Watonga, 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, Watonga, OK has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $15,228,459 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,228,459
Total reported liabilities (EOY)
$115
Total reported net assets (EOY)
$15,228,344

Contributions & income

Employer contributions
$320,599
Participant contributions
$605,455
Total income / additions
$2,953,890

Expenses & distributions

Benefits paid / distributions
$1,652,519
Total expenses
$1,712,818
Net increase / (decrease)
$1,241,072

Coverage

Total reported participants
433
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Watonga, 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 Watonga, OK
PlanSponsorReported assets (EOY)Year
Savings Incentive Plan For Employees Of Wheeler Brothers Grain Company, LLCWheeler Brothers Grain Company, LLC$15,228,4592023
Wheeler Brothers Grain Company, LLC Flexible Spending PlanWheeler Brothers Grain Company, LLCnot reported in the loaded dataset2023

Related Form 5500 pages