401k Plan data: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN plan

OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 401k Plan overview

Plan Name	OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN
Plan identification number	001

OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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 FOUNDATION FOR DIGESTIVE RESEARCH has sponsored the creation of one or more 401k plans.

Company Name: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH

Employer identification number (EIN): 731338720

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-10-01 CHRIS MCCOWN PHILIP MINER 2017-03-29
001 2013-10-01 CHRISTOPHER L. MCCOWN PHILIP B. MINER, JR. 2014-12-12
001 2012-10-01 CHRISTOPHER L. MCCOWN PHILIP B. MINER, JR. 2014-04-30
001 2011-10-01 CHRISTOPHER L. MCCOWN PHILIP B. MINER, JR. 2013-04-30
001 2009-10-01 CHRISTOPHER L. MCCOWN PHILIP B. MINER, JR. 2011-07-15
001 2009-10-01 CHRIS MCCOWN
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-10-01	CHRIS MCCOWN	PHILIP MINER	2017-03-29
001	2013-10-01	CHRISTOPHER L. MCCOWN	PHILIP B. MINER, JR.	2014-12-12
001	2012-10-01	CHRISTOPHER L. MCCOWN	PHILIP B. MINER, JR.	2014-04-30
001	2011-10-01	CHRISTOPHER L. MCCOWN	PHILIP B. MINER, JR.	2013-04-30
001	2009-10-01	CHRISTOPHER L. MCCOWN	PHILIP B. MINER, JR.	2011-07-15
001	2009-10-01	CHRIS MCCOWN
001	2008-10-01

Plan Statistics for OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN

401k plan membership statisitcs for OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN

Measure Date Value
2015: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 11
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 5
Total of all active and inactive participants 2015-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 16
Number of participants with account balances 2015-10-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2013: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 15
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 5
Total of all active and inactive participants 2013-10-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 20
Number of participants with account balances 2013-10-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 21
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 3
Total of all active and inactive participants 2012-10-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 24
Number of participants with account balances 2012-10-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 1
2011: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 24
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 3
Total of all active and inactive participants 2011-10-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 27
Number of participants with account balances 2011-10-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 24
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 3
Total of all active and inactive participants 2009-10-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 27
Number of participants with account balances 2009-10-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2015: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	11
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	5
Total of all active and inactive participants	2015-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	16
Number of participants with account balances	2015-10-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2013: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	15
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	5
Total of all active and inactive participants	2013-10-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	20
Number of participants with account balances	2013-10-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	21
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	3
Total of all active and inactive participants	2012-10-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	24
Number of participants with account balances	2012-10-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	1
2011: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	24
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	3
Total of all active and inactive participants	2011-10-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	27
Number of participants with account balances	2011-10-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	24
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	3
Total of all active and inactive participants	2009-10-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	27
Number of participants with account balances	2009-10-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN

Measure	Date	Value
2016 : OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$82,607
Expenses. Total of all expenses incurred	2016-09-30	$27,673
Benefits paid (including direct rollovers)	2016-09-30	$27,673
Total plan assets at end of year	2016-09-30	$934,693
Total plan assets at beginning of year	2016-09-30	$879,759
Value of fidelity bond covering the plan	2016-09-30	$1,000,000
Other income received	2016-09-30	$82,607
Net income (gross income less expenses)	2016-09-30	$54,934
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$934,693
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$879,759
2014 : OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$165,387
Expenses. Total of all expenses incurred	2014-09-30	$101,324
Benefits paid (including direct rollovers)	2014-09-30	$101,324
Total plan assets at end of year	2014-09-30	$973,681
Total plan assets at beginning of year	2014-09-30	$909,618
Value of fidelity bond covering the plan	2014-09-30	$1,000,000
Other income received	2014-09-30	$122,097
Net income (gross income less expenses)	2014-09-30	$64,063
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$973,681
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$909,618
Total contributions received or receivable from employer(s)	2014-09-30	$43,290
2013 : OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$171,617
Expenses. Total of all expenses incurred	2013-09-30	$44,485
Benefits paid (including direct rollovers)	2013-09-30	$44,485
Total plan assets at end of year	2013-09-30	$909,618
Total plan assets at beginning of year	2013-09-30	$782,486
Value of fidelity bond covering the plan	2013-09-30	$1,000,000
Other income received	2013-09-30	$117,424
Net income (gross income less expenses)	2013-09-30	$127,132
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$909,618
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$782,486
Total contributions received or receivable from employer(s)	2013-09-30	$54,193
2012 : OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$175,079
Expenses. Total of all expenses incurred	2012-09-30	$120
Benefits paid (including direct rollovers)	2012-09-30	$120
Total plan assets at end of year	2012-09-30	$782,486
Total plan assets at beginning of year	2012-09-30	$607,527
Value of fidelity bond covering the plan	2012-09-30	$1,000,000
Other income received	2012-09-30	$116,165
Net income (gross income less expenses)	2012-09-30	$174,959
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$782,486
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$607,527
Total contributions received or receivable from employer(s)	2012-09-30	$58,914
2011 : OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$64,124
Expenses. Total of all expenses incurred	2011-09-30	$8,053
Benefits paid (including direct rollovers)	2011-09-30	$8,053
Total plan assets at end of year	2011-09-30	$607,527
Total plan assets at beginning of year	2011-09-30	$551,456
Value of fidelity bond covering the plan	2011-09-30	$1,000,000
Other income received	2011-09-30	$2,813
Net income (gross income less expenses)	2011-09-30	$56,071
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$607,527
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$551,456
Total contributions received or receivable from employer(s)	2011-09-30	$61,311

Form 5500 Responses for OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN

2015: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2009: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2008: OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	OKLAHOMA FOUNDATION FOR DIGESTIVE RESEARCH
Employer identification number (EIN):	731338720
NAIC Classification:	541700