2023 Form 5500 filing — Rocky Mountain College Defined Contribution 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 20240930125555NAL0005556145001) for Rocky Mountain College Defined Contribution Retirement Plan, reported by Rocky Mountain College under EIN 81-0235407 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125555NAL0005556145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Mountain College
- EIN
- 81-0235407
- Plan number
- 001
- Location
- Billings, MT
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,155,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,155,541
- Employer contributions
- $413,728
- Participant contributions
- $740,006
- Total income / additions
- $5,323,590
- Benefits paid
- $1,320,345
- Administrative expenses
- $92
- Total expenses
- $1,320,437
- Net increase / (decrease)
- $4,003,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Co | INVESTMENT ADVISOR | $29,059 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $92 | not reported in the loaded dataset |