Poteau, 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, Poteau, OK has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,956,823 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,956,823
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $8,956,823
Contributions & income
- Employer contributions
- $693,696
- Participant contributions
- $154,125
- Total income / additions
- $2,116,504
Expenses & distributions
- Benefits paid / distributions
- $456,149
- Total expenses
- $544,543
- Net increase / (decrease)
- $1,571,961
Coverage
- Total reported participants
- 713
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Poteau, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Southern Star, Inc. Retirement Savings Plan | Southern Star, Inc. | $8,568,702 | 2023 |
| Broadway Dental, LLC 401k | Broadway Dental, LLC | $387,669 | 2023 |
| Big Bear Industries, Inc. 401k Profit Sharing Plan | Big Bear Industries, Inc. | $452 | 2023 |
| Southern Star, Inc. Employee Benefits Plan | Southern Star, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Poteau → · Poteau plans by participants → · Poteau plans with financial data → · Poteau plans with provider compensation → · $1B+ plans in Poteau →
Related Form 5500 pages
- All OK Form 5500 filings
- Southern Star, Inc. Retirement Savings Plan (plan 001)
- Southern Star, Inc. — all reported plans
- Broadway Dental, LLC 401k (plan 001)
- Broadway Dental, LLC — all reported plans
- Big Bear Industries, Inc. 401k Profit Sharing Plan (plan 001)
- Big Bear Industries, Inc. — all reported plans
- Southern Star, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources