2023 Form 5500 filing — 403(B) Thrift Plan For Community Action Project Of Tulsa County, Inc.
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918172013NAL0008393456001) for 403(B) Thrift Plan For Community Action Project Of Tulsa County, Inc., reported by Community Action Project Of Tulsa County, Inc. under EIN 73-1019247 and plan number 002. It reports 760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918172013NAL0008393456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Project Of Tulsa County, Inc.
- EIN
- 73-1019247
- Plan number
- 002
- Location
- Tulsa, OK
- Participants
- 760
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,719,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,719,033
- Employer contributions
- $617,865
- Participant contributions
- $1,459,691
- Total income / additions
- $4,917,551
- Benefits paid
- $1,256,131
- Administrative expenses
- $87,578
- Total expenses
- $1,343,709
- Net increase / (decrease)
- $3,573,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, N.A. | CUSTODIAN | $87,578 | $0 |