Central Montana Medical Center 401(K) Plan — Form 5500 plan (Central Montana Medical Center)
Plain-English plan 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, Central Montana Medical Center 401(K) Plan is a benefit plan reported by Central Montana Medical Center under EIN 23-7169043 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $19,944,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Montana Medical Center
- EIN
- 23-7169043
- Plan number
- 001
- Plan type
- 2
- Location
- Lewistown, MT
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $19,944,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241007175441NAL0026882816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,944,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,944,764
- Net assets (BOY)
- $18,446,290
Income & contributions
- Employer contributions
- $508,581
- Participant contributions
- $1,225,552
- Total contributions
- $1,879,179
- Total income / additions
- $4,841,896
Expenses & distributions
- Benefits paid
- $3,302,556
- Administrative expenses
- $40,866
- Total expenses
- $3,343,422
- Net increase / (decrease)
- $1,498,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,286 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,580 | not reported in the loaded dataset | 2023 |