Opportunity Bank Of Montana Employee Stock Ownership Plan — 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 Employee Stock Ownership Plan is a benefit plan reported by Opportunity Bank Of Montana under EIN 81-0105500 and plan number 003. The latest loaded filing year is 2023. The filing reports 468 participants and $7,314,457 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
- 003
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 468
- End-of-year plan assets
- $7,314,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H | 20241011073232NAL0042944242001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,314,457
- Total liabilities (EOY)
- $4,775,481
- Net assets (EOY)
- $2,538,976
- Net assets (BOY)
- $2,416,619
Income & contributions
- Employer contributions
- $557,194
- Total contributions
- $557,194
- Total income / additions
- $586,369
Expenses & distributions
- Benefits paid
- $304,568
- Administrative expenses
- $1,306
- Total expenses
- $464,012
- Net increase / (decrease)
- $122,357
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.