Plan5500

Fort Gibson, 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, Fort Gibson, OK has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,278,357 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Fort Gibson

  • 3 loaded plans hold $2.3M in reported assets across 3 sponsors.
  • The largest, Walker And Walker Pllc 401(K) Profit Sharing Plan & Trust, holds 89% of reported Fort Gibson plan assets.
  • Plans cover 26 participants — about 9 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,278,357
Total reported assets$2.3M$2,278,357
Total reported participants26
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$0
Contributions & income
Employer contributions$33.1K
Participant contributions$72.1K
Total income / additions$530.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$4.6K
Net increase / (decrease)$525.6K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Gibson, 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.

Computed from loaded plans

Fort Gibson market comparison

Largest plan share of assets89%Walker And Walker Pllc 401(K) Profit Sharing Plan & Trust
Participants per plan9Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Fort Gibson

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Walker And Walker Pllc 401(K) Profit Sharing Plan & Trust$2M
    Walker And Walker Pllc · 2023
  2. 2
    Arklahoma Home Solutions Inc. Retirement Plan$144.8K
    Arklahoma Home Solutions Inc. · 2023
  3. 3
    Cdr Transportation Company 401(K) Plan$105.5K
    Cdr Transportation Company · 2023

Largest plans in Fort Gibson → · Fort Gibson plans by participants → · Fort Gibson plans with financial data → · Fort Gibson plans with provider compensation → · $1B+ plans in Fort Gibson →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fort Gibson, OK?
3 plan(s) reported by 3 sponsor(s) are loaded for Fort Gibson, OK.

Related Form 5500 pages