The First National Bank And Trust Company Of Broken Arrow 401(K) Plan — Form 5500 plan (The First National Bank And Trust Company Of Broke)
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, The First National Bank And Trust Company Of Broken Arrow 401(K) Plan is a benefit plan reported by The First National Bank And Trust Company Of Broke under EIN 73-0160957 and plan number 002. The latest loaded filing year is 2023. The filing reports 51 participants and $3,220,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The First National Bank And Trust Company Of Broke
- EIN
- 73-0160957
- Plan number
- 002
- Plan type
- 2
- Location
- Broken Arrow, OK
- Latest filing year
- 2023
- Participants
- 51
- End-of-year plan assets
- $3,220,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 51 | I | 20240517131408NAL0089007314001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,220,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,220,144
- Net assets (BOY)
- $2,578,337
Income & contributions
- Employer contributions
- $72,124
- Participant contributions
- $164,136
- Total income / additions
- $714,171
Expenses & distributions
- Benefits paid
- $62,554
- Administrative expenses
- $9,810
- Total expenses
- $72,364
- Net increase / (decrease)
- $641,807
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.