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 Bancorp, Inc. 401(K) Plan is a benefit plan reported by Midstate Bancorp, Inc. under EIN 73-0736860 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $9,179,849 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,179,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,179,849
- Net assets (BOY)
- $8,165,580
Income & contributions
- Employer contributions
- $2,806
- Participant contributions
- $572,938
- Total contributions
- $575,744
- Total income / additions
- $1,886,542
Expenses & distributions
- Benefits paid
- $837,364
- Administrative expenses
- $32,353
- Total expenses
- $873,278
- Net increase / (decrease)
- $1,013,264