# Southwest Missouri Bancorporation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southwest-missouri-bancorporation-inc-401k-plan

> Southwest Missouri Bancorporation, INC.'s 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest Missouri Bancorporation, INC.

- **Sponsor EIN:** 431252060

- **Sponsor Address:** 300 WEST 3RD STREET, CARTHAGE, MO, 64836

- **Plan Type:** 401(k)

- **Total Participants:** 227

- **Total Assets:** $31.6M

## 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|227|$31.6M|$688,546|$629,877|

| 2023|216|$30.6M|$637,815|$622,804|

| 2022|220|$32.6M|$894,697|$610,719|

## 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|$7,550|—|$7,550|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE WHITLOCK COMPANY](https://planprovider.pro/provider/the-whitlock-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,550

- **Estimated Expense Ratio:** 0.024% of plan assets

### 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|$51,441|—|—|$7,550|—|

| 2023|$52,156|—|—|—|—|

| 2022|$56,849|—|$3,630|—|$53,219|

## Similar Plans

- [Security State Bancshares, INC.](https://planprovider.pro/companies/security-state-bancshares-inc-401k-plan) — 171 participants

- [Oakstar Bank](https://planprovider.pro/companies/oakstar-bank-401k-plan) — 333 participants

- [Great Southern Bancorp, INC.](https://planprovider.pro/companies/great-southern-bancorp-inc-401k-plan) — 812 participants

- [Central Bancompany, INC.](https://planprovider.pro/companies/central-bancompany-inc-plan-001) — 1,111 participants

- [National Bank Holdings Corp](https://planprovider.pro/companies/national-bank-holdings-corporation-401k-plan) — 1,397 participants

- [Central Bancompany](https://planprovider.pro/companies/central-bancompany-401k-plan) — 2,893 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwest-missouri-bancorporation-inc-401k-plan)

© 2026 PlanProvider.Pro