401k Plan data: TULSA COUNTY BR ASSOCIATION 401(K) PLAN plan

TULSA COUNTY BR ASSOCIATION 401(K) PLAN 401k Plan overview

Plan Name	TULSA COUNTY BR ASSOCIATION 401(K) PLAN
Plan identification number	002

TULSA COUNTY BR ASSOCIATION 401(K) PLAN Benefits

401k Plan Type

Defined 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

TULSA COUNTY BAR ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: TULSA COUNTY BAR ASSOCIATION

Employer identification number (EIN): 731238391

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULSA COUNTY BR ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01 TAMI WILLIAMS 2024-02-22 TAMI WILLIAMS 2024-02-22
002 2021-09-01 TAMI WILLIAMS 2023-06-05 TAMI WILLIAMS 2023-06-05
002 2020-09-01 JEFFREY FRABLE 2022-06-07
002 2019-09-01 JEFFREY FRABLE 2021-06-08
002 2015-09-01 KEVIN COUSINS
002 2014-09-01 KEVIN COUSINS
002 2013-09-01 KEVIN COUSINS
002 2012-09-01 BRANDON T. HEIMDALE
002 2011-09-01 BRANDON HEIMDALE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-09-01	TAMI WILLIAMS	2024-02-22	TAMI WILLIAMS	2024-02-22
002	2021-09-01	TAMI WILLIAMS	2023-06-05	TAMI WILLIAMS	2023-06-05
002	2020-09-01	JEFFREY FRABLE	2022-06-07
002	2019-09-01	JEFFREY FRABLE	2021-06-08
002	2015-09-01	KEVIN COUSINS
002	2014-09-01	KEVIN COUSINS
002	2013-09-01	KEVIN COUSINS
002	2012-09-01	BRANDON T. HEIMDALE
002	2011-09-01	BRANDON HEIMDALE

Plan Statistics for TULSA COUNTY BR ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for TULSA COUNTY BR ASSOCIATION 401(K) PLAN

Measure Date Value
2015: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 4
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 4
Number of participants with account balances 2015-09-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 2
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 2
Number of participants with account balances 2014-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 1
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 1
Number of participants with account balances 2013-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 3
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 3
Number of participants with account balances 2012-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 3
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 3
Number of participants with account balances 2011-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0

Measure	Date	Value
2015: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	4
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	4
Number of participants with account balances	2015-09-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	2
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	2
Number of participants with account balances	2014-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	1
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	1
Number of participants with account balances	2013-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	3
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	3
Number of participants with account balances	2012-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	3
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	3
Number of participants with account balances	2011-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0

Financial Data on TULSA COUNTY BR ASSOCIATION 401(K) PLAN

Measure	Date	Value
2016 : TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-08-31	$25,182
Expenses. Total of all expenses incurred	2016-08-31	$0
Total plan assets at end of year	2016-08-31	$93,235
Total plan assets at beginning of year	2016-08-31	$68,053
Total contributions received or receivable from participants	2016-08-31	$16,230
Other income received	2016-08-31	$6,232
Net income (gross income less expenses)	2016-08-31	$25,182
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$93,235
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$68,053
Total contributions received or receivable from employer(s)	2016-08-31	$2,720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-08-31	$0
Minimum employer required contribution for this plan year	2016-08-31	$0
Amount contributed by the employer to the plan for this plan year	2016-08-31	$0
2015 : TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-08-31	$8,399
Expenses. Total of all expenses incurred	2015-08-31	$0
Benefits paid (including direct rollovers)	2015-08-31	$0
Total plan assets at end of year	2015-08-31	$68,053
Total plan assets at beginning of year	2015-08-31	$59,654
Total contributions received or receivable from participants	2015-08-31	$9,360
Expenses. Other expenses not covered elsewhere	2015-08-31	$0
Contributions received from other sources (not participants or employers)	2015-08-31	$0
Other income received	2015-08-31	$-961
Net income (gross income less expenses)	2015-08-31	$8,399
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$68,053
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$59,654
Assets. Value of participant loans	2015-08-31	$0
Total contributions received or receivable from employer(s)	2015-08-31	$0
Value of certain deemed distributions of participant loans	2015-08-31	$0
Value of corrective distributions	2015-08-31	$0
2014 : TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-08-31	$68,818
Expenses. Total of all expenses incurred	2014-08-31	$282,744
Benefits paid (including direct rollovers)	2014-08-31	$282,744
Total plan assets at end of year	2014-08-31	$59,654
Total plan assets at beginning of year	2014-08-31	$273,580
Total contributions received or receivable from participants	2014-08-31	$11,412
Expenses. Other expenses not covered elsewhere	2014-08-31	$0
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$57,406
Net income (gross income less expenses)	2014-08-31	$-213,926
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$59,654
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$273,580
Assets. Value of participant loans	2014-08-31	$0
Total contributions received or receivable from employer(s)	2014-08-31	$0
Value of certain deemed distributions of participant loans	2014-08-31	$0
Value of corrective distributions	2014-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-08-31	$0
Minimum employer required contribution for this plan year	2014-08-31	$0
Amount contributed by the employer to the plan for this plan year	2014-08-31	$0
2013 : TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$61,202
Expenses. Total of all expenses incurred	2013-08-31	$0
Benefits paid (including direct rollovers)	2013-08-31	$0
Total plan assets at end of year	2013-08-31	$273,580
Total plan assets at beginning of year	2013-08-31	$212,378
Value of fidelity bond covering the plan	2013-08-31	$40,000
Total contributions received or receivable from participants	2013-08-31	$20,494
Expenses. Other expenses not covered elsewhere	2013-08-31	$0
Contributions received from other sources (not participants or employers)	2013-08-31	$0
Other income received	2013-08-31	$40,708
Net income (gross income less expenses)	2013-08-31	$61,202
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$273,580
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$212,378
Assets. Value of participant loans	2013-08-31	$0
Total contributions received or receivable from employer(s)	2013-08-31	$0
Value of certain deemed distributions of participant loans	2013-08-31	$0
Value of corrective distributions	2013-08-31	$0
2012 : TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$51,310
Expenses. Total of all expenses incurred	2012-08-31	$14,312
Benefits paid (including direct rollovers)	2012-08-31	$14,312
Total plan assets at end of year	2012-08-31	$212,378
Total plan assets at beginning of year	2012-08-31	$175,380
Value of fidelity bond covering the plan	2012-08-31	$40,000
Total contributions received or receivable from participants	2012-08-31	$22,385
Expenses. Other expenses not covered elsewhere	2012-08-31	$0
Contributions received from other sources (not participants or employers)	2012-08-31	$0
Other income received	2012-08-31	$25,836
Net income (gross income less expenses)	2012-08-31	$36,998
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$212,378
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$175,380
Assets. Value of participant loans	2012-08-31	$0
Total contributions received or receivable from employer(s)	2012-08-31	$3,089
Value of certain deemed distributions of participant loans	2012-08-31	$0
Value of corrective distributions	2012-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-08-31	$0
Minimum employer required contribution for this plan year	2012-08-31	$0
Amount contributed by the employer to the plan for this plan year	2012-08-31	$0
2011 : TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$44,034
Expenses. Total of all expenses incurred	2011-08-31	$16,211
Benefits paid (including direct rollovers)	2011-08-31	$16,211
Total plan assets at end of year	2011-08-31	$177,076
Total plan assets at beginning of year	2011-08-31	$149,253
Value of fidelity bond covering the plan	2011-08-31	$40,000
Total contributions received or receivable from participants	2011-08-31	$19,874
Expenses. Other expenses not covered elsewhere	2011-08-31	$0
Contributions received from other sources (not participants or employers)	2011-08-31	$0
Other income received	2011-08-31	$24,160
Net income (gross income less expenses)	2011-08-31	$27,823
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$177,076
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$149,253
Assets. Value of participant loans	2011-08-31	$0
Total contributions received or receivable from employer(s)	2011-08-31	$0
Value of certain deemed distributions of participant loans	2011-08-31	$0
Value of corrective distributions	2011-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$16,211
Funding deficiency by the employer to the plan for this plan year	2011-08-31	$0
Minimum employer required contribution for this plan year	2011-08-31	$0
Amount contributed by the employer to the plan for this plan year	2011-08-31	$0
2010 : TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-08-31	$27,737
Expenses. Total of all expenses incurred	2010-08-31	$0
Benefits paid (including direct rollovers)	2010-08-31	$0
Total plan assets at end of year	2010-08-31	$149,253
Total plan assets at beginning of year	2010-08-31	$121,516
Value of fidelity bond covering the plan	2010-08-31	$40,000
Total contributions received or receivable from participants	2010-08-31	$20,681
Expenses. Other expenses not covered elsewhere	2010-08-31	$0
Contributions received from other sources (not participants or employers)	2010-08-31	$0
Other income received	2010-08-31	$7,056
Net income (gross income less expenses)	2010-08-31	$27,737
Net plan assets at end of year (total assets less liabilities)	2010-08-31	$149,253
Net plan assets at beginning of year (total assets less liabilities)	2010-08-31	$121,516
Assets. Value of participant loans	2010-08-31	$0
Total contributions received or receivable from employer(s)	2010-08-31	$0
Value of certain deemed distributions of participant loans	2010-08-31	$0
Value of corrective distributions	2010-08-31	$0

Form 5500 Responses for TULSA COUNTY BR ASSOCIATION 401(K) PLAN

2015: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: TULSA COUNTY BR ASSOCIATION 401(K) PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

TULSA COUNTY MEDICAL SOCIETY 401(K) RETIREMENT PLAN [EIN = 730488400]

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Company Name:	TULSA COUNTY BAR ASSOCIATION
Employer identification number (EIN):	731238391
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers