MENTAL HEALTH ASSOCIATION OKLAHOMA has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : MHAOK 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $212,042 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $72,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $67,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $312,936 |
Value of total assets at end of year | 2022-12-31 | $649,766 |
Value of total assets at beginning of year | 2022-12-31 | $509,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,820 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $12,957 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $12,957 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $51,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $184,198 |
Participant contributions at end of year | 2022-12-31 | $7,032 |
Participant contributions at beginning of year | 2022-12-31 | $10,518 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $128,738 |
Other income not declared elsewhere | 2022-12-31 | $1 |
Administrative expenses (other) incurred | 2022-12-31 | $4,820 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $139,886 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $649,766 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $509,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $642,734 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $492,685 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,677 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-114,207 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $355 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $67,336 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CONKLIN, GILPIN, & WERTZ |
Accountancy firm EIN | 2022-12-31 | 271439588 |
2020 : MHAOK 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
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 | $257,657 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $50,207 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $43,507 |
Value of total corrective distributions | 2020-12-31 | $4,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $197,084 |
Value of total assets at end of year | 2020-12-31 | $350,014 |
Value of total assets at beginning of year | 2020-12-31 | $142,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,371 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,557 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $7,557 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $125,642 |
Participant contributions at end of year | 2020-12-31 | $5,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $35,534 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $2,371 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $207,450 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $350,014 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $142,564 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $341,494 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $139,824 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,859 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,740 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $52,983 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $33 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $35,908 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $43,507 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOGAN TAYLOR LLP |
Accountancy firm EIN | 2020-12-31 | 731413977 |
2019 : MHAOK 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 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 | $134,882 |
Total income from all sources (including contributions) | 2019-12-31 | $134,882 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $39,473 |
Total of all expenses incurred | 2019-12-31 | $39,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $38,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $38,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $115,879 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $115,879 |
Value of total assets at end of year | 2019-12-31 | $142,564 |
Value of total assets at end of year | 2019-12-31 | $142,564 |
Value of total assets at beginning of year | 2019-12-31 | $47,155 |
Value of total assets at beginning of year | 2019-12-31 | $47,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,394 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,917 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,917 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,917 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $94,527 |
Contributions received from participants | 2019-12-31 | $94,527 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,049 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,049 |
Administrative expenses (other) incurred | 2019-12-31 | $1,394 |
Administrative expenses (other) incurred | 2019-12-31 | $1,394 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $95,409 |
Value of net income/loss | 2019-12-31 | $95,409 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $142,564 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $142,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $47,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $47,155 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $139,824 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $139,824 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,155 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,155 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,740 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,740 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,069 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,069 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $17 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $17 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $20,303 |
Contributions received in cash from employer | 2019-12-31 | $20,303 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $38,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $38,079 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOGAN TAYLOR LLP |
Accountancy firm name | 2019-12-31 | HOGAN TAYLOR LLP |
Accountancy firm EIN | 2019-12-31 | 731413977 |
Accountancy firm EIN | 2019-12-31 | 731413977 |
2018 : MHAOK 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $47,250 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $95 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $50,708 |
Value of total assets at end of year | 2018-12-31 | $47,155 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $95 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,116 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $50,708 |
Administrative expenses (other) incurred | 2018-12-31 | $95 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $47,155 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $47,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $47,155 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,574 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HOGAN TAYLOR LLP |
Accountancy firm EIN | 2018-12-31 | 731413977 |