Okeechobee, FL 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, Okeechobee, FL has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $15,126,554 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $15,126,554
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $15,126,554
Contributions & income
- Employer contributions
- $564,984
- Participant contributions
- $779,998
- Total income / additions
- $3,318,133
Expenses & distributions
- Benefits paid / distributions
- $1,414,126
- Total expenses
- $1,510,359
- Net increase / (decrease)
- $1,807,774
Coverage
- Total reported participants
- 789
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Okeechobee, FL 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Walpole, Inc. 401(K) Profit Sharing Plan | Walpole, Inc. | $8,393,264 | 2023 |
| Larson Dairy, Inc. Profit Sharing Plan And Trust | Larson Dairy, Inc. | $6,508,892 | 2023 |
| Kajlmd, Inc. Retirement Plan | Kajlmd, Inc. | $153,433 | 2023 |
| United Feed Co-Op, Inc Employee Benefit Plan | United Feed Co-Op Inc. | $70,965 | 2023 |
| Larson Dairy Health And Welfare Plan | Larson Dairy | not reported in the loaded dataset | 2023 |
| Walpole Inc Premium Conversation Plan | Walpole Inc | not reported in the loaded dataset | 2023 |
Largest plans in Okeechobee → · Okeechobee plans by participants → · Okeechobee plans with financial data → · Okeechobee plans with provider compensation → · $1B+ plans in Okeechobee →
Related Form 5500 pages
- All FL Form 5500 filings
- Walpole, Inc. 401(K) Profit Sharing Plan (plan 003)
- Walpole, Inc. — all reported plans
- Larson Dairy, Inc. Profit Sharing Plan And Trust (plan 001)
- Larson Dairy, Inc. — all reported plans
- Kajlmd, Inc. Retirement Plan (plan 001)
- Kajlmd, Inc. — all reported plans
- United Feed Co-Op, Inc Employee Benefit Plan (plan 001)
- United Feed Co-Op Inc. — all reported plans
- Larson Dairy Health And Welfare Plan (plan 501)
- Walpole Inc Premium Conversation Plan (plan 501)
- Methodology
- Data sources