Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan — Form 5500 plan (Southwest Missouri Bancorporation, Inc.)
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, Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan is a benefit plan reported by Southwest Missouri Bancorporation, Inc. under EIN 43-1252060 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $30,550,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Missouri Bancorporation, Inc.
- EIN
- 43-1252060
- Plan number
- 001
- Plan type
- 2
- Location
- Carthage, MO
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $30,550,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241001162150NAL0003450515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,550,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,550,921
- Net assets (BOY)
- $32,544,817
Income & contributions
- Employer contributions
- $637,815
- Participant contributions
- $622,804
- Total contributions
- $1,275,207
- Total income / additions
- $145,783
Expenses & distributions
- Benefits paid
- $2,087,523
- Administrative expenses
- $52,156
- Total expenses
- $2,139,679
- Net increase / (decrease)
- -$1,993,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis, Llp | NONE | $27,647 | not reported in the loaded dataset | 2023 |
| Equity Solutions, LLC | NONE | $7,892 | not reported in the loaded dataset | 2023 |
| Whitlock Company Llp | NONE | $7,150 | not reported in the loaded dataset | 2023 |
| Husch Blackwell | NONE | $5,049 | not reported in the loaded dataset | 2023 |
| Capital Group | NONE | $4,418 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Missouri Bancorporation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Carthage, MO
- Forvis, Llp — Schedule C compensation
- Equity Solutions, LLC — Schedule C compensation
- Whitlock Company Llp — Schedule C compensation
- Husch Blackwell — Schedule C compensation
- Capital Group — Schedule C compensation