401k Plan data: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN plan

FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	FIRST OKLAHOMA SAVINGS INCENTIVE PLAN
Plan identification number	001

FIRST OKLAHOMA SAVINGS INCENTIVE 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

FIRST NATIONAL BANK OF OKLAHOMA has sponsored the creation of one or more 401k plans.

Company Name: FIRST NATIONAL BANK OF OKLAHOMA

Employer identification number (EIN): 730484732

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST OKLAHOMA SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 STEVEN A. BAGNALL
001 2012-01-01 STEVEN A. BAGNALL
001 2011-01-01 STEVEN A. BAGNALL
001 2010-01-01 STEVEN A. BAGNALL
001 2009-01-01 STEVEN A. BAGNALL

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	STEVEN A. BAGNALL
001	2012-01-01	STEVEN A. BAGNALL
001	2011-01-01	STEVEN A. BAGNALL
001	2010-01-01	STEVEN A. BAGNALL
001	2009-01-01	STEVEN A. BAGNALL

Plan Statistics for FIRST OKLAHOMA SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for FIRST OKLAHOMA SAVINGS INCENTIVE PLAN

Measure Date Value
2013: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 71
Total participants 2013-01-01 71
Number of participants with account balances 2013-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 50
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 67
Number of participants with account balances 2012-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 62
Number of participants with account balances 2011-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 48
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 57
Number of participants with account balances 2010-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 57
Number of participants with account balances 2009-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	71
Total participants	2013-01-01	71
Number of participants with account balances	2013-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	50
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	67
Number of participants with account balances	2012-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	62
Number of participants with account balances	2011-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	48
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	57
Number of participants with account balances	2010-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	57
Number of participants with account balances	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FIRST OKLAHOMA SAVINGS INCENTIVE PLAN

Measure	Date	Value
2013 : FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$567,346
Expenses. Total of all expenses incurred	2013-12-31	$113,781
Benefits paid (including direct rollovers)	2013-12-31	$113,781
Total plan assets at end of year	2013-12-31	$1,854,319
Total plan assets at beginning of year	2013-12-31	$1,400,754
Value of fidelity bond covering the plan	2013-12-31	$1,800,000
Total contributions received or receivable from participants	2013-12-31	$145,076
Contributions received from other sources (not participants or employers)	2013-12-31	$40,725
Other income received	2013-12-31	$295,495
Net income (gross income less expenses)	2013-12-31	$453,565
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,854,319
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,400,754
Assets. Value of participant loans	2013-12-31	$65,202
Total contributions received or receivable from employer(s)	2013-12-31	$86,050
2012 : FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$430,441
Expenses. Total of all expenses incurred	2012-12-31	$126,445
Benefits paid (including direct rollovers)	2012-12-31	$126,445
Total plan assets at end of year	2012-12-31	$1,400,754
Total plan assets at beginning of year	2012-12-31	$1,096,758
Value of fidelity bond covering the plan	2012-12-31	$18,000,000
Total contributions received or receivable from participants	2012-12-31	$134,698
Contributions received from other sources (not participants or employers)	2012-12-31	$65,795
Other income received	2012-12-31	$145,269
Net income (gross income less expenses)	2012-12-31	$303,996
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,400,754
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,096,758
Assets. Value of participant loans	2012-12-31	$90,360
Total contributions received or receivable from employer(s)	2012-12-31	$84,679
2011 : FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$167,197
Expenses. Total of all expenses incurred	2011-12-31	$21,361
Benefits paid (including direct rollovers)	2011-12-31	$21,361
Total plan assets at end of year	2011-12-31	$1,096,758
Total plan assets at beginning of year	2011-12-31	$950,922
Value of fidelity bond covering the plan	2011-12-31	$1,800,000
Total contributions received or receivable from participants	2011-12-31	$128,341
Other income received	2011-12-31	$-41,463
Net income (gross income less expenses)	2011-12-31	$145,836
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,096,758
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$950,922
Assets. Value of participant loans	2011-12-31	$81,210
Total contributions received or receivable from employer(s)	2011-12-31	$80,319
2010 : FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$324,321
Expenses. Total of all expenses incurred	2010-12-31	$15,488
Benefits paid (including direct rollovers)	2010-12-31	$15,488
Total plan assets at end of year	2010-12-31	$950,922
Total plan assets at beginning of year	2010-12-31	$642,089
Value of fidelity bond covering the plan	2010-12-31	$1,800,000
Total contributions received or receivable from participants	2010-12-31	$108,834
Contributions received from other sources (not participants or employers)	2010-12-31	$46,254
Other income received	2010-12-31	$95,553
Net income (gross income less expenses)	2010-12-31	$308,833
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$950,922
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$642,089
Assets. Value of participant loans	2010-12-31	$67,681
Total contributions received or receivable from employer(s)	2010-12-31	$73,680
2009 : FIRST OKLAHOMA SAVINGS INCENTIVE 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 FIRST OKLAHOMA SAVINGS INCENTIVE PLAN

2013: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FIRST OKLAHOMA SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST NATIONAL BANK OF OKLAHOMA
Employer identification number (EIN):	730484732
NAIC Classification:	522110
NAIC Description:	Commercial Banking