Shawnee, 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, Shawnee, OK has 23 loaded benefit plan(s) reported by 15 plan sponsor(s), with $138,962,946 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)
$138,962,946
Total reported liabilities (EOY)
$46,007
Total reported net assets (EOY)
$138,916,939

Contributions & income

Employer contributions
$6,197,740
Participant contributions
$10,848,169
Total income / additions
$37,277,373

Expenses & distributions

Benefits paid / distributions
$12,944,476
Total expenses
$13,419,442
Net increase / (decrease)
$23,857,931

Coverage

Total reported participants
7,311
Plans with financial statements
15
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shawnee, 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 Shawnee, OK
PlanSponsorReported assets (EOY)Year
Citizen Potawatomi Nation Employee 401(K) Retirement PlanCitizen Potawatomi Nation$54,326,1612023
Preferred Management Corporation Retirement Savings PlanPreferred Management Corporation$16,713,1802023
Absentee Shawnee Tribe Savings Incentive PlanAbsentee Shawnee Tribe Of Indians Of Oklahoma$15,999,0662023
Shawnee Milling Company Savings Incentive And Profit Sharing PlanShawnee Milling Company$15,835,9782023
Finley & Cook 401(K) Savings Incentive PlanFinley & Cook, P.L.L.C.$15,520,5372023
Shawnee Milling Company Union Employees Retirement And 401(K) PlanShawnee Milling Company$5,491,2182023
Robinson Eye Institute, Pllc 401(K) Retirement PlanRobinson Eye Institute, Pllc$4,879,8702023
Cohesive 401(K) PlanCohesive Healthcare Management & Consulting LLC$3,833,7682023
Van Eaton Ready Mix 401(K) PlanVan Eaton Ready Mix, Inc.$3,738,6602023
The Black Hawk Casino 401(K) PlanSauk Business Enterprises$965,4242023
Waddell Family Chiropractic 401(K)Waddell Family Chiropractic$526,9882023
Pacific Wings 401(K) PlanPacific Wings, LLC$495,0572023
Shawnee Dental, Pllc 401(K) PlanShawnee Dental, Pllc$386,6902023
Impressions Dental, Pllc 401(K)Impressions Dental, Pllc$250,3492023
Anvil Resources Corporation 401(K) Profit Sharing PlanAnvil Resources Corporation$02023
Sac & Fox Casino Welfare And Disability PlanThe Black Hawk Casinonot reported in the loaded dataset2023
Cohesive Healthcare Management PlanCohesive Healthcare Management & Consultingnot reported in the loaded dataset2023
Bison Metal Technologies, LLC Employee Benefits PlanBison Metals Technologies, LLCnot reported in the loaded dataset2023
Van Eaton Ready Mix, Inc. Employee Benefits PlanVan Eaton Ready Mix, Inc.not reported in the loaded dataset2023
Health Insurance Plan Shawnee Milling CompanyShawnee Milling Companynot reported in the loaded dataset2023
Preferred Management CorporationPreferred Management Corporationnot reported in the loaded dataset2023
Sac & Fox Casino Medical PlanThe Black Hawk Casinonot reported in the loaded dataset2023
Finley & Cook Welfare Benefit PlanFinley & Cook, Pllcnot reported in the loaded dataset2023

Related Form 5500 pages