Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan — Form 5500 plan (Chickasaw Telephone Company, Inc.)

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, Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan is a benefit plan reported by Chickasaw Telephone Company, Inc. under EIN 73-0652542 and plan number 003. The latest loaded filing year is 2023. The filing reports 69 participants and $72,282,958 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$72.3MPlan net assets, end of year$72,282,958
Participants69Covered participants reported
Assets / participant$1MComputed: assets ÷ participants$1,047,579 (computed)
Provider compensationNone reported
Plan sponsor
Chickasaw Telephone Company, Inc.
EIN
73-0652542
Plan number
003
Plan type
2
Location
Sulphur, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202369I20241003091942NAL0004736755004
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$72.3M total assets
Net assets$72.3MLiabilities
Money in vs. money out
Total income / additions$14.6K
Total expenses$6.5M
Benefits paid / distributions$6.5M
Contributions
Employer$73.3K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$72,282,958
Net assets (EOY)
$72,282,958
Net assets (BOY)
$78,720,012

Income & contributions

Employer contributions
$73,309
Total income / additions
$14,626

Expenses & distributions

Benefits paid
$6,451,680
Total expenses
$6,451,680
Net increase / (decrease)
-$6,437,054

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages