Original filing (PDF)20241116103417NAL0002312177001

CITY OF OLTON

Name: CITY OF OLTON — CITY OF OLTON RETIREMENT PLAN & TRUST, Form 5500 (2023)
Creator: CITY OF OLTON

Form 5500-SF

FILING_RECEIVED

CITY OF OLTON RETIREMENT PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITY OF OLTON.

Plan sponsor

Name

CITY OF OLTON

EIN

75-6000629

Address

P.O. BOX 1087 · OLTON, TX · 79064

Phone

(806) 285-2611

Industry

Public Administrationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-11-16

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Public Administration plans

ROCK VALLEY COMMUNITY PROGRAMS

TAX DEFERRED ANNUITY PLAN OF ROCK VALLEY COMMUNITY PROGRAMS, INC.

$799K · 102 participants

CLEARFIELD COUNTY ECONOMIC DEVELOPMENT

CLEARFIELD COUNTY ECONOMIC DEVELOPMENT 401(K) PLAN

$787K · 3 participants

CITY OF JOHNSON

CITY OF JOHNSON 401(K) PLAN

$783K · 34 participants

THE ECONOMIC PROGRESS INSTITUTE

THE ECONOMIC PROGRESS INSTITUTE 401(K) PLAN

$782K · 8 participants

JEFFERSON COUNCIL ON AGING, INC.

JCOA 401K PLAN