2023 Form 5500 filing — Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709170119NAL0022610000001) for Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan, reported by Sooner Southwest Bankshares, Inc. under EIN 73-1492372 and plan number 001. It reports 99 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240709170119NAL0022610000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sooner Southwest Bankshares, Inc.
- EIN
- 73-1492372
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 99
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,791,275
- Net assets (EOY)
- $4,791,275
- Total income / additions
- $225,440
- Benefits paid
- $31,137
- Administrative expenses
- $9,800
- Total expenses
- $40,937
- Net increase / (decrease)
- $184,503
- Schedule source
- Schedule I