Finley & Cook — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Finley & Cook is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $30,500 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $30,500
- Reported indirect compensation
- $0
- Total reported compensation
- $30,500
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| First National Bank And Trust Company | OK | 1 | $14,500 |
| American Heritage Bank | OK | 1 | $11,000 |
| Tmag Holdings, LLC Dba Ted Moore | OK | 1 | $5,000 |
State footprint
Plans reporting Finley & Cook are sponsored in OK (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| First National Bank And Trust Company | Retirement Plan For Employees Of First National Bank Of Ardmore | 2023 | $14,500 | not reported in the loaded dataset |
| American Heritage Bank | American Heritage Bank Pension Plan | 2023 | $11,000 | not reported in the loaded dataset |
| Tmag Holdings, LLC Dba Ted Moore | Tmag 401(K) Plan | 2023 | $5,000 | $0 |
Related Form 5500 pages
- Retirement Plan For Employees Of First National Bank Of Ardmore (plan 001)
- First National Bank And Trust Company — all reported plans
- American Heritage Bank Pension Plan (plan 001)
- American Heritage Bank — all reported plans
- Tmag 401(K) Plan (plan 001)
- Tmag Holdings, LLC Dba Ted Moore — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources