The First National Bank And Trust Co., Chickasha 401(k) Plan: Login, Facts & Contact Information

The First National Bank And Trust Co., Chickasha 401(k) Plan Facts

Plan name
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA
Participants
208 (163 active employees)
Former employees with a balance
33
Plan assets
$36,929,562 at Dec 31, 2024
Average account balance
$182,820 across 202 accounts
Employer contributions
$805,913 in plan year 2024 (49% of all contributions)
Recordkeeper
Rogers Wealth Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.66 million went into the plan in contributions, $805,913 of it from the employer (49%).
  • $3.07 million was paid out to participants.
  • Investment and other income added $4.03 million.
  • Administrative expenses were $80,179, about $397 per account.

How the The First National Bank And Trust Co., Chickasha 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019187$29.2 million$1.38 million$2.32 million
2020197$28.7 million$1.44 million$1.80 million
2021193$38.9 million$1.58 million$4.53 million
2022183$35.9 million$1.02 million$2.60 million
2023203$35.3 million$781,208$5.76 million
2024208$36.9 million$805,913$3.07 million

The First National Bank And Trust Co., Chickasha 401(k) Contact Information

Phone
405-224-2200
Mailing address
302 CHICKASHA AVENUE, CHICKASHA OK 730182653
Plan sponsor
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA
Employer identification number (EIN)
73-0181535
Plan number
002

Questions about the The First National Bank And Trust Co., Chickasha 401(k)

Does The First National Bank And Trust Co., Chickasha contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $805,913, 49% of all contributions.

Does the The First National Bank And Trust Co., Chickasha 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The First National Bank And Trust Co., Chickasha 401(k) plan?

208 participants at the start of plan year 2024, 163 of them active employees, and 33 former employees who still had money in the plan.

What is the average 401(k) balance at The First National Bank And Trust Co., Chickasha?

About $182,820 per account: $36.9 million in plan assets across 202 accounts with a balance at the end of plan year 2024.

Who manages the The First National Bank And Trust Co., Chickasha 401(k) accounts?

ROGERS WEALTH GROUP is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The First National Bank And Trust Co., Chickasha. How do I access my 401(k)?

Your account stays with ROGERS WEALTH GROUP after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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