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.
Key reported metrics
- Plan sponsor
- The Royal Banks Of Missouri
- EIN
- 43-0818100
- Plan number
- 001
- Plan type
- 2
- Location
- University City, MO
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $8,175,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015091219NAL0016038147001 |
Reported financial statement (2023 · Schedule H)
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
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Correct Capital Wealth Management | ADVISOR | $17,836 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $850 | $0 | 2023 |