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THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 401k Plan overview

Plan NameTHE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN
Plan identification number 001

THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL INC.
Employer identification number (EIN):730955756
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRIS VAN ESS
0012016-01-01CHRIS VAN ESS
0012015-01-01CHRIS VAN ESS
0012014-01-01CHRIS VAN ESS
0012013-10-01CHARLOTTE MILLER
0012012-10-01CHARLOTTE MILLER
0012011-10-01CHARLOTTE MILLER
0012009-10-01CHARLOTTE MILLER
0012008-10-01

Plan Statistics for THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

401k plan membership statisitcs for THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

Measure Date Value
2022: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01331
Total number of active participants reported on line 7a of the Form 55002022-01-01314
Number of retired or separated participants receiving benefits2022-01-0168
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01383
Number of participants with account balances2022-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0139
2021: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01277
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01331
Number of participants with account balances2021-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01249
Total number of active participants reported on line 7a of the Form 55002020-01-01231
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01270
Number of participants with account balances2020-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01220
Total number of active participants reported on line 7a of the Form 55002019-01-01210
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01245
Number of participants with account balances2019-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01188
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01220
Number of participants with account balances2018-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01184
Number of participants with account balances2017-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01177
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01171
Number of participants with account balances2015-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01165
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01151
Total number of active participants reported on line 7a of the Form 55002013-10-01132
Number of retired or separated participants receiving benefits2013-10-015
Number of other retired or separated participants entitled to future benefits2013-10-0125
Total of all active and inactive participants2013-10-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01162
Number of participants with account balances2013-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01155
Total number of active participants reported on line 7a of the Form 55002012-10-01122
Number of retired or separated participants receiving benefits2012-10-014
Number of other retired or separated participants entitled to future benefits2012-10-0125
Total of all active and inactive participants2012-10-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01151
Number of participants with account balances2012-10-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0116
2011: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01151
Total number of active participants reported on line 7a of the Form 55002011-10-01151
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01151
Number of participants with account balances2011-10-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01100
Total number of active participants reported on line 7a of the Form 55002009-10-01110
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0112
Total of all active and inactive participants2009-10-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01122
Number of participants with account balances2009-10-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-013

Financial Data on THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

Measure Date Value
2022 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-444,170
Total loss/gain on sale of assets2022-12-31$2,291,089
Total of all expenses incurred2022-12-31$706,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$689,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,487,485
Value of total assets at end of year2022-12-31$15,839,287
Value of total assets at beginning of year2022-12-31$16,989,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,164
Total interest from all sources2022-12-31$21,170
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$116,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$116,155
Administrative expenses professional fees incurred2022-12-31$17,164
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,089,070
Participant contributions at end of year2022-12-31$385,417
Participant contributions at beginning of year2022-12-31$381,083
Participant contributions at end of year2022-12-31$44,811
Participant contributions at beginning of year2022-12-31$33,821
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$264,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,150,564
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,839,287
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,989,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,221,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,642,977
Interest on participant loans2022-12-31$21,170
Value of interest in common/collective trusts at end of year2022-12-31$9,023,395
Value of interest in common/collective trusts at beginning of year2022-12-31$9,932,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,120,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$963,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$963,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,230,737
Net investment gain or loss from common/collective trusts2022-12-31$-4,129,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,134,105
Employer contributions (assets) at end of year2022-12-31$43,963
Employer contributions (assets) at beginning of year2022-12-31$35,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$689,230
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$14,802,732
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,511,643
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2022-12-31260852716
2021 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,826,738
Total loss/gain on sale of assets2021-12-31$1,104,643
Total of all expenses incurred2021-12-31$204,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$184,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,931,908
Value of total assets at end of year2021-12-31$16,989,851
Value of total assets at beginning of year2021-12-31$13,367,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,346
Total interest from all sources2021-12-31$19,268
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$51,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$51,290
Administrative expenses professional fees incurred2021-12-31$19,346
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$889,520
Participant contributions at end of year2021-12-31$381,083
Participant contributions at beginning of year2021-12-31$263,742
Participant contributions at end of year2021-12-31$33,821
Participant contributions at beginning of year2021-12-31$24,916
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$126,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,622,436
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,989,851
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,367,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,642,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,447,518
Interest on participant loans2021-12-31$19,268
Value of interest in common/collective trusts at end of year2021-12-31$9,932,253
Value of interest in common/collective trusts at beginning of year2021-12-31$8,248,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$963,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,354,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,354,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-101,407
Net investment gain or loss from common/collective trusts2021-12-31$821,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$915,698
Employer contributions (assets) at end of year2021-12-31$35,846
Employer contributions (assets) at beginning of year2021-12-31$28,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$184,956
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$8,064,986
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,960,343
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2021-12-31260852716
2020 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$3,124,417
Total loss/gain on sale of assets2020-12-31$241,348
Total of all expenses incurred2020-12-31$319,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$287,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,517,413
Value of total assets at end of year2020-12-31$13,367,415
Value of total assets at beginning of year2020-12-31$10,562,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,172
Total interest from all sources2020-12-31$18,537
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$38,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$38,946
Administrative expenses professional fees incurred2020-12-31$32,172
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$708,049
Participant contributions at end of year2020-12-31$263,742
Participant contributions at beginning of year2020-12-31$284,250
Participant contributions at end of year2020-12-31$24,916
Participant contributions at beginning of year2020-12-31$25,768
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,176
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,805,151
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,367,415
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,562,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,447,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,406,662
Interest on participant loans2020-12-31$18,537
Value of interest in common/collective trusts at end of year2020-12-31$8,248,242
Value of interest in common/collective trusts at beginning of year2020-12-31$6,334,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,354,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,484,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,484,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$348,336
Net investment gain or loss from common/collective trusts2020-12-31$959,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$762,188
Employer contributions (assets) at end of year2020-12-31$28,456
Employer contributions (assets) at beginning of year2020-12-31$26,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$287,094
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$5,312,366
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,071,018
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2020-12-31260852716
2019 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$3,124,221
Total loss/gain on sale of assets2019-12-31$145,083
Total of all expenses incurred2019-12-31$514,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$502,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,429,459
Value of total assets at end of year2019-12-31$10,562,264
Value of total assets at beginning of year2019-12-31$7,952,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,803
Total interest from all sources2019-12-31$18,943
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$54,074
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$54,074
Administrative expenses professional fees incurred2019-12-31$11,803
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$611,547
Participant contributions at end of year2019-12-31$284,250
Participant contributions at beginning of year2019-12-31$282,518
Participant contributions at end of year2019-12-31$25,768
Participant contributions at beginning of year2019-12-31$14,568
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$171,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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$2,609,516
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,562,264
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,952,748
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$2,406,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,537,066
Interest on participant loans2019-12-31$18,943
Value of interest in common/collective trusts at end of year2019-12-31$6,334,566
Value of interest in common/collective trusts at beginning of year2019-12-31$4,701,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,484,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$401,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$401,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$457,557
Net investment gain or loss from common/collective trusts2019-12-31$1,019,105
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$646,430
Employer contributions (assets) at end of year2019-12-31$26,421
Employer contributions (assets) at beginning of year2019-12-31$15,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$502,902
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,685,397
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,540,314
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 name2019-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2019-12-31260852716
2018 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 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$520,811
Total loss/gain on sale of assets2018-12-31$128,080
Total of all expenses incurred2018-12-31$394,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$385,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,006,981
Value of total assets at end of year2018-12-31$7,952,748
Value of total assets at beginning of year2018-12-31$7,825,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,248
Total interest from all sources2018-12-31$18,187
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$47,095
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$47,095
Administrative expenses professional fees incurred2018-12-31$8,248
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$475,326
Participant contributions at end of year2018-12-31$282,518
Participant contributions at beginning of year2018-12-31$276,036
Participant contributions at end of year2018-12-31$14,568
Participant contributions at beginning of year2018-12-31$18,118
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$126,803
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,952,748
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,825,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,537,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,513,985
Interest on participant loans2018-12-31$18,187
Value of interest in common/collective trusts at end of year2018-12-31$4,701,386
Value of interest in common/collective trusts at beginning of year2018-12-31$4,803,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$401,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$196,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$196,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-229,396
Net investment gain or loss from common/collective trusts2018-12-31$-450,136
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$530,406
Employer contributions (assets) at end of year2018-12-31$15,907
Employer contributions (assets) at beginning of year2018-12-31$17,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$385,760
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
Aggregate proceeds on sale of assets2018-12-31$5,184,895
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,056,815
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 name2018-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2018-12-31260852716
2017 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$1,929,064
Total loss/gain on sale of assets2017-12-31$662,072
Total of all expenses incurred2017-12-31$409,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$397,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$943,927
Value of total assets at end of year2017-12-31$7,825,945
Value of total assets at beginning of year2017-12-31$6,306,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,414
Total interest from all sources2017-12-31$13,750
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$26,651
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$26,651
Administrative expenses professional fees incurred2017-12-31$12,414
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$2
Contributions received from participants2017-12-31$424,105
Participant contributions at end of year2017-12-31$276,036
Participant contributions at beginning of year2017-12-31$184,444
Participant contributions at end of year2017-12-31$18,118
Participant contributions at beginning of year2017-12-31$7,945
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$35,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$1,389
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$1,519,553
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,825,945
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,306,392
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$2,513,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,293,203
Interest on participant loans2017-12-31$13,750
Value of interest in common/collective trusts at end of year2017-12-31$4,803,513
Value of interest in common/collective trusts at beginning of year2017-12-31$4,248,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$196,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$554,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$554,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-72,866
Net investment gain or loss from common/collective trusts2017-12-31$355,530
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$484,472
Employer contributions (assets) at end of year2017-12-31$17,731
Employer contributions (assets) at beginning of year2017-12-31$16,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$397,097
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
Aggregate proceeds on sale of assets2017-12-31$6,965,028
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,302,956
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 name2017-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2017-12-31260852716
2016 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$1,199,870
Total loss/gain on sale of assets2016-12-31$72,340
Total of all expenses incurred2016-12-31$112,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$106,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$806,926
Value of total assets at end of year2016-12-31$6,306,392
Value of total assets at beginning of year2016-12-31$5,218,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,345
Total interest from all sources2016-12-31$11,773
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,250
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$15,250
Administrative expenses professional fees incurred2016-12-31$6,345
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$365,528
Participant contributions at end of year2016-12-31$184,444
Participant contributions at beginning of year2016-12-31$237,059
Participant contributions at end of year2016-12-31$7,945
Participant contributions at beginning of year2016-12-31$10,651
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$1,389
Total non interest bearing cash at beginning of year2016-12-31$31,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,087,458
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,306,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,218,934
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$1,293,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,381,781
Interest on participant loans2016-12-31$11,773
Value of interest in common/collective trusts at end of year2016-12-31$4,248,236
Value of interest in common/collective trusts at beginning of year2016-12-31$3,306,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$554,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$238,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$238,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$65,950
Net investment gain or loss from common/collective trusts2016-12-31$227,631
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$441,398
Employer contributions (assets) at end of year2016-12-31$16,627
Employer contributions (assets) at beginning of year2016-12-31$12,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$106,067
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
Aggregate proceeds on sale of assets2016-12-31$1,304,300
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,231,960
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 name2016-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2016-12-31260852716
2015 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,374
Total income from all sources (including contributions)2015-12-31$734,364
Total loss/gain on sale of assets2015-12-31$116,301
Total of all expenses incurred2015-12-31$173,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$155,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$781,785
Value of total assets at end of year2015-12-31$5,218,934
Value of total assets at beginning of year2015-12-31$4,684,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,716
Total interest from all sources2015-12-31$7,339
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,092
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$15,092
Administrative expenses professional fees incurred2015-12-31$17,716
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$316,884
Participant contributions at end of year2015-12-31$237,059
Participant contributions at beginning of year2015-12-31$136,515
Participant contributions at end of year2015-12-31$10,651
Participant contributions at beginning of year2015-12-31$10,151
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$26,374
Other income not declared elsewhere2015-12-31$-244,378
Total non interest bearing cash at end of year2015-12-31$31,041
Total non interest bearing cash at beginning of year2015-12-31$29,390
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$561,285
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,218,934
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,657,649
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$1,381,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,204,350
Interest on participant loans2015-12-31$7,339
Value of interest in common/collective trusts at end of year2015-12-31$3,306,974
Value of interest in common/collective trusts at beginning of year2015-12-31$3,115,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$238,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$176,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$176,879
Net investment gain or loss from common/collective trusts2015-12-31$58,225
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$413,745
Employer contributions (assets) at end of year2015-12-31$12,967
Employer contributions (assets) at beginning of year2015-12-31$11,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$155,363
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
Aggregate proceeds on sale of assets2015-12-31$2,142,313
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,026,012
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 name2015-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2015-12-31260852716
2014 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 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$26,374
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$964,312
Total loss/gain on sale of assets2014-12-31$82,707
Total of all expenses incurred2014-12-31$95,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$77,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$682,838
Value of total assets at end of year2014-12-31$4,684,023
Value of total assets at beginning of year2014-12-31$3,788,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,483
Total interest from all sources2014-12-31$6,894
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,414
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$9,414
Administrative expenses professional fees incurred2014-12-31$17,483
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$295,676
Participant contributions at end of year2014-12-31$136,515
Participant contributions at beginning of year2014-12-31$131,684
Participant contributions at end of year2014-12-31$10,151
Participant contributions at beginning of year2014-12-31$7,496
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$26,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$29,390
Total non interest bearing cash at beginning of year2014-12-31$3,639,513
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$869,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,657,649
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,788,378
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$1,204,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$6,880
Value of interest in common/collective trusts at end of year2014-12-31$3,115,460
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$176,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$182,459
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$370,783
Employer contributions (assets) at end of year2014-12-31$11,278
Employer contributions (assets) at beginning of year2014-12-31$9,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$77,558
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
Aggregate proceeds on sale of assets2014-12-31$692,465
Aggregate carrying amount (costs) on sale of assets2014-12-31$609,758
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 name2014-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2014-12-31260852716
2013 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$382,492
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$28,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$160,835
Value of total assets at end of year2013-12-31$3,788,378
Value of total assets at beginning of year2013-12-31$3,434,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$492
Total interest from all sources2013-12-31$1,554
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$67,955
Participant contributions at end of year2013-12-31$131,684
Participant contributions at beginning of year2013-12-31$157,933
Participant contributions at end of year2013-12-31$7,496
Participant contributions at beginning of year2013-12-31$9,125
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$196
Total non interest bearing cash at end of year2013-12-31$3,639,513
Total non interest bearing cash at beginning of year2013-12-31$7,404
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$353,888
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,788,378
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,434,490
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
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,247,143
Interest on participant loans2013-12-31$1,554
Net investment gain/loss from pooled separate accounts2013-12-31$220,103
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$92,684
Employer contributions (assets) at end of year2013-12-31$9,685
Employer contributions (assets) at beginning of year2013-12-31$12,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$28,112
Contract administrator fees2013-12-31$492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2013-12-31260852716
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,061,930
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$291,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$288,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$662,892
Value of total assets at end of year2013-09-30$3,434,490
Value of total assets at beginning of year2013-09-30$2,664,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$3,538
Total interest from all sources2013-09-30$6,447
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$300,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$302,441
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$239,254
Participant contributions at end of year2013-09-30$157,933
Participant contributions at beginning of year2013-09-30$120,368
Participant contributions at end of year2013-09-30$9,125
Participant contributions at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$108,096
Other income not declared elsewhere2013-09-30$6,184
Total non interest bearing cash at end of year2013-09-30$7,404
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$770,055
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,434,490
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$2,664,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in pooled separate accounts at end of year2013-09-30$3,247,143
Value of interest in pooled separate accounts at beginning of year2013-09-30$2,544,067
Interest on participant loans2013-09-30$6,447
Net investment gain/loss from pooled separate accounts2013-09-30$386,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$315,542
Employer contributions (assets) at end of year2013-09-30$12,885
Employer contributions (assets) at beginning of year2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$288,337
Contract administrator fees2013-09-30$3,538
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2013-09-30260852716
2012 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,034,206
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$386,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$383,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$640,247
Value of total assets at end of year2012-09-30$2,664,435
Value of total assets at beginning of year2012-09-30$2,016,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$3,034
Total interest from all sources2012-09-30$4,267
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$300,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$237,963
Participant contributions at end of year2012-09-30$120,368
Participant contributions at beginning of year2012-09-30$65,598
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$54,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$647,436
Value of net assets at end of year (total assets less liabilities)2012-09-30$2,664,435
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$2,016,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in pooled separate accounts at end of year2012-09-30$2,544,067
Value of interest in pooled separate accounts at beginning of year2012-09-30$1,951,401
Interest on participant loans2012-09-30$4,267
Net investment gain/loss from pooled separate accounts2012-09-30$389,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$348,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$383,736
Contract administrator fees2012-09-30$3,034
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2012-09-30260852716
2011 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$735,066
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$77,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$76,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$845,306
Value of total assets at end of year2011-09-30$2,016,999
Value of total assets at beginning of year2011-09-30$1,359,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,310
Total interest from all sources2011-09-30$2,832
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$780
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$250,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$182,550
Participant contributions at end of year2011-09-30$65,598
Participant contributions at beginning of year2011-09-30$37,063
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$322,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$657,230
Value of net assets at end of year (total assets less liabilities)2011-09-30$2,016,999
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,359,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in pooled separate accounts at end of year2011-09-30$1,951,401
Value of interest in pooled separate accounts at beginning of year2011-09-30$1,322,706
Interest on participant loans2011-09-30$2,832
Net investment gain/loss from pooled separate accounts2011-09-30$-113,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$340,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$76,526
Contract administrator fees2011-09-30$530
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2011-09-30260852716
2010 : THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

2022: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 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 filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE OKLAHOMA CITY INDIAN CLINIC 401(K) 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: THE OKLAHOMA CITY INDIAN CLINIC 401(K) 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: THE OKLAHOMA CITY INDIAN CLINIC 401(K) 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: THE OKLAHOMA CITY INDIAN CLINIC 401(K) 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: THE OKLAHOMA CITY INDIAN CLINIC 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01First time form 5500 has been submittedYes
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86949
Policy instance 1
Insurance contract or identification number86949
Number of Individuals Covered148
Insurance policy start date2013-10-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,363
Total amount of fees paid to insurance companyUSD $1,393
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,363
Insurance broker organization code?3
Amount paid for insurance broker fees1393
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION, DISTRIBUTIONS, LOANS
Insurance broker nameRETIREMENT, LLC - SERIES TWO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86949
Policy instance 1
Insurance contract or identification number86949
Number of Individuals Covered148
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,775
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10409
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameRETIREMENT, LLC - SERIES TWO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86949
Policy instance 1
Insurance contract or identification number86949
Number of Individuals Covered151
Insurance policy start date2011-10-24
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $9,323
Total amount of fees paid to insurance companyUSD $2,360
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number86949
Policy instance 1
Insurance contract or identification number86949
Number of Individuals Covered147
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $8,358
Total amount of fees paid to insurance companyUSD $780
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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