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403(B) THRIFT PLAN OF RURAL ENTERPRISES OF OKLAHOMA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF RURAL ENTERPRISES OF OKLAHOMA, INC.
Plan identification number 001

403(B) THRIFT PLAN OF RURAL ENTERPRISES OF OKLAHOMA, 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:RURAL ENTERPRISES OF OKLAHOMA, INC.
Employer identification number (EIN):731129417
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEIDI MCKNIGHT2024-06-27
0012022-01-01SHANNON MULKEY2023-10-13
0012021-01-01SHANNON MULKEY2022-07-19
0012020-01-01SHANNON MULKEY2021-06-09
0012019-01-01SHANNON MULKAY2020-07-27
0012018-01-01SHANNON MULKAY2019-07-16
0012017-01-01SHANNON MULKEY2018-06-25 SHANNON MULKEY2018-06-25
0012016-01-01SHANNON MULKEY2017-06-27 SHANNON MULKEY2017-06-27
0012015-01-01SHANNON MULKEY2016-07-19 SHANNON MULKEY2016-07-19
0012014-01-01SHANNON MULKEY2015-07-21 SHANNON MULKEY2015-07-21
0012013-01-01SHANNON MULKEY2014-07-01 SHANNON MULKEY2014-07-01
0012012-01-01LORI HILL2013-07-30 LORI HILL2013-07-30
0012011-01-01LORI HILL2012-07-23
0012010-01-01LORI HILL2011-10-06

Financial Data on 403(B) THRIFT PLAN OF RURAL ENTERPRISES OF OKLAHOMA, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF RURAL ENTERPRISES OF OKLAHOMA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-150
Total liabilities as of the end of the plan year2025-09-150
Total liabilities as of the beginning of the plan year2025-09-150
Total expenses incurred by plan in this plan year2025-09-15523674
Net assets as of the end of the plan year2025-09-159417752
Total assets as of the beginning of the plan year2025-09-158168260
Value of plan covered by a fidelity bond2025-09-15500000
Participant contributions to plan in this plan year2025-09-15272547
Value of participant loans at end of plan year2025-09-15113528
Other expenses paid from plan in this plan year2025-09-150
Other contributions to plan in this plan year2025-09-1530191
Other income to plan in this plan year2025-09-151239288
Plan net income in this plan year2025-09-151249492
Net assets as of the end of the plan year2025-09-159417752
Net assets as of the beginning of the plan year2025-09-158168260
Employer contributions to plan in this plan year2025-09-15231140
Fees paid to broker by Benefit Provider2025-09-15527
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-152736
2024 : 403(B) THRIFT PLAN OF RURAL ENTERPRISES OF OKLAHOMA, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-270
Total liabilities as of the end of the plan year2024-06-270
Total liabilities as of the beginning of the plan year2024-06-270
Total expenses incurred by plan in this plan year2024-06-27241816
Net assets as of the end of the plan year2024-06-278168260
Total assets as of the beginning of the plan year2024-06-276686495
Value of plan covered by a fidelity bond2024-06-27600000
Participant contributions to plan in this plan year2024-06-27254314
Other expenses paid from plan in this plan year2024-06-270
Other contributions to plan in this plan year2024-06-2711585
Other income to plan in this plan year2024-06-271239423
Plan net income in this plan year2024-06-271481765
Net assets as of the end of the plan year2024-06-278168260
Net assets as of the beginning of the plan year2024-06-276686495
Employer contributions to plan in this plan year2024-06-27218259
Fees paid to broker by Benefit Provider2024-06-27636
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-273268

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