MIDSTATE SPECIALTIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIDSTATE SPECIALTIES 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : MIDSTATE SPECIALTIES 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-08 | 129542 |
| Net assets as of the end of the plan year | 2025-07-08 | 2984817 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 2608106 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 300000 |
| Participant contributions to plan in this plan year | 2025-07-08 | 84095 |
| Value of participant loans at end of plan year | 2025-07-08 | 39645 |
| Other income to plan in this plan year | 2025-07-08 | 378878 |
| Plan net income in this plan year | 2025-07-08 | 376711 |
| Net assets as of the end of the plan year | 2025-07-08 | 2984817 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 2608106 |
| Employer contributions to plan in this plan year | 2025-07-08 | 43280 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 15088 |
| 2024 : MIDSTATE SPECIALTIES 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-22 | 100225 |
| Net assets as of the end of the plan year | 2024-07-22 | 2608106 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 2241807 |
| Value of plan covered by a fidelity bond | 2024-07-22 | 225000 |
| Participant contributions to plan in this plan year | 2024-07-22 | 105083 |
| Value of participant loans at end of plan year | 2024-07-22 | 46419 |
| Other income to plan in this plan year | 2024-07-22 | 317401 |
| Plan net income in this plan year | 2024-07-22 | 366299 |
| Net assets as of the end of the plan year | 2024-07-22 | 2608106 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 2241807 |
| Employer contributions to plan in this plan year | 2024-07-22 | 44040 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-22 | 18284 |
| 2017 : MIDSTATE SPECIALTIES 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $193,355 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $19,389 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $10,789 |
| Total plan assets at end of year | 2017-12-31 | $1,334,551 |
| Total plan assets at beginning of year | 2017-12-31 | $1,160,585 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $41,920 |
| Other income received | 2017-12-31 | $151,435 |
| Net income (gross income less expenses) | 2017-12-31 | $173,966 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,334,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,160,585 |
| Assets. Value of participant loans | 2017-12-31 | $68,865 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,600 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MIDSTATE SPECIALTIES 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $183,902 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $18,611 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $12,514 |
| Total plan assets at end of year | 2016-12-31 | $1,160,585 |
| Total plan assets at beginning of year | 2016-12-31 | $995,294 |
| Value of fidelity bond covering the plan | 2016-12-31 | $112,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $91,292 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $29,334 |
| Other income received | 2016-12-31 | $20,168 |
| Net income (gross income less expenses) | 2016-12-31 | $165,291 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,160,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $995,294 |
| Assets. Value of participant loans | 2016-12-31 | $105,783 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $43,108 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,097 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MIDSTATE SPECIALTIES 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $103,657 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $40,682 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $33,359 |
| Total plan assets at end of year | 2015-12-31 | $995,294 |
| Total plan assets at beginning of year | 2015-12-31 | $932,319 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $75,384 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $26,587 |
| Other income received | 2015-12-31 | $-39,507 |
| Net income (gross income less expenses) | 2015-12-31 | $62,975 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $995,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $932,319 |
| Assets. Value of participant loans | 2015-12-31 | $91,499 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $41,193 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,323 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MIDSTATE SPECIALTIES 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $102,384 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,900 |
| Total plan assets at end of year | 2014-12-31 | $932,319 |
| Total plan assets at beginning of year | 2014-12-31 | $836,835 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $21,897 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $103,875 |
| Other income received | 2014-12-31 | $-23,388 |
| Net income (gross income less expenses) | 2014-12-31 | $95,484 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $932,319 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $836,835 |
| Assets. Value of participant loans | 2014-12-31 | $120,568 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6,900 |
| 2013 : MIDSTATE SPECIALTIES 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $190,453 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $32,055 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $26,252 |
| Total plan assets at end of year | 2013-12-31 | $836,835 |
| Total plan assets at beginning of year | 2013-12-31 | $678,437 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $19,859 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $176,784 |
| Other income received | 2013-12-31 | $-6,190 |
| Net income (gross income less expenses) | 2013-12-31 | $158,398 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $836,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $678,437 |
| Assets. Value of participant loans | 2013-12-31 | $129,985 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $15,427 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,803 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MIDSTATE SPECIALTIES 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $72,060 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $50,256 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $45,281 |
| Total plan assets at end of year | 2012-12-31 | $678,437 |
| Total plan assets at beginning of year | 2012-12-31 | $656,633 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $13,118 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $24,329 |
| Other income received | 2012-12-31 | $34,613 |
| Net income (gross income less expenses) | 2012-12-31 | $21,804 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $678,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $656,633 |
| Assets. Value of participant loans | 2012-12-31 | $112,962 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $19,559 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,975 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MIDSTATE SPECIALTIES 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $21,282 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $103,616 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $71,256 |
| Total plan assets at end of year | 2011-12-31 | $656,633 |
| Total plan assets at beginning of year | 2011-12-31 | $738,967 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $11,250 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $108,292 |
| Other income received | 2011-12-31 | $-98,260 |
| Net income (gross income less expenses) | 2011-12-31 | $-82,334 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $656,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $738,967 |
| Assets. Value of participant loans | 2011-12-31 | $95,365 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $28,125 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,235 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MIDSTATE SPECIALTIES 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $84,049 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $34,192 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $30,035 |
| Total plan assets at end of year | 2010-12-31 | $738,967 |
| Total plan assets at beginning of year | 2010-12-31 | $689,110 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $17,330 |
| Other income received | 2010-12-31 | $66,719 |
| Net income (gross income less expenses) | 2010-12-31 | $49,857 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $738,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $689,110 |
| Assets. Value of participant loans | 2010-12-31 | $133,325 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,157 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MIDSTATE SPECIALTIES 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2017: MIDSTATE SPECIALTIES 401K 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MIDSTATE SPECIALTIES 401K 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MIDSTATE SPECIALTIES 401K 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MIDSTATE SPECIALTIES 401K 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MIDSTATE SPECIALTIES 401K 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MIDSTATE SPECIALTIES 401K 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MIDSTATE SPECIALTIES 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MIDSTATE SPECIALTIES 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
