First National Bank And Trust Of Chickasha — 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, First National Bank And Trust Of Chickasha (EIN 73-0181535) is a plan sponsor located in Chickasha, 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
73-0181535
Location
Chickasha, OK
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,262,025
Total reported liabilities (EOY)
$8,509,768
Total reported net assets (EOY)
$26,752,257

Contributions & income

Employer contributions
$781,208
Participant contributions
$716,670
Total income / additions
$5,746,630

Expenses & distributions

Benefits paid / distributions
$5,759,623
Total expenses
$6,257,695
Net increase / (decrease)
-$511,065

Coverage

Total reported participants
343
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

First National Bank And Trust Of Chickasha plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The First National Bank And Trust Co., Chickasha Oklahoma Savings Incentive And Employee Stock Ownership Plan002203$35,262,0252023
First National Bank Of Chickasha Employee Benefits Plan501140not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First National Bank And Trust Of Chickasha
YearPlanParticipantsSchedulesFiling
2023First National Bank Of Chickasha Employee Benefits Plan14020240724152859NAL0022134960001
2023The First National Bank And Trust Co., Chickasha Oklahoma Savings Incentive And Employee Stock Ownership Plan203H, C20250106154414NAL0008070177001

Related Form 5500 pages