Plan5500

Tuttle, 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, Tuttle, OK has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,125,835 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 Tuttle

  • 3 loaded plans hold $1.1M in reported assets across 3 sponsors.
  • The largest, John Morgan, Dds Employees' 401(K) Plan, holds 75% of reported Tuttle plan assets.
  • Plans cover 7 participants — about 2 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$1.1MSummed across loaded plans$1,125,835
Total reported assets$1.1M$1,125,835
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$18.4K
Participant contributions$30K
Total income / additions$169.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$240
Net increase / (decrease)$168.9K

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 Tuttle, 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

Tuttle market comparison

Largest plan share of assets75%John Morgan, Dds Employees' 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Tuttle

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

  1. 1
    John Morgan, Dds Employees' 401(K) Plan$844.3K
    John Morgan, Dds · 2023
  2. 2
    Mjpn Enterprises Retirement Plan$181.6K
    Mjpn Enterprises, Inc. · 2023
  3. 3
    B3 Team Incorporated Retirement Plan$100K
    B3 Team Incorporated · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages