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, Midwestone Financial Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Midwestone Financial Group, Inc. under EIN 42-1206172 and plan number 001. The latest loaded filing year is 2023. The filing reports 867 participants and $13,290,819 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,290,819
- Total liabilities (EOY)
- $106,867
- Net assets (EOY)
- $13,183,952
- Net assets (BOY)
- $14,801,337
Income & contributions
- Employer contributions
- $2,505
- Total contributions
- $2,505
- Total income / additions
- -$1,046,044
Expenses & distributions
- Benefits paid
- $525,612
- Administrative expenses
- $45,729
- Total expenses
- $571,341
- Net increase / (decrease)
- -$1,617,385