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AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAGC OF OKLAHOMA 401(K) RETIREMENT PLAN
Plan identification number 333

AGC OF OKLAHOMA 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OKLAHOMA CHAPTER, BUILDERS DIVISION OF AGC OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA CHAPTER, BUILDERS DIVISION OF AGC OF AMERICA, INC.
Employer identification number (EIN):730132794
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01DONAL K FORD
3332016-01-01DONAL K FORD
3332015-01-01DONAL K FORD
3332014-01-01DONAL K FORD

Plan Statistics for AGC OF OKLAHOMA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AGC OF OKLAHOMA 401(K) RETIREMENT PLAN

Measure Date Value
2022: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01520
Total number of active participants reported on line 7a of the Form 55002022-01-01380
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01188
Total of all active and inactive participants2022-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01570
Number of participants with account balances2022-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01572
Total number of active participants reported on line 7a of the Form 55002021-01-01358
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01172
Total of all active and inactive participants2021-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01533
Number of participants with account balances2021-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01602
Total number of active participants reported on line 7a of the Form 55002020-01-01389
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01564
Number of participants with account balances2020-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01561
Total number of active participants reported on line 7a of the Form 55002019-01-01435
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01141
Total of all active and inactive participants2019-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01590
Number of participants with account balances2019-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01657
Total number of active participants reported on line 7a of the Form 55002018-01-01580
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01669
Number of participants with account balances2018-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01592
Total number of active participants reported on line 7a of the Form 55002017-01-01600
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01669
Number of participants with account balances2017-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01465
Total number of active participants reported on line 7a of the Form 55002016-01-01472
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01553
Number of participants with account balances2016-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01406
Total number of active participants reported on line 7a of the Form 55002015-01-01393
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01428
Number of participants with account balances2015-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01249
Total number of active participants reported on line 7a of the Form 55002014-01-01210
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01261
Number of participants with account balances2014-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0151

Financial Data on AGC OF OKLAHOMA 401(K) RETIREMENT PLAN

Measure Date Value
2022 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$529
Total income from all sources (including contributions)2022-12-31$-1,203,889
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$665,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$527,575
Expenses. Certain deemed distributions of participant loans2022-12-31$52,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$954,671
Value of total assets at end of year2022-12-31$11,319,614
Value of total assets at beginning of year2022-12-31$13,189,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,715
Total interest from all sources2022-12-31$13,339
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$594,898
Participant contributions at end of year2022-12-31$311,644
Participant contributions at beginning of year2022-12-31$319,422
Participant contributions at end of year2022-12-31$40,812
Participant contributions at beginning of year2022-12-31$17,597
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$4,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$529
Other income not declared elsewhere2022-12-31$14,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,869,653
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,318,964
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,188,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$10,947,156
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,843,392
Interest on participant loans2022-12-31$13,339
Net investment gain/loss from pooled separate accounts2022-12-31$-2,186,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$359,773
Employer contributions (assets) at end of year2022-12-31$16,908
Employer contributions (assets) at beginning of year2022-12-31$8,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$523,369
Contract administrator fees2022-12-31$85,715
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEMPLETON & COMPANY
Accountancy firm EIN2022-12-31141918990
2021 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$427
Total income from all sources (including contributions)2021-12-31$2,807,600
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$747,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$708,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,046,118
Value of total assets at end of year2021-12-31$13,189,146
Value of total assets at beginning of year2021-12-31$11,129,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,058
Total interest from all sources2021-12-31$13,552
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$613,556
Participant contributions at end of year2021-12-31$319,422
Participant contributions at beginning of year2021-12-31$284,017
Participant contributions at end of year2021-12-31$17,597
Participant contributions at beginning of year2021-12-31$25,524
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$77,634
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$62,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$427
Other income not declared elsewhere2021-12-31$56,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,059,722
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,188,617
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,128,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$12,843,392
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,805,151
Interest on participant loans2021-12-31$13,552
Net investment gain/loss from pooled separate accounts2021-12-31$1,691,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$354,928
Employer contributions (assets) at end of year2021-12-31$8,231
Employer contributions (assets) at beginning of year2021-12-31$14,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$646,405
Contract administrator fees2021-12-31$39,058
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TEMPLETON & COMPANY
Accountancy firm EIN2021-12-31141918990
2020 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,544,075
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$676,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$665,085
Expenses. Certain deemed distributions of participant loans2020-12-31$7,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,162,899
Value of total assets at end of year2020-12-31$11,129,322
Value of total assets at beginning of year2020-12-31$9,261,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,055
Total interest from all sources2020-12-31$16,666
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$606,951
Participant contributions at end of year2020-12-31$284,017
Participant contributions at beginning of year2020-12-31$309,560
Participant contributions at end of year2020-12-31$25,524
Participant contributions at beginning of year2020-12-31$46,349
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$200,850
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$73,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$427
Other income not declared elsewhere2020-12-31$73,283
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,867,255
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,128,895
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,261,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$131
Value of interest in pooled separate accounts at end of year2020-12-31$10,805,151
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,873,229
Interest on participant loans2020-12-31$16,666
Net investment gain/loss from pooled separate accounts2020-12-31$1,291,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$355,098
Employer contributions (assets) at end of year2020-12-31$14,475
Employer contributions (assets) at beginning of year2020-12-31$31,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$591,684
Contract administrator fees2020-12-31$4,055
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEMPLETON & COMPANY
Accountancy firm EIN2020-12-31141918990
2019 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,760,812
Total income from all sources (including contributions)2019-12-31$2,760,812
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,633,968
Total of all expenses incurred2019-12-31$1,633,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,627,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,627,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,070,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,070,866
Value of total assets at end of year2019-12-31$9,261,640
Value of total assets at end of year2019-12-31$9,261,640
Value of total assets at beginning of year2019-12-31$8,134,796
Value of total assets at beginning of year2019-12-31$8,134,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,990
Total interest from all sources2019-12-31$14,337
Total interest from all sources2019-12-31$14,337
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$623,497
Contributions received from participants2019-12-31$623,497
Participant contributions at end of year2019-12-31$309,560
Participant contributions at end of year2019-12-31$309,560
Participant contributions at beginning of year2019-12-31$231,314
Participant contributions at beginning of year2019-12-31$231,314
Participant contributions at end of year2019-12-31$46,349
Participant contributions at end of year2019-12-31$46,349
Participant contributions at beginning of year2019-12-31$13,268
Participant contributions at beginning of year2019-12-31$13,268
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,152
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,152
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$7,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$7,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$416
Other income not declared elsewhere2019-12-31$416
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,126,844
Value of net income/loss2019-12-31$1,126,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,261,640
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,261,640
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,134,796
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,134,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$131
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$130
Value of interest in pooled separate accounts at end of year2019-12-31$8,873,229
Value of interest in pooled separate accounts at end of year2019-12-31$8,873,229
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,876,209
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,876,209
Interest on participant loans2019-12-31$14,337
Interest on participant loans2019-12-31$14,337
Net investment gain/loss from pooled separate accounts2019-12-31$1,675,193
Net investment gain/loss from pooled separate accounts2019-12-31$1,675,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$418,217
Contributions received in cash from employer2019-12-31$418,217
Employer contributions (assets) at end of year2019-12-31$31,302
Employer contributions (assets) at end of year2019-12-31$31,302
Employer contributions (assets) at beginning of year2019-12-31$12,773
Employer contributions (assets) at beginning of year2019-12-31$12,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,620,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,620,931
Contract administrator fees2019-12-31$5,990
Contract administrator fees2019-12-31$5,990
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm EIN2019-12-31141918990
Accountancy firm EIN2019-12-31141918990
2018 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$2,304,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,223
Total income from all sources (including contributions)2018-12-31$1,047,538
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$327,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$272,624
Expenses. Certain deemed distributions of participant loans2018-12-31$22,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,521,692
Value of total assets at end of year2018-12-31$8,134,796
Value of total assets at beginning of year2018-12-31$9,736,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,035
Total interest from all sources2018-12-31$12,387
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,836
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$902,831
Participant contributions at end of year2018-12-31$231,314
Participant contributions at beginning of year2018-12-31$281,577
Participant contributions at end of year2018-12-31$13,268
Participant contributions at beginning of year2018-12-31$56,074
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$44,494
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$4,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,223
Other income not declared elsewhere2018-12-31$1,040
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$5,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$720,461
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,134,796
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,718,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$26,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$130
Value of interest in pooled separate accounts at end of year2018-12-31$7,876,209
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,364,160
Interest on participant loans2018-12-31$12,387
Net investment gain/loss from pooled separate accounts2018-12-31$-487,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$574,367
Employer contributions (assets) at end of year2018-12-31$12,773
Employer contributions (assets) at beginning of year2018-12-31$28,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$268,464
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TEMPLETON & COMPANY
Accountancy firm EIN2018-12-31141918990
2017 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,021
Total income from all sources (including contributions)2017-12-31$2,768,196
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$633,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$520,036
Expenses. Certain deemed distributions of participant loans2017-12-31$4,659
Value of total corrective distributions2017-12-31$16,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,624,808
Value of total assets at end of year2017-12-31$9,736,168
Value of total assets at beginning of year2017-12-31$7,585,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$92,773
Total interest from all sources2017-12-31$11,612
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$14,406
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$977,445
Participant contributions at end of year2017-12-31$281,577
Participant contributions at beginning of year2017-12-31$280,372
Participant contributions at end of year2017-12-31$56,074
Participant contributions at beginning of year2017-12-31$19,397
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$79,416
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$9
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,021
Other income not declared elsewhere2017-12-31$1,763
Total non interest bearing cash at end of year2017-12-31$5,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,134,529
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,718,945
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,584,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$9,364,160
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,269,893
Interest on participant loans2017-12-31$11,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,413
Net investment gain/loss from pooled separate accounts2017-12-31$1,130,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$567,947
Employer contributions (assets) at end of year2017-12-31$28,154
Employer contributions (assets) at beginning of year2017-12-31$12,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$520,027
Contract administrator fees2017-12-31$78,367
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TEMPLETON & COMPANY
Accountancy firm EIN2017-12-31141918990
2016 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,020,055
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$921,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$837,324
Expenses. Certain deemed distributions of participant loans2016-12-31$4,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,579,280
Value of total assets at end of year2016-12-31$7,585,437
Value of total assets at beginning of year2016-12-31$6,485,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,108
Total interest from all sources2016-12-31$10,302
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,235
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$892,284
Participant contributions at end of year2016-12-31$280,372
Participant contributions at beginning of year2016-12-31$255,858
Participant contributions at end of year2016-12-31$19,397
Participant contributions at beginning of year2016-12-31$47,882
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$137,684
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$101
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,021
Other income not declared elsewhere2016-12-31$2,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,098,572
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,584,416
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,485,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,269,893
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,163,059
Interest on participant loans2016-12-31$10,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,087
Net investment gain/loss from pooled separate accounts2016-12-31$427,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$549,312
Employer contributions (assets) at end of year2016-12-31$12,159
Employer contributions (assets) at beginning of year2016-12-31$16,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$837,223
Contract administrator fees2016-12-31$67,873
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TEMPLETON & COMPANY
Accountancy firm EIN2016-12-31141918990
2015 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,784,705
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$314,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$245,820
Expenses. Certain deemed distributions of participant loans2015-12-31$1,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,874,740
Value of total assets at end of year2015-12-31$6,485,844
Value of total assets at beginning of year2015-12-31$5,016,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,574
Total interest from all sources2015-12-31$10,811
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,906
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$797,865
Participant contributions at end of year2015-12-31$255,858
Participant contributions at beginning of year2015-12-31$282,245
Participant contributions at end of year2015-12-31$47,882
Participant contributions at beginning of year2015-12-31$19,071
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$572,456
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$271
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$40
Other income not declared elsewhere2015-12-31$46,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,469,806
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,485,844
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,016,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,163,059
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,700,329
Interest on participant loans2015-12-31$10,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,729
Net investment gain/loss from pooled separate accounts2015-12-31$-147,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$504,419
Employer contributions (assets) at end of year2015-12-31$16,638
Employer contributions (assets) at beginning of year2015-12-31$11,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$245,549
Contract administrator fees2015-12-31$59,668
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TEMPLETON & COMPANY
Accountancy firm EIN2015-12-31141918990
2014 : AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$3,224,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,054,595
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$263,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$226,586
Value of total corrective distributions2014-12-31$2,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,904,829
Value of total assets at end of year2014-12-31$5,016,038
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,774
Total interest from all sources2014-12-31$6,149
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$478,411
Participant contributions at end of year2014-12-31$282,245
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$19,071
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,128,790
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$19
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$40
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,791,456
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,016,038
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,700,329
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$6,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$142,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$297,628
Employer contributions (assets) at end of year2014-12-31$11,624
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$226,567
Contract administrator fees2014-12-31$33,774
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TEMPLETON & COMPANY
Accountancy firm EIN2014-12-31141918990

Form 5500 Responses for AGC OF OKLAHOMA 401(K) RETIREMENT PLAN

2022: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AGC OF OKLAHOMA 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069315
Policy instance 1
Insurance contract or identification number069315
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $105,931
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 Administration0
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
Amount paid for insurance broker fees71757
Additional information about fees paid to insurance brokerRIA
Insurance broker organization code?0
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069315
Policy instance 1
Insurance contract or identification number069315
Number of Individuals Covered346
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069315
Policy instance 1
Insurance contract or identification number069315
Number of Individuals Covered389
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069315
Policy instance 1
Insurance contract or identification number069315
Number of Individuals Covered435
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069315
Policy instance 1
Insurance contract or identification number069315
Number of Individuals Covered352
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932363-000
Policy instance 1
Insurance contract or identification number932363-000
Number of Individuals Covered602
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,009
Total amount of fees paid to insurance companyUSD $0
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 Administration0
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?Yes
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 $11,005
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, INC.

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