Okeechobee, FL Form 5500 retirement and benefit plan filings

City Form 5500 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, Okeechobee, FL has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $15,126,554 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.1MSummed across loaded plans$15,126,554
Total reported assets$15.1M$15,126,554
Total reported participants789
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.1M total assets
Net assets$15.1MLiabilities$0
Contributions & income
Employer contributions$565K
Participant contributions$780K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Okeechobee, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Okeechobee, FL
PlanSponsorReported assets (EOY)Year
Walpole, Inc. 401(K) Profit Sharing PlanWalpole, Inc.$8,393,2642023
Larson Dairy, Inc. Profit Sharing Plan And TrustLarson Dairy, Inc.$6,508,8922023
Kajlmd, Inc. Retirement PlanKajlmd, Inc.$153,4332023
United Feed Co-Op, Inc Employee Benefit PlanUnited Feed Co-Op Inc.$70,9652023
Larson Dairy Health And Welfare PlanLarson Dairynot reported in the loaded dataset2023
Walpole Inc Premium Conversation PlanWalpole Incnot reported in the loaded dataset2023

Related Form 5500 pages