Dale Rogers Training Center 401(K) Plan — Form 5500 plan (Dale Rogers Training Center)
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, Dale Rogers Training Center 401(K) Plan is a benefit plan reported by Dale Rogers Training Center under EIN 73-0665454 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $1,775,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dale Rogers Training Center
- EIN
- 73-0665454
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $1,775,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241014135758NAL0026345041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,775,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,775,600
- Net assets (BOY)
- $72,770
Income & contributions
- Employer contributions
- $241,058
- Participant contributions
- $335,745
- Total contributions
- $1,600,615
- Total income / additions
- $1,769,149
Expenses & distributions
- Benefits paid
- $45,797
- Administrative expenses
- $20,522
- Total expenses
- $66,319
- Net increase / (decrease)
- $1,702,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $20,522 | $0 | 2023 |