2023 Form 5500 filing — Cushing Terrell 401(K) Retirement 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 20240927140623NAL0001314643001) for Cushing Terrell 401(K) Retirement Plan, reported by Cushing Terrell under EIN 81-0305543 and plan number 001. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927140623NAL0001314643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cushing Terrell
- EIN
- 81-0305543
- Plan number
- 001
- Location
- Billings, MT
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,742,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,742,499
- Employer contributions
- $1,923,428
- Participant contributions
- $3,275,034
- Total income / additions
- $18,504,011
- Benefits paid
- $5,336,395
- Administrative expenses
- $186,071
- Total expenses
- $5,522,466
- Net increase / (decrease)
- $12,981,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Interstate Wealth Management | OTHER | $122,706 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $62,965 | $0 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |