First Oklahoma Bank 401(K) Employee Stock Ownership Plan — Form 5500 plan (First Oklahoma 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, First Oklahoma Bank 401(K) Employee Stock Ownership Plan is a benefit plan reported by First Oklahoma Bank under EIN 73-0258330 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $16,506,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Oklahoma Bank
- EIN
- 73-0258330
- Plan number
- 001
- Plan type
- 2
- Location
- Jenks, OK
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $16,506,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241015091021NAL0047142128004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,506,885
- Net assets (EOY)
- $16,506,885
- Net assets (BOY)
- $14,549,699
Income & contributions
- Employer contributions
- $505,347
- Participant contributions
- $858,452
- Total contributions
- $1,485,151
- Total income / additions
- $3,241,903
Expenses & distributions
- Benefits paid
- $1,204,533
- Administrative expenses
- $80,063
- Total expenses
- $1,284,717
- Net increase / (decrease)
- $1,957,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Trust Company Of Oklahoma | TRUSTEE | $78,279 | not reported in the loaded dataset | 2023 |