THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN
Plan Contact
- Address: 302 CHICKASHA AVENUE,CHICKASHA,OK
- Phone: (405) 224-2200
Plan General Information
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN is $34,935,823.00.This plan was established in 2003.
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN is 203
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN is $172,097.00
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN is $7,060.00.
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN is approximately $6,371.00
Investing in this additonal $6,371.00 for 20 years would give you extra $407,756.00, assuming a 10% annual return.
Investing in this additonal $6,371.00 for 20 years would give you extra $407,756.00, assuming a 10% annual return.
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Total Employer Contribution and Match Rate
In 2023, THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN allocates $1,293,352.00 to match its employees' contributions, providing an employer match rate of 180.47% of their contributions
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN is -2.66%.
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN is 9.75%. This measures the effectiveness of the plan participants' investments in the year.
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN is 0.21%.
Enrollment Features
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
- Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
- Dividend Income Investments: Benefits and Pitfalls
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …