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Company:
Southwest Missouri Bancorporation, Inc.
Plan:
Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan
 

Southwest Missouri Bancorporation, Inc.

64 Plan: Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan

 
 
64
35
65
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (64) and the top rated plan (86) could equate to:
[How is this calculated?]
11 additional years of work
Up to $144,000 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

 Comments

Retirement Plan Description

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan is a defined contribution plan with a 401k feature and leveraged ESOP component. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan currently has over 200 active participants and over $16.3M in plan assets.

 Retirement Plan Details

Address 300 West 3rd Street
Carthage, MO 64836 
Industry Offices of Bank Holding Companies
Administrator David Russell
Sponsor Steve Koelkebeck
Net Plan Assets $16,300,000
Total Participants 270
Avg Account Balance $60,000

 Top 3 Funds in this 401k

1. Southwest Missouri Bancorporation, Inc. Common Stock 89%
2. American Funds Money Market 1%
3. Cash and Cash Equivalents 1%

  Plan Service Providers

Administration Bkd, LLP
Auditor Whitlock, Selim & Keehn, LLP

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