011
Total interest from all sources2014-12-31$2,074
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$126,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$126,824
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$732,607
Participant contributions at end of year2014-12-31$254,872
Participant contributions at beginning of year2014-12-31$125,250
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$458,784
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,654,450
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,195,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,314,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,061,795
Interest on participant loans2014-12-31$2,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$84,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,008,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$313,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$949,747
Contract administrator fees2014-12-31$1,011
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,961,072
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$282,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$282,606
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,025,979
Value of total assets at end of year2013-12-31$6,195,666
Value of total assets at beginning of year2013-12-31$4,517,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$11,336
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$676,501
Participant contributions at end of year2013-12-31$125,250
Participant contributions at beginning of year2013-12-31$117,113
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$59,397
Other income not declared elsewhere2013-12-31$5,855
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,678,466
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,195,666
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,517,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,061,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,549,994
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$11,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,008,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$850,093
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$917,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$290,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$282,606
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,417,921
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$331,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$325,271
Expenses. Certain deemed distributions of participant loans2012-12-31$5,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,024,434
Value of total assets at end of year2012-12-31$4,517,200
Value of total assets at beginning of year2012-12-31$3,430,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$13,436
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$599,120
Participant contributions at end of year2012-12-31$117,113
Participant contributions at beginning of year2012-12-31$96,109
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$169,768
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,086,796
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,517,200
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,430,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,549,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,625,816
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$13,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$850,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$708,479
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$380,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$255,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$325,271
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$777,376
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$196,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$196,532
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$824,613
Value of total assets at end of year2011-12-31$3,430,404
Value of total assets at beginning of year2011-12-31$2,849,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$13,258
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$569,296
Participant contributions at end of year2011-12-31$96,109
Participant contributions at beginning of year2011-12-31$61,092
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,331
Other income not declared elsewhere2011-12-31$540
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$580,844
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,430,404
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,849,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,625,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,306,783
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$13,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$708,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$481,685
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-61,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$241,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$196,532
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,054,661
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$754,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$754,440
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$716,479
Value of total assets at end of year2010-12-31$2,849,560
Value of total assets at beginning of year2010-12-31$2,549,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$16,127
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$498,188
Participant contributions at end of year2010-12-31$61,092
Participant contributions at beginning of year2010-12-31$39,805
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,085
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$300,221
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,849,560
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,549,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,306,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,989,438
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$16,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$481,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$520,096
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$322,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$199,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$754,440
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC.

2022: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021245C
Policy instance 1
Insurance contract or identification number021245C
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021245C
Policy instance 1
Insurance contract or identification number021245C
Number of Individuals Covered546
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,452
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3452
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021245C
Policy instance 1
Insurance contract or identification number021245C
Number of Individuals Covered476
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,726
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1019
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameGORDON ESTES
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021245C
Policy instance 1
Insurance contract or identification number021245C
Number of Individuals Covered417
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,071
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021245C
Policy instance 1
Insurance contract or identification number021245C
Number of Individuals Covered335
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,036
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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