Plan5500

Perry Bancshares, Inc. — 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, Perry Bancshares, Inc. (EIN 73-1153553) is a plan sponsor located in Oklahoma City, OK with 1 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
73-1153553
Location
Oklahoma City, OK
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Perry Bancshares, Inc.

  • 1 loaded plans hold $4M in reported assets.
  • The largest, Employee Stock Ownership Plan For Employees Of Perry Bancshares, Inc., holds 100% of this company's reported plan assets.
  • Plans cover 75 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4MSummed across loaded plans$4,018,684
Total reported assets$4M$4,018,684
Total reported participants75
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities—
Contributions & income
Employer contributions$139.8K
Participant contributionsNot reported
Total income / additions$293.2K
Expenses & distributions
Benefits paid / distributions$482.2K
Total expenses$518.7K
Net increase / (decrease)-$225.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Employee Stock Ownership Plan For Employees Of Perry Bancshares, Inc.
Participants per plan75Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Employee Stock Ownership Plan For Employees Of Perry Bancshares, Inc.$4M
    Plan #003 · 75 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Perry Bancshares, Inc.. Open one for its full reported snapshot.

  1. 2023
    Employee Stock Ownership Plan For Employees Of Perry Bancshares, Inc.75 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Perry Bancshares, Inc. report on Form 5500?
Perry Bancshares, Inc. (EIN 73-1153553) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Perry Bancshares, Inc.?
The Employer Identification Number (EIN) reported for Perry Bancshares, Inc. is 73-1153553.
What is the latest Form 5500 filing year for Perry Bancshares, Inc.?
The latest loaded Form 5500 filing year for Perry Bancshares, Inc. is 2023.

Related Form 5500 pages