Royal Banks Of Missouri 401(K) Plan — Form 5500 plan (The Royal Banks Of Missouri)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Royal Banks Of Missouri 401(K) Plan is a benefit plan reported by The Royal Banks Of Missouri under EIN 43-0818100 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $8,175,953 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.2MPlan net assets, end of year$8,175,953
Participants144Covered participants reported
Assets / participant$56.8KComputed: assets ÷ participants$56,777 (computed)
Provider compensation$18.7K2 Schedule C provider row(s)$18,686
Plan sponsor
The Royal Banks Of Missouri
EIN
43-0818100
Plan number
001
Plan type
2
Location
University City, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241015091219NAL0016038147001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$669.4K
Benefits paid / distributions$650.7K
Contributions
Employer$211.2K
Participant$610.9K
Full reported line items

Net assets

Total assets (EOY)
$8,175,953
Total liabilities (EOY)
$0
Net assets (EOY)
$8,175,953
Net assets (BOY)
$6,977,229

Income & contributions

Employer contributions
$211,242
Participant contributions
$610,852
Total contributions
$825,062
Total income / additions
$1,868,158

Expenses & distributions

Benefits paid
$650,748
Administrative expenses
$18,686
Total expenses
$669,434
Net increase / (decrease)
$1,198,724
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Correct Capital Wealth ManagementADVISOR$17,836not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$850$02023

Related Form 5500 pages