2023 Form 5500 filing — Gable & Gotwals 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805170947NAL0001541889001) for Gable & Gotwals 401(K) Profit Sharing Plan, reported by Gable & Gotwals, A Professional Corporation under EIN 73-0776907 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$56.1MReported net assets$56,114,172
Participants172
Provider compensation$6.1K1 Schedule C row(s)$6,142
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240805170947NAL0001541889001
Plan sponsor
Gable & Gotwals, A Professional Corporation
EIN
73-0776907
Plan number
001
Location
Tulsa, OK
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$56.5M total assets
Net assets$56.1MLiabilities$345.7K
Money in vs. money out
Total income / additions$10.8M
Total expenses$7.2M
Benefits paid / distributions$7.2M
Contributions
Employer$756.5K
Participant$1.2M
Full reported line items
Total assets (EOY)
$56,459,913
Total liabilities (EOY)
$345,741
Net assets (EOY)
$56,114,172
Employer contributions
$756,542
Participant contributions
$1,195,710
Total income / additions
$10,788,110
Benefits paid
$7,239,852
Administrative expenses
$5,566
Total expenses
$7,245,418
Net increase / (decrease)
$3,542,692

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bokf, NaTRUSTEE$6,142$0

Related Form 5500 pages