Dearing & Jones Pc — 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, Dearing & Jones Pc (EIN 81-4209909) is a plan sponsor located in Lawton, 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
81-4209909
Location
Lawton, OK
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,453,803
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,453,803

Contributions & income

Employer contributions
$83,540
Participant contributions
$54,910
Total income / additions
$730,586

Expenses & distributions

Benefits paid / distributions
$46,820
Total expenses
$56,555
Net increase / (decrease)
$674,031

Coverage

Total reported participants
18
Plans with financial statements
1
Plans with provider compensation
0

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

Dearing & Jones Pc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Dearing & Jones Pc 401(K) Profit Sharing Plan & Trust00118$2,453,8032023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dearing & Jones Pc
YearPlanParticipantsSchedulesFiling
2023Dearing & Jones Pc 401(K) Profit Sharing Plan & Trust18I20240403125627NAL0007474675001

Related Form 5500 pages