Ardmore, OK 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, Ardmore, OK has 23 loaded benefit plan(s) reported by 15 plan sponsor(s), with $154,487,339 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$154,487,339
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$154,487,339

Contributions & income

Employer contributions
$2,937,878
Participant contributions
$3,478,680
Total income / additions
$32,397,289

Expenses & distributions

Benefits paid / distributions
$16,646,708
Total expenses
$16,869,286
Net increase / (decrease)
$15,528,003

Coverage

Total reported participants
3,803
Plans with financial statements
14
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ardmore, OK 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 Ardmore, OK
PlanSponsorReported assets (EOY)Year
Noble Research Institute, LLC 401(K) PlanNoble Research Institute, LLC$69,110,2332023
Retirement Plan For Employees Of First National Bank Of ArdmoreFirst National Bank And Trust Company$28,539,8772023
The Quintin Little Company, Inc. Savings And Retirement PlanThe Quintin Little Company, Inc.$13,509,9592023
The Daube Company Savings And Incentive PlanThe Daube Company$9,219,0622023
T.C. Craighead & Company Profit Sharing PlanT.C. Craighead & Company, LLC$8,028,9212023
401(K) Profit-Sharing Plan For Employees Of Lighthouse Behavioral Wellness Centers, Inc.Lighthouse Behavioral Wellness Centers, Inc.$7,911,6902023
Michael G. Mccauley, M.D. Profit Sharing PlanMichael G. Mccauley, M.D., Inc.$7,041,2512023
Noble Research Institute, LLC Defined Contribution PlanNoble Research Institute, LLC$4,262,9542023
Keith F. Walker 401(K) PlanKeith F. Walker Oil And Gas Company LLC.$2,481,7962023
Sherry Eye Clinic, P.C. Employees Profit Sharing PlanSherry Eye Clinic, P.C.$2,134,5352023
S. Brent Bahner Pllc Retirement PlanS Brent Bahner Pllc$983,0632023
S. Leslie Ledbetter, Dds 401(K) PlanS. Leslie Ledbetter Dds$936,1342023
Potts Land Company Solo KPotts Land Co Indiv K$327,8642023
Ronald E Worthen Pc PspRonald E Worthen Pc$02023
Elmbrook Management Company Medical PlanElmbrook Management Companynot reported in the loaded dataset2023
First National Bank Of Ardmore Life And Ltd PlanFirst National Bank Of Ardmorenot reported in the loaded dataset2023
Noble Research Institute, LLC Employee Benefit PlanNoble Research Institute, LLCnot reported in the loaded dataset2023
Lighthouse Behavioral Wellness Centers, Inc.Lighthouse Behavioral Wellness Centers, Inc.not reported in the loaded dataset2023
Lighthouse Behavioral Wellness Centers, Inc.Lighthouse Behavioral Wellness Centers, Inc.not reported in the loaded dataset2023
Lighthouse Behavioral Wellness Centers, Inc.Lighthouse Behavioral Wellness Centers, Inc.not reported in the loaded dataset2023
Lighthouse Behavioral Wellness Centers, Inc. Long Term Disability PlanLighthouse Behavioral Wellness Centers, Inc.not reported in the loaded dataset2023
Lighthouse Behavioral Wellness Centers, Inc. Short Term Disability PlanLighthouse Behavioral Wellness Centers, Inc.not reported in the loaded dataset2023
Overland Corporation Benefit PlanOverland Corporationnot reported in the loaded dataset2023

Related Form 5500 pages