Plan5500

Paul Transportation — 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, Paul Transportation (EIN 71-0921816) is a plan sponsor located in Tulsa, 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
71-0921816
Location
Tulsa, OK
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Paul Transportation

  • 3 loaded plans hold $3.1M in reported assets.
  • The largest, Paul Transportation, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 777 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,052,411
Total reported assets$3.1M$3,068,133
Total reported participants777
Total reported liabilities$15.7K$15,722

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$15.7K
Contributions & income
Employer contributions$133K
Participant contributions$332.1K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$746.2K
Total expenses$783.2K
Net increase / (decrease)$256.6K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Paul Transportation, Inc. 401(K) Plan
Participants per plan259Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Paul Transportation, Inc. 401(K) Plan$3.1M
    Plan #001 · 320 participants · 2023
  2. 2
    Paul Transportation Ancillary Health Plannot reported in the loaded dataset
    Plan #502 · 291 participants · 2023
  3. 3
    Paul Transportationnot reported in the loaded dataset
    Plan #501 · 166 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Paul Transportation. Open one for its full reported snapshot.

  1. 2023
    Paul Transportation, Inc. 401(K) Plan320 participants · 2Sch HSch C
    View filing →
  2. 2023
    Paul Transportation Ancillary Health Plan291 participants · 2No schedules
    View filing →
  3. 2023
    Paul Transportation166 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Paul Transportation report on Form 5500?
Paul Transportation (EIN 71-0921816) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Paul Transportation?
The Employer Identification Number (EIN) reported for Paul Transportation is 71-0921816.
What is the latest Form 5500 filing year for Paul Transportation?
The latest loaded Form 5500 filing year for Paul Transportation is 2023.

Related Form 5500 pages