Clinton, 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, Clinton, OK has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $62,612,623 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$62,612,623
Total reported liabilities (EOY)
$16,828
Total reported net assets (EOY)
$62,595,795

Contributions & income

Employer contributions
$2,767,097
Participant contributions
$3,325,923
Total income / additions
$12,982,455

Expenses & distributions

Benefits paid / distributions
$5,189,499
Total expenses
$5,409,945
Net increase / (decrease)
$7,572,510

Coverage

Total reported participants
1,989
Plans with financial statements
5
Plans with provider compensation
3

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

Largest loaded plans by reported assets

Largest loaded plans in Clinton, OK
PlanSponsorReported assets (EOY)Year
Western Equipment, LLC Retirement Savings PlanWestern Equipment, LLC$44,384,9612023
Elmer Smith Oil Co., Inc. Employees' Profit Sharing PlanElmer Smith Oil Company$13,252,1762023
Farmrail System, Inc Employee Stock Ownership PlanFarmrail System, Inc.$4,150,0002023
Sinor Emergency Medical Service, Inc. Employee Stock Ownership PlanSinor Emergency Medical Service, Inc$807,5992023
Ballard'S Of Clinton, Inc. Dba Mckinsey Motor Co. Self Funded Medical Reimbursement PlanBallard'S Of Clinton, Inc.$17,8872023
Elk Supply Company Employee Benefit PlanElk Supply Company, Inc.not reported in the loaded dataset2023
Elmer Smith Oil Company, Inc. Welfare Benefits PlanElmer Smith Oil, Inc.not reported in the loaded dataset2023
Western Equipment, LLC Employee Benefit PlanWestern Equipment, LLCnot reported in the loaded dataset2023

Related Form 5500 pages