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OKLAHOMA ALLIANCE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameOKLAHOMA ALLIANCE 401(K) RETIREMENT PLAN
Plan identification number 001

OKLAHOMA ALLIANCE 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OKLAHOMA ALLIANCE FOR MANUFACTURING EXCELLENCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA ALLIANCE FOR MANUFACTURING EXCELLENCE, INC.
Employer identification number (EIN):731408751
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA ALLIANCE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01GARY ROUSE2021-10-15
0012019-01-01ADAM NICHOLAS2020-10-14
0012018-01-01ADAM NICHOLAS2019-10-15
0012017-01-01ADAM NICHOLAS2018-10-15
0012016-01-01ADAM NICHOLAS2017-10-13
0012015-01-01JERRY ISAACS2016-10-17
0012014-01-01JERRY ISAACS2015-10-14
0012013-01-01JERRY ISAACS2014-10-09
0012012-01-01PAT DESORMEAU2013-10-15 JERRY ISAACS2013-10-15
0012011-01-01PAT DESORMEAU2012-10-11 JERRY ISAACS2012-10-11
0012010-01-01PAT DESORMEAU2011-10-03 JERRY ISAACS2011-10-03

Financial Data on OKLAHOMA ALLIANCE 401(K) RETIREMENT PLAN

Measure Date Value
2025 : OKLAHOMA ALLIANCE 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-27299509
Net assets as of the end of the plan year2025-09-271502085
Total assets as of the beginning of the plan year2025-09-271356112
Value of plan covered by a fidelity bond2025-09-27265000
Participant contributions to plan in this plan year2025-09-27164968
Other contributions to plan in this plan year2025-09-2714050
Other income to plan in this plan year2025-09-27143300
Plan net income in this plan year2025-09-27145973
Net assets as of the end of the plan year2025-09-271502085
Net assets as of the beginning of the plan year2025-09-271356112
Employer contributions to plan in this plan year2025-09-27123164
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-278114
2024 : OKLAHOMA ALLIANCE 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-19119707
Net assets as of the end of the plan year2024-06-191356112
Total assets as of the beginning of the plan year2024-06-191011381
Value of plan covered by a fidelity bond2024-06-19265000
Participant contributions to plan in this plan year2024-06-19148611
Other contributions to plan in this plan year2024-06-1954521
Other income to plan in this plan year2024-06-19145906
Plan net income in this plan year2024-06-19344731
Net assets as of the end of the plan year2024-06-191356112
Net assets as of the beginning of the plan year2024-06-191011381
Employer contributions to plan in this plan year2024-06-19115400
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-195970

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