2023 Form 5500 filing — Royal Banks Of Missouri 401(K) 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 20241015091219NAL0016038147001) for Royal Banks Of Missouri 401(K) Plan, reported by The Royal Banks Of Missouri under EIN 43-0818100 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.2MReported net assets$8,175,953
Participants144
Provider compensation$18.7K2 Schedule C row(s)$18,686
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015091219NAL0016038147001
- Plan sponsor
- The Royal Banks Of Missouri
- EIN
- 43-0818100
- Plan number
- 001
- Location
- University City, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,175,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,175,953
- Employer contributions
- $211,242
- Participant contributions
- $610,852
- Total income / additions
- $1,868,158
- Benefits paid
- $650,748
- Administrative expenses
- $18,686
- Total expenses
- $669,434
- Net increase / (decrease)
- $1,198,724
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Correct Capital Wealth Management | ADVISOR | $17,836 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $850 | $0 |