Original filing (PDF)20250918103435NAL0001237665001

CHICKASAW COMMUNITY BANK

Name: CHICKASAW COMMUNITY BANK — CHICKASAW COMMUNITY BANK 401(K) PLAN, Form 5500 (2024)
Creator: CHICKASAW COMMUNITY BANK

Form 5500

FILING_RECEIVED

CHICKASAW COMMUNITY BANK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICKASAW COMMUNITY BANK.

Plan sponsor

Name

CHICKASAW COMMUNITY BANK

EIN

73-0242063

Address

7500 W. MEMORIAL RD. · OKLAHOMA CITY, OK · 73142

Phone

(405) 946-2265

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN INVEST HOLDINGS LLC	13-2624428	—	RECORDKEEPER	$25K	—

Investments

1 pooled fund· $579K(9% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
THE STANDARD STABLE ASSET II JP MORGAN STABLE VALUE · EIN 93-0242990 / PN 001	Common Collective Trust	$579K	8.7%

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