2023 Form 5500 filing — Midwestone Financial Group, Inc. 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 20250325085715NAL0007609107001) for Midwestone Financial Group, Inc. Employee Stock Ownership Plan, reported by Midwestone Financial Group, Inc. under EIN 42-1206172 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325085715NAL0007609107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwestone Financial Group, Inc.
- EIN
- 42-1206172
- Plan number
- 001
- Location
- Iowa City, IA
- Participants
- 867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,290,819
- Total liabilities (EOY)
- $106,867
- Net assets (EOY)
- $13,183,952
- Employer contributions
- $2,505
- Total income / additions
- -$1,046,044
- Benefits paid
- $525,612
- Administrative expenses
- $45,729
- Total expenses
- $571,341
- Net increase / (decrease)
- -$1,617,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Retirement | NONE | $45,729 | $0 |