Montana Silversmiths, Inc. 401(K) Plan — Form 5500 plan (Montana Silversmiths, Inc.)

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, Montana Silversmiths, Inc. 401(K) Plan is a benefit plan reported by Montana Silversmiths, Inc. under EIN 75-2522577 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $11,814,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Montana Silversmiths, Inc.
EIN
75-2522577
Plan number
001
Plan type
2
Location
Columbus, MT
Latest filing year
2023
Participants
234
End-of-year plan assets
$11,814,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20240809044850NAL0010209728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,814,530
Total liabilities (EOY)
$0
Net assets (EOY)
$11,814,530
Net assets (BOY)
$10,166,540

Income & contributions

Employer contributions
$154,734
Participant contributions
$506,896
Total contributions
$717,377
Total income / additions
$2,236,315

Expenses & distributions

Benefits paid
$545,441
Administrative expenses
$26,204
Total expenses
$588,325
Net increase / (decrease)
$1,647,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$29,760not reported in the loaded dataset2023
Mma Securities LLCNONE$20,609not reported in the loaded dataset2023

Related Form 5500 pages