Plan5500

Tamarack Management Inc. 401k Profit Sharing Plan — Form 5500 plan (Western Montana Clinic, P.C.)

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, Tamarack Management Inc. 401k Profit Sharing Plan is a benefit plan reported by Western Montana Clinic, P.C. under EIN 81-0226415 and plan number 006. The latest loaded filing year is 2023. The filing reports 368 participants and $42,979,068 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Montana Clinic, P.C.
EIN
81-0226415
Plan number
006
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
368
End-of-year plan assets
$42,979,068

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20241015114544NAL0014516259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,979,068
Total liabilities (EOY)
$0
Net assets (EOY)
$42,979,068
Net assets (BOY)
$37,413,392

Income & contributions

Employer contributions
$1,396,601
Participant contributions
$1,360,470
Total contributions
$2,964,856
Total income / additions
$9,037,863

Expenses & distributions

Benefits paid
$3,379,318
Administrative expenses
$92,869
Total expenses
$3,472,187
Net increase / (decrease)
$5,565,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyRECORDKEEPER$76,416not reported in the loaded dataset2023
Creative PlanningNONE$16,453not reported in the loaded dataset2023

Related Form 5500 pages