Midstates, Inc. 401(K) Retirement Plan And Trust — Form 5500 plan (Midstates, 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, Midstates, Inc. 401(K) Retirement Plan And Trust is a benefit plan reported by Midstates, Inc. under EIN 46-0392061 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $9,877,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midstates, Inc.
EIN
46-0392061
Plan number
001
Plan type
2
Location
Aberdeen, SD
Latest filing year
2023
Participants
283
End-of-year plan assets
$9,877,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20240930152609NAL0009694416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,877,507
Total liabilities (EOY)
$9,734
Net assets (EOY)
$9,867,773
Net assets (BOY)
$8,452,729

Income & contributions

Employer contributions
$113,996
Participant contributions
$559,034
Total contributions
$712,272
Total income / additions
$2,310,061

Expenses & distributions

Benefits paid
$832,995
Administrative expenses
$49,308
Total expenses
$895,017
Net increase / (decrease)
$1,415,044

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$38,088$1,0472023
AmeripriseADVISORnot reported in the loaded dataset$13,6562023
Definiti LLCTPA$9,226not reported in the loaded dataset2023

Related Form 5500 pages