401k Plan data: OCA 401(K) PLAN plan

OCA 401(K) PLAN 401k Plan overview

Plan Name	OCA 401(K) PLAN
Plan identification number	001

OCA 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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 OKLAHOMA CITY ABSTRACT & TITLE, CO. has sponsored the creation of one or more 401k plans.

Company Name: THE OKLAHOMA CITY ABSTRACT & TITLE, CO.

Employer identification number (EIN): 730727556

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SHELLI REID
001 2017-01-01 SHELLI REID
001 2016-01-01 SHELLI REID
001 2015-01-01 SHELLI REID
001 2014-01-01 SHELLI REID
001 2013-01-01 SHELLI REID
001 2012-01-01 SHELLI REID
001 2011-01-01 SHELLI REID
001 2010-01-01 SHELLI REID
001 2009-01-01 SHELLI REID

Plan Statistics for OCA 401(K) PLAN

401k plan membership statisitcs for OCA 401(K) PLAN

Measure Date Value
2022: OCA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 63
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 70
Number of participants with account balances 2022-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OCA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 67
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 73
Number of participants with account balances 2021-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OCA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 62
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 68
Number of participants with account balances 2020-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OCA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 62
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 69
Number of participants with account balances 2019-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OCA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 58
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 66
Number of participants with account balances 2018-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OCA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 58
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 66
Number of participants with account balances 2017-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OCA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 60
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 70
Number of participants with account balances 2016-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OCA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 60
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 69
Number of participants with account balances 2015-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OCA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 65
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 77
Number of participants with account balances 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OCA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 72
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 72
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OCA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 70
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 75
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OCA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 64
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 69
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: OCA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 73
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 80
Number of participants with account balances 2010-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: OCA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 73
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 79
Number of participants with account balances 2009-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: OCA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	63
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	70
Number of participants with account balances	2022-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OCA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	67
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	73
Number of participants with account balances	2021-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OCA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	62
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	68
Number of participants with account balances	2020-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OCA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	62
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	69
Number of participants with account balances	2019-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OCA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	58
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	66
Number of participants with account balances	2018-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OCA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	58
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	66
Number of participants with account balances	2017-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OCA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	60
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	70
Number of participants with account balances	2016-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OCA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	60
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	69
Number of participants with account balances	2015-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OCA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	65
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	77
Number of participants with account balances	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OCA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	72
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	72
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OCA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	70
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	75
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OCA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	64
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	69
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: OCA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	73
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	80
Number of participants with account balances	2010-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: OCA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	73
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	79
Number of participants with account balances	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OCA 401(K) PLAN

Measure	Date	Value
2022 : OCA 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-348,291
Expenses. Total of all expenses incurred	2022-12-31	$26,962
Benefits paid (including direct rollovers)	2022-12-31	$26,962
Total plan assets at end of year	2022-12-31	$3,418,444
Total plan assets at beginning of year	2022-12-31	$3,793,697
Value of fidelity bond covering the plan	2022-12-31	$350,000
Total contributions received or receivable from participants	2022-12-31	$136,125
Other income received	2022-12-31	$-484,416
Net income (gross income less expenses)	2022-12-31	$-375,253
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,418,444
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,793,697
Assets. Value of participant loans	2022-12-31	$13,784
2021 : OCA 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$631,168
Expenses. Total of all expenses incurred	2021-12-31	$30,934
Benefits paid (including direct rollovers)	2021-12-31	$30,934
Total plan assets at end of year	2021-12-31	$3,793,697
Total plan assets at beginning of year	2021-12-31	$3,193,463
Value of fidelity bond covering the plan	2021-12-31	$350,000
Total contributions received or receivable from participants	2021-12-31	$135,045
Other income received	2021-12-31	$496,123
Net income (gross income less expenses)	2021-12-31	$600,234
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,793,697
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,193,463
Assets. Value of participant loans	2021-12-31	$10,107
2020 : OCA 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$406,369
Expenses. Total of all expenses incurred	2020-12-31	$26,929
Benefits paid (including direct rollovers)	2020-12-31	$26,929
Total plan assets at end of year	2020-12-31	$3,193,463
Total plan assets at beginning of year	2020-12-31	$2,814,023
Value of fidelity bond covering the plan	2020-12-31	$350,000
Total contributions received or receivable from participants	2020-12-31	$136,892
Other income received	2020-12-31	$269,477
Net income (gross income less expenses)	2020-12-31	$379,440
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,193,463
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,814,023
Assets. Value of participant loans	2020-12-31	$19,415
2019 : OCA 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$557,954
Expenses. Total of all expenses incurred	2019-12-31	$49,027
Benefits paid (including direct rollovers)	2019-12-31	$49,027
Total plan assets at end of year	2019-12-31	$2,814,023
Total plan assets at beginning of year	2019-12-31	$2,305,096
Value of fidelity bond covering the plan	2019-12-31	$265,000
Total contributions received or receivable from participants	2019-12-31	$135,349
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$422,605
Net income (gross income less expenses)	2019-12-31	$508,927
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,814,023
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,305,096
Assets. Value of participant loans	2019-12-31	$9,749
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : OCA 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-402
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-26,910
Expenses. Total of all expenses incurred	2018-12-31	$100,404
Benefits paid (including direct rollovers)	2018-12-31	$100,404
Total plan assets at end of year	2018-12-31	$2,305,096
Total plan assets at beginning of year	2018-12-31	$2,432,812
Value of fidelity bond covering the plan	2018-12-31	$253,000
Total contributions received or receivable from participants	2018-12-31	$140,444
Other income received	2018-12-31	$-167,354
Net income (gross income less expenses)	2018-12-31	$-127,314
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,305,096
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,432,812
Assets. Value of participant loans	2018-12-31	$15,855
2017 : OCA 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$460,265
Expenses. Total of all expenses incurred	2017-12-31	$54,600
Benefits paid (including direct rollovers)	2017-12-31	$54,600
Total plan assets at end of year	2017-12-31	$2,432,812
Total plan assets at beginning of year	2017-12-31	$2,027,147
Value of fidelity bond covering the plan	2017-12-31	$253,500
Total contributions received or receivable from participants	2017-12-31	$132,245
Other income received	2017-12-31	$328,020
Net income (gross income less expenses)	2017-12-31	$405,665
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,432,812
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,027,147
Assets. Value of participant loans	2017-12-31	$23,003
2016 : OCA 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$277,189
Expenses. Total of all expenses incurred	2016-12-31	$7,700
Benefits paid (including direct rollovers)	2016-12-31	$7,700
Total plan assets at end of year	2016-12-31	$2,027,147
Total plan assets at beginning of year	2016-12-31	$1,757,658
Value of fidelity bond covering the plan	2016-12-31	$192,000
Total contributions received or receivable from participants	2016-12-31	$126,803
Other income received	2016-12-31	$150,386
Net income (gross income less expenses)	2016-12-31	$269,489
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,027,147
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,757,658
Assets. Value of participant loans	2016-12-31	$26,969
2015 : OCA 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$22,103
Expenses. Total of all expenses incurred	2015-12-31	$93,668
Benefits paid (including direct rollovers)	2015-12-31	$93,668
Total plan assets at end of year	2015-12-31	$1,757,658
Total plan assets at beginning of year	2015-12-31	$1,829,223
Value of fidelity bond covering the plan	2015-12-31	$170,000
Total contributions received or receivable from participants	2015-12-31	$102,754
Other income received	2015-12-31	$-80,651
Net income (gross income less expenses)	2015-12-31	$-71,565
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,757,658
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,829,223
Assets. Value of participant loans	2015-12-31	$33,118
2014 : OCA 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$236,687
Expenses. Total of all expenses incurred	2014-12-31	$215,228
Benefits paid (including direct rollovers)	2014-12-31	$215,228
Total plan assets at end of year	2014-12-31	$1,829,223
Total plan assets at beginning of year	2014-12-31	$1,807,764
Value of fidelity bond covering the plan	2014-12-31	$170,000
Total contributions received or receivable from participants	2014-12-31	$108,356
Other income received	2014-12-31	$128,331
Net income (gross income less expenses)	2014-12-31	$21,459
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,829,223
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,807,764
Assets. Value of participant loans	2014-12-31	$39,062
2013 : OCA 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$456,496
Expenses. Total of all expenses incurred	2013-12-31	$51,515
Benefits paid (including direct rollovers)	2013-12-31	$51,515
Total plan assets at end of year	2013-12-31	$1,807,764
Total plan assets at beginning of year	2013-12-31	$1,402,783
Value of fidelity bond covering the plan	2013-12-31	$170,000
Total contributions received or receivable from participants	2013-12-31	$127,091
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$329,405
Net income (gross income less expenses)	2013-12-31	$404,981
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,807,764
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,402,783
Assets. Value of participant loans	2013-12-31	$62,244
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : OCA 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$282,754
Expenses. Total of all expenses incurred	2012-12-31	$145,863
Benefits paid (including direct rollovers)	2012-12-31	$145,863
Total plan assets at end of year	2012-12-31	$1,402,783
Total plan assets at beginning of year	2012-12-31	$1,265,892
Value of fidelity bond covering the plan	2012-12-31	$130,000
Total contributions received or receivable from participants	2012-12-31	$139,622
Other income received	2012-12-31	$143,132
Net income (gross income less expenses)	2012-12-31	$136,891
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,402,783
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,265,892
Assets. Value of participant loans	2012-12-31	$70,046
2011 : OCA 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$63,051
Expenses. Total of all expenses incurred	2011-12-31	$100,301
Benefits paid (including direct rollovers)	2011-12-31	$100,301
Total plan assets at end of year	2011-12-31	$1,265,892
Total plan assets at beginning of year	2011-12-31	$1,303,142
Value of fidelity bond covering the plan	2011-12-31	$130,000
Total contributions received or receivable from participants	2011-12-31	$122,338
Other income received	2011-12-31	$-59,287
Net income (gross income less expenses)	2011-12-31	$-37,250
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,265,892
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,303,142
Assets. Value of participant loans	2011-12-31	$57,147
2010 : OCA 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$246,711
Expenses. Total of all expenses incurred	2010-12-31	$809
Benefits paid (including direct rollovers)	2010-12-31	$809
Total plan assets at end of year	2010-12-31	$1,303,142
Total plan assets at beginning of year	2010-12-31	$1,057,240
Value of fidelity bond covering the plan	2010-12-31	$130,000
Total contributions received or receivable from participants	2010-12-31	$126,118
Other income received	2010-12-31	$120,593
Net income (gross income less expenses)	2010-12-31	$245,902
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,303,142
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,057,240
Assets. Value of participant loans	2010-12-31	$64,038

Form 5500 Responses for OCA 401(K) PLAN

2022: OCA 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OCA 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OCA 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OCA 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OCA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OCA 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OCA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OCA 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OCA 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OCA 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OCA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OCA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OCA 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OCA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-70015

Policy instance

Insurance contract or identification number	871-70015
Number of Individuals Covered	38
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $252
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $252
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-70015

Policy instance

Insurance contract or identification number	871-70015
Number of Individuals Covered	36
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-70015

Policy instance

Insurance contract or identification number	871-70015
Number of Individuals Covered	36
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-70015

Policy instance

Insurance contract or identification number	871-70015
Number of Individuals Covered	36
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

87170015

Policy instance

Insurance contract or identification number	87170015
Number of Individuals Covered	39
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1
Insurance broker organization code?	3
Insurance broker name	AXA ADVISORS LLC

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

Company Name:	THE OKLAHOMA CITY ABSTRACT & TITLE, CO.
Employer identification number (EIN):	730727556
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate