Chickasaw Holding Company Employees' 401(K) Plan — Form 5500 plan (Chickasaw Holding 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, Chickasaw Holding Company Employees' 401(K) Plan is a benefit plan reported by Chickasaw Holding Company under EIN 73-1370937 and plan number 002. The latest loaded filing year is 2023. The filing reports 282 participants and $33,485,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chickasaw Holding Company
- EIN
- 73-1370937
- Plan number
- 002
- Plan type
- 2
- Location
- Sulphur, OK
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $33,485,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20240731142616NAL0021672049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,485,349
- Net assets (EOY)
- $33,485,349
- Net assets (BOY)
- $27,641,015
Income & contributions
- Employer contributions
- $1,085,448
- Participant contributions
- $1,156,845
- Total contributions
- $2,284,041
- Total income / additions
- $7,536,783
Expenses & distributions
- Benefits paid
- $1,639,973
- Total expenses
- $1,692,449
- Net increase / (decrease)
- $5,844,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Westside Investment Management Inc | INVESTMENT ADVISOR | $56,377 | $0 | 2023 |
| Tristar Pension Ltd | CONTRACT ADMIN | $30,924 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | -$26,227 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chickasaw Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Sulphur, OK
- Westside Investment Management Inc — Schedule C compensation
- Tristar Pension Ltd — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation