Original filing (PDF)20250731143345NAL0010730194001

MID-MISSOURI BANK

Name: MID-MISSOURI BANK — MID-MISSOURI BANK EMPLOYEES 401K PLAN, Form 5500 (2024)
Creator: MID-MISSOURI BANK

Form 5500

FILING_RECEIVED

MID-MISSOURI BANK EMPLOYEES 401K PLAN

401(k) retirement plan

Active participants

185

Accounts w/ balance

199

Plan assets (EOY)

$20.2M

Net assets (EOY)

$20.2M

How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-MISSOURI BANK.

Plan sponsor

Name

MID-MISSOURI BANK

EIN

44-0393970

Address

1615 E. INDEPENDENCE ST · P.O. BOX 14740 · SPRINGFIELD, MO · 65814

Phone

(417) 877-0962

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$63K	—

Investments

45 direct securities· $20.8M(100% of reported assets)

					% of plan
Lincoln Yourpath 2065 Aggressive	Other securities	—	—	$3.5M	17.4%
Investment in insurance company	Other securities	—	—	$3.1M	15.3%
Lincoln Yourpath 2030 Moderate	Other securities	—	—	$2.2M	11.1%
Lincoln Yourpath 2025 Moderate	Other securities	—	—	$1.5M	7.3%
Lincoln Yourpath 2020 Moderate	Other securities	—	—	$1.4M	7.1%
Lincoln Yourpath 2010 Moderate	Other securities	—	—	$1.3M	6.3%
Lincoln Yourpath 2035 Moderate	Other securities	—	—	$1.1M	5.2%
Lincoln Yourpath 2060 Aggressive	Other securities	—	—	$1.0M	5.1%
Lincoln Yourpath 2055 Aggressive	Other securities	—	—	$1.0M	5.0%
Fidelity 500 Index	Other securities	—	—	$879K	4.4%
Loomis Sayles Investment Grade Bond Class N	Other securities	—	—	$645K	3.2%
Ishares Msci Total International Index Class K	Other securities	—	—	$580K	2.9%
Vanguard Small Cap Value Index Admiral Shares	Other securities	—	—	$345K	1.7%
Lincoln Yourpath 2010 Moderate	Other securities	—	—	$311K	1.5%
Lincoln Yourpath 2040 Moderate	Other securities	—	—	$306K	1.5%
Lincoln Yourpath 2020 Moderate	Other securities	—	—	$276K	1.4%
Baird Aggregate Bond Class Institutional	Other securities	—	—	$268K	1.3%
MFS Mid Cap Growth Class R6	Other securities	—	—	$233K	1.2%
Franklin Small Cap Growth Class R6	Other securities	—	—	$168K	0.8%
Lincoln Yourpath 2025 Moderate	Other securities	—	—	$146K	0.7%
Lincoln Yourpath 2030 Moderate	Other securities	—	—	$105K	0.5%
Vanguard Real Estate Index Admiral Shares	Other securities	—	—	$68K	0.3%
American Funds New Perspective Class R6	Other securities	—	—	$58K	0.3%
Vanguard Selected Value Investor Shares	Other securities	—	—	$42K	0.2%
Lincoln Yourpath 2035 Aggressive	Other securities	—	—	$34K	0.2%
Lincoln Yourpath 2045 Moderate	Other securities	—	—	$34K	0.2%
Lincoln Yourpath 2010 Aggressive	Other securities	—	—	$29K	0.1%
Lincoln Yourpath 2010 Aggressive	Other securities	—	—	$18K	<0.1%
Lincoln Yourpath 2050 Moderate	Other securities	—	—	$13K	<0.1%
Lincoln Yourpath 2060 Moderate	Other securities	—	—	$11K	<0.1%
American Funds New World Class R6	Other securities	—	—	$9K	<0.1%
Lincoln Yourpath 2050 Moderate	Other securities	—	—	$8K	<0.1%
Vanguard Windsor II Admiral Shares	Other securities	—	—	$6K	<0.1%
Lincoln Yourpath 2035 Aggressive	Other securities	—	—	$6K	<0.1%
Lincoln Yourpath 2055 Moderate	Other securities	—	—	$6K	<0.1%
Lincoln Yourpath 2045 Moderate	Other securities	—	—	$5K	<0.1%
Vanguard International Growth Admiral Shares	Other securities	—	—	$3K	<0.1%
American Funds American Balanced Class R6	Other securities	—	—	$3K	<0.1%
JPMorgan Large Cap Growth Class R6	Other securities	—	—	$3K	<0.1%
Vanguard International Value Investor Shares	Other securities	—	—	$2K	<0.1%
Lincoln Yourpath 2065 Moderate	Other securities	—	—	$1K	<0.1%
Lincoln Yourpath 2040 Moderate	Other securities	—	—	$216	<0.1%
PGIM High Yield Class R6	Other securities	—	—	$13	<0.1%
Lincoln Yourpath 2035 Moderate	Other securities	—	—	$10	<0.1%
American Funds Investment Company of America Class R6	Other securities	—	—	$4	<0.1%