2023 Form 5500 filing — The First National Bank And Trust Co., Chickasha Oklahoma Savings Incentive And 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 20250106154414NAL0008070177001) for The First National Bank And Trust Co., Chickasha Oklahoma Savings Incentive And Employee Stock Ownership Plan, reported by The First National Bank And Trust Co., Chickasha under EIN 73-0181535 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106154414NAL0008070177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The First National Bank And Trust Co., Chickasha
- EIN
- 73-0181535
- Plan number
- 002
- Location
- Chickasha, OK
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,262,025
- Total liabilities (EOY)
- $8,509,768
- Net assets (EOY)
- $26,752,257
- Employer contributions
- $781,208
- Participant contributions
- $716,670
- Total income / additions
- $5,746,630
- Benefits paid
- $5,759,623
- Administrative expenses
- $72,326
- Total expenses
- $6,257,695
- Net increase / (decrease)
- -$511,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rogers Wealth Group | NONE | $24,972 | not reported in the loaded dataset |