2023 Form 5500 filing — Finley & Cook 401(K) Savings Incentive 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 20240813152816NAL0010722113001) for Finley & Cook 401(K) Savings Incentive Plan, reported by Finley & Cook, P.L.L.C. under EIN 73-0604334 and plan number 002. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813152816NAL0010722113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finley & Cook, P.L.L.C.
- EIN
- 73-0604334
- Plan number
- 002
- Location
- Shawnee, OK
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,520,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,520,537
- Employer contributions
- $370,988
- Participant contributions
- $713,101
- Total income / additions
- $3,576,655
- Benefits paid
- $1,082,022
- Administrative expenses
- $81,638
- Total expenses
- $1,163,660
- Net increase / (decrease)
- $2,412,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $41,960 | $0 |
| Bancfirst | TRUSTEE | $41,543 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | CONTRACT ADMIN | $0 | $10,000 |