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. 401(K) Profit Sharing Plan is a benefit plan reported by Sooner Southwest Bankshares, Inc. under EIN 73-1492372 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $10,746,398 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,746,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,746,398
- Net assets (BOY)
- $9,345,178
Income & contributions
- Employer contributions
- $338,601
- Participant contributions
- $455,911
- Total contributions
- $843,626
- Total income / additions
- $2,200,778
Expenses & distributions
- Benefits paid
- $757,057
- Administrative expenses
- $15,884
- Total expenses
- $799,558
- Net increase / (decrease)
- $1,401,220