Bankonit, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bankonit, LLC (EIN 20-2338224) is a plan sponsor located in Oklahoma City, OK with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-2338224
Location
Oklahoma City, OK
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,989,057
Total reported liabilities (EOY)
$32,342
Total reported net assets (EOY)
$4,956,715

Contributions & income

Employer contributions
$355,513
Participant contributions
$522,979
Total income / additions
$1,756,676

Expenses & distributions

Benefits paid / distributions
$482,556
Total expenses
$487,305
Net increase / (decrease)
$1,269,371

Coverage

Total reported participants
411
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Bankonit, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bankonit Retirement Savings Plan001162$4,989,0572023
Bankonit, LLC Wrap Plan501249not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bankonit, LLC
YearPlanParticipantsSchedulesFiling
2023Bankonit Retirement Savings Plan162H, C20240912100354NAL0018630050001
2023Bankonit, LLC Wrap Plan24920250318185558NAL0003851217001

Related Form 5500 pages