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403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC.
Plan identification number 001

403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OKLAHOMA DISABILITY LAW CENTER, INC . has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA DISABILITY LAW CENTER, INC .
Employer identification number (EIN):731025167
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMIE BUSE2024-07-25
0012022-01-01JAMIE BUSE2023-07-28
0012021-01-01JAMIE BUSE2022-11-01
0012020-01-01CLAYTON FOSS2021-07-19
0012019-01-01CLAYTON FOSS2020-10-15
0012018-01-01CLAYTON FOSS2019-10-09
0012017-01-01HEATHER MOORHEAD2018-07-30 HEATHERMOORHEAD2018-07-30
0012016-01-01JOY TURNER2017-07-12 JOY TURNER2017-07-12
0012015-01-01KAYLA BOWER2016-07-29 KAYLA BOWER2016-07-29
0012014-01-01KAYLA BOWER2015-07-30
0012013-01-01KAYLA A. BOWER2014-07-30 KAYLA A. BOWER2014-07-30
0012012-01-01KAYLA A. BOWER2013-08-07 KAYLA A. BOWER2013-08-07
0012011-01-01KAYLA A. BOWER2012-07-31
0012010-01-01KAYLA BOWER2011-07-27

Plan Statistics for 403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-2727
Total number of particpants at end of year2025-05-2728
Number of Participants With Account Balances2025-05-2726
2024: 403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2527
Total number of particpants at end of year2024-07-2527
Number of Participants With Account Balances2024-07-2524

Financial Data on 403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total liabilities as of the end of the plan year2025-05-270
Total liabilities as of the beginning of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-276907
Net assets as of the end of the plan year2025-05-27590786
Total assets as of the beginning of the plan year2025-05-27462527
Value of plan covered by a fidelity bond2025-05-2750000
Participant contributions to plan in this plan year2025-05-2763689
Value of participant loans at end of plan year2025-05-2732572
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-278475
Other income to plan in this plan year2025-05-2735456
Plan net income in this plan year2025-05-27128259
Net assets as of the end of the plan year2025-05-27590786
Net assets as of the beginning of the plan year2025-05-27462527
Employer contributions to plan in this plan year2025-05-2727546
Fees paid to broker by Benefit Provider2025-05-2791
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2749
2024 : 403(B) THRIFT PLAN OF OKLAHOMA DISABILITY LAW CENTER, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-25558
Net assets as of the end of the plan year2024-07-25462527
Total assets as of the beginning of the plan year2024-07-25346874
Value of plan covered by a fidelity bond2024-07-2550000
Participant contributions to plan in this plan year2024-07-2557272
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2532477
Plan net income in this plan year2024-07-25115653
Net assets as of the end of the plan year2024-07-25462527
Net assets as of the beginning of the plan year2024-07-25346874
Employer contributions to plan in this plan year2024-07-2526462
Fees paid to broker by Benefit Provider2024-07-2582
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2524

Potentially related plans

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