Midstate Bancorp, Inc. 401(K) Plan — Form 5500 plan (Midstate Bancorp, Inc.)
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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.2MPlan net assets, end of year$9,179,849
Participants163Covered participants reported
Assets / participant$56.3KComputed: assets ÷ participants$56,318 (computed)
Provider compensation$1.2K1 Schedule C provider row(s)$1,163
- Plan sponsor
- Midstate Bancorp, Inc.
- EIN
- 73-0736860
- Plan number
- 002
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015130542NAL0014685571001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
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
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,163 | $0 | 2023 |