MIDDLETON & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 7 |
| Total of all active and inactive participants | 2023-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 22 |
| Number of participants with account balances | 2023-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
| Total of all active and inactive participants | 2022-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 23 |
| Number of participants with account balances | 2022-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
| Total of all active and inactive participants | 2021-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 22 |
| Number of participants with account balances | 2021-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 22 |
| Number of participants with account balances | 2020-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
| Total of all active and inactive participants | 2019-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 22 |
| Number of participants with account balances | 2019-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 23 |
| Number of participants with account balances | 2018-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 20 |
| Number of participants with account balances | 2017-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 20 |
| Number of participants with account balances | 2016-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 20 |
| Number of participants with account balances | 2015-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 22 |
| Number of participants with account balances | 2014-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 21 |
| Number of participants with account balances | 2013-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 20 |
| Number of participants with account balances | 2012-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 18 |
| Number of participants with account balances | 2011-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 16 |
| Number of participants with account balances | 2010-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $141,682 |
| Total plan liabilities at beginning of year | 2023-12-31 | $156,604 |
| Total income from all sources | 2023-12-31 | $400,894 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $207,262 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $116,341 |
| Total plan assets at end of year | 2023-12-31 | $5,097,172 |
| Total plan assets at beginning of year | 2023-12-31 | $4,918,462 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $90,921 |
| Other income received | 2023-12-31 | $894 |
| Net income (gross income less expenses) | 2023-12-31 | $193,632 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,955,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,761,858 |
| Assets. Value of employer securities | 2023-12-31 | $4,743,690 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $400,000 |
| 2022 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $156,604 |
| Total plan liabilities at beginning of year | 2022-12-31 | $288,728 |
| Total income from all sources | 2022-12-31 | $200,000 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,267,879 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $217,169 |
| Total plan assets at end of year | 2022-12-31 | $4,918,462 |
| Total plan assets at beginning of year | 2022-12-31 | $7,118,465 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,050,710 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,067,879 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,761,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,829,737 |
| Assets. Value of employer securities | 2022-12-31 | $4,827,725 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $200,000 |
| 2021 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $288,728 |
| Total plan liabilities at beginning of year | 2021-12-31 | $361,955 |
| Total income from all sources | 2021-12-31 | $764,363 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $311,371 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $305,883 |
| Total plan assets at end of year | 2021-12-31 | $7,118,465 |
| Total plan assets at beginning of year | 2021-12-31 | $6,738,700 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $5,488 |
| Other income received | 2021-12-31 | $289,363 |
| Net income (gross income less expenses) | 2021-12-31 | $452,992 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,829,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,376,745 |
| Assets. Value of employer securities | 2021-12-31 | $6,872,862 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $475,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $361,955 |
| Total plan liabilities at beginning of year | 2020-12-31 | $439,413 |
| Total income from all sources | 2020-12-31 | $1,440,804 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $307,086 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $302,201 |
| Total plan assets at end of year | 2020-12-31 | $6,738,700 |
| Total plan assets at beginning of year | 2020-12-31 | $5,682,440 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $4,885 |
| Other income received | 2020-12-31 | $990,804 |
| Net income (gross income less expenses) | 2020-12-31 | $1,133,718 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,376,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,243,027 |
| Assets. Value of employer securities | 2020-12-31 | $6,587,315 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $450,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $439,413 |
| Total plan liabilities at beginning of year | 2019-12-31 | $568,041 |
| Total income from all sources | 2019-12-31 | $936,546 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $536,621 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $517,313 |
| Total plan assets at end of year | 2019-12-31 | $5,682,440 |
| Total plan assets at beginning of year | 2019-12-31 | $5,411,143 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $19,308 |
| Other income received | 2019-12-31 | $436,546 |
| Net income (gross income less expenses) | 2019-12-31 | $399,925 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,243,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,843,102 |
| Assets. Value of employer securities | 2019-12-31 | $5,596,902 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $568,041 |
| Total plan liabilities at beginning of year | 2018-12-31 | $693,179 |
| Total income from all sources | 2018-12-31 | $655,177 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $162,532 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $150,289 |
| Total plan assets at end of year | 2018-12-31 | $5,411,143 |
| Total plan assets at beginning of year | 2018-12-31 | $5,043,636 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $12,243 |
| Other income received | 2018-12-31 | $355,177 |
| Net income (gross income less expenses) | 2018-12-31 | $492,645 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,843,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,350,457 |
| Assets. Value of employer securities | 2018-12-31 | $5,163,007 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $300,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $693,179 |
| Total plan liabilities at beginning of year | 2017-12-31 | $733,154 |
| Total income from all sources | 2017-12-31 | $1,719,738 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $132,094 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $103,632 |
| Total plan assets at end of year | 2017-12-31 | $5,043,636 |
| Total plan assets at beginning of year | 2017-12-31 | $3,495,967 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $28,462 |
| Other income received | 2017-12-31 | $1,313,738 |
| Net income (gross income less expenses) | 2017-12-31 | $1,587,644 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,350,457 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,762,813 |
| Assets. Value of employer securities | 2017-12-31 | $4,808,860 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $406,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $733,154 |
| Total plan liabilities at beginning of year | 2016-12-31 | $102,997 |
| Total income from all sources | 2016-12-31 | $285,031 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $116,218 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $110,125 |
| Total plan assets at end of year | 2016-12-31 | $3,495,967 |
| Total plan assets at beginning of year | 2016-12-31 | $2,696,997 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Other income received | 2016-12-31 | $50,031 |
| Net income (gross income less expenses) | 2016-12-31 | $168,813 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,762,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,594,000 |
| Assets. Value of employer securities | 2016-12-31 | $3,495,170 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $235,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,093 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $102,997 |
| Total plan liabilities at beginning of year | 2015-12-31 | $121,365 |
| Total income from all sources | 2015-12-31 | $-686,568 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $175,159 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $171,681 |
| Total plan assets at end of year | 2015-12-31 | $2,696,997 |
| Total plan assets at beginning of year | 2015-12-31 | $3,577,092 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,478 |
| Other income received | 2015-12-31 | $-951,568 |
| Net income (gross income less expenses) | 2015-12-31 | $-861,727 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,594,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,455,727 |
| Assets. Value of employer securities | 2015-12-31 | $2,591,030 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $265,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $121,365 |
| Total plan liabilities at beginning of year | 2014-12-31 | $165,517 |
| Total income from all sources | 2014-12-31 | $620,934 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $267,258 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $262,987 |
| Total plan assets at end of year | 2014-12-31 | $3,577,092 |
| Total plan assets at beginning of year | 2014-12-31 | $3,267,568 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $4,271 |
| Other income received | 2014-12-31 | $335,934 |
| Net income (gross income less expenses) | 2014-12-31 | $353,676 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,455,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,102,051 |
| Assets. Value of employer securities | 2014-12-31 | $3,542,598 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $285,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $165,517 |
| Total plan liabilities at beginning of year | 2013-12-31 | $187,667 |
| Total income from all sources | 2013-12-31 | $700,171 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $210,214 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $206,387 |
| Total plan assets at end of year | 2013-12-31 | $3,267,568 |
| Total plan assets at beginning of year | 2013-12-31 | $2,799,761 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $3,827 |
| Other income received | 2013-12-31 | $450,171 |
| Net income (gross income less expenses) | 2013-12-31 | $489,957 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,102,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,612,094 |
| Assets. Value of employer securities | 2013-12-31 | $3,206,568 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $250,000 |
| 2012 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $187,667 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $326,999 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $117,056 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $117,056 |
| Total plan assets at end of year | 2012-12-31 | $2,799,761 |
| Total plan assets at beginning of year | 2012-12-31 | $2,402,151 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $106,999 |
| Net income (gross income less expenses) | 2012-12-31 | $209,943 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,612,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,402,151 |
| Assets. Value of employer securities | 2012-12-31 | $2,536,050 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $220,000 |
| 2011 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $294,707 |
| Total income from all sources | 2011-12-31 | $631,237 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $30,636 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $23,381 |
| Total plan assets at end of year | 2011-12-31 | $2,402,151 |
| Total plan assets at beginning of year | 2011-12-31 | $2,096,257 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $7,255 |
| Other income received | 2011-12-31 | $288,737 |
| Net income (gross income less expenses) | 2011-12-31 | $600,601 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,402,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,801,550 |
| Assets. Value of employer securities | 2011-12-31 | $2,400,840 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $342,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $294,707 |
| Total plan liabilities at beginning of year | 2010-12-31 | $623,144 |
| Total income from all sources | 2010-12-31 | $492,205 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $20,151 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,096,257 |
| Total plan assets at beginning of year | 2010-12-31 | $1,952,640 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $20,151 |
| Other income received | 2010-12-31 | $238,297 |
| Net income (gross income less expenses) | 2010-12-31 | $472,054 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,801,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,329,496 |
| Assets. Value of employer securities | 2010-12-31 | $1,897,259 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $253,908 |
| 2023: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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 |
| 2009: MIDDLETON & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
