401k Plan data: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN plan

MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 401k Plan overview

Plan Name	MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
Plan identification number	003

MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUTUALFIRST FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: MUTUALFIRST FINANCIAL, INC.

Employer identification number (EIN): 352085640

NAIC Classification: 551111
NAIC Description: Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 DOROTHY DOUGLASS DOROTHY DOUGLASS 2018-10-05
003 2017-01-01
003 2016-01-01 DOROTHY DOUGLASS DOROTHY DOUGLASS 2017-07-28
003 2015-01-01 DOROTHY DOUGLASS DOROTHY DOUGLASS 2016-10-04
003 2014-01-01 DOROTHY DOUGLASS DOROTHY DOUGLASS 2015-07-13
003 2013-01-01 DOROTHY DOUGLASS DOROTHY DOUGLASS 2014-07-25
003 2012-01-01 DOROTHY DOUGLASS DOROTHY DOUGLASS 2013-09-18
003 2011-01-01 DOROTHY DOUGLASS DOROTHY DOUGLASS 2012-10-15
003 2010-01-01 DOROTHY DOUGLASS DOROTHY DOUGLASS 2012-11-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	DOROTHY DOUGLASS	DOROTHY DOUGLASS	2018-10-05
003	2017-01-01
003	2016-01-01	DOROTHY DOUGLASS	DOROTHY DOUGLASS	2017-07-28
003	2015-01-01	DOROTHY DOUGLASS	DOROTHY DOUGLASS	2016-10-04
003	2014-01-01	DOROTHY DOUGLASS	DOROTHY DOUGLASS	2015-07-13
003	2013-01-01	DOROTHY DOUGLASS	DOROTHY DOUGLASS	2014-07-25
003	2012-01-01	DOROTHY DOUGLASS	DOROTHY DOUGLASS	2013-09-18
003	2011-01-01	DOROTHY DOUGLASS	DOROTHY DOUGLASS	2012-10-15
003	2010-01-01	DOROTHY DOUGLASS	DOROTHY DOUGLASS	2012-11-29

Financial Data on MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure	Date	Value
2019 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$3,199,120
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$3,199,120
Total unrealized appreciation/depreciation of assets	2019-12-31	$3,199,120
Total unrealized appreciation/depreciation of assets	2019-12-31	$3,199,120
Total income from all sources (including contributions)	2019-12-31	$16,204,205
Total income from all sources (including contributions)	2019-12-31	$16,204,205
Total loss/gain on sale of assets	2019-12-31	$1,299,358
Total loss/gain on sale of assets	2019-12-31	$1,299,358
Total of all expenses incurred	2019-12-31	$8,358,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,312,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,312,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,722,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,722,655
Value of total assets at end of year	2019-12-31	$53,662,243
Value of total assets at end of year	2019-12-31	$53,662,243
Value of total assets at beginning of year	2019-12-31	$45,816,571
Value of total assets at beginning of year	2019-12-31	$45,816,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,014
Total interest from all sources	2019-12-31	$43,647
Total interest from all sources	2019-12-31	$43,647
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,022,905
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,022,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$747,294
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$747,294
Administrative expenses professional fees incurred	2019-12-31	$46,014
Administrative expenses professional fees incurred	2019-12-31	$46,014
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,165,262
Contributions received from participants	2019-12-31	$2,165,262
Participant contributions at end of year	2019-12-31	$728,146
Participant contributions at end of year	2019-12-31	$728,146
Participant contributions at beginning of year	2019-12-31	$825,309
Participant contributions at beginning of year	2019-12-31	$825,309
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$312,190
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$312,190
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,845,672
Value of net income/loss	2019-12-31	$7,845,672
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$53,662,243
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$53,662,243
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$45,816,571
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$45,816,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$40,225,033
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$40,225,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$34,954,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$34,954,294
Interest on participant loans	2019-12-31	$43,647
Interest on participant loans	2019-12-31	$43,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,916,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,916,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$12,709,064
Assets. Invements in employer securities at end of year	2019-12-31	$12,709,064
Assets. Invements in employer securities at beginning of year	2019-12-31	$10,036,968
Assets. Invements in employer securities at beginning of year	2019-12-31	$10,036,968
Contributions received in cash from employer	2019-12-31	$1,245,203
Contributions received in cash from employer	2019-12-31	$1,245,203
Income. Dividends from common stock	2019-12-31	$275,611
Income. Dividends from common stock	2019-12-31	$275,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,312,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,312,519
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$2,030,916
Aggregate proceeds on sale of assets	2019-12-31	$2,030,916
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$731,558
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$731,558
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD,LLP
Accountancy firm name	2019-12-31	BKD,LLP
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-3,873,145
Total unrealized appreciation/depreciation of assets	2018-12-31	$-3,873,145
Total transfer of assets to this plan	2018-12-31	$2,404,957
Total income from all sources (including contributions)	2018-12-31	$-1,809,853
Total loss/gain on sale of assets	2018-12-31	$368,649
Total of all expenses incurred	2018-12-31	$3,676,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,657,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,017,024
Value of total assets at end of year	2018-12-31	$45,816,571
Value of total assets at beginning of year	2018-12-31	$48,897,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,356
Total interest from all sources	2018-12-31	$34,542
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$985,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$697,721
Administrative expenses professional fees incurred	2018-12-31	$18,356
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,025,084
Participant contributions at end of year	2018-12-31	$825,309
Participant contributions at beginning of year	2018-12-31	$465,518
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$838,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$184,594
Other income not declared elsewhere	2018-12-31	$-4,672,336
Total non interest bearing cash at beginning of year	2018-12-31	$4,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,486,133
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$45,816,571
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$48,897,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$34,954,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$32,644,512
Interest on participant loans	2018-12-31	$34,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$1,329,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$10,036,968
Assets. Invements in employer securities at beginning of year	2018-12-31	$15,578,697
Contributions received in cash from employer	2018-12-31	$1,152,995
Employer contributions (assets) at beginning of year	2018-12-31	$20,070
Income. Dividends from common stock	2018-12-31	$287,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,657,924
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$524,000
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$155,351
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD,LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$3,299,769
Total unrealized appreciation/depreciation of assets	2017-12-31	$3,299,769
Total income from all sources (including contributions)	2017-12-31	$10,083,032
Total loss/gain on sale of assets	2017-12-31	$218,666
Total of all expenses incurred	2017-12-31	$3,693,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,614,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,718,658
Value of total assets at end of year	2017-12-31	$48,713,153
Value of total assets at beginning of year	2017-12-31	$42,323,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$78,363
Total interest from all sources	2017-12-31	$9,306
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$815,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$547,149
Administrative expenses professional fees incurred	2017-12-31	$78,363
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,596,900
Participant contributions at end of year	2017-12-31	$465,518
Participant contributions at beginning of year	2017-12-31	$542,920
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$162,197
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$184,594
Other income not declared elsewhere	2017-12-31	$1,828,123
Total non interest bearing cash at end of year	2017-12-31	$4,356
Total non interest bearing cash at beginning of year	2017-12-31	$19,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,389,718
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$48,713,153
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$42,323,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$32,644,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$27,581,531
Interest on participant loans	2017-12-31	$9,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,193,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$15,578,697
Assets. Invements in employer securities at beginning of year	2017-12-31	$14,161,857
Contributions received in cash from employer	2017-12-31	$959,561
Employer contributions (assets) at end of year	2017-12-31	$20,070
Employer contributions (assets) at beginning of year	2017-12-31	$17,883
Income. Dividends from common stock	2017-12-31	$268,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,614,951
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$329,259
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$110,593
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD,LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,061,661
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,061,661
Total income from all sources (including contributions)	2016-12-31	$8,234,347
Total of all expenses incurred	2016-12-31	$3,354,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,285,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,661,792
Value of total assets at end of year	2016-12-31	$42,323,435
Value of total assets at beginning of year	2016-12-31	$37,443,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$68,469
Total interest from all sources	2016-12-31	$22,912
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$728,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$477,801
Administrative expenses professional fees incurred	2016-12-31	$68,469
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,501,000
Participant contributions at end of year	2016-12-31	$542,920
Participant contributions at beginning of year	2016-12-31	$524,807
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$203,933
Other income not declared elsewhere	2016-12-31	$3,033,509
Total non interest bearing cash at end of year	2016-12-31	$19,244
Total non interest bearing cash at beginning of year	2016-12-31	$4,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,879,918
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$42,323,435
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$37,443,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$27,581,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$25,916,155
Interest on participant loans	2016-12-31	$22,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$725,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$14,161,857
Assets. Invements in employer securities at beginning of year	2016-12-31	$10,987,341
Contributions received in cash from employer	2016-12-31	$956,859
Employer contributions (assets) at end of year	2016-12-31	$17,883
Employer contributions (assets) at beginning of year	2016-12-31	$10,482
Income. Dividends from common stock	2016-12-31	$250,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,285,960
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD,LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-1,350,423
Total unrealized appreciation/depreciation of assets	2015-12-31	$-1,350,423
Total income from all sources (including contributions)	2015-12-31	$3,860,764
Total of all expenses incurred	2015-12-31	$1,951,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,889,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,544,407
Value of total assets at end of year	2015-12-31	$37,443,517
Value of total assets at beginning of year	2015-12-31	$35,534,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$62,338
Total interest from all sources	2015-12-31	$21,727
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$665,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$452,596
Administrative expenses professional fees incurred	2015-12-31	$62,338
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,273,848
Participant contributions at end of year	2015-12-31	$524,807
Participant contributions at beginning of year	2015-12-31	$457,822
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$450,286
Other income not declared elsewhere	2015-12-31	$1,017,743
Total non interest bearing cash at end of year	2015-12-31	$4,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,909,354
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$37,443,517
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$35,534,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$25,916,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$25,181,371
Interest on participant loans	2015-12-31	$21,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$961,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$10,987,341
Assets. Invements in employer securities at beginning of year	2015-12-31	$9,888,571
Contributions received in cash from employer	2015-12-31	$820,273
Employer contributions (assets) at end of year	2015-12-31	$10,482
Employer contributions (assets) at beginning of year	2015-12-31	$6,399
Income. Dividends from common stock	2015-12-31	$213,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,889,072
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD,LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$519,466
Total unrealized appreciation/depreciation of assets	2014-12-31	$519,466
Total income from all sources (including contributions)	2014-12-31	$5,653,578
Total of all expenses incurred	2014-12-31	$2,308,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,246,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,936,754
Value of total assets at end of year	2014-12-31	$35,534,163
Value of total assets at beginning of year	2014-12-31	$32,189,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$62,668
Total interest from all sources	2014-12-31	$16,369
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$548,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$402,869
Administrative expenses professional fees incurred	2014-12-31	$62,668
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,160,638
Participant contributions at end of year	2014-12-31	$457,822
Participant contributions at beginning of year	2014-12-31	$409,076
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$25,264
Other income not declared elsewhere	2014-12-31	$1,829,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,344,900
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$35,534,163
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,189,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$25,181,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$23,693,532
Interest on participant loans	2014-12-31	$16,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$803,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$9,888,571
Assets. Invements in employer securities at beginning of year	2014-12-31	$8,082,151
Contributions received in cash from employer	2014-12-31	$750,852
Employer contributions (assets) at end of year	2014-12-31	$6,399
Employer contributions (assets) at beginning of year	2014-12-31	$4,504
Income. Dividends from common stock	2014-12-31	$145,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,246,010
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD,LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$3,097,688
Total unrealized appreciation/depreciation of assets	2013-12-31	$3,097,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$474,142
Expenses. Interest paid	2013-12-31	$28,821
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$28,821
Total income from all sources (including contributions)	2013-12-31	$8,811,576
Total of all expenses incurred	2013-12-31	$1,748,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,673,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,156,589
Value of total assets at end of year	2013-12-31	$32,189,263
Value of total assets at beginning of year	2013-12-31	$25,600,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$46,391
Total interest from all sources	2013-12-31	$19,600
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$466,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$351,379
Administrative expenses professional fees incurred	2013-12-31	$46,391
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,032,400
Participant contributions at end of year	2013-12-31	$409,076
Participant contributions at beginning of year	2013-12-31	$471,525
Participant contributions at beginning of year	2013-12-31	$38,216
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$88,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$23,826
Other income not declared elsewhere	2013-12-31	$2,525,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$7,063,179
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$32,189,263
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,126,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$23,693,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$19,502,682
Interest on participant loans	2013-12-31	$19,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$546,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$8,082,151
Assets. Invements in employer securities at beginning of year	2013-12-31	$5,565,470
Contributions received in cash from employer	2013-12-31	$1,035,863
Employer contributions (assets) at end of year	2013-12-31	$4,504
Employer contributions (assets) at beginning of year	2013-12-31	$22,333
Income. Dividends from common stock	2013-12-31	$114,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,673,185
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$450,316
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD,LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$3,511,370
Total unrealized appreciation/depreciation of assets	2012-12-31	$3,511,370
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$474,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$896,306
Expenses. Interest paid	2012-12-31	$55,907
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$55,907
Total income from all sources (including contributions)	2012-12-31	$6,571,860
Total of all expenses incurred	2012-12-31	$1,767,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,680,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,258,351
Value of total assets at end of year	2012-12-31	$25,600,226
Value of total assets at beginning of year	2012-12-31	$21,217,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$31,348
Total interest from all sources	2012-12-31	$19,668
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$463,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$345,878
Administrative expenses professional fees incurred	2012-12-31	$31,348
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,018,444
Participant contributions at end of year	2012-12-31	$471,525
Participant contributions at beginning of year	2012-12-31	$454,836
Participant contributions at end of year	2012-12-31	$38,216
Participant contributions at beginning of year	2012-12-31	$37,575
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$219,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$23,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$22,760
Other income not declared elsewhere	2012-12-31	$9,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,804,492
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,126,084
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,321,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$19,502,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,162,450
Interest on participant loans	2012-12-31	$19,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$308,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$5,565,470
Assets. Invements in employer securities at beginning of year	2012-12-31	$3,542,279
Contributions received in cash from employer	2012-12-31	$1,020,699
Employer contributions (assets) at end of year	2012-12-31	$22,333
Employer contributions (assets) at beginning of year	2012-12-31	$20,758
Income. Dividends from common stock	2012-12-31	$117,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,680,113
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$450,316
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$873,546
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD,LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,271,771
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,271,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$896,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,292,916
Expenses. Interest paid	2011-12-31	$81,364
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$81,364
Total income from all sources (including contributions)	2011-12-31	$1,347,269
Total of all expenses incurred	2011-12-31	$1,440,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,329,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,144,327
Value of total assets at end of year	2011-12-31	$21,217,898
Value of total assets at beginning of year	2011-12-31	$21,707,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$28,920
Total interest from all sources	2011-12-31	$16,952
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$457,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$28,920
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,010,200
Participant contributions at end of year	2011-12-31	$454,836
Participant contributions at beginning of year	2011-12-31	$336,845
Participant contributions at end of year	2011-12-31	$37,575
Participant contributions at beginning of year	2011-12-31	$38,754
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$125,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$22,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$21,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-92,845
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,321,592
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,414,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,162,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,538,385
Interest on participant loans	2011-12-31	$16,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$3,542,279
Assets. Invements in employer securities at beginning of year	2011-12-31	$4,775,967
Contributions received in cash from employer	2011-12-31	$1,008,546
Employer contributions (assets) at end of year	2011-12-31	$20,758
Employer contributions (assets) at beginning of year	2011-12-31	$17,402
Income. Dividends from common stock	2011-12-31	$457,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,329,830
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$873,546
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$1,271,318
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD,LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$3,251,876
Total unrealized appreciation/depreciation of assets	2010-12-31	$3,251,876
Total transfer of assets to this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,292,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,666,222
Expenses. Interest paid	2010-12-31	$105,290
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$105,290
Total income from all sources (including contributions)	2010-12-31	$5,845,304
Total of all expenses incurred	2010-12-31	$1,948,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,798,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,154,283
Value of total assets at end of year	2010-12-31	$21,707,353
Value of total assets at beginning of year	2010-12-31	$18,184,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$45,091
Total interest from all sources	2010-12-31	$13,125
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$426,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$45,091
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,196,348
Participant contributions at end of year	2010-12-31	$336,845
Participant contributions at beginning of year	2010-12-31	$201,226
Participant contributions at end of year	2010-12-31	$38,754
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$31,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$21,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$21,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,896,404
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,414,437
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,518,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$16,538,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,788,929
Interest on participant loans	2010-12-31	$13,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,033,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,033,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$4,775,967
Assets. Invements in employer securities at beginning of year	2010-12-31	$3,160,642
Contributions received in cash from employer	2010-12-31	$926,934
Employer contributions (assets) at end of year	2010-12-31	$17,402
Income. Dividends from common stock	2010-12-31	$426,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,798,519
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$1,271,318
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$1,645,164
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BKD,LLP
Accountancy firm EIN	2010-12-31	440160260

Form 5500 Responses for MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

2019: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MUTUAL BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MUTUALFIRST FINANCIAL, INC.
Employer identification number (EIN):	352085640
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies