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YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameYOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number 002

YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:YOUTH SERVICES FOR OKLAHOMA COUNTY, INC.
Employer identification number (EIN):730940217
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JENNIFER GOODRICH2024-09-25
0022022-01-01JENNIFER GOODRICH2023-09-27
0022021-01-01MELISSA RUSSELL2022-06-21
0022020-01-01JENNIFER GOODRICH2022-06-20
0022020-01-01JENNIFER GOODRICH2022-06-03
0022019-01-01SETH GOLDING2020-07-07
0022018-01-01SETH GOLDING2019-06-20
0022017-01-01RANDALL GARDNER
0022016-07-01
0022015-07-01KAMI KUYKENDALL
0022014-07-01WILLIAM ALEXANDER
0022013-07-01
0022012-07-01WILLIAM ALEXANDER WILLIAM ALEXANDER2013-10-11
0022011-07-01WILLIAM ALEXANDER WILLIAM ALEXANDER2013-01-28
0022010-07-01WILLIAM ALEXANDER WILLIAM ALEXANDER2011-12-05
0022009-07-01WILLIAM ALEXANDER WILLIAM ALEXANDER2010-12-02
0022009-07-01WILLIAM ALEXANDER WILLIAM ALEXANDER2010-12-02
0022009-07-01WILLIAM ALEXANDER WILLIAM ALEXANDER2010-12-02

Plan Statistics for YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2017: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0158
Total number of active participants reported on line 7a of the Form 55002017-01-0135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0150
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0157
Total number of active participants reported on line 7a of the Form 55002016-07-0145
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-019
Total of all active and inactive participants2016-07-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-0155
Number of participants with account balances2016-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0156
Total number of active participants reported on line 7a of the Form 55002015-07-0145
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0111
Total of all active and inactive participants2015-07-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-0157
Number of participants with account balances2015-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0156
Total number of active participants reported on line 7a of the Form 55002014-07-0140
Number of retired or separated participants receiving benefits2014-07-0126
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0166
Number of participants with account balances2014-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0160
Total number of active participants reported on line 7a of the Form 55002013-07-0133
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0123
Total of all active and inactive participants2013-07-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0156
Number of participants with account balances2013-07-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0155
Total number of active participants reported on line 7a of the Form 55002012-07-0137
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0123
Total of all active and inactive participants2012-07-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0160
Number of participants with account balances2012-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0154
Total number of active participants reported on line 7a of the Form 55002011-07-0129
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0126
Total of all active and inactive participants2011-07-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0155
Number of participants with account balances2011-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0155
Total number of active participants reported on line 7a of the Form 55002010-07-0140
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0114
Total of all active and inactive participants2010-07-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0154
Number of participants with account balances2010-07-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0148
Total number of active participants reported on line 7a of the Form 55002009-07-0136
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0119
Total of all active and inactive participants2009-07-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0155
Number of participants with account balances2009-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2017 : YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$239,315
Expenses. Total of all expenses incurred2017-12-31$614,085
Benefits paid (including direct rollovers)2017-12-31$609,522
Total plan assets at end of year2017-12-31$996,066
Total plan assets at beginning of year2017-12-31$1,370,836
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$33,156
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$206,159
Net income (gross income less expenses)2017-12-31$-374,770
Net plan assets at end of year (total assets less liabilities)2017-12-31$996,066
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,370,836
Assets. Value of participant loans2017-12-31$17,744
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$44,774
Expenses. Total of all expenses incurred2016-12-31$58,293
Benefits paid (including direct rollovers)2016-12-31$58,293
Total plan assets at end of year2016-12-31$1,370,836
Total plan assets at beginning of year2016-12-31$1,384,355
Value of fidelity bond covering the plan2016-12-31$225,000
Total contributions received or receivable from participants2016-12-31$14,857
Other income received2016-12-31$29,917
Net income (gross income less expenses)2016-12-31$-13,519
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,370,836
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,384,355
Assets. Value of participant loans2016-12-31$24,244
Total contributions received or receivable from employer(s)2016-12-31$0
Total income from all sources2016-06-30$77,990
Expenses. Total of all expenses incurred2016-06-30$182,944
Benefits paid (including direct rollovers)2016-06-30$182,944
Total plan assets at end of year2016-06-30$1,384,355
Total plan assets at beginning of year2016-06-30$1,489,309
Value of fidelity bond covering the plan2016-06-30$225,000
Total contributions received or receivable from participants2016-06-30$38,086
Other income received2016-06-30$17,988
Net income (gross income less expenses)2016-06-30$-104,954
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,384,355
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,489,309
Assets. Value of participant loans2016-06-30$27,666
Total contributions received or receivable from employer(s)2016-06-30$21,916
2015 : YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$177,992
Expenses. Total of all expenses incurred2015-06-30$67,083
Benefits paid (including direct rollovers)2015-06-30$67,083
Total plan assets at end of year2015-06-30$1,489,309
Total plan assets at beginning of year2015-06-30$1,378,400
Value of fidelity bond covering the plan2015-06-30$225,000
Total contributions received or receivable from participants2015-06-30$68,071
Other income received2015-06-30$20,658
Net income (gross income less expenses)2015-06-30$110,909
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,489,309
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,378,400
Assets. Value of participant loans2015-06-30$26,408
Total contributions received or receivable from employer(s)2015-06-30$89,263
2014 : YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$337,332
Expenses. Total of all expenses incurred2014-06-30$73,626
Benefits paid (including direct rollovers)2014-06-30$73,626
Total plan assets at end of year2014-06-30$1,378,400
Total plan assets at beginning of year2014-06-30$1,114,694
Value of fidelity bond covering the plan2014-06-30$50,000
Total contributions received or receivable from participants2014-06-30$56,239
Other income received2014-06-30$197,888
Net income (gross income less expenses)2014-06-30$263,706
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,378,400
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,114,694
Assets. Value of participant loans2014-06-30$34,740
Total contributions received or receivable from employer(s)2014-06-30$83,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$266,395
Expenses. Total of all expenses incurred2013-06-30$25,549
Benefits paid (including direct rollovers)2013-06-30$25,549
Total plan assets at end of year2013-06-30$1,114,694
Total plan assets at beginning of year2013-06-30$873,848
Value of fidelity bond covering the plan2013-06-30$50,000
Total contributions received or receivable from participants2013-06-30$57,643
Other income received2013-06-30$126,759
Net income (gross income less expenses)2013-06-30$240,846
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,114,694
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$873,848
Assets. Value of participant loans2013-06-30$12,740
Total contributions received or receivable from employer(s)2013-06-30$81,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$142,135
Expenses. Total of all expenses incurred2012-06-30$18,716
Benefits paid (including direct rollovers)2012-06-30$18,716
Total plan assets at end of year2012-06-30$873,848
Total plan assets at beginning of year2012-06-30$750,429
Value of fidelity bond covering the plan2012-06-30$50,000
Total contributions received or receivable from participants2012-06-30$57,083
Other income received2012-06-30$7,917
Net income (gross income less expenses)2012-06-30$123,419
Net plan assets at end of year (total assets less liabilities)2012-06-30$873,848
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$750,429
Assets. Value of participant loans2012-06-30$6,348
Total contributions received or receivable from employer(s)2012-06-30$77,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$234,082
Expenses. Total of all expenses incurred2011-06-30$60,536
Benefits paid (including direct rollovers)2011-06-30$60,536
Total plan assets at end of year2011-06-30$750,429
Total plan assets at beginning of year2011-06-30$576,883
Value of fidelity bond covering the plan2011-06-30$50,000
Total contributions received or receivable from participants2011-06-30$51,678
Other income received2011-06-30$113,865
Net income (gross income less expenses)2011-06-30$173,546
Net plan assets at end of year (total assets less liabilities)2011-06-30$750,429
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$576,883
Assets. Value of participant loans2011-06-30$5,705
Total contributions received or receivable from employer(s)2011-06-30$68,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN

2017: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: YOUTH SERVICES FOR OKLAHOMA COUNTY, INC. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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