Pauls Valley, 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, Pauls Valley, OK has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $4,981,475 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,981,475
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $4,981,475
Contributions & income
- Employer contributions
- $424,414
- Participant contributions
- $917,389
- Total income / additions
- $2,035,240
Expenses & distributions
- Benefits paid / distributions
- $332,894
- Total expenses
- $360,232
- Net increase / (decrease)
- $1,675,008
Coverage
- Total reported participants
- 1,605
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pauls Valley, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Seth Wadley Auto Group 401(K) Plan | Badger Valley Investments, LLC | $2,851,220 | 2023 |
| North Bound Exploration Co, Inc 401(K) Retirement Plan | North Bound Exploration Company, Inc. | $1,119,706 | 2023 |
| Garvin Agee Carlton, P.C. 401(K) Retirement Plan | Garvin Agee Carlton, P.C. | $931,431 | 2023 |
| Moore Sonic Management, Inc 401(K) Plan | Moore Sonic Management, Inc | $79,118 | 2023 |
| Badger Valley Investments Health & Welfare Plan | Badger Valley Investments, LLC | not reported in the loaded dataset | 2023 |
| Covercraft Industries Health & Welfare Plan | Covercraft Industries, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Pauls Valley → · Pauls Valley plans by participants → · Pauls Valley plans with financial data → · Pauls Valley plans with provider compensation → · $1B+ plans in Pauls Valley →
Related Form 5500 pages
- All OK Form 5500 filings
- Seth Wadley Auto Group 401(K) Plan (plan 001)
- Badger Valley Investments, LLC — all reported plans
- North Bound Exploration Co, Inc 401(K) Retirement Plan (plan 001)
- North Bound Exploration Company, Inc. — all reported plans
- Garvin Agee Carlton, P.C. 401(K) Retirement Plan (plan 001)
- Garvin Agee Carlton, P.C. — all reported plans
- Moore Sonic Management, Inc 401(K) Plan (plan 001)
- Moore Sonic Management, Inc — all reported plans
- Badger Valley Investments Health & Welfare Plan (plan 501)
- Covercraft Industries Health & Welfare Plan (plan 501)
- Covercraft Industries, LLC — all reported plans
- Methodology
- Data sources