Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sooner Southwest Bankshares, 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, Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sooner Southwest Bankshares, Inc. under EIN 73-1492372 and plan number 001. The latest loaded filing year is 2023. The filing reports 99 participants and $4,791,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sooner Southwest Bankshares, Inc.
- EIN
- 73-1492372
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 99
- End-of-year plan assets
- $4,791,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 99 | I | 20240709170119NAL0022610000001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,791,275
- Net assets (EOY)
- $4,791,275
- Net assets (BOY)
- $4,606,772
Income & contributions
- Total income / additions
- $225,440
Expenses & distributions
- Benefits paid
- $31,137
- Administrative expenses
- $9,800
- Total expenses
- $40,937
- Net increase / (decrease)
- $184,503
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.