First Bank & Trust Co 401(K) Retirement Plan — Form 5500 plan (First Bank & Trust Co)
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, First Bank & Trust Co 401(K) Retirement Plan is a benefit plan reported by First Bank & Trust Co under EIN 73-1332958 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $14,944,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Bank & Trust Co
- EIN
- 73-1332958
- Plan number
- 001
- Plan type
- 2
- Location
- Duncan, OK
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $14,944,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241008164509NAL0009905107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,944,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,944,332
- Net assets (BOY)
- $12,225,356
Income & contributions
- Employer contributions
- $264,763
- Participant contributions
- $688,141
- Total contributions
- $1,098,560
- Total income / additions
- $3,494,321
Expenses & distributions
- Benefits paid
- $742,052
- Administrative expenses
- $32,911
- Total expenses
- $775,345
- Net increase / (decrease)
- $2,718,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Admin Services | NONE | $32,911 | $0 | 2023 |