Flathead Industries 401(K) Retirement Plan & Trust — Form 5500 plan (Flathead Industries)
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, Flathead Industries 401(K) Retirement Plan & Trust is a benefit plan reported by Flathead Industries under EIN 23-7359797 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $4,033,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flathead Industries
- EIN
- 23-7359797
- Plan number
- 002
- Plan type
- 2
- Location
- Kalispell, MT
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $4,033,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20250120123928NAL0001871377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,033,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,033,078
- Net assets (BOY)
- $3,291,438
Income & contributions
- Employer contributions
- $213,612
- Participant contributions
- $286,693
- Total contributions
- $500,305
- Total income / additions
- $923,570
Expenses & distributions
- Benefits paid
- $143,423
- Administrative expenses
- $12,103
- Total expenses
- $181,930
- Net increase / (decrease)
- $741,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Randall & Hurley Inc | CONTRACT ADMIN | $10,464 | $3,442 | 2023 |
| Da Davidson & Co | INVESTMENT ADVISOR | $10,325 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |