Midstate Financial Corp. Employee Stock Ownership Plan — Form 5500 plan (Midstate Financial Corp.)
Plain-English plan 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, Midstate Financial Corp. Employee Stock Ownership Plan is a benefit plan reported by Midstate Financial Corp. under EIN 35-1528403 and plan number 002. The latest loaded filing year is 2023. The filing reports 71 participants and $2,711,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midstate Financial Corp.
- EIN
- 35-1528403
- Plan number
- 002
- Plan type
- 2
- Location
- Brownsburg, IN
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $2,711,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240716135759NAL0006635794001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,711,257
- Total liabilities (EOY)
- $775,439
- Net assets (EOY)
- $1,935,818
- Net assets (BOY)
- $1,894,568
Income & contributions
- Employer contributions
- $189,014
- Total income / additions
- $187,876
Expenses & distributions
- Benefits paid
- $142,167
- Administrative expenses
- $4,459
- Total expenses
- $146,626
- Net increase / (decrease)
- $41,250
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.