2023 Form 5500 filing — Stockman Financial Corp 401(K) 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 20241011161833NAL0022308225001) for Stockman Financial Corp 401(K) Plan, reported by Stockman Financial Corp. under EIN 81-0399040 and plan number 003. It reports 984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161833NAL0022308225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stockman Financial Corp.
- EIN
- 81-0399040
- Plan number
- 003
- Location
- Miles City, MT
- Participants
- 984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,341,651
- Net assets (EOY)
- $104,341,651
- Employer contributions
- $3,137,501
- Participant contributions
- $4,427,471
- Total income / additions
- $22,462,402
- Benefits paid
- $6,040,214
- Administrative expenses
- $63,398
- Total expenses
- $6,103,612
- Net increase / (decrease)
- $16,358,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group Inc | NONE | $61,998 | $0 |