Delaware Resource Group Of Oklahoma, LLC 401(K) Plan — Form 5500 plan (Delaware Resource Group Of Oklahoma, LLC)
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, Delaware Resource Group Of Oklahoma, LLC 401(K) Plan is a benefit plan reported by Delaware Resource Group Of Oklahoma, LLC under EIN 20-0458298 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,193 participants and $71,204,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delaware Resource Group Of Oklahoma, LLC
- EIN
- 20-0458298
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 1,193
- End-of-year plan assets
- $71,204,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,193 | H, C | 20240927092013NAL0000947539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,204,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,204,447
- Net assets (BOY)
- $61,982,785
Income & contributions
- Employer contributions
- $2,286,543
- Participant contributions
- $6,825,372
- Total contributions
- $10,763,942
- Total income / additions
- $20,999,720
Expenses & distributions
- Benefits paid
- $11,531,223
- Administrative expenses
- $202,414
- Total expenses
- $11,778,058
- Net increase / (decrease)
- $9,221,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intrust Bank Na | ADVISOR | $99,821 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $83,993 | $0 | 2023 |
| Hogan Taylor Cpa And Advisors | ACCOUNTANT/AUDITOR | $18,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delaware Resource Group Of Oklahoma, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Intrust Bank Na — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Hogan Taylor Cpa And Advisors — Schedule C compensation