401k Plan data: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) plan

OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 401k Plan overview

Plan Name	OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B)
Plan identification number	002

OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.

401k Sponsoring company profile

OKLAHOMA STATE SCHOOL BOARD ASSOCIA TION, INC 403(B) has sponsored the creation of one or more 401k plans.

Company Name: OKLAHOMA STATE SCHOOL BOARD ASSOCIA TION, INC 403(B)

Employer identification number (EIN): 736636480

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MARTHA STEWART 2023-08-17
002 2021-01-01 MARTHA STEWART 2022-10-09
002 2020-01-01 MARTHA STEWART 2021-09-17
002 2019-01-01 MARTHA STEWART 2020-07-21
002 2018-01-01 MARTHA STEWART 2019-08-05
002 2017-01-01 MARTHA STEWART 2018-06-27
002 2016-01-01 MARTHA STEWART 2017-06-02
002 2015-01-01 MARTHA STEWART 2016-07-19
002 2014-01-01 MARTHA STEWART 2015-07-28
002 2013-01-01 MARTHA STEWART 2014-07-29
002 2012-01-01 MARTHA STEWART MARTHA STEWART 2014-01-02
002 2011-01-01 MARTHA STEWART MARTHA STEWART 2014-01-02
002 2010-01-01 MARTHA STEWART MARTHA STEWART 2014-01-02
002 2008-01-01 MARTHA STEWART MARTHA STEWART 2014-01-02
002 2007-01-01 MARTHA STEWART MARTHA STEWART 2014-01-02
002 2006-01-01 MARTHA STEWART MARTHA STEWART 2014-01-02
002 2005-01-01 MARTHA STEWART MARTHA STEWART 2014-01-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MARTHA STEWART	2023-08-17
002	2021-01-01	MARTHA STEWART	2022-10-09
002	2020-01-01	MARTHA STEWART	2021-09-17
002	2019-01-01	MARTHA STEWART	2020-07-21
002	2018-01-01	MARTHA STEWART	2019-08-05
002	2017-01-01	MARTHA STEWART	2018-06-27
002	2016-01-01	MARTHA STEWART	2017-06-02
002	2015-01-01	MARTHA STEWART	2016-07-19
002	2014-01-01	MARTHA STEWART	2015-07-28
002	2013-01-01	MARTHA STEWART	2014-07-29
002	2012-01-01	MARTHA STEWART		MARTHA STEWART	2014-01-02
002	2011-01-01	MARTHA STEWART		MARTHA STEWART	2014-01-02
002	2010-01-01	MARTHA STEWART		MARTHA STEWART	2014-01-02
002	2008-01-01	MARTHA STEWART		MARTHA STEWART	2014-01-02
002	2007-01-01	MARTHA STEWART		MARTHA STEWART	2014-01-02
002	2006-01-01	MARTHA STEWART		MARTHA STEWART	2014-01-02
002	2005-01-01	MARTHA STEWART		MARTHA STEWART	2014-01-02

Plan Statistics for OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B)

401k plan membership statisitcs for OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B)

Measure Date Value
2012: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2008: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2008 401k membership
Total participants, beginning-of-year 2008-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 3
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 5
Number of participants with account balances 2008-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2007 401k membership
Total participants, beginning-of-year 2007-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 3
Total of all active and inactive participants 2007-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 3
Number of participants with account balances 2007-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2006 401k membership
Total participants, beginning-of-year 2006-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 3
Number of other retired or separated participants entitled to future benefits 2006-01-01 1
Total of all active and inactive participants 2006-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 4
Number of participants with account balances 2006-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
2005: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2005 401k membership
Total participants, beginning-of-year 2005-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 1
Total of all active and inactive participants 2005-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 1
Number of participants with account balances 2005-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0

Measure	Date	Value
2012: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2008: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2008 401k membership
Total participants, beginning-of-year	2008-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	3
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	5
Number of participants with account balances	2008-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2007 401k membership
Total participants, beginning-of-year	2007-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	3
Total of all active and inactive participants	2007-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	3
Number of participants with account balances	2007-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2006 401k membership
Total participants, beginning-of-year	2006-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	3
Number of other retired or separated participants entitled to future benefits	2006-01-01	1
Total of all active and inactive participants	2006-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	4
Number of participants with account balances	2006-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
2005: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2005 401k membership
Total participants, beginning-of-year	2005-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	1
Total of all active and inactive participants	2005-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	1
Number of participants with account balances	2005-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0

Financial Data on OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B)

Measure	Date	Value
2012 : OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2012 401k financial data
Total income from all sources	2012-12-31	$13,078
Expenses. Total of all expenses incurred	2012-12-31	$21,175
Benefits paid (including direct rollovers)	2012-12-31	$21,175
Total plan assets at end of year	2012-12-31	$161,201
Total plan assets at beginning of year	2012-12-31	$169,298
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$5,891
Other income received	2012-12-31	$7,187
Net income (gross income less expenses)	2012-12-31	$-8,097
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$161,201
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$169,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2011 401k financial data
Total income from all sources	2011-12-31	$26,513
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$169,298
Total plan assets at beginning of year	2011-12-31	$142,785
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$29,193
Other income received	2011-12-31	$-2,680
Net income (gross income less expenses)	2011-12-31	$26,513
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$169,298
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$142,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2010 401k financial data
Total income from all sources	2010-12-31	$12,226
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$142,785
Total plan assets at beginning of year	2010-12-31	$130,559
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$7,899
Other income received	2010-12-31	$4,327
Net income (gross income less expenses)	2010-12-31	$12,226
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$142,785
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$130,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2008 : OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2008 401k financial data
Total income from all sources	2008-12-31	$39,910
Expenses. Total of all expenses incurred	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$117,488
Total plan assets at beginning of year	2008-12-31	$77,578
Value of fidelity bond covering the plan	2008-12-31	$200,000
Total contributions received or receivable from participants	2008-12-31	$8,383
Other income received	2008-12-31	$-721
Net income (gross income less expenses)	2008-12-31	$39,910
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$117,488
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$77,578
Total contributions received or receivable from employer(s)	2008-12-31	$32,248
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2007 : OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2007 401k financial data
Total income from all sources	2007-12-31	$33,935
Expenses. Total of all expenses incurred	2007-12-31	$4,123
Benefits paid (including direct rollovers)	2007-12-31	$4,123
Total plan assets at end of year	2007-12-31	$77,578
Total plan assets at beginning of year	2007-12-31	$47,766
Value of fidelity bond covering the plan	2007-12-31	$200,000
Total contributions received or receivable from participants	2007-12-31	$5,250
Other income received	2007-12-31	$3,683
Net income (gross income less expenses)	2007-12-31	$29,812
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$77,578
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$47,766
Total contributions received or receivable from employer(s)	2007-12-31	$25,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0
2006 : OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2006 401k financial data
Total income from all sources	2006-12-31	$37,761
Expenses. Total of all expenses incurred	2006-12-31	$0
Total plan assets at end of year	2006-12-31	$47,766
Total plan assets at beginning of year	2006-12-31	$10,005
Value of fidelity bond covering the plan	2006-12-31	$200,000
Total contributions received or receivable from participants	2006-12-31	$10,836
Other income received	2006-12-31	$1,925
Net income (gross income less expenses)	2006-12-31	$37,761
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$47,766
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$10,005
Total contributions received or receivable from employer(s)	2006-12-31	$25,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0
2005 : OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2005 401k financial data
Total income from all sources	2005-12-31	$10,005
Expenses. Total of all expenses incurred	2005-12-31	$0
Total plan assets at end of year	2005-12-31	$10,005
Total plan assets at beginning of year	2005-12-31	$0
Value of fidelity bond covering the plan	2005-12-31	$200,000
Other income received	2005-12-31	$5
Net income (gross income less expenses)	2005-12-31	$10,005
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$10,005
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$0
Total contributions received or receivable from employer(s)	2005-12-31	$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2005-12-31	$0

Form 5500 Responses for OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B)

2012: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2008: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: OKLAHOMA STATE SCHOOL BOARD ASSOCIATION, INC 403( B) 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	First time form 5500 has been submitted	Yes
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OKLAHOMA STATE SCHOOL BOARD ASSOCIA TION, INC 403(B)
Employer identification number (EIN):	736636480
NAIC Classification:	611000