Otoe-Missouria Development Authority 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Otoe-Missouria Development Authority)
Plain-English plan 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, Otoe-Missouria Development Authority 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Otoe-Missouria Development Authority under EIN 06-1785997 and plan number 001. The latest loaded filing year is 2023. The filing reports 549 participants and $5,854,974 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.9MPlan net assets, end of year$5,854,974
Participants549Covered participants reported
Assets / participant$10.7KComputed: assets ÷ participants$10,665 (computed)
Provider compensation$54.5K1 Schedule C provider row(s)$54,510
- Plan sponsor
- Otoe-Missouria Development Authority
- EIN
- 06-1785997
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20241014084816NAL0025756385001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,854,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,854,974
- Net assets (BOY)
- $4,757,354
Income & contributions
- Employer contributions
- $284,135
- Participant contributions
- $494,847
- Total contributions
- $786,259
- Total income / additions
- $1,657,255
Expenses & distributions
- Benefits paid
- $480,826
- Administrative expenses
- $51,110
- Total expenses
- $559,635
- Net increase / (decrease)
- $1,097,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bokf, Na | TRUSTEE | $54,510 | $0 | 2023 |