Armstrong Bank 401(K) Profit Sharing Plan — Form 5500 plan (Armstrong Bank)
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, Armstrong Bank 401(K) Profit Sharing Plan is a benefit plan reported by Armstrong Bank under EIN 73-0496410 and plan number 001. The latest loaded filing year is 2023. The filing reports 557 participants and $46,306,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Armstrong Bank
- EIN
- 73-0496410
- Plan number
- 001
- Plan type
- 2
- Location
- Muskogee, OK
- Latest filing year
- 2023
- Participants
- 557
- End-of-year plan assets
- $46,306,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20241008113515NAL0016536849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,306,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,306,547
- Net assets (BOY)
- $42,468,906
Income & contributions
- Employer contributions
- $1,322,402
- Participant contributions
- $2,136,174
- Total contributions
- $3,513,133
- Total income / additions
- $9,503,292
Expenses & distributions
- Benefits paid
- $5,509,500
- Administrative expenses
- $140,931
- Total expenses
- $5,665,651
- Net increase / (decrease)
- $3,837,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $43,086 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $39,473 | not reported in the loaded dataset | 2023 |
| Armstrong Bank | OTHER | $37,222 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $21,119 | not reported in the loaded dataset | 2023 |
| Empower Annuity Group, LLC | RECORDKEEPER | $31 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Armstrong Bank
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Muskogee, OK
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Armstrong Bank — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Empower Annuity Group, LLC — Schedule C compensation