2023 Form 5500 filing — Midwest Bancorporation, Inc And Affiliates Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808114652NAL0005000721001) for Midwest Bancorporation, Inc And Affiliates Employee Stock Ownership Plan, reported by Midwest Bancorporation, Inc under EIN 43-1771852 and plan number 333. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808114652NAL0005000721001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Midwest Bancorporation, Inc
- EIN
- 43-1771852
- Plan number
- 333
- Location
- Poplar Bluff, MO
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,981,469
- Total liabilities (EOY)
- $744
- Net assets (EOY)
- $30,980,725
- Employer contributions
- $1,100,259
- Total income / additions
- -$252,381
- Benefits paid
- $3,456,539
- Administrative expenses
- $65,334
- Total expenses
- $3,521,873
- Net increase / (decrease)
- -$3,774,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Esop Partners, Inc | TPA | $25,218 | not reported in the loaded dataset |
| The Whitlock Company, Llp | AUDITOR | $20,700 | not reported in the loaded dataset |
| Mercer Capital Management, Inc. | VALUATION | $11,200 | not reported in the loaded dataset |