2023 Form 5500 filing — North Oklahoma County Mental Health Center 403(B) Tax Sheltered Annuity Plan
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 20241002095638NAL0008626209001) for North Oklahoma County Mental Health Center 403(B) Tax Sheltered Annuity Plan, reported by North Oklahoma County Mental Health Center under EIN 73-1134098 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002095638NAL0008626209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Oklahoma County Mental Health Center
- EIN
- 73-1134098
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,532,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,532,717
- Employer contributions
- $662,254
- Participant contributions
- $796,616
- Total income / additions
- $3,562,332
- Benefits paid
- $1,253,791
- Administrative expenses
- $16,121
- Total expenses
- $1,269,912
- Net increase / (decrease)
- $2,292,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plexus Financial Services, LLC | NONE | $21,659 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | -$5,538 | not reported in the loaded dataset |