401k Plan data: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN plan

SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN
Plan identification number	001

SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SECURITY STATE BANK OF WEWOKA has sponsored the creation of one or more 401k plans.

Company Name: SECURITY STATE BANK OF WEWOKA

Employer identification number (EIN): 730440430

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KEITH CLAYBROOK 2024-07-17
001 2022-01-01 KEITH CLAYBROOK 2023-07-27
001 2021-01-01 KEITH CLAYBROOK 2022-07-18
001 2020-01-01 KEITH CLAYBROOK 2021-10-13
001 2019-01-01 KEITH CLAYBROOK 2020-10-09
001 2018-01-01 KEITH CLAYBROOK 2019-09-27
001 2017-01-01 KEITH CLAYBROOK 2018-10-12
001 2016-01-01
001 2015-01-01
001 2014-01-01 KEITH CLAYBROOK
001 2013-01-01 KEITH CLAYBROOK
001 2012-01-01 KEITH CLAYBROOK
001 2011-01-01 KEITH CLAYBROOK
001 2010-01-01 KEITH CLAYBROOK
001 2009-01-01 KEITH CLAYBROOK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	KEITH CLAYBROOK	2024-07-17
001	2022-01-01	KEITH CLAYBROOK	2023-07-27
001	2021-01-01	KEITH CLAYBROOK	2022-07-18
001	2020-01-01	KEITH CLAYBROOK	2021-10-13
001	2019-01-01	KEITH CLAYBROOK	2020-10-09
001	2018-01-01	KEITH CLAYBROOK	2019-09-27
001	2017-01-01	KEITH CLAYBROOK	2018-10-12
001	2016-01-01
001	2015-01-01
001	2014-01-01	KEITH CLAYBROOK
001	2013-01-01	KEITH CLAYBROOK
001	2012-01-01	KEITH CLAYBROOK
001	2011-01-01	KEITH CLAYBROOK
001	2010-01-01	KEITH CLAYBROOK
001	2009-01-01	KEITH CLAYBROOK

Financial Data on SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-06-25	0
Total liabilities as of the beginning of the plan year	2025-06-25	0
Total expenses incurred by plan in this plan year	2025-06-25	75290
Net assets as of the end of the plan year	2025-06-25	5070466
Total assets as of the beginning of the plan year	2025-06-25	4239969
Value of plan covered by a fidelity bond	2025-06-25	1000000
Participant contributions to plan in this plan year	2025-06-25	140396
Value of participant loans at end of plan year	2025-06-25	114744
Other expenses paid from plan in this plan year	2025-06-25	0
Other contributions to plan in this plan year	2025-06-25	190473
Other income to plan in this plan year	2025-06-25	518069
Plan net income in this plan year	2025-06-25	830497
Net assets as of the end of the plan year	2025-06-25	5070466
Net assets as of the beginning of the plan year	2025-06-25	4239969
Employer contributions to plan in this plan year	2025-06-25	56849
Fees paid to broker by Benefit Provider	2025-06-25	12517
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-25	1339
2024 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-07-17	0
Total liabilities as of the beginning of the plan year	2024-07-17	0
Total expenses incurred by plan in this plan year	2024-07-17	275209
Net assets as of the end of the plan year	2024-07-17	4239969
Total assets as of the beginning of the plan year	2024-07-17	3820183
Value of plan covered by a fidelity bond	2024-07-17	1000000
Participant contributions to plan in this plan year	2024-07-17	130908
Value of participant loans at end of plan year	2024-07-17	64602
Other expenses paid from plan in this plan year	2024-07-17	0
Other contributions to plan in this plan year	2024-07-17	0
Other income to plan in this plan year	2024-07-17	512885
Plan net income in this plan year	2024-07-17	419786
Net assets as of the end of the plan year	2024-07-17	4239969
Net assets as of the beginning of the plan year	2024-07-17	3820183
Employer contributions to plan in this plan year	2024-07-17	51202
Fees paid to broker by Benefit Provider	2024-07-17	9819
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-17	1359
2016 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$103,646
Total income from all sources	2016-12-31	$341,741
Expenses. Total of all expenses incurred	2016-12-31	$103,936
Benefits paid (including direct rollovers)	2016-12-31	$94,142
Total plan assets at end of year	2016-12-31	$2,413,628
Total plan assets at beginning of year	2016-12-31	$2,072,177
Value of fidelity bond covering the plan	2016-12-31	$825,000
Total contributions received or receivable from participants	2016-12-31	$119,566
Other income received	2016-12-31	$165,526
Net income (gross income less expenses)	2016-12-31	$237,805
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,413,628
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,072,177
Assets. Value of participant loans	2016-12-31	$3,524
Total contributions received or receivable from employer(s)	2016-12-31	$56,649
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,014,912
Expenses. Total of all expenses incurred	2015-12-31	$7,031
Benefits paid (including direct rollovers)	2015-12-31	$1,223
Total plan assets at end of year	2015-12-31	$2,072,177
Total plan assets at beginning of year	2015-12-31	$1,064,296
Value of fidelity bond covering the plan	2015-12-31	$825,000
Total contributions received or receivable from participants	2015-12-31	$110,431
Contributions received from other sources (not participants or employers)	2015-12-31	$932,320
Other income received	2015-12-31	$-74,133
Net income (gross income less expenses)	2015-12-31	$1,007,881
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,072,177
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,064,296
Assets. Value of participant loans	2015-12-31	$3,584
Total contributions received or receivable from employer(s)	2015-12-31	$46,294
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$173,564
Expenses. Total of all expenses incurred	2014-12-31	$51,993
Benefits paid (including direct rollovers)	2014-12-31	$47,276
Total plan assets at end of year	2014-12-31	$1,064,296
Total plan assets at beginning of year	2014-12-31	$942,725
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$89,812
Other income received	2014-12-31	$42,435
Net income (gross income less expenses)	2014-12-31	$121,571
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,064,296
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$942,725
Assets. Value of participant loans	2014-12-31	$5,434
Total contributions received or receivable from employer(s)	2014-12-31	$41,317
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$169,709
Expenses. Total of all expenses incurred	2013-12-31	$2,533
Benefits paid (including direct rollovers)	2013-12-31	$437
Total plan assets at end of year	2013-12-31	$942,725
Total plan assets at beginning of year	2013-12-31	$775,549
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$68,669
Other income received	2013-12-31	$71,928
Net income (gross income less expenses)	2013-12-31	$167,176
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$942,725
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$775,549
Assets. Value of participant loans	2013-12-31	$4,446
Total contributions received or receivable from employer(s)	2013-12-31	$29,112
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,096
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$160,332
Expenses. Total of all expenses incurred	2012-12-31	$2,735
Benefits paid (including direct rollovers)	2012-12-31	$2,698
Total plan assets at end of year	2012-12-31	$775,549
Total plan assets at beginning of year	2012-12-31	$617,952
Value of fidelity bond covering the plan	2012-12-31	$825,000
Total contributions received or receivable from participants	2012-12-31	$59,847
Expenses. Other expenses not covered elsewhere	2012-12-31	$37
Other income received	2012-12-31	$71,772
Net income (gross income less expenses)	2012-12-31	$157,597
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$775,549
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$617,952
Assets. Value of participant loans	2012-12-31	$6,431
Total contributions received or receivable from employer(s)	2012-12-31	$28,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$72,548
Expenses. Total of all expenses incurred	2011-12-31	$54,107
Benefits paid (including direct rollovers)	2011-12-31	$54,107
Total plan assets at end of year	2011-12-31	$617,952
Total plan assets at beginning of year	2011-12-31	$599,511
Value of fidelity bond covering the plan	2011-12-31	$825,000
Total contributions received or receivable from participants	2011-12-31	$60,809
Other income received	2011-12-31	$-15,596
Net income (gross income less expenses)	2011-12-31	$18,441
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$617,952
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$599,511
Assets. Value of participant loans	2011-12-31	$6,730
Total contributions received or receivable from employer(s)	2011-12-31	$27,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$254,328
Expenses. Total of all expenses incurred	2010-12-31	$174,159
Benefits paid (including direct rollovers)	2010-12-31	$174,159
Total plan assets at end of year	2010-12-31	$599,511
Total plan assets at beginning of year	2010-12-31	$519,342
Value of fidelity bond covering the plan	2010-12-31	$825,000
Total contributions received or receivable from participants	2010-12-31	$56,608
Contributions received from other sources (not participants or employers)	2010-12-31	$2,064
Other income received	2010-12-31	$171,588
Net income (gross income less expenses)	2010-12-31	$80,169
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$599,511
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$519,342
Total contributions received or receivable from employer(s)	2010-12-31	$24,068
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN

2016: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SECURITY STATE BANK OF WEWOKA 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	944440-01
Policy instance	2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract number	GP 2799
Policy instance	1
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract number	GP 2799
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	944440-01
Policy instance	2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract number	GP 2799
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	944440-01
Policy instance	2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract number	GP 2799
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	944440-01
Policy instance	2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract number	GP 2799
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	944440-01
Policy instance	2
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract number	GP 2799
Policy instance	1

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Company Name:	SECURITY STATE BANK OF WEWOKA
Employer identification number (EIN):	730440430
NAIC Classification:	522110
NAIC Description:	Commercial Banking