Plan5500

Wilburton, 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, Wilburton, OK has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $529,966 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
2
Latest filing year
2023

What stands out in Wilburton

  • 2 loaded plans hold $530K in reported assets across 2 sponsors.
  • The largest, Wilburton Family Dentistry, LLC 401k, holds 100% of reported Wilburton plan assets.
  • Plans cover 122 participants — about 61 per plan.
  • 50% 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$530KSummed across loaded plans$529,966
Total reported assets$530K$529,966
Total reported participants122
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$530K total assets
Net assets$530KLiabilities—
Contributions & income
Employer contributions$14.6K
Participant contributions$32.4K
Total income / additions$105.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$3.9K
Net increase / (decrease)$101.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Wilburton market comparison

Largest plan share of assets100%Wilburton Family Dentistry, LLC 401k
Participants per plan61Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Wilburton

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

  1. 1
    Wilburton Family Dentistry, LLC 401k$530K
    Wilburton Family Dentistry, LLC · 2023
  2. 2
    Country Style Management Corp Employee Benefits Plannot reported in the loaded dataset
    Country Style Management Corp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wilburton, OK?
2 plan(s) reported by 2 sponsor(s) are loaded for Wilburton, OK.

Related Form 5500 pages