Plan5500

Finley & Cook 401(K) Savings Incentive Plan — Form 5500 plan (Finley & Cook, P.L.L.C.)

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, Finley & Cook 401(K) Savings Incentive Plan is a benefit plan reported by Finley & Cook, P.L.L.C. under EIN 73-0604334 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $15,520,537 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Finley & Cook, P.L.L.C.
EIN
73-0604334
Plan number
002
Plan type
2
Location
Shawnee, OK
Latest filing year
2023
Participants
232
End-of-year plan assets
$15,520,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20240813152816NAL0010722113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,520,537
Total liabilities (EOY)
$0
Net assets (EOY)
$15,520,537
Net assets (BOY)
$13,107,542

Income & contributions

Employer contributions
$370,988
Participant contributions
$713,101
Total contributions
$1,105,485
Total income / additions
$3,576,655

Expenses & distributions

Benefits paid
$1,082,022
Administrative expenses
$81,638
Total expenses
$1,163,660
Net increase / (decrease)
$2,412,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$41,960$02023
BancfirstTRUSTEE$41,543not reported in the loaded dataset2023
Employee Benefits Group, LLCCONTRACT ADMIN$0$10,0002023

Related Form 5500 pages