Arvest Bank 401k & Profit Sharing Retirement Plan — Form 5500 plan (Arvest Bank)

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, Arvest Bank 401k & Profit Sharing Retirement Plan is a benefit plan reported by Arvest Bank under EIN 71-0118700 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,258 participants and $800,074,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arvest Bank
EIN
71-0118700
Plan number
003
Plan type
2
Location
Lowell, AR
Latest filing year
2023
Participants
8,258
End-of-year plan assets
$800,074,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,258H, C20241015092200NAL0016050963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$800,074,379
Total liabilities (EOY)
$0
Net assets (EOY)
$800,074,379
Net assets (BOY)
$693,991,682

Income & contributions

Employer contributions
$31,353,222
Participant contributions
$33,846,041
Total contributions
$68,786,343
Total income / additions
$173,677,991

Expenses & distributions

Benefits paid
$67,356,837
Administrative expenses
$236,169
Total expenses
$67,595,294
Net increase / (decrease)
$106,082,697

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Institutional Plan ServicesNONE$158,633$02023
Voya Retirement Advisors, LLCNONE$42,767not reported in the loaded dataset2023
MorningstarNONE$34,768not reported in the loaded dataset2023

Related Form 5500 pages