How many benefit plans does Finley & Cook, P.L.L.C. report on Form 5500?

Finley & Cook, P.L.L.C. (EIN 73-0604334) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Finley & Cook, P.L.L.C.?

The Employer Identification Number (EIN) reported for Finley & Cook, P.L.L.C. is 73-0604334.

What is the latest Form 5500 filing year for Finley & Cook, P.L.L.C.?

The latest loaded Form 5500 filing year for Finley & Cook, P.L.L.C. is 2023.

Finley & Cook, P.L.L.C. — 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, Finley & Cook, P.L.L.C. (EIN 73-0604334) is a plan sponsor located in Shawnee, OK with 1 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: 73-0604334
Location: Shawnee, OK
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $15,520,537
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $15,520,537

Contributions & income

Employer contributions: $370,988
Participant contributions: $713,101
Total income / additions: $3,576,655

Expenses & distributions

Benefits paid / distributions: $1,082,022
Total expenses: $1,163,660
Net increase / (decrease): $2,412,995

Coverage

Total reported participants: 356
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Finley & Cook, P.L.L.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Finley & Cook 401(K) Savings Incentive Plan	002	232	$15,520,537	2023
Finley & Cook Welfare Benefit Plan	502	124	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Finley & Cook, P.L.L.C.
Year	Plan	Participants	Schedules	Filing
2023	Finley & Cook Welfare Benefit Plan	124	—	20240813102505NAL0010471105001
2023	Finley & Cook 401(K) Savings Incentive Plan	232	H, C	20240813152816NAL0010722113001