2023 Form 5500 filing — Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001162150NAL0003450515001) for Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan, reported by Southwest Missouri Bancorporation, Inc. under EIN 43-1252060 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001162150NAL0003450515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Missouri Bancorporation, Inc.
- EIN
- 43-1252060
- Plan number
- 001
- Location
- Carthage, MO
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,550,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,550,921
- Employer contributions
- $637,815
- Participant contributions
- $622,804
- Total income / additions
- $145,783
- Benefits paid
- $2,087,523
- Administrative expenses
- $52,156
- Total expenses
- $2,139,679
- Net increase / (decrease)
- -$1,993,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis, Llp | NONE | $27,647 | not reported in the loaded dataset |
| Equity Solutions, LLC | NONE | $7,892 | not reported in the loaded dataset |
| Whitlock Company Llp | NONE | $7,150 | not reported in the loaded dataset |
| Husch Blackwell | NONE | $5,049 | not reported in the loaded dataset |
| Capital Group | NONE | $4,418 | $0 |