Midstates Bank, National Association 401(K) Plan — Form 5500 plan (Midstates Bank, National Association)

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, Midstates Bank, National Association 401(K) Plan is a benefit plan reported by Midstates Bank, National Association under EIN 42-0296630 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $15,115,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midstates Bank, National Association
EIN
42-0296630
Plan number
001
Plan type
2
Location
Harlan, IA
Latest filing year
2023
Participants
138
End-of-year plan assets
$15,115,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240823153313NAL0006572561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,115,087
Total liabilities (EOY)
$0
Net assets (EOY)
$15,115,087
Net assets (BOY)
$12,485,189

Income & contributions

Employer contributions
$277,100
Participant contributions
$633,901
Total contributions
$927,764
Total income / additions
$2,852,864

Expenses & distributions

Benefits paid
$222,866
Administrative expenses
$100
Total expenses
$222,966
Net increase / (decrease)
$2,629,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$800$02023

Related Form 5500 pages