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EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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.
  • 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

CENTRAL STATE COMMUNITY SERVICES OKLAHOMA INC has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL STATE COMMUNITY SERVICES OKLAHOMA INC
Employer identification number (EIN):742549283
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01SALLY ALLEN
0012017-07-01SALLY ALLEN
0012017-07-01SALLY ALLEN
0012016-07-01SALLY ALLEN SALLY ALLEN2017-12-13
0012015-07-01SALLY ALLEN SALLY ALLEN2016-12-27
0012014-07-01SALLY ALLEN SALLY ALLEN2016-02-19
0012013-07-01SALLY ALLEN SALLY ALLEN2015-03-26
0012012-07-01SALLY ALLEN SALLY ALLEN2015-10-30
0012011-07-01LARA MORRISON LARA MORRISON2013-01-24
0012010-07-01LARA MORRISON LARA MORRISON2012-02-08
0012009-07-01LARA MORRISON LARA MORRISON2011-01-25

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2022 401k membership
Total participants, beginning-of-year2022-07-01210
Total number of active participants reported on line 7a of the Form 55002022-07-01140
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-01100
Total of all active and inactive participants2022-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01242
Number of participants with account balances2022-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2021 401k membership
Total participants, beginning-of-year2021-07-01208
Total number of active participants reported on line 7a of the Form 55002021-07-01125
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0179
Total of all active and inactive participants2021-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-016
Total participants2021-07-01210
Number of participants with account balances2021-07-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-017
2020: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2020 401k membership
Total participants, beginning-of-year2020-07-01205
Total number of active participants reported on line 7a of the Form 55002020-07-01133
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0171
Total of all active and inactive participants2020-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01208
Number of participants with account balances2020-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0113
2019: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2019 401k membership
Total participants, beginning-of-year2019-07-01195
Total number of active participants reported on line 7a of the Form 55002019-07-01133
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0168
Total of all active and inactive participants2019-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-01205
Number of participants with account balances2019-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
2018: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2018 401k membership
Total participants, beginning-of-year2018-07-01189
Total number of active participants reported on line 7a of the Form 55002018-07-01124
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0170
Total of all active and inactive participants2018-07-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01195
Number of participants with account balances2018-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0118
2017: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2017 401k membership
Total participants, beginning-of-year2017-07-01196
Total number of active participants reported on line 7a of the Form 55002017-07-01129
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0160
Total of all active and inactive participants2017-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01189
Number of participants with account balances2017-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0122
2016: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2016 401k membership
Total participants, beginning-of-year2016-07-01185
Total number of active participants reported on line 7a of the Form 55002016-07-01126
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0170
Total of all active and inactive participants2016-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01196
Number of participants with account balances2016-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0147
2015: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2015 401k membership
Total participants, beginning-of-year2015-07-01142
Total number of active participants reported on line 7a of the Form 55002015-07-01128
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0157
Total of all active and inactive participants2015-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01185
Number of participants with account balances2015-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0127
2014: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2014 401k membership
Total participants, beginning-of-year2014-07-01424
Total number of active participants reported on line 7a of the Form 55002014-07-01107
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0133
Total of all active and inactive participants2014-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01142
Number of participants with account balances2014-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0114
2013: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2013 401k membership
Total participants, beginning-of-year2013-07-01443
Total number of active participants reported on line 7a of the Form 55002013-07-01105
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0120
Total of all active and inactive participants2013-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01127
Number of participants with account balances2013-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2012 401k membership
Total participants, beginning-of-year2012-07-01414
Total number of active participants reported on line 7a of the Form 55002012-07-0171
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0120
Total of all active and inactive participants2012-07-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-0193
Number of participants with account balances2012-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2011 401k membership
Total participants, beginning-of-year2011-07-01518
Total number of active participants reported on line 7a of the Form 55002011-07-01516
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01518
Number of participants with account balances2011-07-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2010 401k membership
Total participants, beginning-of-year2010-07-01512
Total number of active participants reported on line 7a of the Form 55002010-07-01512
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-012
Total of all active and inactive participants2010-07-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01514
Number of participants with account balances2010-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2009 401k membership
Total participants, beginning-of-year2009-07-01451
Total number of active participants reported on line 7a of the Form 55002009-07-01446
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01451
Number of participants with account balances2009-07-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC

Measure Date Value
2023 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$0
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$191,173
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$73,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$72,575
Expenses. Certain deemed distributions of participant loans2023-06-30$0
Value of total corrective distributions2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$118,077
Value of total assets at end of year2023-06-30$1,196,573
Value of total assets at beginning of year2023-06-30$1,078,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$703
Total interest from all sources2023-06-30$4,932
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$0
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$200,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$118,077
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Assets. Other investments not covered elsewhere at end of year2023-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$0
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Other income not declared elsewhere2023-06-30$0
Administrative expenses (other) incurred2023-06-30$703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$117,895
Value of net assets at end of year (total assets less liabilities)2023-06-30$1,196,573
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$1,078,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$636,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$568,264
Interest on participant loans2023-06-30$0
Income. Interest from loans (other than to participants)2023-06-30$0
Interest earned on other investments2023-06-30$4,932
Income. Interest from US Government securities2023-06-30$0
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$0
Value of interest in common/collective trusts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$560,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$510,414
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$0
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$0
Net investment gain/loss from pooled separate accounts2023-06-30$68,164
Net investment gain or loss from common/collective trusts2023-06-30$0
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$0
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$72,575
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30HEATHERINGTON & FIELDS
Accountancy firm EIN2023-06-30731479528
2022 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$20,313
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$58,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$57,729
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$109,226
Value of total assets at end of year2022-06-30$1,078,678
Value of total assets at beginning of year2022-06-30$1,117,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$920
Total interest from all sources2022-06-30$3,069
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$200,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$109,226
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-38,336
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,078,678
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,117,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$568,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$642,689
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$3,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$510,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$474,325
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-91,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$57,729
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30HEATHERINGTON & FIELDS
Accountancy firm EIN2022-06-30731479528
2021 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$261,081
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$78,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$77,712
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$107,523
Value of total assets at end of year2021-06-30$1,117,014
Value of total assets at beginning of year2021-06-30$934,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$875
Total interest from all sources2021-06-30$4,535
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$200,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$107,523
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$182,494
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,117,014
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$934,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$642,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$492,775
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$4,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$474,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$441,745
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$149,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$77,712
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30HEATHERINGTON & FIELDS
Accountancy firm EIN2021-06-30731479528
2020 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$110,140
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$105,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$104,435
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$95,916
Value of total assets at end of year2020-06-30$934,520
Value of total assets at beginning of year2020-06-30$929,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$830
Total interest from all sources2020-06-30$5,888
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$200,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$95,916
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$4,875
Value of net assets at end of year (total assets less liabilities)2020-06-30$934,520
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$929,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$492,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$488,902
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$5,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$441,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$440,743
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$8,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$104,435
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30HEATHERINGTON&FIELDS
Accountancy firm EIN2020-06-30731479528
2019 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$96,912
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$54,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$53,808
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$69,640
Value of total assets at end of year2019-06-30$929,645
Value of total assets at beginning of year2019-06-30$887,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$767
Total interest from all sources2019-06-30$5,846
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$100,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$69,640
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$42,337
Value of net assets at end of year (total assets less liabilities)2019-06-30$929,645
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$887,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$488,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$489,121
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$5,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$440,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$398,187
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$21,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$53,808
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30HEATHERINGTON & FIELDS
Accountancy firm EIN2019-06-30731479528
2018 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$101,035
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$63,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$62,407
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$61,051
Value of total assets at end of year2018-06-30$887,308
Value of total assets at beginning of year2018-06-30$849,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$801
Total interest from all sources2018-06-30$4,186
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$90,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$61,051
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$37,827
Value of net assets at end of year (total assets less liabilities)2018-06-30$887,308
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$849,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$489,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$428,090
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$4,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$398,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$421,391
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$35,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$62,407
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HEATHERINGTON & FIELDS
Accountancy firm EIN2018-06-30731479528
2017 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$160,301
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$86,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$85,641
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$110,805
Value of total assets at end of year2017-06-30$849,481
Value of total assets at beginning of year2017-06-30$775,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$778
Total interest from all sources2017-06-30$4,217
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$90,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$65,999
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$44,806
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$73,882
Value of net assets at end of year (total assets less liabilities)2017-06-30$849,481
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$775,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$428,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$356,006
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$4,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$421,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$419,593
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$45,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$85,641
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HEATHERINGTON & FIELDS
Accountancy firm EIN2017-06-30731479528
2016 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$57,202
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$60,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$60,141
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$57,190
Value of total assets at end of year2016-06-30$775,599
Value of total assets at beginning of year2016-06-30$779,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$764
Total interest from all sources2016-06-30$4,070
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$50,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$57,190
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other income not declared elsewhere2016-06-30$4
Administrative expenses (other) incurred2016-06-30$764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,703
Value of net assets at end of year (total assets less liabilities)2016-06-30$775,599
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$779,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$356,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$376,234
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$4,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$419,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$403,068
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-4,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$60,141
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HEATHERINGTON & FIELDS
Accountancy firm EIN2016-06-30731479528
2015 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$68,970
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$58,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$58,927
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$49,172
Value of total assets at end of year2015-06-30$779,302
Value of total assets at beginning of year2015-06-30$769,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$14
Total interest from all sources2015-06-30$4,070
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$50,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$49,172
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$10,029
Value of net assets at end of year (total assets less liabilities)2015-06-30$779,302
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$769,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$376,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$348,430
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$4,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$403,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$420,843
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$15,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$58,927
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HEATHERINGTON & FIELDS CPAS
Accountancy firm EIN2015-06-30731479528
2014 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$119,658
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$127,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$127,476
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$58,797
Value of total assets at end of year2014-06-30$769,273
Value of total assets at beginning of year2014-06-30$777,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$265
Total interest from all sources2014-06-30$4,208
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$50,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$43,546
Participant contributions at beginning of year2014-06-30$1,771
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$14,986
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-8,083
Value of net assets at end of year (total assets less liabilities)2014-06-30$769,273
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$777,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$348,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$322,839
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$4,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$420,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$452,746
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$56,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$127,476
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HEATHERINGTON & FIELDS CPAS
Accountancy firm EIN2014-06-30731479528
2013 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$101,354
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$84,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$84,538
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$55,742
Value of total assets at end of year2013-06-30$777,356
Value of total assets at beginning of year2013-06-30$760,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$418
Total interest from all sources2013-06-30$6,437
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$50,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$48,099
Participant contributions at end of year2013-06-30$1,771
Participant contributions at beginning of year2013-06-30$2,481
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$4,726
Other income not declared elsewhere2013-06-30$263
Administrative expenses (other) incurred2013-06-30$418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$16,398
Value of net assets at end of year (total assets less liabilities)2013-06-30$777,356
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$760,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$322,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$264,115
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$6,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$452,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$494,362
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$38,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$84,538
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HEATHERINGTON & FIELDS
Accountancy firm EIN2013-06-30731479528
2012 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$85,484
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$106,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$106,050
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$77,000
Value of total assets at end of year2012-06-30$760,958
Value of total assets at beginning of year2012-06-30$781,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$203
Total interest from all sources2012-06-30$9,799
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$78,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$60,375
Participant contributions at end of year2012-06-30$2,481
Participant contributions at beginning of year2012-06-30$5,129
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Other income not declared elsewhere2012-06-30$23
Administrative expenses (other) incurred2012-06-30$203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-20,769
Value of net assets at end of year (total assets less liabilities)2012-06-30$760,958
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$781,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$264,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$252,037
Interest on participant loans2012-06-30$9,799
Interest earned on other investments2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$494,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$522,304
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-1,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$16,625
Employer contributions (assets) at beginning of year2012-06-30$2,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$106,050
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HEATHERINGTON AND FIELDS, CPA
Accountancy firm EIN2012-06-30731479528
2011 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$152,404
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$29,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$29,401
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$87,117
Value of total assets at end of year2011-06-30$781,727
Value of total assets at beginning of year2011-06-30$658,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$225
Total interest from all sources2011-06-30$11,210
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$78,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$60,964
Participant contributions at end of year2011-06-30$5,129
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Other income not declared elsewhere2011-06-30$174
Administrative expenses (other) incurred2011-06-30$225
Total non interest bearing cash at end of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$122,778
Value of net assets at end of year (total assets less liabilities)2011-06-30$781,727
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$658,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$252,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$177,252
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$11,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$522,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$481,697
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$53,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$26,153
Employer contributions (assets) at end of year2011-06-30$2,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$29,401
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HEATHINGTON & FIELDS, CPAS
Accountancy firm EIN2011-06-30731479528
2010 : EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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 EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC

2022: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedYes
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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 – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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 – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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 – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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 – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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 – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
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 – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF CENTRAL STATE COMMUNITY SERVICES OKLAHOMA, INC 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 – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number909870
Policy instance 1
Insurance contract or identification number909870
Number of Individuals Covered242
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $225
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees225
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055195H
Policy instance 1
Insurance contract or identification number055195H
Number of Individuals Covered210
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees68
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055195H
Policy instance 2
Insurance contract or identification number055195H
Number of Individuals Covered210
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees68
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055195H
Policy instance 1
Insurance contract or identification number055195H
Number of Individuals Covered208
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees68
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055195H
Policy instance 1
Insurance contract or identification number055195H
Number of Individuals Covered205
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $79
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees79
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055195H
Policy instance 1
Insurance contract or identification number055195H
Number of Individuals Covered195
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $410
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees410
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055195H
Policy instance 1
Insurance contract or identification number055195H
Number of Individuals Covered189
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees60
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDALLAS REGIONAL OFFICE

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