Plain-English plan 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, The First National Bank And Trust Co., Chickasha Oklahoma Savings Incentive And Employee Stock Ownership Plan is a benefit plan reported by The First National Bank And Trust Co., Chickasha under EIN 73-0181535 and plan number 002. The latest loaded filing year is 2023. The filing reports 203 participants and $35,262,025 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,262,025
- Total liabilities (EOY)
- $8,509,768
- Net assets (EOY)
- $26,752,257
- Net assets (BOY)
- $27,263,322
Income & contributions
- Employer contributions
- $781,208
- Participant contributions
- $716,670
- Total contributions
- $1,497,878
- Total income / additions
- $5,746,630
Expenses & distributions
- Benefits paid
- $5,759,623
- Administrative expenses
- $72,326
- Total expenses
- $6,257,695
- Net increase / (decrease)
- -$511,065