Plan Snapshot
- Plan Sponsor: Mid-Missouri Bank
- Sponsor EIN: 440393970
- Sponsor Address: 1615 E. INDEPENDENCE ST, SPRINGFIELD, MO, 65814
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 185 | $20.2M | $478,252 | $1.1M |
| 2023 | 164 | $18.9M | $451,734 | $1.0M |
| 2022 | 186 | $16.4M | $427,413 | $943,018 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE WHITLOCK COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WHITLOCK COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,707 | — | $62,707 | — | — |
| 2023 | $56,348 | — | $56,348 | — | — |
| 2022 | $2,331 | — | $2,331 | — | — |