401k Plan data: FIRST OKLAHOMA BANK 401K PLAN plan

FIRST OKLAHOMA BANK 401K PLAN 401k Plan overview

Plan Name	FIRST OKLAHOMA BANK 401K PLAN
Plan identification number	001

FIRST OKLAHOMA BANK 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
Participant-directed brokerage accounts provided as an investment option under the plan.
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 OKLAHOMA BANK has sponsored the creation of one or more 401k plans.

Company Name: FIRST OKLAHOMA BANK

Employer identification number (EIN): 263430286

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about FIRST OKLAHOMA BANK

Jurisdiction of Incorporation: Oklahoma Secretary Of State

Incorporation Date:

Company Identification Number: 1100041967

More information about FIRST OKLAHOMA BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST OKLAHOMA BANK 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ROBBIE GROOM
001 2016-01-01 ROBBIE GROOM
001 2015-01-01 ROBBIE GROOM
001 2015-01-01 ROBBIE GROOM
001 2014-01-01 ROBBIE GROOM
001 2013-01-01 ROBBIE GROOM
001 2012-01-01 ROBBIE GROOM
001 2011-01-01 ROBBIE GROOM
001 2010-01-01 ROBBIE GROOM

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	ROBBIE GROOM
001	2016-01-01	ROBBIE GROOM
001	2015-01-01	ROBBIE GROOM
001	2015-01-01	ROBBIE GROOM
001	2014-01-01	ROBBIE GROOM
001	2013-01-01	ROBBIE GROOM
001	2012-01-01	ROBBIE GROOM
001	2011-01-01	ROBBIE GROOM
001	2010-01-01	ROBBIE GROOM

Plan Statistics for FIRST OKLAHOMA BANK 401K PLAN

401k plan membership statisitcs for FIRST OKLAHOMA BANK 401K PLAN

Measure Date Value
2016: FIRST OKLAHOMA BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 116
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 130
Number of participants with account balances 2016-01-01 99
2015: FIRST OKLAHOMA BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 89
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 102
Total participants 2015-01-01 102
Number of participants with account balances 2015-01-01 80
2014: FIRST OKLAHOMA BANK 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 105
Total participants 2014-01-01 105
Number of participants with account balances 2014-01-01 79
2013: FIRST OKLAHOMA BANK 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 69
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 79
Total participants 2013-01-01 79
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FIRST OKLAHOMA BANK 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 75
Total participants 2012-01-01 75
Number of participants with account balances 2012-01-01 58
2011: FIRST OKLAHOMA BANK 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 52
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 2
Total of all active and inactive participants 2011-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 54
Number of participants with account balances 2011-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FIRST OKLAHOMA BANK 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 37
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 0
Total of all active and inactive participants 2010-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 37
Number of participants with account balances 2010-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2016: FIRST OKLAHOMA BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	116
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	130
Number of participants with account balances	2016-01-01	99
2015: FIRST OKLAHOMA BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	89
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	102
Total participants	2015-01-01	102
Number of participants with account balances	2015-01-01	80
2014: FIRST OKLAHOMA BANK 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	105
Total participants	2014-01-01	105
Number of participants with account balances	2014-01-01	79
2013: FIRST OKLAHOMA BANK 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	69
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	79
Total participants	2013-01-01	79
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FIRST OKLAHOMA BANK 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	75
Total participants	2012-01-01	75
Number of participants with account balances	2012-01-01	58
2011: FIRST OKLAHOMA BANK 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	52
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	2
Total of all active and inactive participants	2011-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	54
Number of participants with account balances	2011-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FIRST OKLAHOMA BANK 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	37
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	0
Total of all active and inactive participants	2010-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	37
Number of participants with account balances	2010-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on FIRST OKLAHOMA BANK 401K PLAN

Measure	Date	Value
2016 : FIRST OKLAHOMA BANK 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,440,289
Expenses. Total of all expenses incurred	2016-12-31	$274,328
Benefits paid (including direct rollovers)	2016-12-31	$258,597
Total plan assets at end of year	2016-12-31	$5,856,683
Total plan assets at beginning of year	2016-12-31	$4,690,722
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$476,969
Contributions received from other sources (not participants or employers)	2016-12-31	$241,190
Other income received	2016-12-31	$454,255
Net income (gross income less expenses)	2016-12-31	$1,165,961
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,856,683
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,690,722
Assets. Value of participant loans	2016-12-31	$239,717
Assets. Value of employer securities	2016-12-31	$2,308,562
Total contributions received or receivable from employer(s)	2016-12-31	$267,875
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,731
2015 : FIRST OKLAHOMA BANK 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$2,299,617
Expenses. Total of all expenses incurred	2015-12-31	$139,980
Benefits paid (including direct rollovers)	2015-12-31	$131,459
Total plan assets at end of year	2015-12-31	$4,690,722
Total plan assets at beginning of year	2015-12-31	$2,531,085
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$391,841
Contributions received from other sources (not participants or employers)	2015-12-31	$1,675,367
Other income received	2015-12-31	$10,549
Net income (gross income less expenses)	2015-12-31	$2,159,637
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,690,722
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,531,085
Assets. Value of participant loans	2015-12-31	$198,471
Assets. Value of employer securities	2015-12-31	$1,888,544
Total contributions received or receivable from employer(s)	2015-12-31	$221,860
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,521
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FIRST OKLAHOMA BANK 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$762,356
Expenses. Total of all expenses incurred	2014-12-31	$253,752
Benefits paid (including direct rollovers)	2014-12-31	$248,447
Total plan assets at end of year	2014-12-31	$2,531,085
Total plan assets at beginning of year	2014-12-31	$2,022,481
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$314,611
Contributions received from other sources (not participants or employers)	2014-12-31	$148,638
Other income received	2014-12-31	$120,959
Net income (gross income less expenses)	2014-12-31	$508,604
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,531,085
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,022,481
Assets. Value of participant loans	2014-12-31	$177,038
Assets. Value of employer securities	2014-12-31	$483,637
Total contributions received or receivable from employer(s)	2014-12-31	$178,148
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,305
2013 : FIRST OKLAHOMA BANK 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$722,425
Expenses. Total of all expenses incurred	2013-12-31	$63,634
Benefits paid (including direct rollovers)	2013-12-31	$59,310
Total plan assets at end of year	2013-12-31	$2,022,481
Total plan assets at beginning of year	2013-12-31	$1,363,690
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$300,355
Contributions received from other sources (not participants or employers)	2013-12-31	$5,393
Other income received	2013-12-31	$248,264
Net income (gross income less expenses)	2013-12-31	$658,791
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,022,481
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,363,690
Assets. Value of participant loans	2013-12-31	$109,289
Assets. Value of employer securities	2013-12-31	$466,013
Total contributions received or receivable from employer(s)	2013-12-31	$168,413
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,324
2012 : FIRST OKLAHOMA BANK 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$570,759
Expenses. Total of all expenses incurred	2012-12-31	$47,532
Benefits paid (including direct rollovers)	2012-12-31	$45,113
Total plan assets at end of year	2012-12-31	$1,363,690
Total plan assets at beginning of year	2012-12-31	$840,463
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$292,301
Contributions received from other sources (not participants or employers)	2012-12-31	$6,825
Other income received	2012-12-31	$106,942
Net income (gross income less expenses)	2012-12-31	$523,227
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,363,690
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$840,463
Assets. Value of participant loans	2012-12-31	$60,569
Assets. Value of employer securities	2012-12-31	$397,377
Total contributions received or receivable from employer(s)	2012-12-31	$164,691
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,419
2011 : FIRST OKLAHOMA BANK 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$510,676
Expenses. Total of all expenses incurred	2011-12-31	$605
Total plan assets at end of year	2011-12-31	$840,463
Total plan assets at beginning of year	2011-12-31	$330,392
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$227,367
Contributions received from other sources (not participants or employers)	2011-12-31	$176,795
Other income received	2011-12-31	$-19,073
Net income (gross income less expenses)	2011-12-31	$510,071
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$840,463
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$330,392
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$28,414
Assets. Value of employer securities	2011-12-31	$240,360
Total contributions received or receivable from employer(s)	2011-12-31	$125,587
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$605
2010 : FIRST OKLAHOMA BANK 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$281,738
Expenses. Total of all expenses incurred	2010-12-31	$5,447
Benefits paid (including direct rollovers)	2010-12-31	$5,413
Total plan assets at end of year	2010-12-31	$330,392
Total plan assets at beginning of year	2010-12-31	$54,101
Total contributions received or receivable from participants	2010-12-31	$133,240
Contributions received from other sources (not participants or employers)	2010-12-31	$46,385
Other income received	2010-12-31	$24,931
Net income (gross income less expenses)	2010-12-31	$276,291
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$330,392
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$54,101
Assets. Value of employer securities	2010-12-31	$23,800
Total contributions received or receivable from employer(s)	2010-12-31	$77,182
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$34
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for FIRST OKLAHOMA BANK 401K PLAN

2016: FIRST OKLAHOMA BANK 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST OKLAHOMA BANK 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST OKLAHOMA BANK 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST OKLAHOMA BANK 401K 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 BANK 401K 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 BANK 401K 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 BANK 401K 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

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Company Name:	FIRST OKLAHOMA BANK
Employer identification number (EIN):	263430286
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number:	1100041967