2023 Form 5500 filing — Adf International Montana 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 20241115124737NAL0000805729001) for Adf International Montana 401(K) Plan, reported by Adf International under EIN 65-0370294 and plan number 001. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115124737NAL0000805729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adf International
- EIN
- 65-0370294
- Plan number
- 001
- Location
- Great Falls, MT
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,391,262
- Total liabilities (EOY)
- $493
- Net assets (EOY)
- $3,390,769
- Employer contributions
- $106,782
- Participant contributions
- $336,195
- Total income / additions
- $805,278
- Benefits paid
- $103,624
- Administrative expenses
- $17,017
- Total expenses
- $120,641
- Net increase / (decrease)
- $684,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group | RECORDKEEPER | $10,477 | not reported in the loaded dataset |
| Big Sky Retirement Inc | CONTRACT ADMIN | $6,540 | $0 |