Opportunity Bank Of Montana Profit Sharing Plan & Trust — Form 5500 plan (Opportunity Bank Of Montana)
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, Opportunity Bank Of Montana Profit Sharing Plan & Trust is a benefit plan reported by Opportunity Bank Of Montana under EIN 81-0105500 and plan number 002. The latest loaded filing year is 2023. The filing reports 524 participants and $35,051,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opportunity Bank Of Montana
- EIN
- 81-0105500
- Plan number
- 002
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $35,051,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20241011073555NAL0043558338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,051,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,051,226
- Net assets (BOY)
- $28,935,678
Income & contributions
- Employer contributions
- $1,827,158
- Participant contributions
- $2,199,724
- Total contributions
- $4,090,794
- Total income / additions
- $8,737,341
Expenses & distributions
- Benefits paid
- $2,587,712
- Administrative expenses
- $34,081
- Total expenses
- $2,621,793
- Net increase / (decrease)
- $6,115,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwps | NONE | $29,920 | not reported in the loaded dataset | 2023 |