2023 Form 5500 filing — Midwest Regional Bancorp, Inc. 401(K) 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 20241015103304NAL0016153987001) for Midwest Regional Bancorp, Inc. 401(K) Plan, reported by Midwest Regional Bancorp, Inc. under EIN 20-8080592 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103304NAL0016153987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Regional Bancorp, Inc.
- EIN
- 20-8080592
- Plan number
- 001
- Location
- Festus, MO
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,257,532
- Total liabilities (EOY)
- $610
- Net assets (EOY)
- $7,256,922
- Employer contributions
- $465,799
- Participant contributions
- $505,642
- Total income / additions
- $1,637,416
- Benefits paid
- $902,704
- Administrative expenses
- $30,702
- Total expenses
- $945,118
- Net increase / (decrease)
- $692,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transce3nd LLC | ADVISORY | $19,038 | $0 |
| Nationwide | RECORDKEEPER | $11,512 | $0 |
| Gateway Pension Services, Ltd. | CONTRACT ADMINISTRATOR | $9,925 | $0 |
| Active Core-Passive Through Targetd | ADVISORY | $3,174 | $0 |
| Nationwide Life Insurance Company | RECORDKEEPER | $635 | $0 |