Plan5500

Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(K) Plan — Form 5500 plan (Mabrey Bancorporation, Inc.)

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, Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(K) Plan is a benefit plan reported by Mabrey Bancorporation, Inc. under EIN 73-1428407 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $34,500,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mabrey Bancorporation, Inc.
EIN
73-1428407
Plan number
002
Plan type
2
Location
Bixby, OK
Latest filing year
2023
Participants
295
End-of-year plan assets
$34,500,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241004153036NAL0006807571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,500,049
Net assets (EOY)
$34,500,049
Net assets (BOY)
$29,547,702

Income & contributions

Employer contributions
$568,188
Participant contributions
$1,629,946
Total contributions
$3,035,988
Total income / additions
$7,764,431

Expenses & distributions

Benefits paid
$2,666,480
Administrative expenses
$138,052
Total expenses
$2,812,084
Net increase / (decrease)
$4,952,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Trust Company Of OklahomaTRUSTEE$115,552not reported in the loaded dataset2023
Lockton Investment Advisors, LLCCONSULTANT$22,500not reported in the loaded dataset2023

Related Form 5500 pages