2023 Form 5500 filing — Sooner Southwest Bankshares, Inc. 401(K) Profit Sharing 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 20240821154440NAL0002483923001) for Sooner Southwest Bankshares, Inc. 401(K) Profit Sharing Plan, reported by Sooner Southwest Bankshares, Inc. under EIN 73-1492372 and plan number 002. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821154440NAL0002483923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sooner Southwest Bankshares, Inc.
- EIN
- 73-1492372
- Plan number
- 002
- Location
- Tulsa, OK
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,746,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,746,398
- Employer contributions
- $338,601
- Participant contributions
- $455,911
- Total income / additions
- $2,200,778
- Benefits paid
- $757,057
- Administrative expenses
- $15,884
- Total expenses
- $799,558
- Net increase / (decrease)
- $1,401,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Services Midwest, LLC | THIRD PARTY ADMINISTRATO | $0 | $7,842 |
| Voya Retirement Ins & Ann Co | SERVICE PROVIDER | $0 | $4,988 |