2023 Form 5500 filing — Otoe-Missouria Development Authority 401(K) Profit Sharing Plan & Trust
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 20241014084816NAL0025756385001) for Otoe-Missouria Development Authority 401(K) Profit Sharing Plan & Trust, reported by Otoe-Missouria Development Authority under EIN 06-1785997 and plan number 001. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.9MReported net assets$5,854,974
Participants549
Provider compensation$54.5K1 Schedule C row(s)$54,510
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014084816NAL0025756385001
- Plan sponsor
- Otoe-Missouria Development Authority
- EIN
- 06-1785997
- Plan number
- 001
- Location
- Oklahoma City, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,854,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,854,974
- Employer contributions
- $284,135
- Participant contributions
- $494,847
- Total income / additions
- $1,657,255
- Benefits paid
- $480,826
- Administrative expenses
- $51,110
- Total expenses
- $559,635
- Net increase / (decrease)
- $1,097,620
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $54,510 | $0 |