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

FIRST OKLAHOMA BANK 401K PLAN 401k Plan overview

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

FIRST OKLAHOMA BANK 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: FIRST OKLAHOMA BANK

Employer identification number (EIN): 730258330

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about FIRST OKLAHOMA BANK

Jurisdiction of Incorporation: Oklahoma Secretary Of State

Incorporation Date:

Company Identification Number: 1100041967

More information about FIRST OKLAHOMA BANK

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBBIE GROOM
001 2017-01-01 ROBBIE GROOM
001 2016-01-01 ROBBIE GROOM
001 2016-01-01
001 2015-01-01 ROBBIE GROOM
001 2014-01-01 ROBBIE GROOM
001 2013-01-01 ROBBIE GROOM
001 2012-01-01 ROBBIE GROOM
001 2011-01-01 ROBBIE GROOM
001 2010-01-01 ROBBIE GROOM
001 2009-12-01 ROBBIE GROOM 2018-05-30

Plan Statistics for FIRST OKLAHOMA BANK 401K PLAN

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

Measure Date Value
2022: FIRST OKLAHOMA BANK 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 127
Number of other retired or separated participants entitled to future benefits 2022-01-01 45
Total of all active and inactive participants 2022-01-01 172
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 160
2021: FIRST OKLAHOMA BANK 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 126
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 168
Total participants 2021-01-01 168
Number of participants with account balances 2021-01-01 152
2020: FIRST OKLAHOMA BANK 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 124
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 156
Total participants 2020-01-01 156
Number of participants with account balances 2020-01-01 134
2019: FIRST OKLAHOMA BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 115
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 141
Total participants 2019-01-01 141
Number of participants with account balances 2019-01-01 121
2018: FIRST OKLAHOMA BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 116
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 138
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FIRST OKLAHOMA BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 121
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 137
Number of participants with account balances 2017-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FIRST OKLAHOMA BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 116
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 130
Number of participants with account balances 2016-01-01 99
2015: FIRST OKLAHOMA BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 89
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 102
Total participants 2015-01-01 102
Number of participants with account balances 2015-01-01 80
2014: FIRST OKLAHOMA BANK 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 105
Total participants 2014-01-01 105
Number of participants with account balances 2014-01-01 79
2013: FIRST OKLAHOMA BANK 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 69
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 79
Total participants 2013-01-01 79
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FIRST OKLAHOMA BANK 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 75
Total participants 2012-01-01 75
Number of participants with account balances 2012-01-01 58
2011: FIRST OKLAHOMA BANK 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 52
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 54
Number of participants with account balances 2011-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FIRST OKLAHOMA BANK 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 37
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 37
Number of participants with account balances 2010-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2022: FIRST OKLAHOMA BANK 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	127
Number of other retired or separated participants entitled to future benefits	2022-01-01	45
Total of all active and inactive participants	2022-01-01	172
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	160
2021: FIRST OKLAHOMA BANK 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	126
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	168
Total participants	2021-01-01	168
Number of participants with account balances	2021-01-01	152
2020: FIRST OKLAHOMA BANK 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	124
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	156
Total participants	2020-01-01	156
Number of participants with account balances	2020-01-01	134
2019: FIRST OKLAHOMA BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	115
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	141
Total participants	2019-01-01	141
Number of participants with account balances	2019-01-01	121
2018: FIRST OKLAHOMA BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	116
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	138
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FIRST OKLAHOMA BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	121
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	137
Number of participants with account balances	2017-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FIRST OKLAHOMA BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	116
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	130
Number of participants with account balances	2016-01-01	99
2015: FIRST OKLAHOMA BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	89
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	102
Total participants	2015-01-01	102
Number of participants with account balances	2015-01-01	80
2014: FIRST OKLAHOMA BANK 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	105
Total participants	2014-01-01	105
Number of participants with account balances	2014-01-01	79
2013: FIRST OKLAHOMA BANK 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	69
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	79
Total participants	2013-01-01	79
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FIRST OKLAHOMA BANK 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	75
Total participants	2012-01-01	75
Number of participants with account balances	2012-01-01	58
2011: FIRST OKLAHOMA BANK 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	52
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	54
Number of participants with account balances	2011-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FIRST OKLAHOMA BANK 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	37
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	37
Number of participants with account balances	2010-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on FIRST OKLAHOMA BANK 401K PLAN

Measure	Date	Value
2022 : FIRST OKLAHOMA BANK 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-308,285
Total of all expenses incurred	2022-12-31	$2,763,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,682,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,509,191
Value of total assets at end of year	2022-12-31	$14,549,699
Value of total assets at beginning of year	2022-12-31	$17,621,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$80,530
Total interest from all sources	2022-12-31	$23,942
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$133,258
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	$133,258
Administrative expenses professional fees incurred	2022-12-31	$80,530
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$899,285
Participant contributions at end of year	2022-12-31	$304,361
Participant contributions at beginning of year	2022-12-31	$245,197
Participant contributions at beginning of year	2022-12-31	$20,693
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$868,992
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$977,658
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$96,043
Other income not declared elsewhere	2022-12-31	$-423,377
Total non interest bearing cash at end of year	2022-12-31	$41,265
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	$-3,071,422
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,549,699
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,621,121
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	$8,405,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,955,898
Interest on participant loans	2022-12-31	$11,581
Value of interest in common/collective trusts at end of year	2022-12-31	$362,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$772,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$446,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$446,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$12,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-582,657
Net investment gain or loss from common/collective trusts	2022-12-31	$-968,642
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	$3,795,376
Assets. Invements in employer securities at beginning of year	2022-12-31	$5,963,808
Contributions received in cash from employer	2022-12-31	$513,863
Employer contributions (assets) at beginning of year	2022-12-31	$11,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,682,607
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY
Accountancy firm EIN	2022-12-31	450250958
2021 : FIRST OKLAHOMA BANK 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,068,130
Total of all expenses incurred	2021-12-31	$587,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$537,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,735,148
Value of total assets at end of year	2021-12-31	$17,621,121
Value of total assets at beginning of year	2021-12-31	$14,140,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,274
Total interest from all sources	2021-12-31	$10,926
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$155,649
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	$155,649
Administrative expenses professional fees incurred	2021-12-31	$49,274
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$849,906
Participant contributions at end of year	2021-12-31	$245,197
Participant contributions at beginning of year	2021-12-31	$266,669
Participant contributions at end of year	2021-12-31	$20,693
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$977,658
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$693,280
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$407,493
Other income not declared elsewhere	2021-12-31	$811,029
Total non interest bearing cash at beginning of year	2021-12-31	$33,818
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
Value of net income/loss	2021-12-31	$3,481,064
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,621,121
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,140,057
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,955,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,818,235
Interest on participant loans	2021-12-31	$10,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$446,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$393,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$393,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$510,779
Net investment gain or loss from common/collective trusts	2021-12-31	$844,599
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	$5,963,808
Assets. Invements in employer securities at beginning of year	2021-12-31	$4,934,538
Contributions received in cash from employer	2021-12-31	$477,749
Employer contributions (assets) at end of year	2021-12-31	$11,304
Employer contributions (assets) at beginning of year	2021-12-31	$102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$537,792
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY
Accountancy firm EIN	2021-12-31	450250958
2020 : FIRST OKLAHOMA BANK 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,036,552
Total of all expenses incurred	2020-12-31	$383,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$344,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,518,003
Value of total assets at end of year	2020-12-31	$14,140,057
Value of total assets at beginning of year	2020-12-31	$11,486,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$38,525
Total interest from all sources	2020-12-31	$15,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$37,709
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$804,069
Participant contributions at end of year	2020-12-31	$266,669
Participant contributions at beginning of year	2020-12-31	$344,314
Participant contributions at beginning of year	2020-12-31	$23,828
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$693,280
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$489,154
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$271,330
Other income not declared elsewhere	2020-12-31	$522,806
Total non interest bearing cash at end of year	2020-12-31	$33,818
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	$2,653,270
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,140,057
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,486,787
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	$816
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,818,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,906,980
Interest on participant loans	2020-12-31	$14,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$393,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$181,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$181,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$774
Net investment gain or loss from common/collective trusts	2020-12-31	$980,441
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	No
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	$4,934,538
Assets. Invements in employer securities at beginning of year	2020-12-31	$4,528,408
Contributions received in cash from employer	2020-12-31	$442,604
Employer contributions (assets) at end of year	2020-12-31	$102
Employer contributions (assets) at beginning of year	2020-12-31	$12,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$344,757
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	2020-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY
Accountancy firm EIN	2020-12-31	450250958
2019 : FIRST OKLAHOMA BANK 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,827,793
Total income from all sources (including contributions)	2019-12-31	$2,827,793
Total of all expenses incurred	2019-12-31	$369,976
Total of all expenses incurred	2019-12-31	$369,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$339,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$339,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,769,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,769,937
Value of total assets at end of year	2019-12-31	$11,486,787
Value of total assets at end of year	2019-12-31	$11,486,787
Value of total assets at beginning of year	2019-12-31	$9,028,970
Value of total assets at beginning of year	2019-12-31	$9,028,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,630
Total interest from all sources	2019-12-31	$17,466
Total interest from all sources	2019-12-31	$17,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$30,630
Administrative expenses professional fees incurred	2019-12-31	$30,630
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$689,540
Contributions received from participants	2019-12-31	$689,540
Participant contributions at end of year	2019-12-31	$344,314
Participant contributions at end of year	2019-12-31	$344,314
Participant contributions at beginning of year	2019-12-31	$316,093
Participant contributions at beginning of year	2019-12-31	$316,093
Participant contributions at end of year	2019-12-31	$23,828
Participant contributions at end of year	2019-12-31	$23,828
Participant contributions at beginning of year	2019-12-31	$22,623
Participant contributions at beginning of year	2019-12-31	$22,623
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$489,154
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$489,154
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$107,152
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$107,152
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$712,931
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$712,931
Other income not declared elsewhere	2019-12-31	$-129,998
Other income not declared elsewhere	2019-12-31	$-129,998
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
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	$2,457,817
Value of net income/loss	2019-12-31	$2,457,817
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,486,787
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,486,787
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,028,970
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,028,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,906,980
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,906,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,501,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,501,767
Interest on participant loans	2019-12-31	$13,905
Interest on participant loans	2019-12-31	$13,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$181,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$181,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$173,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$173,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$173,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$173,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,561
Net investment gain or loss from common/collective trusts	2019-12-31	$1,170,388
Net investment gain or loss from common/collective trusts	2019-12-31	$1,170,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$4,528,408
Assets. Invements in employer securities at end of year	2019-12-31	$4,528,408
Assets. Invements in employer securities at beginning of year	2019-12-31	$3,896,301
Assets. Invements in employer securities at beginning of year	2019-12-31	$3,896,301
Contributions received in cash from employer	2019-12-31	$367,466
Contributions received in cash from employer	2019-12-31	$367,466
Employer contributions (assets) at end of year	2019-12-31	$12,160
Employer contributions (assets) at end of year	2019-12-31	$12,160
Employer contributions (assets) at beginning of year	2019-12-31	$11,952
Employer contributions (assets) at beginning of year	2019-12-31	$11,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$339,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$339,346
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY
Accountancy firm name	2019-12-31	EIDE BAILLY
Accountancy firm EIN	2019-12-31	450250958
Accountancy firm EIN	2019-12-31	450250958
2018 : FIRST OKLAHOMA BANK 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,197,617
Total of all expenses incurred	2018-12-31	$174,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$151,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,209,235
Value of total assets at end of year	2018-12-31	$9,028,970
Value of total assets at beginning of year	2018-12-31	$8,005,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,169
Total interest from all sources	2018-12-31	$13,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$22,786
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$692,557
Participant contributions at end of year	2018-12-31	$316,093
Participant contributions at beginning of year	2018-12-31	$188,012
Participant contributions at end of year	2018-12-31	$22,623
Participant contributions at beginning of year	2018-12-31	$14,638
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$107,152
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$2,034,595
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$144,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$15
Other income not declared elsewhere	2018-12-31	$257,599
Total non interest bearing cash at beginning of year	2018-12-31	$11,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,023,294
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,028,970
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,005,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$383
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,501,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,311,429
Interest on participant loans	2018-12-31	$9,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$173,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$166,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$166,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4,164
Net investment gain or loss from common/collective trusts	2018-12-31	$-282,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$3,896,301
Assets. Invements in employer securities at beginning of year	2018-12-31	$1,270,335
Contributions received in cash from employer	2018-12-31	$371,985
Employer contributions (assets) at end of year	2018-12-31	$11,952
Employer contributions (assets) at beginning of year	2018-12-31	$9,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$151,154
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	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EIDE BAILLY
Accountancy firm EIN	2018-12-31	450250958
2017 : FIRST OKLAHOMA BANK 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,299,352
Total of all expenses incurred	2017-12-31	$255,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$236,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,140,216
Value of total assets at end of year	2017-12-31	$8,005,676
Value of total assets at beginning of year	2017-12-31	$5,961,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,979
Total interest from all sources	2017-12-31	$8,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$18,591
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$587,895
Participant contributions at end of year	2017-12-31	$188,012
Participant contributions at beginning of year	2017-12-31	$239,717
Participant contributions at end of year	2017-12-31	$14,638
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$2,034,595
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,667,548
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$223,414
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$-3,162
Other income not declared elsewhere	2017-12-31	$357,461
Total non interest bearing cash at end of year	2017-12-31	$11,250
Total non interest bearing cash at beginning of year	2017-12-31	$33,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,044,225
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,005,676
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,961,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$388
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,311,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,139,003
Interest on participant loans	2017-12-31	$7,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$166,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$138,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$138,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,038
Net investment gain or loss from common/collective trusts	2017-12-31	$793,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$1,270,335
Assets. Invements in employer securities at beginning of year	2017-12-31	$746,374
Contributions received in cash from employer	2017-12-31	$328,907
Employer contributions (assets) at end of year	2017-12-31	$9,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$236,148
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	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EIDE BAILLY
Accountancy firm EIN	2017-12-31	450250958
2016 : FIRST OKLAHOMA BANK 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,440,289
Expenses. Total of all expenses incurred	2016-12-31	$274,328
Benefits paid (including direct rollovers)	2016-12-31	$258,597
Total plan assets at end of year	2016-12-31	$5,856,683
Total plan assets at beginning of year	2016-12-31	$4,690,722
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$476,969
Contributions received from other sources (not participants or employers)	2016-12-31	$241,190
Other income received	2016-12-31	$454,255
Net income (gross income less expenses)	2016-12-31	$1,165,961
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,856,683
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,690,722
Assets. Value of participant loans	2016-12-31	$239,717
Assets. Value of employer securities	2016-12-31	$2,308,562
Total contributions received or receivable from employer(s)	2016-12-31	$267,875
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,731
2015 : FIRST OKLAHOMA BANK 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$2,299,617
Expenses. Total of all expenses incurred	2015-12-31	$139,980
Benefits paid (including direct rollovers)	2015-12-31	$131,459
Total plan assets at end of year	2015-12-31	$4,690,722
Total plan assets at beginning of year	2015-12-31	$2,531,085
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$391,841
Contributions received from other sources (not participants or employers)	2015-12-31	$1,675,367
Other income received	2015-12-31	$10,549
Net income (gross income less expenses)	2015-12-31	$2,159,637
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,690,722
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,531,085
Assets. Value of participant loans	2015-12-31	$198,471
Assets. Value of employer securities	2015-12-31	$1,888,544
Total contributions received or receivable from employer(s)	2015-12-31	$221,860
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,521
2014 : FIRST OKLAHOMA BANK 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$762,356
Expenses. Total of all expenses incurred	2014-12-31	$253,752
Benefits paid (including direct rollovers)	2014-12-31	$248,447
Total plan assets at end of year	2014-12-31	$2,531,085
Total plan assets at beginning of year	2014-12-31	$2,022,481
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$314,611
Contributions received from other sources (not participants or employers)	2014-12-31	$148,638
Other income received	2014-12-31	$120,959
Net income (gross income less expenses)	2014-12-31	$508,604
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,531,085
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,022,481
Assets. Value of participant loans	2014-12-31	$177,038
Assets. Value of employer securities	2014-12-31	$483,637
Total contributions received or receivable from employer(s)	2014-12-31	$178,148
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,305
2013 : FIRST OKLAHOMA BANK 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$722,425
Expenses. Total of all expenses incurred	2013-12-31	$63,634
Benefits paid (including direct rollovers)	2013-12-31	$59,310
Total plan assets at end of year	2013-12-31	$2,022,481
Total plan assets at beginning of year	2013-12-31	$1,363,690
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$300,355
Contributions received from other sources (not participants or employers)	2013-12-31	$5,393
Other income received	2013-12-31	$248,264
Net income (gross income less expenses)	2013-12-31	$658,791
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,022,481
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,363,690
Assets. Value of participant loans	2013-12-31	$109,289
Assets. Value of employer securities	2013-12-31	$466,013
Total contributions received or receivable from employer(s)	2013-12-31	$168,413
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,324
2012 : FIRST OKLAHOMA BANK 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$570,759
Expenses. Total of all expenses incurred	2012-12-31	$47,532
Benefits paid (including direct rollovers)	2012-12-31	$45,113
Total plan assets at end of year	2012-12-31	$1,363,690
Total plan assets at beginning of year	2012-12-31	$840,463
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$292,301
Contributions received from other sources (not participants or employers)	2012-12-31	$6,825
Other income received	2012-12-31	$106,942
Net income (gross income less expenses)	2012-12-31	$523,227
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,363,690
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$840,463
Assets. Value of participant loans	2012-12-31	$60,569
Assets. Value of employer securities	2012-12-31	$397,377
Total contributions received or receivable from employer(s)	2012-12-31	$164,691
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,419
2011 : FIRST OKLAHOMA BANK 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$510,676
Expenses. Total of all expenses incurred	2011-12-31	$605
Total plan assets at end of year	2011-12-31	$840,463
Total plan assets at beginning of year	2011-12-31	$330,392
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$227,367
Contributions received from other sources (not participants or employers)	2011-12-31	$176,795
Other income received	2011-12-31	$-19,073
Net income (gross income less expenses)	2011-12-31	$510,071
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$840,463
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$330,392
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$28,414
Assets. Value of employer securities	2011-12-31	$240,360
Total contributions received or receivable from employer(s)	2011-12-31	$125,587
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$605
2010 : FIRST OKLAHOMA BANK 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$281,738
Expenses. Total of all expenses incurred	2010-12-31	$5,447
Benefits paid (including direct rollovers)	2010-12-31	$5,413
Total plan assets at end of year	2010-12-31	$330,392
Total plan assets at beginning of year	2010-12-31	$54,101
Total contributions received or receivable from participants	2010-12-31	$133,240
Contributions received from other sources (not participants or employers)	2010-12-31	$46,385
Other income received	2010-12-31	$24,931
Net income (gross income less expenses)	2010-12-31	$276,291
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$330,392
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$54,101
Assets. Value of employer securities	2010-12-31	$23,800
Total contributions received or receivable from employer(s)	2010-12-31	$77,182
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$34
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for FIRST OKLAHOMA BANK 401K PLAN

2022: FIRST OKLAHOMA BANK 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FIRST OKLAHOMA BANK 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FIRST OKLAHOMA BANK 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FIRST OKLAHOMA BANK 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FIRST OKLAHOMA BANK 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FIRST OKLAHOMA BANK 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIRST OKLAHOMA BANK 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST OKLAHOMA BANK 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST OKLAHOMA BANK 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST OKLAHOMA BANK 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST OKLAHOMA BANK 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIRST OKLAHOMA BANK 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FIRST OKLAHOMA BANK 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST OKLAHOMA BANK
Employer identification number (EIN):	730258330
NAIC Classification:	522110
NAIC Description:	Commercial Banking

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