Gable & Gotwals 401(K) Profit Sharing Plan — Form 5500 plan (Gable & Gotwals, A Professional Corporation)

Plain-English plan 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, Gable & Gotwals 401(K) Profit Sharing Plan is a benefit plan reported by Gable & Gotwals, A Professional Corporation under EIN 73-0776907 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $56,459,913 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gable & Gotwals, A Professional Corporation
EIN
73-0776907
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
172
End-of-year plan assets
$56,459,913

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20240805170947NAL0001541889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,459,913
Total liabilities (EOY)
$345,741
Net assets (EOY)
$56,114,172
Net assets (BOY)
$52,571,480

Income & contributions

Employer contributions
$756,542
Participant contributions
$1,195,710
Total contributions
$1,968,211
Total income / additions
$10,788,110

Expenses & distributions

Benefits paid
$7,239,852
Administrative expenses
$5,566
Total expenses
$7,245,418
Net increase / (decrease)
$3,542,692

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$6,142$02023

Related Form 5500 pages