Firstbank 401(K) Plan — Form 5500 plan (Firstbank)
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, Firstbank 401(K) Plan is a benefit plan reported by Firstbank under EIN 73-0241528 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $8,211,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Firstbank
- EIN
- 73-0241528
- Plan number
- 001
- Plan type
- 2
- Location
- Antlers, OK
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $8,211,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241005132304NAL0007600419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,211,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,211,526
- Net assets (BOY)
- $6,848,350
Income & contributions
- Employer contributions
- $275,176
- Participant contributions
- $460,667
- Total contributions
- $735,843
- Total income / additions
- $1,855,399
Expenses & distributions
- Benefits paid
- $439,219
- Administrative expenses
- $53,004
- Total expenses
- $492,223
- Net increase / (decrease)
- $1,363,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks, LLC | INVESTMENT ADVISOR | $14,166 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,139 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,417 | $0 | 2023 |
| Cetera Investment Advisers | INVESTMENT ADVISOR | $10,711 | not reported in the loaded dataset | 2023 |
| Pasi | CONTRACT ADMIN | $1,733 | $3,554 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Firstbank
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Antlers, OK
- Cetera Advisor Networks, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cetera Investment Advisers — Schedule C compensation
- Pasi — Schedule C compensation