BOKF, NA has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : BOK FINANCIAL 401(K) PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-181,160,832 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-181,160,832 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,493,419 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,732,111 |
Total income from all sources (including contributions) | 2022-12-31 | $-92,339,425 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $62,535,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $62,388,833 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $5,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $80,451,682 |
Value of total assets at end of year | 2022-12-31 | $917,245,856 |
Value of total assets at beginning of year | 2022-12-31 | $1,071,359,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $140,991 |
Total interest from all sources | 2022-12-31 | $584,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $7,785,037 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,694,311 |
Administrative expenses professional fees incurred | 2022-12-31 | $75,557 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $12,662 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $36,897 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $38,912,968 |
Participant contributions at end of year | 2022-12-31 | $12,536,349 |
Participant contributions at beginning of year | 2022-12-31 | $13,648,993 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $198 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $11,456,221 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $569,982 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $136,010 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,485,247 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $2,228,083 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,564,685 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $2,177,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-154,874,755 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $913,752,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,068,627,192 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $65,434 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $496,030,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $696,067,434 |
Interest on participant loans | 2022-12-31 | $473,755 |
Income. Interest from corporate debt instruments | 2022-12-31 | $106,107 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $228,235,145 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $279,413,148 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $74,852,136 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,839,024 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,839,024 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,826 |
Asset value of US Government securities at end of year | 2022-12-31 | $1,632,239 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $52,305,828 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $52,289,931 |
Contributions received in cash from employer | 2022-12-31 | $30,082,493 |
Employer contributions (assets) at end of year | 2022-12-31 | $30,068,257 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $1,474 |
Income. Dividends from common stock | 2022-12-31 | $2,089,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $62,388,833 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $1,549,171 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $454,689 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $17,888,677 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $24,295,516 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $2,008,172 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $504,028 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2022-12-31 | 731413977 |
2021 : BOK FINANCIAL 401(K) PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $147,953,589 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $147,953,589 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,732,111 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,562,460 |
Total income from all sources (including contributions) | 2021-12-31 | $229,533,739 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $72,466,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $71,316,892 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $63,425 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $75,592,396 |
Value of total assets at end of year | 2021-12-31 | $1,071,359,303 |
Value of total assets at beginning of year | 2021-12-31 | $917,121,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,085,731 |
Total interest from all sources | 2021-12-31 | $581,617 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,406,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,935,085 |
Administrative expenses professional fees incurred | 2021-12-31 | $1,027,656 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $36,897 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $52,076 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $38,564,420 |
Participant contributions at end of year | 2021-12-31 | $13,648,993 |
Participant contributions at beginning of year | 2021-12-31 | $13,404,470 |
Participant contributions at end of year | 2021-12-31 | $198 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $7,734,361 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $136,010 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $624,234 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $2,228,083 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $2,716,562 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,177,463 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $2,128,145 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $157,067,691 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,068,627,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $911,559,501 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $58,075 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $696,067,434 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $536,273,812 |
Interest on participant loans | 2021-12-31 | $516,555 |
Income. Interest from corporate debt instruments | 2021-12-31 | $52,357 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $279,413,148 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $239,339,064 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,839,024 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $65,525,015 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $65,525,015 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $12,705 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $52,289,931 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $40,510,517 |
Contributions received in cash from employer | 2021-12-31 | $29,293,615 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $8,304 |
Income. Dividends from preferred stock | 2021-12-31 | $2,722 |
Income. Dividends from common stock | 2021-12-31 | $1,468,330 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $71,316,892 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $454,689 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $490,780 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $24,295,516 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $18,765,544 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $504,028 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $2,845,898 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2021-12-31 | 731413977 |
2020 : BOK FINANCIAL 401(K) PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $121,732,009 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $121,732,009 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $5,562,460 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,636,378 |
Total income from all sources (including contributions) | 2020-12-31 | $201,548,476 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $63,534,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $63,425,917 |
Value of total corrective distributions | 2020-12-31 | $10,059 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $73,551,090 |
Value of total assets at end of year | 2020-12-31 | $917,121,961 |
Value of total assets at beginning of year | 2020-12-31 | $778,181,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $98,099 |
Total interest from all sources | 2020-12-31 | $645,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,619,889 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,084,364 |
Administrative expenses professional fees incurred | 2020-12-31 | $53,246 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $52,076 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $303,806 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $37,939,017 |
Participant contributions at end of year | 2020-12-31 | $13,404,470 |
Participant contributions at beginning of year | 2020-12-31 | $14,275,843 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $7,264,091 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $624,234 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $454,180 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $2,716,562 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $376,407 |
Total non interest bearing cash at end of year | 2020-12-31 | $2,128,145 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $327,592 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $138,014,401 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $911,559,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $773,545,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $44,853 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $536,273,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $453,486,408 |
Interest on participant loans | 2020-12-31 | $591,396 |
Interest earned on other investments | 2020-12-31 | $5,503 |
Income. Interest from corporate debt instruments | 2020-12-31 | $28,857 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $239,339,064 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $195,564,808 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $65,525,015 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $52,061,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $52,061,142 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $19,732 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $40,510,517 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $45,816,322 |
Contributions received in cash from employer | 2020-12-31 | $28,347,982 |
Employer contributions (assets) at end of year | 2020-12-31 | $8,304 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $405,400 |
Income. Dividends from preferred stock | 2020-12-31 | $13,203 |
Income. Dividends from common stock | 2020-12-31 | $1,522,322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $63,425,917 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $490,780 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $622,389 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $18,765,544 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $14,863,588 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $2,845,898 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $4,259,971 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2020-12-31 | 731413977 |
2019 : BOK FINANCIAL 401(K) PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $140,098,086 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $140,098,086 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,636,378 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,153,193 |
Total income from all sources (including contributions) | 2019-12-31 | $217,978,811 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $75,936,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $75,814,497 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $896 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $70,004,932 |
Value of total assets at end of year | 2019-12-31 | $778,181,478 |
Value of total assets at beginning of year | 2019-12-31 | $633,655,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $120,993 |
Total interest from all sources | 2019-12-31 | $661,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,214,007 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,873,101 |
Administrative expenses professional fees incurred | 2019-12-31 | $79,771 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $303,806 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $286,937 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $36,061,199 |
Participant contributions at end of year | 2019-12-31 | $14,275,843 |
Participant contributions at beginning of year | 2019-12-31 | $13,957,120 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $160,606 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,654,249 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $454,180 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $421,820 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $376,407 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $2,022,783 |
Total non interest bearing cash at end of year | 2019-12-31 | $327,592 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $2,189,894 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $142,042,425 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $773,545,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $631,502,675 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $41,222 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $453,486,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $356,482,767 |
Interest on participant loans | 2019-12-31 | $602,456 |
Interest earned on other investments | 2019-12-31 | $17,137 |
Income. Interest from US Government securities | 2019-12-31 | $386 |
Income. Interest from corporate debt instruments | 2019-12-31 | $21,784 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $195,564,808 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $157,099,790 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $52,061,142 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $50,242,278 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $50,242,278 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $20,023 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $29,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $45,816,322 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $40,632,485 |
Contributions received in cash from employer | 2019-12-31 | $26,289,484 |
Employer contributions (assets) at end of year | 2019-12-31 | $405,400 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $468,250 |
Income. Dividends from preferred stock | 2019-12-31 | $20,206 |
Income. Dividends from common stock | 2019-12-31 | $1,320,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $75,814,497 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $622,389 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $633,551 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $14,863,588 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $11,050,750 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,259,971 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $130,410 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2019-12-31 | 731413977 |
2018 : BOK FINANCIAL 401(K) PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-45,911,061 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-45,911,061 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,153,193 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,002,671 |
Total income from all sources (including contributions) | 2018-12-31 | $53,217,249 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $50,258,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $50,158,916 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,101 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $92,574,056 |
Value of total assets at end of year | 2018-12-31 | $633,655,868 |
Value of total assets at beginning of year | 2018-12-31 | $630,546,781 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $98,667 |
Total interest from all sources | 2018-12-31 | $550,003 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,004,251 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,778,531 |
Administrative expenses professional fees incurred | 2018-12-31 | $60,031 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $286,937 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $335,599 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $1,445 |
Contributions received from participants | 2018-12-31 | $31,703,906 |
Participant contributions at end of year | 2018-12-31 | $13,957,120 |
Participant contributions at beginning of year | 2018-12-31 | $12,980,435 |
Participant contributions at end of year | 2018-12-31 | $160,606 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $36,847,711 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $421,820 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $238,722 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $2,022,783 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,996,163 |
Administrative expenses (other) incurred | 2018-12-31 | $752 |
Total non interest bearing cash at end of year | 2018-12-31 | $2,189,894 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,913,505 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,958,565 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $631,502,675 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $628,544,110 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $37,884 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $356,482,767 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $366,010,815 |
Interest on participant loans | 2018-12-31 | $500,075 |
Income. Interest from US Government securities | 2018-12-31 | $303 |
Income. Interest from corporate debt instruments | 2018-12-31 | $39,485 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $157,099,790 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $144,056,269 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $50,242,278 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $45,693,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $45,693,715 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $10,140 |
Asset value of US Government securities at end of year | 2018-12-31 | $29,620 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $40,632,485 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $47,189,285 |
Contributions received in cash from employer | 2018-12-31 | $24,022,439 |
Employer contributions (assets) at end of year | 2018-12-31 | $468,250 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $459,965 |
Income. Dividends from preferred stock | 2018-12-31 | $26,521 |
Income. Dividends from common stock | 2018-12-31 | $1,199,199 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $50,158,916 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $633,551 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $768,171 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $11,050,750 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $10,900,300 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $130,410 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $6,508 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2018-12-31 | 731413977 |
2017 : BOK FINANCIAL 401(K) PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $82,384,582 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $82,384,582 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,002,671 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,658,084 |
Total income from all sources (including contributions) | 2017-12-31 | $150,985,364 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $43,409,427 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $43,326,933 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $63,116,428 |
Value of total assets at end of year | 2017-12-31 | $630,546,781 |
Value of total assets at beginning of year | 2017-12-31 | $523,626,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $81,613 |
Total interest from all sources | 2017-12-31 | $466,175 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $5,018,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,877,028 |
Administrative expenses professional fees incurred | 2017-12-31 | $81,613 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $335,599 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $263,573 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $63,961 |
Contributions received from participants | 2017-12-31 | $29,486,787 |
Participant contributions at end of year | 2017-12-31 | $12,980,435 |
Participant contributions at beginning of year | 2017-12-31 | $11,580,906 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $11,597,830 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $238,722 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $210,176 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,996,163 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,921,205 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,913,505 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,741,572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $107,575,937 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $628,544,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $520,968,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $366,010,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $299,602,331 |
Interest on participant loans | 2017-12-31 | $418,359 |
Interest earned on other investments | 2017-12-31 | $19,290 |
Income. Interest from corporate debt instruments | 2017-12-31 | $22,578 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $144,056,269 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $110,800,799 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $45,693,715 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $44,857,471 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $44,857,471 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $5,948 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $47,189,285 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $43,872,430 |
Contributions received in cash from employer | 2017-12-31 | $22,031,811 |
Employer contributions (assets) at end of year | 2017-12-31 | $459,965 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $723,271 |
Income. Dividends from preferred stock | 2017-12-31 | $32,240 |
Income. Dividends from common stock | 2017-12-31 | $1,108,911 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $43,326,933 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $768,171 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $594,246 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $10,900,300 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $9,379,482 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $6,508 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $736,879 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2017-12-31 | 731413977 |
2016 : BOK FINANCIAL 401(K) PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $46,296,097 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $46,296,097 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,658,084 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,659,038 |
Total income from all sources (including contributions) | 2016-12-31 | $104,709,952 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $35,238,073 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $35,151,748 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $16,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $53,988,033 |
Value of total assets at end of year | 2016-12-31 | $523,626,257 |
Value of total assets at beginning of year | 2016-12-31 | $453,155,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $70,320 |
Total interest from all sources | 2016-12-31 | $470,453 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,955,369 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,754,951 |
Administrative expenses professional fees incurred | 2016-12-31 | $70,320 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $263,573 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $92,032 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $28,938,332 |
Participant contributions at end of year | 2016-12-31 | $11,580,906 |
Participant contributions at beginning of year | 2016-12-31 | $11,258,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,051,223 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $210,176 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $135,243 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,921,205 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,659,038 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,741,572 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,720,518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $69,471,879 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $520,968,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $451,496,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $299,602,331 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $258,774,520 |
Interest on participant loans | 2016-12-31 | $360,983 |
Income. Interest from corporate debt instruments | 2016-12-31 | $41,645 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $110,800,799 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $98,802,072 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $44,857,471 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $39,188,168 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $39,188,168 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $67,825 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $43,872,430 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $34,905,859 |
Contributions received in cash from employer | 2016-12-31 | $20,998,478 |
Employer contributions (assets) at end of year | 2016-12-31 | $723,271 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $530,200 |
Income. Dividends from preferred stock | 2016-12-31 | $7,247 |
Income. Dividends from common stock | 2016-12-31 | $1,193,171 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $35,151,748 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $594,246 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $492,992 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $9,379,482 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $7,255,025 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $736,879 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2016-12-31 | 731413977 |
2015 : BOK FINANCIAL 401(K) PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-6,962,455 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-6,962,455 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,659,038 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,022,164 |
Total income from all sources (including contributions) | 2015-12-31 | $48,626,457 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $34,061,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $34,032,663 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $2,454 |
Value of total corrective distributions | 2015-12-31 | $6,262 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $51,779,773 |
Value of total assets at end of year | 2015-12-31 | $453,155,332 |
Value of total assets at beginning of year | 2015-12-31 | $438,953,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $20,130 |
Total interest from all sources | 2015-12-31 | $390,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,418,157 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,281,130 |
Administrative expenses professional fees incurred | 2015-12-31 | $20,130 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $92,032 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $104,837 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $27,413,478 |
Participant contributions at end of year | 2015-12-31 | $11,258,703 |
Participant contributions at beginning of year | 2015-12-31 | $11,426,303 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,641,957 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $135,243 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $271,215 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,659,038 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $2,022,164 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,720,518 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,599,728 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $14,564,948 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $451,496,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $436,931,346 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $258,774,520 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $249,716,791 |
Interest on participant loans | 2015-12-31 | $347,289 |
Interest earned on other investments | 2015-12-31 | $25,441 |
Income. Interest from US Government securities | 2015-12-31 | $438 |
Income. Interest from corporate debt instruments | 2015-12-31 | $10,380 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $98,802,072 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $94,869,949 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $39,188,168 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $39,058,771 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $39,058,771 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $7,434 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $252,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $34,905,859 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $34,463,587 |
Contributions received in cash from employer | 2015-12-31 | $19,724,338 |
Employer contributions (assets) at end of year | 2015-12-31 | $530,200 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $608,051 |
Income. Dividends from preferred stock | 2015-12-31 | $6,059 |
Income. Dividends from common stock | 2015-12-31 | $1,130,968 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $34,032,663 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $492,992 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $390,874 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $7,255,025 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $6,191,092 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2015-12-31 | 731413977 |
2014 : BOK FINANCIAL 401(K) PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-3,467,090 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-3,467,090 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,022,164 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,731,866 |
Total income from all sources (including contributions) | 2014-12-31 | $65,727,711 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $37,669,523 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $37,601,155 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $3,696 |
Value of total corrective distributions | 2014-12-31 | $8,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $46,569,208 |
Value of total assets at end of year | 2014-12-31 | $438,953,510 |
Value of total assets at beginning of year | 2014-12-31 | $410,605,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $56,482 |
Total interest from all sources | 2014-12-31 | $368,418 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,038,295 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,068,822 |
Administrative expenses professional fees incurred | 2014-12-31 | $56,482 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $104,837 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $99,654 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $24,459,645 |
Participant contributions at end of year | 2014-12-31 | $11,426,303 |
Participant contributions at beginning of year | 2014-12-31 | $10,340,723 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $4,258,623 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $271,215 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $240,910 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $2,022,164 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,731,866 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,599,728 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,611,545 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $28,058,188 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $436,931,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $408,873,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $249,716,791 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $222,739,468 |
Interest on participant loans | 2014-12-31 | $329,456 |
Interest earned on other investments | 2014-12-31 | $19,802 |
Income. Interest from US Government securities | 2014-12-31 | $438 |
Income. Interest from corporate debt instruments | 2014-12-31 | $15,457 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $94,869,949 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $86,850,887 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $39,058,771 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $41,578,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $41,578,997 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $3,265 |
Asset value of US Government securities at end of year | 2014-12-31 | $252,312 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $25,586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $15,383,174 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,835,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $34,463,587 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $38,896,250 |
Contributions received in cash from employer | 2014-12-31 | $17,850,940 |
Employer contributions (assets) at end of year | 2014-12-31 | $608,051 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $661,969 |
Income. Dividends from preferred stock | 2014-12-31 | $6,837 |
Income. Dividends from common stock | 2014-12-31 | $962,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $37,601,155 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $390,874 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $476,029 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $6,191,092 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $7,083,006 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2014-12-31 | 731413977 |
2013 : BOK FINANCIAL 401(K) PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $68,328,232 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $68,328,232 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,731,866 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,749,491 |
Total income from all sources (including contributions) | 2013-12-31 | $116,195,958 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $24,931,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $24,877,384 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $2,766 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $44,645,533 |
Value of total assets at end of year | 2013-12-31 | $410,605,024 |
Value of total assets at beginning of year | 2013-12-31 | $319,358,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $51,606 |
Total interest from all sources | 2013-12-31 | $337,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,885,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,862,019 |
Administrative expenses professional fees incurred | 2013-12-31 | $51,606 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $99,654 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $96,586 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $23,286,910 |
Participant contributions at end of year | 2013-12-31 | $10,340,723 |
Participant contributions at beginning of year | 2013-12-31 | $9,444,636 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $4,218,558 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $240,910 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $239,653 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,731,866 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,502,611 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,611,545 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,395,726 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $91,264,202 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $408,873,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $317,608,956 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $222,739,468 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $162,185,161 |
Interest on participant loans | 2013-12-31 | $301,458 |
Income. Interest from US Government securities | 2013-12-31 | $750 |
Income. Interest from corporate debt instruments | 2013-12-31 | $29,333 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $86,850,887 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $67,069,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $41,578,997 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $38,283,714 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $38,283,714 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $5,545 |
Asset value of US Government securities at end of year | 2013-12-31 | $25,586 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $76,084 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $38,896,250 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $34,622,455 |
Contributions received in cash from employer | 2013-12-31 | $17,140,065 |
Employer contributions (assets) at end of year | 2013-12-31 | $661,969 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $743,174 |
Income. Dividends from preferred stock | 2013-12-31 | $6,775 |
Income. Dividends from common stock | 2013-12-31 | $1,016,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $24,877,384 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $476,029 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $397,006 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $7,083,006 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $4,805,044 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $246,880 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2013-12-31 | 731413977 |
2012 : BOK FINANCIAL 401(K) PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $26,854,628 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $26,854,628 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,749,491 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,515,728 |
Total income from all sources (including contributions) | 2012-12-31 | $70,499,383 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $25,263,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $25,236,952 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $40,310,935 |
Value of total assets at end of year | 2012-12-31 | $319,358,447 |
Value of total assets at beginning of year | 2012-12-31 | $273,888,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $26,698 |
Total interest from all sources | 2012-12-31 | $314,813 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,996,084 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,458,104 |
Administrative expenses professional fees incurred | 2012-12-31 | $26,698 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $96,586 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $67,359 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $8,929 |
Contributions received from participants | 2012-12-31 | $21,822,523 |
Participant contributions at end of year | 2012-12-31 | $9,444,636 |
Participant contributions at beginning of year | 2012-12-31 | $8,713,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,355,539 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $239,653 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $781,911 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,502,611 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,511,842 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,395,726 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,295,455 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $45,235,733 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $317,608,956 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $272,373,223 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $162,185,161 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $134,394,940 |
Interest on participant loans | 2012-12-31 | $283,402 |
Income. Interest from US Government securities | 2012-12-31 | $1,797 |
Income. Interest from corporate debt instruments | 2012-12-31 | $24,729 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $67,069,208 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $70,870,646 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $38,283,714 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $20,882,239 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $20,882,239 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4,885 |
Asset value of US Government securities at end of year | 2012-12-31 | $76,084 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $156,982 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $22,923 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $34,622,455 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $32,024,358 |
Contributions received in cash from employer | 2012-12-31 | $16,132,873 |
Employer contributions (assets) at end of year | 2012-12-31 | $743,174 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $802,149 |
Income. Dividends from preferred stock | 2012-12-31 | $5,603 |
Income. Dividends from common stock | 2012-12-31 | $1,532,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $25,236,952 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $397,006 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $252,454 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $4,805,044 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $3,646,783 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $246,880 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $3,886 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2012-12-31 | 731413977 |
2011 : BOK FINANCIAL 401(K) PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,675,689 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,675,689 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,515,728 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,312,266 |
Total income from all sources (including contributions) | 2011-12-31 | $38,507,050 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $16,696,132 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $16,664,040 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $37,357,387 |
Value of total assets at end of year | 2011-12-31 | $273,888,951 |
Value of total assets at beginning of year | 2011-12-31 | $251,874,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $32,092 |
Total interest from all sources | 2011-12-31 | $287,953 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,486,061 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,770,174 |
Administrative expenses professional fees incurred | 2011-12-31 | $32,092 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $67,359 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $39,438 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $19,999,684 |
Participant contributions at end of year | 2011-12-31 | $8,713,675 |
Participant contributions at beginning of year | 2011-12-31 | $7,671,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,634,898 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $781,911 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $430,620 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,511,842 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,267,344 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,295,455 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,231,733 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $21,810,918 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $272,373,223 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $250,562,305 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $134,394,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $126,059,795 |
Interest on participant loans | 2011-12-31 | $273,869 |
Income. Interest from US Government securities | 2011-12-31 | $3,209 |
Income. Interest from corporate debt instruments | 2011-12-31 | $5,098 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $70,870,646 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $63,833,921 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $20,882,239 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $17,756,866 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $17,756,866 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5,777 |
Asset value of US Government securities at end of year | 2011-12-31 | $156,982 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $236,821 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $51,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $32,024,358 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $30,941,695 |
Contributions received in cash from employer | 2011-12-31 | $14,722,805 |
Employer contributions (assets) at end of year | 2011-12-31 | $802,149 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $941,422 |
Income. Dividends from preferred stock | 2011-12-31 | $3,635 |
Income. Dividends from common stock | 2011-12-31 | $712,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $16,664,040 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $252,454 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $71,877 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $3,646,783 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $2,658,680 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $3,886 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $44,922 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2011-12-31 | 731413977 |
2010 : BOK FINANCIAL 401(K) PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $25,910,290 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $25,910,290 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,312,266 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,389,196 |
Total income from all sources (including contributions) | 2010-12-31 | $62,338,018 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $16,260,962 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $16,232,674 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $6,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $34,339,220 |
Value of total assets at end of year | 2010-12-31 | $251,874,571 |
Value of total assets at beginning of year | 2010-12-31 | $205,874,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $21,422 |
Total interest from all sources | 2010-12-31 | $298,551 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,695,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,113,144 |
Administrative expenses professional fees incurred | 2010-12-31 | $21,422 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $39,438 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $26,260 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $18,806,783 |
Participant contributions at end of year | 2010-12-31 | $7,671,703 |
Participant contributions at beginning of year | 2010-12-31 | $6,403,144 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,744,737 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $430,620 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $384,536 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,267,344 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $1,343,418 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,231,733 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $1,146,796 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $46,077,056 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $250,562,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $204,485,249 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $126,059,795 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $103,414,563 |
Interest on participant loans | 2010-12-31 | $271,991 |
Income. Interest from US Government securities | 2010-12-31 | $3,090 |
Income. Interest from corporate debt instruments | 2010-12-31 | $3,912 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $63,833,921 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $48,909,792 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $17,756,866 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $16,255,199 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $16,255,199 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $19,558 |
Asset value of US Government securities at end of year | 2010-12-31 | $236,821 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $146,458 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $94,556 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $30,941,695 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $26,371,069 |
Contributions received in cash from employer | 2010-12-31 | $13,787,700 |
Employer contributions (assets) at end of year | 2010-12-31 | $941,422 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,001,979 |
Income. Dividends from preferred stock | 2010-12-31 | $2,094 |
Income. Dividends from common stock | 2010-12-31 | $580,163 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $16,232,674 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $71,877 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $63,897 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $2,658,680 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $1,750,752 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $44,922 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $45,778 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | HOGANTAYLOR LLP |
Accountancy firm EIN | 2010-12-31 | 731413977 |
2009 : BOK FINANCIAL 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |