Plan5500

Sallisaw, 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, Sallisaw, OK has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,685 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 Sallisaw

  • 3 loaded plans hold $11.7K in reported assets across 3 sponsors.
  • The largest, Steven O'Neal, Cpa, Pc, Profit Sharing Plan, holds 100% of reported Sallisaw plan assets.
  • Plans cover 755 participants — about 252 per plan.
  • 33% 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$11.7KSummed across loaded plans$11,685
Total reported assets$11.7K$11,685
Total reported participants755
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$11.7K total assets
Net assets$11.7KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$244.1K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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

Sallisaw market comparison

Largest plan share of assets100%Steven O'Neal, Cpa, Pc, Profit Sharing Plan
Participants per plan252Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sallisaw

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

  1. 1
    Steven O'Neal, Cpa, Pc, Profit Sharing Plan$11.7K
    Steven O'Neal, Cpa · 2023
  2. 2
    Slpt Global Pump Groupnot reported in the loaded dataset
    Slpt Global Pump Group · 2023
  3. 3
    Ltc Accounting Services LLC Wrap Documentnot reported in the loaded dataset
    Ltc Accounting Services, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages