401k Plan data: MBA HEADQUARTERS MONEY PURCHASE PLAN plan

MBA HEADQUARTERS MONEY PURCHASE PLAN 401k Plan overview

Plan Name	MBA HEADQUARTERS MONEY PURCHASE PLAN
Plan identification number	003

MBA HEADQUARTERS MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MISSOURI BANKERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: MISSOURI BANKERS ASSOCIATION

Employer identification number (EIN): 430620357

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MBA HEADQUARTERS MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 JANET M ROLING 2023-07-24
003 2021-01-01 JANET M ROLING 2022-10-04
003 2020-01-01 JANET M ROLING 2021-07-30
003 2019-01-01 JANET M ROLING 2020-09-24
003 2018-01-01 JANET M ROLING 2019-07-25
003 2017-01-01 JANET M ROLING 2018-07-24
003 2016-01-01 JANET M ROLING 2017-07-26
003 2015-01-01 JANET M ROLING 2016-07-25
003 2014-01-01 JANET M ROLING 2015-07-24
003 2013-01-01 JANET M ROLING
003 2012-01-01 JANET M ROLING
003 2011-01-01 JANET M ROLING
003 2010-01-01 JANET M ROLING
003 2009-01-01 WADE L NASH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	JANET M ROLING	2023-07-24
003	2021-01-01	JANET M ROLING	2022-10-04
003	2020-01-01	JANET M ROLING	2021-07-30
003	2019-01-01	JANET M ROLING	2020-09-24
003	2018-01-01	JANET M ROLING	2019-07-25
003	2017-01-01	JANET M ROLING	2018-07-24
003	2016-01-01	JANET M ROLING	2017-07-26
003	2015-01-01	JANET M ROLING	2016-07-25
003	2014-01-01	JANET M ROLING	2015-07-24
003	2013-01-01	JANET M ROLING
003	2012-01-01	JANET M ROLING
003	2011-01-01	JANET M ROLING
003	2010-01-01	JANET M ROLING
003	2009-01-01	WADE L NASH

Plan Statistics for MBA HEADQUARTERS MONEY PURCHASE PLAN

401k plan membership statisitcs for MBA HEADQUARTERS MONEY PURCHASE PLAN

Measure Date Value
2013: MBA HEADQUARTERS MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 27
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 30
Number of participants with account balances 2013-01-01 26
2012: MBA HEADQUARTERS MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 28
2011: MBA HEADQUARTERS MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 29
2010: MBA HEADQUARTERS MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 24
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 28
Total participants 2010-01-01 28
Number of participants with account balances 2010-01-01 33
2009: MBA HEADQUARTERS MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: MBA HEADQUARTERS MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	27
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	30
Number of participants with account balances	2013-01-01	26
2012: MBA HEADQUARTERS MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	28
2011: MBA HEADQUARTERS MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	29
2010: MBA HEADQUARTERS MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	24
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	28
Total participants	2010-01-01	28
Number of participants with account balances	2010-01-01	33
2009: MBA HEADQUARTERS MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MBA HEADQUARTERS MONEY PURCHASE PLAN

Measure	Date	Value
2013 : MBA HEADQUARTERS MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$560,374
Expenses. Total of all expenses incurred	2013-12-31	$295,348
Benefits paid (including direct rollovers)	2013-12-31	$295,348
Total plan assets at end of year	2013-12-31	$2,700,485
Total plan assets at beginning of year	2013-12-31	$2,435,459
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$409,890
Net income (gross income less expenses)	2013-12-31	$265,026
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,700,485
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,435,459
Total contributions received or receivable from employer(s)	2013-12-31	$150,484
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$150,484
Amount contributed by the employer to the plan for this plan year	2013-12-31	$150,484
2012 : MBA HEADQUARTERS MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$315,500
Expenses. Total of all expenses incurred	2012-12-31	$228,159
Benefits paid (including direct rollovers)	2012-12-31	$228,159
Total plan assets at end of year	2012-12-31	$2,435,459
Total plan assets at beginning of year	2012-12-31	$2,348,118
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$162,584
Net income (gross income less expenses)	2012-12-31	$87,341
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,435,459
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,348,118
Total contributions received or receivable from employer(s)	2012-12-31	$152,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$152,916
Amount contributed by the employer to the plan for this plan year	2012-12-31	$152,916
2011 : MBA HEADQUARTERS MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-42,952
Expenses. Total of all expenses incurred	2011-12-31	$187,037
Benefits paid (including direct rollovers)	2011-12-31	$187,037
Total plan assets at end of year	2011-12-31	$2,348,118
Total plan assets at beginning of year	2011-12-31	$2,578,107
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$-199,088
Net income (gross income less expenses)	2011-12-31	$-229,989
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,348,118
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,578,107
Total contributions received or receivable from employer(s)	2011-12-31	$156,136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$133,914
Amount contributed by the employer to the plan for this plan year	2011-12-31	$133,914
2010 : MBA HEADQUARTERS MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$384,902
Expenses. Total of all expenses incurred	2010-12-31	$39,595
Benefits paid (including direct rollovers)	2010-12-31	$39,595
Total plan assets at end of year	2010-12-31	$2,578,107
Total plan assets at beginning of year	2010-12-31	$2,232,800
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$250,988
Net income (gross income less expenses)	2010-12-31	$345,307
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,578,107
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,232,800
Total contributions received or receivable from employer(s)	2010-12-31	$133,914
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$133,914
Amount contributed by the employer to the plan for this plan year	2010-12-31	$133,914
2009 : MBA HEADQUARTERS MONEY PURCHASE PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$149,811
Amount contributed by the employer to the plan for this plan year	2009-12-31	$149,811

Form 5500 Responses for MBA HEADQUARTERS MONEY PURCHASE PLAN

2013: MBA HEADQUARTERS MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MBA HEADQUARTERS MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MBA HEADQUARTERS MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MBA HEADQUARTERS MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MBA HEADQUARTERS MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MISSOURI BANKERS ASSOCIATION
Employer identification number (EIN):	430620357
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations