First Oklahoma Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, First Oklahoma Bank (EIN 73-0258330) is a plan sponsor located in Jenks, OK with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
73-0258330
Location
Jenks, OK
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,506,885
Total reported net assets (EOY)
$16,506,885

Contributions & income

Employer contributions
$505,347
Participant contributions
$858,452
Total income / additions
$3,241,903

Expenses & distributions

Benefits paid / distributions
$1,204,533
Total expenses
$1,284,717
Net increase / (decrease)
$1,957,186

Coverage

Total reported participants
288
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

First Oklahoma Bank plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First Oklahoma Bank 401(K) Employee Stock Ownership Plan001172$16,506,8852023
First Oklahoma Bank Employee Benefits Plan501116not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Oklahoma Bank
YearPlanParticipantsSchedulesFiling
2023First Oklahoma Bank Employee Benefits Plan11620240711083146NAL0018082113001
2023First Oklahoma Bank 401(K) Employee Stock Ownership Plan172H, C20241015091021NAL0047142128004

Related Form 5500 pages