2023 Form 5500 filing — Mabrey Bancorporation, Inc. Employees' Profit Sharing 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 20241004153036NAL0006807571001) for Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(K) Plan, reported by Mabrey Bancorporation, Inc. under EIN 73-1428407 and plan number 002. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004153036NAL0006807571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mabrey Bancorporation, Inc.
- EIN
- 73-1428407
- Plan number
- 002
- Location
- Bixby, OK
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,500,049
- Net assets (EOY)
- $34,500,049
- Employer contributions
- $568,188
- Participant contributions
- $1,629,946
- Total income / additions
- $7,764,431
- Benefits paid
- $2,666,480
- Administrative expenses
- $138,052
- Total expenses
- $2,812,084
- Net increase / (decrease)
- $4,952,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Trust Company Of Oklahoma | TRUSTEE | $115,552 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | CONSULTANT | $22,500 | not reported in the loaded dataset |