2023 Form 5500 filing — Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity 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 20240926131845NAL0000819137001) for Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan, reported by Rocky Mountain Elk Foundation, Inc. under EIN 81-0421425 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926131845NAL0000819137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Mountain Elk Foundation, Inc.
- EIN
- 81-0421425
- Plan number
- 002
- Location
- Missoula, MT
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,730,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,730,895
- Employer contributions
- $498,891
- Participant contributions
- $962,671
- Total income / additions
- $5,760,059
- Benefits paid
- $2,174,429
- Administrative expenses
- $63,218
- Total expenses
- $2,237,647
- Net increase / (decrease)
- $3,522,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $69,674 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $41,190 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $4,047 |