Plan5500

First State Bank Of Middlebury — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, First State Bank Of Middlebury (EIN 35-0310540) is a plan sponsor located in Middlebury, IN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-0310540
Location
Middlebury, IN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for First State Bank Of Middlebury

  • 2 loaded plans hold $16.2M in reported assets.
  • The largest, First State Bank Of Middlebury 401(K) Psp, holds 100% of this company's reported plan assets.
  • Plans cover 245 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.2MSummed across loaded plans$16,188,473
Total reported assets$16.2M$16,188,473
Total reported participants245
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.2M total assets
Net assets$16.2MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$586.6K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.5M
Net increase / (decrease)$845.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%First State Bank Of Middlebury 401(K) Psp
Participants per plan123Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    First State Bank Of Middlebury 401(K) Psp$16.2M
    Plan #002 · 146 participants · 2023
  2. 2
    First State Bank Of Middlebury Welfare Benefit Plannot reported in the loaded dataset
    Plan #505 · 99 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for First State Bank Of Middlebury. Open one for its full reported snapshot.

  1. 2023
    First State Bank Of Middlebury Welfare Benefit Plan99 participants · 2No schedules
    View filing →
  2. 2023
    First State Bank Of Middlebury 401(K) Psp146 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does First State Bank Of Middlebury report on Form 5500?
First State Bank Of Middlebury (EIN 35-0310540) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for First State Bank Of Middlebury?
The Employer Identification Number (EIN) reported for First State Bank Of Middlebury is 35-0310540.
What is the latest Form 5500 filing year for First State Bank Of Middlebury?
The latest loaded Form 5500 filing year for First State Bank Of Middlebury is 2023.

Related Form 5500 pages