401k Plan data: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN plan

ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN
Plan identification number	003

ARVEST BANK 401K & PROFIT SHARING RETIREMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ARVEST BANK has sponsored the creation of one or more 401k plans.

Company Name: ARVEST BANK

Employer identification number (EIN): 710118700

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01

Plan Statistics for ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7,829
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6,636
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,595
Total of all active and inactive participants 2022-01-01 8,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 27
Total participants 2022-01-01 8,258
Number of participants with account balances 2022-01-01 8,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 304
2021: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7,605
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6,394
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,411
Total of all active and inactive participants 2021-01-01 7,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 24
Total participants 2021-01-01 7,829
Number of participants with account balances 2021-01-01 7,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 339
2020: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7,430
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6,366
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,228
Total of all active and inactive participants 2020-01-01 7,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 11
Total participants 2020-01-01 7,605
Number of participants with account balances 2020-01-01 7,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 257
2019: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7,104
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6,335
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,088
Total of all active and inactive participants 2019-01-01 7,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 7,430
Number of participants with account balances 2019-01-01 7,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 304

Measure	Date	Value
2022: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7,829
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6,636
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,595
Total of all active and inactive participants	2022-01-01	8,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	27
Total participants	2022-01-01	8,258
Number of participants with account balances	2022-01-01	8,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	304
2021: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7,605
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6,394
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,411
Total of all active and inactive participants	2021-01-01	7,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	24
Total participants	2021-01-01	7,829
Number of participants with account balances	2021-01-01	7,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	339
2020: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7,430
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6,366
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,228
Total of all active and inactive participants	2020-01-01	7,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	11
Total participants	2020-01-01	7,605
Number of participants with account balances	2020-01-01	7,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	257
2019: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7,104
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6,335
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,088
Total of all active and inactive participants	2019-01-01	7,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	7,430
Number of participants with account balances	2019-01-01	7,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	304

Financial Data on ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2022 : ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$-7,079,603
Total unrealized appreciation/depreciation of assets	2022-12-31	$-7,079,603
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-59,169,962
Total loss/gain on sale of assets	2022-12-31	$-270,333
Total of all expenses incurred	2022-12-31	$49,270,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$49,084,519
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$73,448,603
Value of total assets at end of year	2022-12-31	$693,991,682
Value of total assets at beginning of year	2022-12-31	$802,432,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$179,754
Total interest from all sources	2022-12-31	$436,397
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$8,573,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$8,573,033
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$30,475,659
Participant contributions at end of year	2022-12-31	$11,829,545
Participant contributions at beginning of year	2022-12-31	$11,527,493
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,225,284
Other income not declared elsewhere	2022-12-31	$39,092
Administrative expenses (other) incurred	2022-12-31	$179,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-108,440,907
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$693,991,682
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$802,432,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$333,230,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$389,366,778
Value of interest in pooled separate accounts at end of year	2022-12-31	$35,807,995
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$27,515,920
Interest on participant loans	2022-12-31	$436,397
Value of interest in common/collective trusts at end of year	2022-12-31	$272,577,411
Value of interest in common/collective trusts at beginning of year	2022-12-31	$327,901,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-76,296,525
Net investment gain/loss from pooled separate accounts	2022-12-31	$457,749
Net investment gain or loss from common/collective trusts	2022-12-31	$-58,478,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$16,645,484
Assets. Invements in employer securities at beginning of year	2022-12-31	$24,395,060
Contributions received in cash from employer	2022-12-31	$40,747,660
Employer contributions (assets) at end of year	2022-12-31	$23,901,101
Employer contributions (assets) at beginning of year	2022-12-31	$21,726,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$49,084,519
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$2,312,874
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$2,583,207
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	S.F. FISER AND COMPANY
Accountancy firm EIN	2022-12-31	710749699
2021 : ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$8,657,622
Total unrealized appreciation/depreciation of assets	2021-12-31	$8,657,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$170,019,755
Total loss/gain on sale of assets	2021-12-31	$744,884
Total of all expenses incurred	2021-12-31	$64,305,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$64,130,951
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,614
Value of total corrective distributions	2021-12-31	$9,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$69,079,001
Value of total assets at end of year	2021-12-31	$802,432,589
Value of total assets at beginning of year	2021-12-31	$696,718,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$163,673
Total interest from all sources	2021-12-31	$431,349
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$18,581,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$18,581,148
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$27,423,212
Participant contributions at end of year	2021-12-31	$11,527,493
Participant contributions at beginning of year	2021-12-31	$11,176,547
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,662,051
Other income not declared elsewhere	2021-12-31	$15,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$107,355
Value of net income/loss	2021-12-31	$105,713,914
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$802,432,589
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$696,718,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$163,673
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$389,366,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$335,175,511
Value of interest in pooled separate accounts at end of year	2021-12-31	$27,515,920
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$24,679,959
Interest on participant loans	2021-12-31	$431,349
Value of interest in common/collective trusts at end of year	2021-12-31	$327,901,281
Value of interest in common/collective trusts at beginning of year	2021-12-31	$288,829,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$37,840,969
Net investment gain/loss from pooled separate accounts	2021-12-31	$406,917
Net investment gain or loss from common/collective trusts	2021-12-31	$34,262,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$24,395,060
Assets. Invements in employer securities at beginning of year	2021-12-31	$15,996,177
Contributions received in cash from employer	2021-12-31	$36,886,383
Employer contributions (assets) at end of year	2021-12-31	$21,726,057
Employer contributions (assets) at beginning of year	2021-12-31	$20,860,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$64,130,951
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$3,141,518
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$2,396,634
Opinion of an independent qualified public accountant for this plan	2021-12-31	Qualified
Accountancy firm name	2021-12-31	S .F. FISER AND COMPANY
Accountancy firm EIN	2021-12-31	710749699
2020 : ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-784,213
Total unrealized appreciation/depreciation of assets	2020-12-31	$-784,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$154,126,854
Total loss/gain on sale of assets	2020-12-31	$-762,091
Total of all expenses incurred	2020-12-31	$42,664,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$42,524,638
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$63,394,148
Value of total assets at end of year	2020-12-31	$696,718,675
Value of total assets at beginning of year	2020-12-31	$585,255,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$135,452
Total interest from all sources	2020-12-31	$451,018
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$7,839,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$7,839,078
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$25,295,870
Participant contributions at end of year	2020-12-31	$11,176,547
Participant contributions at beginning of year	2020-12-31	$11,431,775
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,914,768
Other income not declared elsewhere	2020-12-31	$39,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$111,462,732
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$696,718,675
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$585,255,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$38,846
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$335,175,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$266,496,298
Value of interest in pooled separate accounts at end of year	2020-12-31	$24,679,959
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$15,181,068
Interest on participant loans	2020-12-31	$451,018
Value of interest in common/collective trusts at end of year	2020-12-31	$288,829,532
Value of interest in common/collective trusts at beginning of year	2020-12-31	$257,365,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$45,100,670
Net investment gain/loss from pooled separate accounts	2020-12-31	$466,963
Net investment gain or loss from common/collective trusts	2020-12-31	$38,381,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$15,996,177
Assets. Invements in employer securities at beginning of year	2020-12-31	$16,914,971
Contributions received in cash from employer	2020-12-31	$35,183,510
Employer contributions (assets) at end of year	2020-12-31	$20,860,949
Employer contributions (assets) at beginning of year	2020-12-31	$17,866,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$42,524,638
Contract administrator fees	2020-12-31	$96,606
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$3,356,077
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$4,118,168
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	S. F. FISER AND COMPANY
Accountancy firm EIN	2020-12-31	710749699
2019 : ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-1,473,764
Total unrealized appreciation/depreciation of assets	2019-12-31	$-1,473,764
Total transfer of assets from this plan	2019-12-31	$194,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,600
Total income from all sources (including contributions)	2019-12-31	$155,522,430
Total loss/gain on sale of assets	2019-12-31	$-2,358
Total of all expenses incurred	2019-12-31	$45,145,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$45,038,493
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$54,755,298
Value of total assets at end of year	2019-12-31	$585,255,943
Value of total assets at beginning of year	2019-12-31	$475,074,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$100,223
Total interest from all sources	2019-12-31	$427,598
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,908,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,908,309
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$21,438,960
Participant contributions at end of year	2019-12-31	$11,431,775
Participant contributions at beginning of year	2019-12-31	$12,198,998
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,159,484
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$96,235
Other income not declared elsewhere	2019-12-31	$27,143
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$1,600
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$152,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$110,377,127
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$585,255,943
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$475,073,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$26,321
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$266,496,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$185,421,488
Value of interest in pooled separate accounts at end of year	2019-12-31	$15,181,068
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$427,598
Value of interest in common/collective trusts at end of year	2019-12-31	$257,365,769
Value of interest in common/collective trusts at beginning of year	2019-12-31	$216,806,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$23,859,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$23,859,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$47,499,644
Net investment gain/loss from pooled separate accounts	2019-12-31	$372,873
Net investment gain or loss from common/collective trusts	2019-12-31	$48,007,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$16,914,971
Assets. Invements in employer securities at beginning of year	2019-12-31	$17,039,912
Contributions received in cash from employer	2019-12-31	$30,156,854
Employer contributions (assets) at end of year	2019-12-31	$17,866,062
Employer contributions (assets) at beginning of year	2019-12-31	$19,499,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$45,038,493
Contract administrator fees	2019-12-31	$73,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$479,270
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$481,628
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	S. F. FISER AND COMPANY
Accountancy firm EIN	2019-12-31	710749699

Form 5500 Responses for ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN

2022: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

060504

Policy instance

Insurance contract or identification number	060504
Number of Individuals Covered	549
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

060504

Policy instance

Insurance contract or identification number	060504
Number of Individuals Covered	547
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

060504

Policy instance

Insurance contract or identification number	060504
Number of Individuals Covered	532
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

060504

Policy instance

Insurance contract or identification number	060504
Number of Individuals Covered	425
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ARVEST BANK
Employer identification number (EIN):	710118700
NAIC Classification:	522110
NAIC Description:	Commercial Banking