First National Bank and Trust Co., Chickasha 401(k) match, vesting and fees
What First National Bank and Trust Co., Chickasha's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Rogers Wealth Group | Schedule C ↗ |
| Independent auditor | Finley & Cook, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| First National Bank and Trust Co., Chickasha: employer contribution per participant | $3,990 | |
| Peer median | $2,868 |
| First National Bank and Trust Co., Chickasha: average balance | $143,014 | |
| Peer median | $95,281 |
| First National Bank and Trust Co., Chickasha: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $28.7M at the end of plan year 2021 to $28.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 204 | $28.9M | $806K | $3,990 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 208 | $26.8M | $781K | $3,867 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 203 | $27.3M | $1M | $5,041 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 184 | $28.7M | $1.6M | $8,859 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does First National Bank and Trust Co., Chickasha match 401(k) contributions?
The match terms for the The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $806K in employer contributions, about $3,990 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the First National Bank and Trust Co., Chickasha 401(k) match vested?
The vesting schedule for the The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the First National Bank and Trust Co., Chickasha 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Rogers Wealth Group. The plan administrator is The First National Bank and Trust Co., Chickasha.
I left First National Bank and Trust Co., Chickasha. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The First National Bank and Trust Co., Chickasha, (405) 224-2200) or the recordkeeper, Rogers Wealth Group. The First National Bank and Trust Co., Chickasha old 401(k) page lists the contacts from every plan filing. Find an old First National Bank and Trust Co., Chickasha 401(k)
Data from the public Form 5500 annual reports First National Bank and Trust Co., Chickasha filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with First National Bank and Trust Co., Chickasha. Not financial advice. Report a correction · Methodology