Search public Form 5500 filings

Plans

• planTruity Federal Credit Union Capital Accumulation PlanFinancial statementProvider compensation2023 filing
  $29.3Mreported assets (EOY)
  Sponsor: Truity Federal Credit UnionEIN: 73-0561962Plan: 033Participants: 258Assets: $29,340,848Net assets: $29.3MAssets / participant: $113.7KLocation: Bartlesville, OKLatest: 2023
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• planThe Voice Of The Martyrs, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
  $10.4Mreported assets (EOY)
  Sponsor: The Voice Of The Martyrs, Inc.EIN: 73-1395057Plan: 001Participants: 231Assets: $10,426,583Net assets: $10.4MAssets / participant: $45.1KLocation: Bartlesville, OKLatest: 2023
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• planGreen Country Dental Arts, Pc 401(K) PlanFinancial statement2023 filing
  $5Mreported assets (EOY)
  Sponsor: Green Country Dental Arts, PcEIN: 87-0748295Plan: 001Participants: 27Assets: $5,026,643Net assets: $5MAssets / participant: $186.2KLocation: Bartlesville, OKLatest: 2023
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• planAdams Investment Company And Affiliates Pension Plan & TrustFinancial statement2023 filing
  $4Mreported assets (EOY)
  Sponsor: Adams Investment CompanyEIN: 73-1186667Plan: 001Participants: 64Assets: $4,001,145Net assets: $4MAssets / participant: $62.5KLocation: Bartlesville, OKLatest: 2023
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• planCrossing 2nd Inc. Retirement PlanFinancial statement2023 filing
  $271.7Kreported assets (EOY)
  Sponsor: Crossing 2nd Inc.EIN: 83-1420586Plan: 001Participants: 7Assets: $271,705Net assets: $271.7KAssets / participant: $38.8KLocation: Bartlesville, OKLatest: 2023
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• planTimmons Sheet Metal Employee Group Health PlanFinancial statement2023 filing
  $9Kreported assets (EOY)
  Sponsor: Timmons Sheet Metal, Inc.EIN: 73-1075034Plan: 501Participants: 12Assets: $9,009Net assets: $9KAssets / participant: $751Location: Bartlesville, OKLatest: 2023
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• planDiversified Systems Resources Vision Service PlanFinancial statement2023 filing
  $0reported assets (EOY)
  Sponsor: Diversified Systems Resources LtdEIN: 73-1143352Plan: 503Participants: 311Assets: $0Net assets: $0Assets / participant: $0Location: Bartlesville, OKLatest: 2023
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• planDiversified Systems Employee Benefit PlansFinancial statement2023 filing
  $0reported assets (EOY)
  Sponsor: Diversified Systems Resources LtdEIN: 73-1143352Plan: 501Participants: 188Assets: $0Net assets: $0Assets / participant: $0Location: Bartlesville, OKLatest: 2023
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