Montana Auto Dealers Association Group Benefits Tr — Form 5500 plan (Montana Auto Dealers Association)
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 Auto Dealers Association Group Benefits Tr is a benefit plan reported by Montana Auto Dealers Association under EIN 81-0170300 and plan number 502. The latest loaded filing year is 2023. The filing reports 814 participants and $1,067,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montana Auto Dealers Association
- EIN
- 81-0170300
- Plan number
- 502
- Plan type
- 3
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 814
- End-of-year plan assets
- $1,067,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 814 | H, C | 20240523133636NAL0005271233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,067,366
- Total liabilities (EOY)
- $720,091
- Net assets (EOY)
- $347,275
- Net assets (BOY)
- -$166,945
Income & contributions
- Employer contributions
- $6,669,742
- Participant contributions
- $8,639
- Total contributions
- $6,678,381
- Total income / additions
- $7,388,249
Expenses & distributions
- Benefits paid
- $6,337,973
- Administrative expenses
- $536,056
- Total expenses
- $6,874,029
- Net increase / (decrease)
- $514,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jacq Creek Consulting Group | CONSULTING | $79,950 | not reported in the loaded dataset | 2023 |
| Mtada | MANAGEMENT FEES | $67,800 | not reported in the loaded dataset | 2023 |
| Employee Benefit Management Service | THIRD PARTY ADMIN | $42,813 | not reported in the loaded dataset | 2023 |
| Kcoe Isom, Llp | AUDITOR | $35,000 | not reported in the loaded dataset | 2023 |
| It Starts With Me | WELLNESS SCREENINGS | $29,000 | not reported in the loaded dataset | 2023 |
| Smith Law Firm | LEGAL | $25,749 | not reported in the loaded dataset | 2023 |
| Granite Peak Analytics | CONSULTING | $20,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montana Auto Dealers Association
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Helena, MT
- Jacq Creek Consulting Group — Schedule C compensation
- Mtada — Schedule C compensation
- Employee Benefit Management Service — Schedule C compensation
- Kcoe Isom, Llp — Schedule C compensation
- It Starts With Me — Schedule C compensation
- Smith Law Firm — Schedule C compensation
- Granite Peak Analytics — Schedule C compensation