Southwest Missouri Bancorporation 401(k) match, vesting and fees
What Southwest Missouri Bancorporation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group | Schedule C ↗ |
| Independent auditor | The Whitlock Company (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Southwest Missouri Bancorporation: employer contribution per participant | $2,093 | |
| Peer median | $2,051 |
| Southwest Missouri Bancorporation: average balance | $96,144 | |
| Peer median | $71,053 |
| Southwest Missouri Bancorporation: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $33.5M at the end of plan year 2021 to $31.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 338 | $31.6M | $689K | $2,093 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 324 | $30.6M | $638K | $1,999 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 341 | $32.5M | $895K | $2,858 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 295 | $33.5M | $851K | $2,913 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Southwest Missouri Bancorporation match 401(k) contributions?
The match terms for the Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $689K in employer contributions, about $2,093 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southwest Missouri Bancorporation 401(k) match vested?
The vesting schedule for the Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southwest Missouri Bancorporation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group. The plan administrator is Southwest Missouri Bancorporation, Inc..
I left Southwest Missouri Bancorporation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southwest Missouri Bancorporation, Inc., (417) 358-9331) or the recordkeeper, Capital Group. The Southwest Missouri Bancorporation old 401(k) page lists the contacts from every plan filing. Find an old Southwest Missouri Bancorporation 401(k)
Data from the public Form 5500 annual reports Southwest Missouri Bancorporation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Southwest Missouri Bancorporation. Not financial advice. Report a correction · Methodology