Plan5500

Pauls Valley, 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, Pauls Valley, OK has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $4,981,475 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
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$4,981,475
Total reported assets$5M$4,981,475
Total reported participants1.6K1,605
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$5MLiabilities$0
Contributions & income
Employer contributions$424.4K
Participant contributions$917.4K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$332.9K
Total expenses$360.2K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pauls Valley, 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

Pauls Valley market comparison

Largest plan share of assets57%Seth Wadley Auto Group 401(K) Plan
Participants per plan268Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Pauls Valley

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

  1. 1
    Seth Wadley Auto Group 401(K) Plan$2.9M
    Badger Valley Investments, LLC · 2023
  2. 2
    North Bound Exploration Co, Inc 401(K) Retirement Plan$1.1M
    North Bound Exploration Company, Inc. · 2023
  3. 3
    Garvin Agee Carlton, P.C. 401(K) Retirement Plan$931.4K
    Garvin Agee Carlton, P.C. · 2023
  4. 4
    Moore Sonic Management, Inc 401(K) Plan$79.1K
    Moore Sonic Management, Inc · 2023
  5. 5
    Badger Valley Investments Health & Welfare Plannot reported in the loaded dataset
    Badger Valley Investments, LLC · 2023
  6. 6
    Covercraft Industries Health & Welfare Plannot reported in the loaded dataset
    Covercraft Industries, LLC · 2023

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

Related Form 5500 pages