Oklahoma Heritage Bank
Plan context: Oklahoma Heritage Bank 401(K) Retirement Plan
EIN 73-1055748 • Stratford, OK • 27 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$629,063
2024 Contributions
$48,117
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 20 | $629,063 | $48,117 | $2,406iApproximate average salary by contribution assumption: employee only about $60,146 at 4% or $40,098 at 6%; with 50% employer match about $40,098 at 4% or $26,732 at 6%; with 100% employer match about $30,073 at 4% or $20,049 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 20 | $629,063 | $48,117 | $2,406iApproximate average salary by contribution assumption: employee only about $60,146 at 4% or $40,098 at 6%; with 50% employer match about $40,098 at 4% or $26,732 at 6%; with 100% employer match about $30,073 at 4% or $20,049 at 6%. |
| 2023 | 1 | 18 | $556,117 | $46,210 | $2,567iApproximate average salary by contribution assumption: employee only about $64,181 at 4% or $42,787 at 6%; with 50% employer match about $42,787 at 4% or $28,525 at 6%; with 100% employer match about $32,090 at 4% or $21,394 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 18 | $556,117 | $46,210 | $2,567iApproximate average salary by contribution assumption: employee only about $64,181 at 4% or $42,787 at 6%; with 50% employer match about $42,787 at 4% or $28,525 at 6%; with 100% employer match about $32,090 at 4% or $21,394 at 6%. |
| 2022 | 1 | 19 | $443,666 | $52,921 | $2,785iApproximate average salary by contribution assumption: employee only about $69,633 at 4% or $46,422 at 6%; with 50% employer match about $46,422 at 4% or $30,948 at 6%; with 100% employer match about $34,816 at 4% or $23,211 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 19 | $443,666 | $52,921 | $2,785iApproximate average salary by contribution assumption: employee only about $69,633 at 4% or $46,422 at 6%; with 50% employer match about $46,422 at 4% or $30,948 at 6%; with 100% employer match about $34,816 at 4% or $23,211 at 6%. |
| 2021 | 1 | 25 | $759,846 | $73,350 | $2,934iApproximate average salary by contribution assumption: employee only about $73,350 at 4% or $48,900 at 6%; with 50% employer match about $48,900 at 4% or $32,600 at 6%; with 100% employer match about $36,675 at 4% or $24,450 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 25 | $759,846 | $73,350 | $2,934iApproximate average salary by contribution assumption: employee only about $73,350 at 4% or $48,900 at 6%; with 50% employer match about $48,900 at 4% or $32,600 at 6%; with 100% employer match about $36,675 at 4% or $24,450 at 6%. |
| 2020 | 1 | 28 | $671,351 | $65,218 | $2,329iApproximate average salary by contribution assumption: employee only about $58,230 at 4% or $38,820 at 6%; with 50% employer match about $38,820 at 4% or $25,880 at 6%; with 100% employer match about $29,115 at 4% or $19,410 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 28 | $671,351 | $65,218 | $2,329iApproximate average salary by contribution assumption: employee only about $58,230 at 4% or $38,820 at 6%; with 50% employer match about $38,820 at 4% or $25,880 at 6%; with 100% employer match about $29,115 at 4% or $19,410 at 6%. |
| 2019 | 1 | 23 | $533,241 | $105,894 | $4,604iApproximate average salary by contribution assumption: employee only about $115,102 at 4% or $76,735 at 6%; with 50% employer match about $76,735 at 4% or $51,157 at 6%; with 100% employer match about $57,551 at 4% or $38,367 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 23 | $533,241 | $105,894 | $4,604iApproximate average salary by contribution assumption: employee only about $115,102 at 4% or $76,735 at 6%; with 50% employer match about $76,735 at 4% or $51,157 at 6%; with 100% employer match about $57,551 at 4% or $38,367 at 6%. |
| 2018 | 2 | 28 | $793,632 | $107,786 | $3,850iApproximate average salary by contribution assumption: employee only about $96,238 at 4% or $64,158 at 6%; with 50% employer match about $64,158 at 4% or $42,772 at 6%; with 100% employer match about $48,119 at 4% or $32,079 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 28 | $396,816 | $53,893 | $1,925iApproximate average salary by contribution assumption: employee only about $48,119 at 4% or $32,079 at 6%; with 50% employer match about $32,079 at 4% or $21,386 at 6%; with 100% employer match about $24,059 at 4% or $16,040 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 28 | $396,816 | $53,893 | $1,925iApproximate average salary by contribution assumption: employee only about $48,119 at 4% or $32,079 at 6%; with 50% employer match about $32,079 at 4% or $21,386 at 6%; with 100% employer match about $24,059 at 4% or $16,040 at 6%. |
| 2017 | 1 | 25 | $396,908 | $42,714 | $1,709iApproximate average salary by contribution assumption: employee only about $42,714 at 4% or $28,476 at 6%; with 50% employer match about $28,476 at 4% or $18,984 at 6%; with 100% employer match about $21,357 at 4% or $14,238 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 25 | $396,908 | $42,714 | $1,709iApproximate average salary by contribution assumption: employee only about $42,714 at 4% or $28,476 at 6%; with 50% employer match about $28,476 at 4% or $18,984 at 6%; with 100% employer match about $21,357 at 4% or $14,238 at 6%. |
| 2016 | 1 | 24 | $401,841 | $53,282 | $2,220iApproximate average salary by contribution assumption: employee only about $55,502 at 4% or $37,001 at 6%; with 50% employer match about $37,001 at 4% or $24,668 at 6%; with 100% employer match about $27,751 at 4% or $18,501 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 24 | $401,841 | $53,282 | $2,220iApproximate average salary by contribution assumption: employee only about $55,502 at 4% or $37,001 at 6%; with 50% employer match about $37,001 at 4% or $24,668 at 6%; with 100% employer match about $27,751 at 4% or $18,501 at 6%. |
| 2015 | 1 | 29 | $556,758 | $57,915 | $1,997iApproximate average salary by contribution assumption: employee only about $49,927 at 4% or $33,284 at 6%; with 50% employer match about $33,284 at 4% or $22,190 at 6%; with 100% employer match about $24,963 at 4% or $16,642 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 29 | $556,758 | $57,915 | $1,997iApproximate average salary by contribution assumption: employee only about $49,927 at 4% or $33,284 at 6%; with 50% employer match about $33,284 at 4% or $22,190 at 6%; with 100% employer match about $24,963 at 4% or $16,642 at 6%. |
| 2014 | 1 | 26 | $533,103 | $85,133 | $3,274iApproximate average salary by contribution assumption: employee only about $81,859 at 4% or $54,572 at 6%; with 50% employer match about $54,572 at 4% or $36,382 at 6%; with 100% employer match about $40,929 at 4% or $27,286 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 26 | $533,103 | $85,133 | $3,274iApproximate average salary by contribution assumption: employee only about $81,859 at 4% or $54,572 at 6%; with 50% employer match about $54,572 at 4% or $36,382 at 6%; with 100% employer match about $40,929 at 4% or $27,286 at 6%. |
| 2013 | 1 | 22 | $433,488 | $55,017 | $2,501iApproximate average salary by contribution assumption: employee only about $62,519 at 4% or $41,680 at 6%; with 50% employer match about $41,680 at 4% or $27,786 at 6%; with 100% employer match about $31,260 at 4% or $20,840 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 22 | $433,488 | $55,017 | $2,501iApproximate average salary by contribution assumption: employee only about $62,519 at 4% or $41,680 at 6%; with 50% employer match about $41,680 at 4% or $27,786 at 6%; with 100% employer match about $31,260 at 4% or $20,840 at 6%. |
| 2012 | 1 | 20 | $318,083 | $50,854 | $2,543iApproximate average salary by contribution assumption: employee only about $63,567 at 4% or $42,378 at 6%; with 50% employer match about $42,378 at 4% or $28,252 at 6%; with 100% employer match about $31,784 at 4% or $21,189 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 20 | $318,083 | $50,854 | $2,543iApproximate average salary by contribution assumption: employee only about $63,567 at 4% or $42,378 at 6%; with 50% employer match about $42,378 at 4% or $28,252 at 6%; with 100% employer match about $31,784 at 4% or $21,189 at 6%. |
| 2011 | 1 | 19 | $238,208 | $78,147 | $4,113iApproximate average salary by contribution assumption: employee only about $102,825 at 4% or $68,550 at 6%; with 50% employer match about $68,550 at 4% or $45,700 at 6%; with 100% employer match about $51,413 at 4% or $34,275 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 19 | $238,208 | $78,147 | $4,113iApproximate average salary by contribution assumption: employee only about $102,825 at 4% or $68,550 at 6%; with 50% employer match about $68,550 at 4% or $45,700 at 6%; with 100% employer match about $51,413 at 4% or $34,275 at 6%. |
| 2010 | 1 | 20 | $194,401 | $44,254 | $2,213iApproximate average salary by contribution assumption: employee only about $55,317 at 4% or $36,878 at 6%; with 50% employer match about $36,878 at 4% or $24,586 at 6%; with 100% employer match about $27,659 at 4% or $18,439 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 20 | $194,401 | $44,254 | $2,213iApproximate average salary by contribution assumption: employee only about $55,317 at 4% or $36,878 at 6%; with 50% employer match about $36,878 at 4% or $24,586 at 6%; with 100% employer match about $27,659 at 4% or $18,439 at 6%. |
| 2009 | 1 | 14 | $141,903 | $30,905 | $2,208iApproximate average salary by contribution assumption: employee only about $55,188 at 4% or $36,792 at 6%; with 50% employer match about $36,792 at 4% or $24,528 at 6%; with 100% employer match about $27,594 at 4% or $18,396 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 14 | $141,903 | $30,905 | $2,208iApproximate average salary by contribution assumption: employee only about $55,188 at 4% or $36,792 at 6%; with 50% employer match about $36,792 at 4% or $24,528 at 6%; with 100% employer match about $27,594 at 4% or $18,396 at 6%. |
| 2008 | 1 | 18 | $86,635 | $25,202 | $1,400iApproximate average salary by contribution assumption: employee only about $35,003 at 4% or $23,335 at 6%; with 50% employer match about $23,335 at 4% or $15,557 at 6%; with 100% employer match about $17,501 at 4% or $11,668 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 18 | $86,635 | $25,202 | $1,400iApproximate average salary by contribution assumption: employee only about $35,003 at 4% or $23,335 at 6%; with 50% employer match about $23,335 at 4% or $15,557 at 6%; with 100% employer match about $17,501 at 4% or $11,668 at 6%. |
| 2007 | 1 | 24 | $0 | $0 | - |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 24 | - | - | - |
| 2006 | 1 | 7 | $100,917 | $20,721 | $2,960iApproximate average salary by contribution assumption: employee only about $74,004 at 4% or $49,336 at 6%; with 50% employer match about $49,336 at 4% or $32,890 at 6%; with 100% employer match about $37,002 at 4% or $24,668 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 7 | $100,917 | $20,721 | $2,960iApproximate average salary by contribution assumption: employee only about $74,004 at 4% or $49,336 at 6%; with 50% employer match about $49,336 at 4% or $32,890 at 6%; with 100% employer match about $37,002 at 4% or $24,668 at 6%. |
| 2005 | 1 | 16 | $115,523 | $39,142 | $2,446iApproximate average salary by contribution assumption: employee only about $61,159 at 4% or $40,773 at 6%; with 50% employer match about $40,773 at 4% or $27,182 at 6%; with 100% employer match about $30,580 at 4% or $20,386 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 16 | $115,523 | $39,142 | $2,446iApproximate average salary by contribution assumption: employee only about $61,159 at 4% or $40,773 at 6%; with 50% employer match about $40,773 at 4% or $27,182 at 6%; with 100% employer match about $30,580 at 4% or $20,386 at 6%. |
| 2004 | 1 | 20 | $67,834 | $19,949 | $997iApproximate average salary by contribution assumption: employee only about $24,936 at 4% or $16,624 at 6%; with 50% employer match about $16,624 at 4% or $11,083 at 6%; with 100% employer match about $12,468 at 4% or $8,312 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 20 | $67,834 | $19,949 | $997iApproximate average salary by contribution assumption: employee only about $24,936 at 4% or $16,624 at 6%; with 50% employer match about $16,624 at 4% or $11,083 at 6%; with 100% employer match about $12,468 at 4% or $8,312 at 6%. |
| 2003 | 1 | 8 | $68,972 | $11,634 | $1,454iApproximate average salary by contribution assumption: employee only about $36,356 at 4% or $24,238 at 6%; with 50% employer match about $24,238 at 4% or $16,158 at 6%; with 100% employer match about $18,178 at 4% or $12,119 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 8 | $68,972 | $11,634 | $1,454iApproximate average salary by contribution assumption: employee only about $36,356 at 4% or $24,238 at 6%; with 50% employer match about $24,238 at 4% or $16,158 at 6%; with 100% employer match about $18,178 at 4% or $12,119 at 6%. |
| 2002 | 1 | 13 | $0 | $0 | - |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 13 | - | - | - |
| 2001 | 1 | 12 | $125,043 | $25,377 | $2,115iApproximate average salary by contribution assumption: employee only about $52,869 at 4% or $35,246 at 6%; with 50% employer match about $35,246 at 4% or $23,497 at 6%; with 100% employer match about $26,434 at 4% or $17,623 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 12 | $125,043 | $25,377 | $2,115iApproximate average salary by contribution assumption: employee only about $52,869 at 4% or $35,246 at 6%; with 50% employer match about $35,246 at 4% or $23,497 at 6%; with 100% employer match about $26,434 at 4% or $17,623 at 6%. |
| 2000 | 1 | 10 | $101,835 | $25,530 | $2,553iApproximate average salary by contribution assumption: employee only about $63,825 at 4% or $42,550 at 6%; with 50% employer match about $42,550 at 4% or $28,367 at 6%; with 100% employer match about $31,913 at 4% or $21,275 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 10 | $101,835 | $25,530 | $2,553iApproximate average salary by contribution assumption: employee only about $63,825 at 4% or $42,550 at 6%; with 50% employer match about $42,550 at 4% or $28,367 at 6%; with 100% employer match about $31,913 at 4% or $21,275 at 6%. |
| 1999 | 1 | 11 | $86,601 | $24,454 | $2,223iApproximate average salary by contribution assumption: employee only about $55,577 at 4% or $37,052 at 6%; with 50% employer match about $37,052 at 4% or $24,701 at 6%; with 100% employer match about $27,789 at 4% or $18,526 at 6%. |
| Oklahoma Heritage Bank 401(K) Retirement Plan | - | 11 | $86,601 | $24,454 | $2,223iApproximate average salary by contribution assumption: employee only about $55,577 at 4% or $37,052 at 6%; with 50% employer match about $37,052 at 4% or $24,701 at 6%; with 100% employer match about $27,789 at 4% or $18,526 at 6%. |