2023 Form 5500 filing — Chickasaw Holding Company Employees' 401(K) 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 20240731142616NAL0021672049001) for Chickasaw Holding Company Employees' 401(K) Plan, reported by Chickasaw Holding Company under EIN 73-1370937 and plan number 002. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731142616NAL0021672049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chickasaw Holding Company
- EIN
- 73-1370937
- Plan number
- 002
- Location
- Sulphur, OK
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,485,349
- Net assets (EOY)
- $33,485,349
- Employer contributions
- $1,085,448
- Participant contributions
- $1,156,845
- Total income / additions
- $7,536,783
- Benefits paid
- $1,639,973
- Total expenses
- $1,692,449
- Net increase / (decrease)
- $5,844,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Westside Investment Management Inc | INVESTMENT ADVISOR | $56,377 | $0 |
| Tristar Pension Ltd | CONTRACT ADMIN | $30,924 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | -$26,227 | $0 |