2023 Form 5500 filing — Midstate Financial Corp. Employee Stock Ownership Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716135759NAL0006635794001) for Midstate Financial Corp. Employee Stock Ownership Plan, reported by Midstate Financial Corp. under EIN 35-1528403 and plan number 002. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240716135759NAL0006635794001
Filing year
2023
Form type
2
Plan sponsor
Midstate Financial Corp.
EIN
35-1528403
Plan number
002
Location
Brownsburg, IN
Participants
71
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,711,257
Total liabilities (EOY)
$775,439
Net assets (EOY)
$1,935,818
Employer contributions
$189,014
Total income / additions
$187,876
Benefits paid
$142,167
Administrative expenses
$4,459
Total expenses
$146,626
Net increase / (decrease)
$41,250
Schedule source
Schedule I

Related Form 5500 pages