2023 Form 5500 filing — Montana State University Foundation 403(B) Dc Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724172947NAL0022551008001) for Montana State University Foundation 403(B) Dc Plan, reported by Montana State University Foundation, Inc. under EIN 81-6001649 and plan number 002. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240724172947NAL0022551008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montana State University Foundation, Inc.
- EIN
- 81-6001649
- Plan number
- 002
- Location
- Bozeman, MT
- Participants
- 167
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,897,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,897,888
- Employer contributions
- $391,386
- Participant contributions
- $279,561
- Total income / additions
- $2,088,684
- Benefits paid
- $283,442
- Administrative expenses
- $0
- Total expenses
- $283,442
- Net increase / (decrease)
- $1,805,242
- Schedule source
- Schedule H