2023 Form 5500 filing — First Oklahoma Bank 401(K) Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015091021NAL0047142128004) for First Oklahoma Bank 401(K) Employee Stock Ownership Plan, reported by First Oklahoma Bank under EIN 73-0258330 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091021NAL0047142128004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Oklahoma Bank
- EIN
- 73-0258330
- Plan number
- 001
- Location
- Jenks, OK
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,506,885
- Net assets (EOY)
- $16,506,885
- Employer contributions
- $505,347
- Participant contributions
- $858,452
- Total income / additions
- $3,241,903
- Benefits paid
- $1,204,533
- Administrative expenses
- $80,063
- Total expenses
- $1,284,717
- Net increase / (decrease)
- $1,957,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Trust Company Of Oklahoma | TRUSTEE | $78,279 | not reported in the loaded dataset |