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THE TRUST COMPANY OF OKLAHOMA 401K PLAN 401k Plan overview

Plan NameTHE TRUST COMPANY OF OKLAHOMA 401K PLAN
Plan identification number 001

THE TRUST COMPANY OF OKLAHOMA 401K PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THE TRUST COMPANY OF OKLAHOMA has sponsored the creation of one or more 401k plans.

Company Name:THE TRUST COMPANY OF OKLAHOMA
Employer identification number (EIN):731353212
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TRUST COMPANY OF OKLAHOMA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL HOPPER2024-03-27
0012022-01-01MICHAEL HOPPER2023-04-06
0012021-01-01DEBI J. COMBS2022-04-12
0012020-01-01DEBI J. COMBS2021-07-26
0012020-01-01DEBI J. COMBS2022-01-07
0012019-01-01DEBI J. COMBS2020-09-29
0012018-01-01KAREN ELLIS2019-08-08
0012017-01-01KAREN ELLIS2018-09-13
0012016-01-01KAREN ELLIS2017-09-08
0012015-01-01KAREN ELLIS2016-08-18
0012014-01-01KAREN ELLIS2015-02-03
0012013-01-01KAREN ELLIS2014-05-30
0012012-01-01KAREN ELLIS2013-09-20
0012011-01-01KAREN M. PERKINS2012-07-25 THOMAS W. WILKINS2012-07-27
0012010-01-01KAREN M. PERKINS2011-08-05 THOMAS W. WILKINS2011-08-05

Financial Data on THE TRUST COMPANY OF OKLAHOMA 401K PLAN

Measure Date Value
2025 : THE TRUST COMPANY OF OKLAHOMA 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-181914517
Net assets as of the end of the plan year2025-04-1824210345
Total assets as of the beginning of the plan year2025-04-1821307325
Value of plan covered by a fidelity bond2025-04-18500000
Participant contributions to plan in this plan year2025-04-18851587
Value of participant loans at end of plan year2025-04-18268465
Other contributions to plan in this plan year2025-04-18266079
Other income to plan in this plan year2025-04-183287041
Plan net income in this plan year2025-04-182903020
Net assets as of the end of the plan year2025-04-1824210345
Net assets as of the beginning of the plan year2025-04-1821307325
Employer contributions to plan in this plan year2025-04-18412830
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-18167
2024 : THE TRUST COMPANY OF OKLAHOMA 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-272587164
Net assets as of the end of the plan year2024-03-2721307325
Total assets as of the beginning of the plan year2024-03-2719039416
Value of plan covered by a fidelity bond2024-03-27500000
Participant contributions to plan in this plan year2024-03-27841917
Value of participant loans at end of plan year2024-03-27218215
Other contributions to plan in this plan year2024-03-27347972
Other income to plan in this plan year2024-03-273270488
Plan net income in this plan year2024-03-272267909
Net assets as of the end of the plan year2024-03-2721307325
Net assets as of the beginning of the plan year2024-03-2719039416
Employer contributions to plan in this plan year2024-03-27394696
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-279893

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