Shiptons Big R, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shiptons Big R, Inc. (EIN 81-0251220) is a plan sponsor located in Billings, MT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-0251220
Location
Billings, MT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,812,677
Total reported liabilities (EOY)
$15,581
Total reported net assets (EOY)
$5,797,096

Contributions & income

Employer contributions
$61,890
Participant contributions
$116,631
Total income / additions
$947,100

Expenses & distributions

Benefits paid / distributions
$349,010
Total expenses
$391,450
Net increase / (decrease)
$555,650

Coverage

Total reported participants
261
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Shiptons Big R, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Shipton'S Big R, Inc. Montana Profit Sharing Plan001155$5,812,6772023
Shiptons Big R, Inc. Basic Life Insurance501106not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shiptons Big R, Inc.
YearPlanParticipantsSchedulesFiling
2023Shiptons Big R, Inc. Basic Life Insurance10620240611122755NAL0013134563001
2023Shipton'S Big R, Inc. Montana Profit Sharing Plan155H, C20241001114249NAL0006678689001

Related Form 5500 pages