Victor, MT Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Victor, MT has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $13,193,983 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,193,983
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,193,983

Contributions & income

Employer contributions
$271,530
Participant contributions
$311,353
Total income / additions
$2,397,694

Expenses & distributions

Benefits paid / distributions
$1,580,801
Total expenses
$1,584,876
Net increase / (decrease)
$812,818

Coverage

Total reported participants
852
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Victor, MT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Victor, MT
PlanSponsorReported assets (EOY)Year
Farmers State Financial Corporation Cash Or Deferred Profit Sharing Plan And TrustFarmers State Financial Corporation$12,375,4572023
Dcmt - Base, Inc. Profit Sharing PlanDcmt - Base, Inc.$818,5262023
Farmers State Bank Dental PlanFarmers State Banknot reported in the loaded dataset2023
Farmers State Bank Long Term Disability PlanFarmers State Banknot reported in the loaded dataset2023
Farmers State Bank Employee Assistance PlanFarmers State Banknot reported in the loaded dataset2023
Farmers State Bank Vision, Life, And Ad&D PlanFarmers State Banknot reported in the loaded dataset2023
Farmers State Bank Medical PlanFarmers State Banknot reported in the loaded dataset2023

Related Form 5500 pages