Midwest Bankcentre Employees 401(K) Plan — Form 5500 plan (Midwest Bankcentre)
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, Midwest Bankcentre Employees 401(K) Plan is a benefit plan reported by Midwest Bankcentre under EIN 43-0368910 and plan number 002. The latest loaded filing year is 2023. The filing reports 332 participants and $30,966,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Bankcentre
- EIN
- 43-0368910
- Plan number
- 002
- Plan type
- 2
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $30,966,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20240905130625NAL0038772480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,966,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,966,956
- Net assets (BOY)
- $27,522,344
Income & contributions
- Employer contributions
- $978,656
- Participant contributions
- $1,900,456
- Total contributions
- $3,207,091
- Total income / additions
- $8,067,544
Expenses & distributions
- Benefits paid
- $4,497,874
- Administrative expenses
- $83,356
- Total expenses
- $4,622,932
- Net increase / (decrease)
- $3,444,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | OTHER | $45,785 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,366 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,030 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Bankcentre
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation