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OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 401k Plan overview

Plan NameOKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST
Plan identification number 002

OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 CENTRAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA CENTRAL CREDIT UNION
Employer identification number (EIN):730731221
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01GINA A. WILSON
0022017-01-01GINA A. WILSON
0022016-01-01LEILANI HARPOLE
0022015-01-01LEILANI HARPOLE
0022014-01-01LEILANI HARPOLE
0022014-01-01LEILANI HARPOLE
0022013-01-01LEILANI HARPOLE
0022012-01-01LEILANI HARPOLE
0022011-01-01EUGENIA WILSON EUGENIA WILSON2012-10-11
0022009-01-01ANN MOSES
0022009-01-01JEANINE COLEMAN

Plan Statistics for OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST

401k plan membership statisitcs for OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST

Measure Date Value
2019: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01189
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01193
Number of participants with account balances2018-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01161
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01146
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01154
Total number of active participants reported on line 7a of the Form 55002016-01-0198
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01158
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-0199
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01147
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01152
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01154
Number of participants with account balances2012-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-01123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01141
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01151
Total number of active participants reported on line 7a of the Form 55002009-01-01114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01159
Number of participants with account balances2009-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST

Measure Date Value
2019 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$5,465,656
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 income from all sources (including contributions)2019-12-31$1,487,242
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$815,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$781,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$638,883
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$4,793,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,678
Total interest from all sources2019-12-31$4,114
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$91,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$91,684
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$365,753
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$77,295
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,326
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$671,761
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,793,895
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 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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,666,441
Interest on participant loans2019-12-31$4,114
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$1,108,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$941,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$752,561
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$207,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$781,803
Contract administrator fees2019-12-31$33,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31No
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 PBGC2019-12-31Yes
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
Accountancy firm name2019-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2019-12-31731413977
2018 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$372,194
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$903,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$867,890
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$594,756
Value of total assets at end of year2018-12-31$4,793,895
Value of total assets at beginning of year2018-12-31$5,325,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,839
Total interest from all sources2018-12-31$20,051
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$62,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$62,902
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$328,263
Participant contributions at end of year2018-12-31$77,295
Participant contributions at beginning of year2018-12-31$74,688
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-531,535
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,793,895
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,325,430
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,666,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,380,423
Interest on participant loans2018-12-31$3,649
Interest earned on other investments2018-12-31$16,402
Value of interest in common/collective trusts at end of year2018-12-31$1,108,532
Value of interest in common/collective trusts at beginning of year2018-12-31$1,576,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$941,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,293,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-238,098
Net investment gain or loss from common/collective trusts2018-12-31$-67,417
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$188,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$867,890
Contract administrator fees2018-12-31$35,839
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 name2018-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2018-12-31731413977
2017 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,096,567
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$920,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$883,654
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$468,471
Value of total assets at end of year2017-12-31$5,325,430
Value of total assets at beginning of year2017-12-31$5,148,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,381
Total interest from all sources2017-12-31$23,716
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$53,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$53,143
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$299,384
Participant contributions at end of year2017-12-31$74,688
Participant contributions at beginning of year2017-12-31$115,771
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$176,532
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,325,430
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,148,898
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$2,380,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,366,415
Interest on participant loans2017-12-31$4,134
Interest earned on other investments2017-12-31$19,582
Value of interest in common/collective trusts at end of year2017-12-31$1,576,679
Value of interest in common/collective trusts at beginning of year2017-12-31$1,445,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,293,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,221,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$337,531
Net investment gain or loss from common/collective trusts2017-12-31$213,706
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$169,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$883,654
Contract administrator fees2017-12-31$36,381
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 name2017-12-31NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN2017-12-31591906466
2016 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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$0
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$801,675
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$231,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$198,457
Value of total corrective distributions2016-12-31$92
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$507,138
Value of total assets at end of year2016-12-31$5,148,898
Value of total assets at beginning of year2016-12-31$4,578,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,576
Total interest from all sources2016-12-31$22,876
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$41,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$41,536
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$312,791
Participant contributions at end of year2016-12-31$115,771
Participant contributions at beginning of year2016-12-31$131,880
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,879
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$570,550
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,148,898
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,578,348
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$2,366,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,067,016
Interest on participant loans2016-12-31$5,347
Interest earned on other investments2016-12-31$17,529
Value of interest in common/collective trusts at end of year2016-12-31$1,445,436
Value of interest in common/collective trusts at beginning of year2016-12-31$1,248,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,221,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,131,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$128,812
Net investment gain or loss from common/collective trusts2016-12-31$101,313
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$177,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$198,457
Contract administrator fees2016-12-31$32,576
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 name2016-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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$839,179
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$590,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$560,615
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$851,866
Value of total assets at end of year2015-12-31$4,578,348
Value of total assets at beginning of year2015-12-31$4,329,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,097
Total interest from all sources2015-12-31$20,431
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$68,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$68,241
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$314,402
Participant contributions at end of year2015-12-31$131,880
Participant contributions at beginning of year2015-12-31$102,083
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$361,268
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$248,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,578,348
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,329,881
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$2,067,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,792,528
Interest on participant loans2015-12-31$5,501
Interest earned on other investments2015-12-31$14,930
Value of interest in common/collective trusts at end of year2015-12-31$1,248,433
Value of interest in common/collective trusts at beginning of year2015-12-31$1,591,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,131,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$843,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-68,934
Net investment gain or loss from common/collective trusts2015-12-31$-32,425
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$176,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$560,615
Contract administrator fees2015-12-31$30,097
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 name2015-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$736,430
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$962,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$932,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$512,300
Value of total assets at end of year2014-12-31$4,329,881
Value of total assets at beginning of year2014-12-31$4,555,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,267
Total interest from all sources2014-12-31$19,927
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$52,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$52,447
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$344,260
Participant contributions at end of year2014-12-31$102,083
Participant contributions at beginning of year2014-12-31$96,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-225,854
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,329,881
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,555,735
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,792,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,990,975
Interest on participant loans2014-12-31$3,913
Interest earned on other investments2014-12-31$16,014
Value of interest in common/collective trusts at end of year2014-12-31$1,591,878
Value of interest in common/collective trusts at beginning of year2014-12-31$1,448,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$843,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,020,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$85,629
Net investment gain or loss from common/collective trusts2014-12-31$66,127
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$168,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$932,017
Contract administrator fees2014-12-31$30,267
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 name2014-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2013 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$373,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$963,977
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$517,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$485,985
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$525,849
Value of total assets at end of year2013-12-31$4,555,735
Value of total assets at beginning of year2013-12-31$3,735,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,075
Total interest from all sources2013-12-31$27,208
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$37,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$37,362
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$345,389
Participant contributions at end of year2013-12-31$96,344
Participant contributions at beginning of year2013-12-31$106,348
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$446,917
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,555,735
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,735,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,990,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,429,895
Interest on participant loans2013-12-31$4,808
Interest earned on other investments2013-12-31$22,400
Value of interest in common/collective trusts at end of year2013-12-31$1,448,012
Value of interest in common/collective trusts at beginning of year2013-12-31$1,163,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,020,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,035,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$222,904
Net investment gain or loss from common/collective trusts2013-12-31$150,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$167,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$485,985
Contract administrator fees2013-12-31$31,075
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOGANTAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$854,074
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$420,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$400,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$536,718
Value of total assets at end of year2012-12-31$3,735,122
Value of total assets at beginning of year2012-12-31$3,301,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,760
Total interest from all sources2012-12-31$26,922
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,963
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$363,790
Participant contributions at end of year2012-12-31$106,348
Participant contributions at beginning of year2012-12-31$105,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$433,170
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,735,122
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,301,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,429,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,505,080
Interest on participant loans2012-12-31$4,344
Interest earned on other investments2012-12-31$22,578
Value of interest in common/collective trusts at end of year2012-12-31$1,163,051
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,035,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$691,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$195,517
Net investment gain or loss from common/collective trusts2012-12-31$65,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$172,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$400,144
Contract administrator fees2012-12-31$20,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOGANTAYLOR LLP
Accountancy firm EIN2012-12-31731413977
2011 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$463,970
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$146,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$138,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$417,962
Value of total assets at end of year2011-12-31$3,301,952
Value of total assets at beginning of year2011-12-31$2,984,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,044
Total interest from all sources2011-12-31$23,479
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$302,935
Participant contributions at end of year2011-12-31$105,357
Participant contributions at beginning of year2011-12-31$88,280
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$11,726
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$317,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,301,952
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,984,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,505,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,286,747
Interest on participant loans2011-12-31$4,273
Interest earned on other investments2011-12-31$19,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$691,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$592,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$22,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$113,193
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$4,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$138,189
Contract administrator fees2011-12-31$8,044
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOGANTAYLOR LLP
Accountancy firm EIN2011-12-31731413977
2010 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$395,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$646,553
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$266,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$259,907
Value of total corrective distributions2010-12-31$3,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$421,561
Value of total assets at end of year2010-12-31$2,984,215
Value of total assets at beginning of year2010-12-31$2,209,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,100
Total interest from all sources2010-12-31$18,721
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$300,746
Participant contributions at end of year2010-12-31$88,280
Participant contributions at beginning of year2010-12-31$26,290
Participant contributions at end of year2010-12-31$11,726
Participant contributions at beginning of year2010-12-31$7,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$379,869
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,984,215
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,209,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,286,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,817,943
Interest on participant loans2010-12-31$2,144
Interest earned on other investments2010-12-31$16,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$592,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$354,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$206,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$120,815
Employer contributions (assets) at end of year2010-12-31$4,734
Employer contributions (assets) at beginning of year2010-12-31$2,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$259,907
Contract administrator fees2010-12-31$3,100
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOGANTAYLOR LLP
Accountancy firm EIN2010-12-31731413977
2009 : OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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 CENTRAL CREDIT UNION 401(K) PLAN & TRUST

2019: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
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: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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
2013: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: OKLAHOMA CENTRAL CREDIT UNION 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number035-0065-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number035-0065-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number035-0065-9
Policy instance 1

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