Plan5500

Midwest Bancorporation, Inc And Affiliates Employee Stock Ownership Plan — Form 5500 plan (Midwest Bancorporation, Inc)

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, Midwest Bancorporation, Inc And Affiliates Employee Stock Ownership Plan is a benefit plan reported by Midwest Bancorporation, Inc under EIN 43-1771852 and plan number 333. The latest loaded filing year is 2023. The filing reports 233 participants and $30,981,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Bancorporation, Inc
EIN
43-1771852
Plan number
333
Plan type
3
Location
Poplar Bluff, MO
Latest filing year
2023
Participants
233
End-of-year plan assets
$30,981,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20240808114652NAL0005000721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,981,469
Total liabilities (EOY)
$744
Net assets (EOY)
$30,980,725
Net assets (BOY)
$34,754,979

Income & contributions

Employer contributions
$1,100,259
Total contributions
$1,100,259
Total income / additions
-$252,381

Expenses & distributions

Benefits paid
$3,456,539
Administrative expenses
$65,334
Total expenses
$3,521,873
Net increase / (decrease)
-$3,774,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Esop Partners, IncTPA$25,218not reported in the loaded dataset2023
The Whitlock Company, LlpAUDITOR$20,700not reported in the loaded dataset2023
Mercer Capital Management, Inc.VALUATION$11,200not reported in the loaded dataset2023

Related Form 5500 pages