Montgomery Bank 401(K) Plan — Form 5500 plan (Montgomery 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, Montgomery Bank 401(K) Plan is a benefit plan reported by Montgomery Bancorporation, Inc. under EIN 43-1350414 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $23,152,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montgomery Bancorporation, Inc.
- EIN
- 43-1350414
- Plan number
- 001
- Plan type
- 2
- Location
- Sikeston, MO
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $23,152,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241015075713NAL0027790801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,152,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,152,883
- Net assets (BOY)
- $20,206,233
Income & contributions
- Employer contributions
- $458,295
- Participant contributions
- $1,340,292
- Total contributions
- $1,807,488
- Total income / additions
- $4,976,399
Expenses & distributions
- Benefits paid
- $1,941,171
- Administrative expenses
- $88,578
- Total expenses
- $2,029,749
- Net increase / (decrease)
- $2,946,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $49,654 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $38,924 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $6,892 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montgomery Bancorporation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Sikeston, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation