2023 Form 5500 filing — Midstate Bancorp 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 20241015135322NAL0014763299001) for Midstate Bancorp Employee Stock Ownership Plan, reported by Midstate Bancorp, Inc. under EIN 73-0736860 and plan number 011. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135322NAL0014763299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midstate Bancorp, Inc.
- EIN
- 73-0736860
- Plan number
- 011
- Location
- Oklahoma City, OK
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,594,836
- Total liabilities (EOY)
- $2,326
- Net assets (EOY)
- $7,592,510
- Employer contributions
- $360,000
- Total income / additions
- -$1,166,634
- Benefits paid
- $535,147
- Administrative expenses
- $15,875
- Total expenses
- $551,022
- Net increase / (decrease)
- -$1,717,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance | RECORDKEEPER | $14,457 | not reported in the loaded dataset |