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OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameOKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN
Plan identification number 001

OKLAHOMA CITY MUSEUM OF ART 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OKLAHOMA CITY MUSEUM OF ART has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA CITY MUSEUM OF ART
Employer identification number (EIN):730528431
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTI BLAKENEY2024-06-18
0012022-01-01RITA CRAIG2023-05-25
0012021-01-01RITA CRAIG2022-07-13
0012020-01-01RITA CRAIG2021-07-23
0012019-01-01RITA CRAIG2020-07-09
0012018-01-01
0012017-01-01RITA CRAIG
0012016-01-01RITA CRAIG RITA CRAIG2017-09-15
0012015-01-01RODNEY L. LEE RODNEY L. LEE2016-09-10
0012014-01-01RODNEY L. LEE RODNEY L. LEE2015-09-16
0012013-01-01RODNEY L. LEE RODNEY L. LEE2014-07-18
0012012-01-01RODNEY L. LEE RODNEY L. LEE2013-04-08
0012011-01-01RODNEY L. LEE RODNEY L. LEE2012-07-26
0012009-01-01RODNEY L. LEE RODNEY L. LEE2010-10-08

Plan Statistics for OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN

401k plan membership statisitcs for OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN

Measure Date Value
2018: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01117
Total number of active participants reported on line 7a of the Form 55002018-01-0186
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01112
Number of participants with account balances2018-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01101
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01119
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0190
Total number of active participants reported on line 7a of the Form 55002015-01-0169
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0197
Number of participants with account balances2015-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0178
Total number of active participants reported on line 7a of the Form 55002014-01-0174
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0189
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01102
Total number of active participants reported on line 7a of the Form 55002013-01-0166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0175
Number of participants with account balances2013-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0188
Total number of active participants reported on line 7a of the Form 55002012-01-0155
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0189
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0183
Total number of active participants reported on line 7a of the Form 55002011-01-0159
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0187
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0176
Total number of active participants reported on line 7a of the Form 55002009-01-0164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0183
Number of participants with account balances2009-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN

Measure Date Value
2018 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$63,542
Expenses. Total of all expenses incurred2018-12-31$36,765
Benefits paid (including direct rollovers)2018-12-31$36,765
Total plan assets at end of year2018-12-31$1,218,007
Total plan assets at beginning of year2018-12-31$1,191,230
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$74,581
Other income received2018-12-31$-88,359
Net income (gross income less expenses)2018-12-31$26,777
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,218,007
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,191,230
Total contributions received or receivable from employer(s)2018-12-31$77,320
2017 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$314,636
Expenses. Total of all expenses incurred2017-12-31$138,392
Benefits paid (including direct rollovers)2017-12-31$138,392
Total plan assets at end of year2017-12-31$1,191,230
Total plan assets at beginning of year2017-12-31$1,014,986
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$62,477
Other income received2017-12-31$166,089
Net income (gross income less expenses)2017-12-31$176,244
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,191,230
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,014,986
Total contributions received or receivable from employer(s)2017-12-31$86,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$204,461
Expenses. Total of all expenses incurred2016-12-31$18,115
Benefits paid (including direct rollovers)2016-12-31$18,115
Total plan assets at end of year2016-12-31$1,014,986
Total plan assets at beginning of year2016-12-31$828,640
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$68,044
Other income received2016-12-31$49,842
Net income (gross income less expenses)2016-12-31$186,346
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,014,986
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$828,640
Total contributions received or receivable from employer(s)2016-12-31$86,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$119,962
Expenses. Total of all expenses incurred2015-12-31$58,688
Benefits paid (including direct rollovers)2015-12-31$58,688
Total plan assets at end of year2015-12-31$828,640
Total plan assets at beginning of year2015-12-31$767,366
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$38,123
Contributions received from other sources (not participants or employers)2015-12-31$14,099
Other income received2015-12-31$-9,860
Net income (gross income less expenses)2015-12-31$61,274
Net plan assets at end of year (total assets less liabilities)2015-12-31$828,640
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$767,366
Total contributions received or receivable from employer(s)2015-12-31$77,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$124,682
Expenses. Total of all expenses incurred2014-12-31$42,858
Benefits paid (including direct rollovers)2014-12-31$42,858
Total plan assets at end of year2014-12-31$767,366
Total plan assets at beginning of year2014-12-31$685,542
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$39,146
Other income received2014-12-31$21,894
Net income (gross income less expenses)2014-12-31$81,824
Net plan assets at end of year (total assets less liabilities)2014-12-31$767,366
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$685,542
Total contributions received or receivable from employer(s)2014-12-31$63,642
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$189,349
Expenses. Total of all expenses incurred2013-12-31$99,177
Benefits paid (including direct rollovers)2013-12-31$99,177
Total plan assets at end of year2013-12-31$685,542
Total plan assets at beginning of year2013-12-31$595,370
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$48,902
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$81,188
Net income (gross income less expenses)2013-12-31$90,172
Net plan assets at end of year (total assets less liabilities)2013-12-31$685,542
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$595,370
Total contributions received or receivable from employer(s)2013-12-31$59,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$156,689
Expenses. Total of all expenses incurred2012-12-31$70,545
Benefits paid (including direct rollovers)2012-12-31$70,545
Total plan assets at end of year2012-12-31$595,370
Total plan assets at beginning of year2012-12-31$509,226
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$40,397
Other income received2012-12-31$63,080
Net income (gross income less expenses)2012-12-31$86,144
Net plan assets at end of year (total assets less liabilities)2012-12-31$595,370
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$509,226
Total contributions received or receivable from employer(s)2012-12-31$53,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$105,351
Expenses. Total of all expenses incurred2011-12-31$16,010
Benefits paid (including direct rollovers)2011-12-31$16,010
Total plan assets at end of year2011-12-31$509,226
Total plan assets at beginning of year2011-12-31$419,885
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$37,252
Contributions received from other sources (not participants or employers)2011-12-31$16,437
Other income received2011-12-31$-15,130
Net income (gross income less expenses)2011-12-31$89,341
Net plan assets at end of year (total assets less liabilities)2011-12-31$509,226
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$419,885
Total contributions received or receivable from employer(s)2011-12-31$66,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$144,819
Expenses. Total of all expenses incurred2010-12-31$112,018
Benefits paid (including direct rollovers)2010-12-31$112,018
Total plan assets at end of year2010-12-31$419,885
Total plan assets at beginning of year2010-12-31$387,084
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$47,030
Other income received2010-12-31$37,883
Net income (gross income less expenses)2010-12-31$32,801
Net plan assets at end of year (total assets less liabilities)2010-12-31$419,885
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$387,084
Total contributions received or receivable from employer(s)2010-12-31$59,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN

2018: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA CITY MUSEUM OF ART 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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