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SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameSOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN
Plan identification number 002

SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHWEST BANCORP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST BANCORP, INC.
Employer identification number (EIN):731136584
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01SHERYL MCDONALD
0022017-01-01SHERYL MCDONALD
0022016-01-01GREGG JAYNES
0022015-01-01GREGG JAYNES
0022014-01-01GREGG JAYNES
0022013-01-01GREGG JAYNES
0022012-01-01PRISCILLA J. BARNES JOE T. SHOCKLEY2013-10-04
0022011-01-01LORRIE CLARK
0022010-10-01PRISCILLA BARNES

Plan Statistics for SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN

Measure Date Value
2018: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01919
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01665
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01529
Total of all active and inactive participants2017-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01536
Number of participants with account balances2017-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0143
2016: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01570
Total number of active participants reported on line 7a of the Form 55002016-01-01386
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01273
Total of all active and inactive participants2016-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01665
Number of participants with account balances2016-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0181
2015: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01497
Total number of active participants reported on line 7a of the Form 55002015-01-01368
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01194
Total of all active and inactive participants2015-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01570
Number of participants with account balances2015-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01554
Total number of active participants reported on line 7a of the Form 55002014-01-01364
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01125
Total of all active and inactive participants2014-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01497
Number of participants with account balances2014-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01548
Total number of active participants reported on line 7a of the Form 55002013-01-01361
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01185
Total of all active and inactive participants2013-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01554
Number of participants with account balances2013-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01535
Total number of active participants reported on line 7a of the Form 55002012-01-01419
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01123
Total of all active and inactive participants2012-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01548
Number of participants with account balances2012-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01456
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01535
Number of participants with account balances2011-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2010: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01455
Total number of active participants reported on line 7a of the Form 55002010-10-01400
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-012
Total of all active and inactive participants2010-10-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-011
Total participants2010-10-01403
Number of participants with account balances2010-10-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010

Financial Data on SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN

Measure Date Value
2018 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-07-25$268,454
Total of all expenses incurred2018-07-25$24,089,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-25$23,971,524
Expenses. Certain deemed distributions of participant loans2018-07-25$71,604
Value of total assets at end of year2018-07-25$0
Value of total assets at beginning of year2018-07-25$23,821,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-25$46,662
Total interest from all sources2018-07-25$4,970
Total dividends received (eg from common stock, registered investment company shares)2018-07-25$25,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-25Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-07-25$0
Total dividends received from registered investment company shares (eg mutual funds)2018-07-25$25,306
Was this plan covered by a fidelity bond2018-07-25Yes
Value of fidelity bond cover2018-07-25$500,000
If this is an individual account plan, was there a blackout period2018-07-25Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-25$0
Were there any nonexempt tranactions with any party-in-interest2018-07-25No
Participant contributions at end of year2018-07-25$0
Participant contributions at beginning of year2018-07-25$457,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-07-25$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-07-25$5,048
Administrative expenses (other) incurred2018-07-25$21,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-25No
Value of net income/loss2018-07-25$-23,821,336
Value of net assets at end of year (total assets less liabilities)2018-07-25$0
Value of net assets at beginning of year (total assets less liabilities)2018-07-25$23,821,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-25No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-25No
Were any leases to which the plan was party in default or uncollectible2018-07-25No
Investment advisory and management fees2018-07-25$24,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-25$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-25$21,803,562
Interest on participant loans2018-07-25$4,970
Value of interest in common/collective trusts at end of year2018-07-25$0
Value of interest in common/collective trusts at beginning of year2018-07-25$1,555,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-07-25$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-07-25$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-07-25$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-25$233,222
Net investment gain or loss from common/collective trusts2018-07-25$4,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-25No
Was there a failure to transmit to the plan any participant contributions2018-07-25No
Has the plan failed to provide any benefit when due under the plan2018-07-25No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-25$23,971,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-07-25Yes
Did the plan have assets held for investment2018-07-25No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-25No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-25Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-25Yes
Opinion of an independent qualified public accountant for this plan2018-07-25Disclaimer
Accountancy firm name2018-07-25HOGANTAYLOR LLP
Accountancy firm EIN2018-07-25731413977
2017 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,430,583
Total of all expenses incurred2017-12-31$6,702,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,592,753
Expenses. Certain deemed distributions of participant loans2017-12-31$3,629
Value of total corrective distributions2017-12-31$37,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,639,545
Value of total assets at end of year2017-12-31$23,821,336
Value of total assets at beginning of year2017-12-31$24,092,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,439
Total interest from all sources2017-12-31$25,742
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$435,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$435,183
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,613,310
Participant contributions at end of year2017-12-31$457,284
Participant contributions at beginning of year2017-12-31$439,074
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$370,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$169
Administrative expenses (other) incurred2017-12-31$60,081
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$17,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-271,662
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,821,336
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,092,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,803,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,739,492
Interest on participant loans2017-12-31$25,722
Value of interest in common/collective trusts at end of year2017-12-31$1,555,441
Value of interest in common/collective trusts at beginning of year2017-12-31$1,854,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,305,818
Net investment gain or loss from common/collective trusts2017-12-31$24,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$655,679
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$36,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,592,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOGANTAYLOR LLP
Accountancy firm EIN2017-12-31731413977
2016 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$1,672,736
Total income from all sources (including contributions)2016-12-31$4,873,950
Total of all expenses incurred2016-12-31$3,794,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,729,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,983,243
Value of total assets at end of year2016-12-31$24,092,998
Value of total assets at beginning of year2016-12-31$21,341,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,586
Total interest from all sources2016-12-31$25,454
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$438,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$438,251
Administrative expenses professional fees incurred2016-12-31$12,031
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,837,205
Participant contributions at end of year2016-12-31$439,074
Participant contributions at beginning of year2016-12-31$405,039
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$388,271
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$107
Administrative expenses (other) incurred2016-12-31$53,555
Total non interest bearing cash at end of year2016-12-31$17,236
Total non interest bearing cash at beginning of year2016-12-31$17,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,079,106
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,092,998
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,341,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,739,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,757,625
Interest on participant loans2016-12-31$25,454
Value of interest in common/collective trusts at end of year2016-12-31$1,854,500
Value of interest in common/collective trusts at beginning of year2016-12-31$2,476,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,399,995
Net investment gain or loss from common/collective trusts2016-12-31$27,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$757,767
Employer contributions (assets) at end of year2016-12-31$36,153
Employer contributions (assets) at beginning of year2016-12-31$679,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,729,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOGANTAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,085,019
Total of all expenses incurred2015-12-31$1,497,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,468,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,155,388
Value of total assets at end of year2015-12-31$21,341,156
Value of total assets at beginning of year2015-12-31$20,753,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,643
Total interest from all sources2015-12-31$22,629
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$270,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$270,580
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,187,716
Participant contributions at end of year2015-12-31$405,039
Participant contributions at beginning of year2015-12-31$495,748
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$287,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$258
Administrative expenses (other) incurred2015-12-31$8,616
Total non interest bearing cash at end of year2015-12-31$17,137
Total non interest bearing cash at beginning of year2015-12-31$11,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$587,532
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,341,156
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,753,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,757,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,608,091
Interest on participant loans2015-12-31$22,628
Value of interest in common/collective trusts at end of year2015-12-31$2,476,937
Value of interest in common/collective trusts at beginning of year2015-12-31$3,008,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-353,958
Net investment gain or loss from common/collective trusts2015-12-31$-9,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$679,708
Employer contributions (assets) at end of year2015-12-31$679,708
Employer contributions (assets) at beginning of year2015-12-31$615,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,468,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOGANTAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,080,200
Total of all expenses incurred2014-12-31$5,045,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,010,336
Expenses. Certain deemed distributions of participant loans2014-12-31$7,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,927,147
Value of total assets at end of year2014-12-31$20,753,624
Value of total assets at beginning of year2014-12-31$22,719,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,428
Total interest from all sources2014-12-31$30,703
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$415,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$415,070
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,084,500
Participant contributions at end of year2014-12-31$495,748
Participant contributions at beginning of year2014-12-31$701,761
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$80,570
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$217,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,464
Other income not declared elsewhere2014-12-31$34,806
Administrative expenses (other) incurred2014-12-31$4,966
Total non interest bearing cash at end of year2014-12-31$11,029
Total non interest bearing cash at beginning of year2014-12-31$2,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,965,423
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,753,624
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,719,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$22,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,608,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,734,554
Interest on participant loans2014-12-31$30,702
Value of interest in common/collective trusts at end of year2014-12-31$3,008,214
Value of interest in common/collective trusts at beginning of year2014-12-31$3,587,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$632,259
Net investment gain or loss from common/collective trusts2014-12-31$40,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$624,742
Employer contributions (assets) at end of year2014-12-31$615,806
Employer contributions (assets) at beginning of year2014-12-31$609,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,010,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOGANTAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2013 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$31,019
Total income from all sources (including contributions)2013-12-31$5,248,762
Total of all expenses incurred2013-12-31$3,007,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,959,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,199,113
Value of total assets at end of year2013-12-31$22,719,047
Value of total assets at beginning of year2013-12-31$20,446,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,047
Total interest from all sources2013-12-31$35,887
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$270,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$270,102
Administrative expenses professional fees incurred2013-12-31$17,516
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$937,478
Participant contributions at end of year2013-12-31$701,761
Participant contributions at beginning of year2013-12-31$645,092
Participant contributions at end of year2013-12-31$80,570
Participant contributions at beginning of year2013-12-31$49,189
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$635,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,145
Administrative expenses (other) incurred2013-12-31$4,449
Total non interest bearing cash at end of year2013-12-31$2,780
Total non interest bearing cash at beginning of year2013-12-31$10,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,241,554
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,719,047
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,446,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,734,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,213,415
Interest on participant loans2013-12-31$35,887
Value of interest in common/collective trusts at end of year2013-12-31$3,587,426
Value of interest in common/collective trusts at beginning of year2013-12-31$3,895,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,785,661
Net investment gain or loss from common/collective trusts2013-12-31$-42,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$625,854
Employer contributions (assets) at end of year2013-12-31$609,492
Employer contributions (assets) at beginning of year2013-12-31$628,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,959,161
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOGANTAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,770,448
Total of all expenses incurred2012-12-31$2,200,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,140,367
Expenses. Certain deemed distributions of participant loans2012-12-31$12,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,622,918
Value of total assets at end of year2012-12-31$20,446,474
Value of total assets at beginning of year2012-12-31$18,877,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$47,839
Total interest from all sources2012-12-31$39,916
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$401,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$401,354
Administrative expenses professional fees incurred2012-12-31$28,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$878,793
Participant contributions at end of year2012-12-31$645,092
Participant contributions at beginning of year2012-12-31$718,720
Participant contributions at end of year2012-12-31$49,189
Participant contributions at beginning of year2012-12-31$39,345
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$113,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$3,265
Total non interest bearing cash at end of year2012-12-31$10,985
Total non interest bearing cash at beginning of year2012-12-31$16,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,569,461
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,446,474
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,877,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$16,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,213,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,549,416
Interest on participant loans2012-12-31$39,911
Value of interest in common/collective trusts at end of year2012-12-31$3,895,615
Value of interest in common/collective trusts at beginning of year2012-12-31$3,820,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$49,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$49,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,637,185
Net investment gain or loss from common/collective trusts2012-12-31$69,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$630,441
Employer contributions (assets) at end of year2012-12-31$628,344
Employer contributions (assets) at beginning of year2012-12-31$682,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,140,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$20,470,883
Total income from all sources (including contributions)2011-12-31$1,377,730
Total of all expenses incurred2011-12-31$3,435,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,408,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,876,626
Value of total assets at end of year2011-12-31$18,877,013
Value of total assets at beginning of year2011-12-31$464,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,963
Total interest from all sources2011-12-31$27,038
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$300,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$300,744
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$771,347
Participant contributions at end of year2011-12-31$718,720
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$39,345
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$422,285
Administrative expenses (other) incurred2011-12-31$5,479
Total non interest bearing cash at end of year2011-12-31$16,877
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,058,090
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,877,013
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$464,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$21,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,549,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$202,551
Interest on participant loans2011-12-31$26,968
Value of interest in common/collective trusts at end of year2011-12-31$3,820,362
Value of interest in common/collective trusts at beginning of year2011-12-31$71,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$49,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-889,518
Net investment gain or loss from common/collective trusts2011-12-31$62,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$682,994
Employer contributions (assets) at end of year2011-12-31$682,994
Employer contributions (assets) at beginning of year2011-12-31$190,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,408,857
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$464,220
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$457,902
Value of total assets at end of year2010-12-31$464,220
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,620
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$267,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$464,220
Value of net assets at end of year (total assets less liabilities)2010-12-31$464,220
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$202,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$71,288
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,166
Net investment gain or loss from common/collective trusts2010-12-31$1,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$190,381
Employer contributions (assets) at end of year2010-12-31$190,381
Employer contributions (assets) at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No

Form 5500 Responses for SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN

2018: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWEST BANCORP, INC. EMPLOYEES 401(K) PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01First time form 5500 has been submittedYes
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number28018150
Policy instance 1
Insurance contract or identification number28018150
Number of Individuals Covered14
Insurance policy start date2011-02-16
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7268928
Policy instance 2
Insurance contract or identification number7268928
Number of Individuals Covered1
Insurance policy start date2011-02-16
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP50536
Policy instance 3
Insurance contract or identification numberP50536
Number of Individuals Covered1
Insurance policy start date2011-02-16
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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