2023 Form 5500 filing — Retirement Plan For Employees Of First National Bank Of Ardmore
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 20241010182947NAL0041850178001) for Retirement Plan For Employees Of First National Bank Of Ardmore, reported by First National Bank And Trust Company under EIN 73-0130930 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010182947NAL0041850178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First National Bank And Trust Company
- EIN
- 73-0130930
- Plan number
- 001
- Location
- Ardmore, OK
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,539,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,539,877
- Employer contributions
- $258,907
- Participant contributions
- $378,371
- Total income / additions
- $4,607,435
- Benefits paid
- $1,537,852
- Administrative expenses
- $143,593
- Total expenses
- $1,681,445
- Net increase / (decrease)
- $2,925,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dean Actuaries, LLC | NONE | $31,005 | not reported in the loaded dataset |
| Finley & Cook | NONE | $14,500 | not reported in the loaded dataset |