?>
Logo

UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 401k Plan overview

Plan NameUNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN
Plan identification number 002

UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) 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

UNIVERSITY OF OKLAHOMA FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF OKLAHOMA FOUNDATION
Employer identification number (EIN):736091755
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN

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
0022018-01-01JAMES VAUGHN
0022017-01-01JAMES VAUGHN
0022016-01-01JAMES VAUGHN
0022015-01-01JAMES VAUGHN
0022014-01-01JAMES VAUGHN
0022013-01-01JAMES VAUGHN
0022012-01-01JAMES VAUGHN JAMES VAUGHN2013-07-03
0022011-01-01TRENT WELLS
0022010-01-01TRENT WELLS

Plan Statistics for UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN

401k plan membership statisitcs for UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN

Measure Date Value
2022: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01143
Total number of active participants reported on line 7a of the Form 55002022-01-01176
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01205
Number of participants with account balances2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0141
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01143
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0139
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0141
Number of participants with account balances2020-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0138
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0139
Number of participants with account balances2019-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0137
Total number of active participants reported on line 7a of the Form 55002018-01-0131
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0138
Number of participants with account balances2018-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0135
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0137
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0135
Number of participants with account balances2016-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-0129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0131
Number of participants with account balances2014-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0126
Number of participants with account balances2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0124
Total number of active participants reported on line 7a of the Form 55002010-01-0128
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0128
Number of participants with account balances2010-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN

Measure Date Value
2022 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,285,858
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$499,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$498,941
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,689,731
Value of total assets at end of year2022-12-31$15,000,797
Value of total assets at beginning of year2022-12-31$14,214,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$900
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$27,540
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$740,327
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$740,327
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$789,102
Participant contributions at end of year2022-12-31$164,413
Participant contributions at beginning of year2022-12-31$145,099
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$970,888
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$900
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$9,413
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$786,017
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,000,797
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,214,780
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,415,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,004,753
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$6,939
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$421,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,055,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,055,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$20,601
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,171,740
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,929,741
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$498,941
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOGANTAYLOR LLP
Accountancy firm EIN2022-12-31731413977
2021 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$5,409,787
Expenses. Total of all expenses incurred2021-12-31$1,670,200
Benefits paid (including direct rollovers)2021-12-31$1,669,975
Total plan assets at end of year2021-12-31$14,214,780
Total plan assets at beginning of year2021-12-31$10,475,193
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$613,533
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$2,006,110
Other income received2021-12-31$1,411,091
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$3,739,587
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,214,780
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,475,193
Assets. Value of participant loans2021-12-31$145,099
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$1,379,053
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$225
2020 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,928,261
Expenses. Total of all expenses incurred2020-12-31$167,133
Benefits paid (including direct rollovers)2020-12-31$166,945
Total plan assets at end of year2020-12-31$10,475,193
Total plan assets at beginning of year2020-12-31$8,714,065
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$254,411
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$3,323
Other income received2020-12-31$1,129,600
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,761,128
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,475,193
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,714,065
Assets. Value of participant loans2020-12-31$104,824
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$540,927
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$188
2019 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,881,720
Expenses. Total of all expenses incurred2019-12-31$229,982
Benefits paid (including direct rollovers)2019-12-31$229,807
Total plan assets at end of year2019-12-31$8,714,065
Total plan assets at beginning of year2019-12-31$6,062,327
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$251,957
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$572,526
Other income received2019-12-31$1,545,103
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,651,738
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,714,065
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,062,327
Assets. Value of participant loans2019-12-31$25,410
Total contributions received or receivable from employer(s)2019-12-31$512,134
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$175
2018 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$286,889
Expenses. Total of all expenses incurred2018-12-31$150
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$6,062,327
Total plan assets at beginning of year2018-12-31$5,775,588
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$223,981
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$115,169
Other income received2018-12-31$-503,425
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$286,739
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,062,327
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,775,588
Assets. Value of participant loans2018-12-31$26,569
Total contributions received or receivable from employer(s)2018-12-31$451,164
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$150
2017 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,575,142
Expenses. Total of all expenses incurred2017-12-31$898,327
Benefits paid (including direct rollovers)2017-12-31$898,152
Total plan assets at end of year2017-12-31$5,775,588
Total plan assets at beginning of year2017-12-31$5,098,773
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$205,442
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$31,433
Other income received2017-12-31$922,489
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$676,815
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,775,588
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,098,773
Assets. Value of participant loans2017-12-31$41,473
Total contributions received or receivable from employer(s)2017-12-31$415,778
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$175
2016 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,003,819
Expenses. Total of all expenses incurred2016-12-31$1,043
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$5,098,773
Total plan assets at beginning of year2016-12-31$4,095,997
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$178,740
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$73,584
Other income received2016-12-31$382,137
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,002,776
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,098,773
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,095,997
Assets. Value of participant loans2016-12-31$57,367
Total contributions received or receivable from employer(s)2016-12-31$369,358
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$893
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$150
2015 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$581,696
Expenses. Total of all expenses incurred2015-12-31$2,437,489
Benefits paid (including direct rollovers)2015-12-31$2,437,333
Total plan assets at end of year2015-12-31$4,095,997
Total plan assets at beginning of year2015-12-31$5,951,790
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$160,042
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$80,975
Other income received2015-12-31$-20,131
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,855,793
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,095,997
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,951,790
Assets. Value of participant loans2015-12-31$61,722
Total contributions received or receivable from employer(s)2015-12-31$360,810
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$156
2014 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$809,678
Expenses. Total of all expenses incurred2014-12-31$3,055
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$5,951,790
Total plan assets at beginning of year2014-12-31$5,145,167
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$132,121
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$49,339
Other income received2014-12-31$300,661
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$806,623
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,951,790
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,145,167
Assets. Value of participant loans2014-12-31$72,029
Total contributions received or receivable from employer(s)2014-12-31$327,557
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$2,786
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$269
2013 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,113,418
Expenses. Total of all expenses incurred2013-12-31$75
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$5,145,167
Total plan assets at beginning of year2013-12-31$4,031,824
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$119,819
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$69,560
Other income received2013-12-31$621,067
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,113,343
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,145,167
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,031,824
Assets. Value of participant loans2013-12-31$52,811
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$302,972
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$75
2012 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$789,536
Expenses. Total of all expenses incurred2012-12-31$134,718
Benefits paid (including direct rollovers)2012-12-31$134,537
Total plan assets at end of year2012-12-31$4,031,824
Total plan assets at beginning of year2012-12-31$3,377,006
Total contributions received or receivable from participants2012-12-31$103,390
Contributions received from other sources (not participants or employers)2012-12-31$48,910
Other income received2012-12-31$389,079
Net income (gross income less expenses)2012-12-31$654,818
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,031,824
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,377,006
Assets. Value of participant loans2012-12-31$70,176
Total contributions received or receivable from employer(s)2012-12-31$248,157
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$181
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$387,205
Expenses. Total of all expenses incurred2011-12-31$113,152
Benefits paid (including direct rollovers)2011-12-31$113,083
Total plan assets at end of year2011-12-31$3,377,006
Total plan assets at beginning of year2011-12-31$3,102,953
Total contributions received or receivable from participants2011-12-31$113,531
Contributions received from other sources (not participants or employers)2011-12-31$55,905
Other income received2011-12-31$-40,722
Net income (gross income less expenses)2011-12-31$274,053
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,377,006
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,102,953
Assets. Value of participant loans2011-12-31$43,930
Total contributions received or receivable from employer(s)2011-12-31$258,491
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$69
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$3,103,024
Expenses. Total of all expenses incurred2010-12-31$71
Total plan assets at end of year2010-12-31$3,102,953
Total plan assets at beginning of year2010-12-31$0
Total contributions received or receivable from participants2010-12-31$80,545
Contributions received from other sources (not participants or employers)2010-12-31$2,474,111
Other income received2010-12-31$329,275
Net income (gross income less expenses)2010-12-31$3,102,953
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,102,953
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of participant loans2010-12-31$2,524
Total contributions received or receivable from employer(s)2010-12-31$219,093
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$71

Form 5500 Responses for UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN

2022: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3