Retirement Plan For Employees Of First National Bank Of Ardmore — Form 5500 plan (First National Bank And Trust Company)
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, Retirement Plan For Employees Of First National Bank Of Ardmore is a benefit plan reported by First National Bank And Trust Company under EIN 73-0130930 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $28,539,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First National Bank And Trust Company
- EIN
- 73-0130930
- Plan number
- 001
- Plan type
- 2
- Location
- Ardmore, OK
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $28,539,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241010182947NAL0041850178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,539,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,539,877
- Net assets (BOY)
- $25,613,887
Income & contributions
- Employer contributions
- $258,907
- Participant contributions
- $378,371
- Total contributions
- $654,655
- Total income / additions
- $4,607,435
Expenses & distributions
- Benefits paid
- $1,537,852
- Administrative expenses
- $143,593
- Total expenses
- $1,681,445
- Net increase / (decrease)
- $2,925,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dean Actuaries, LLC | NONE | $31,005 | not reported in the loaded dataset | 2023 |
| Finley & Cook | NONE | $14,500 | not reported in the loaded dataset | 2023 |