Automotive & Industrial Distributors Of Billings Employee Stock Ownership Plan — Form 5500 plan (A & I Distributors Of Billings Esop Plan)

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, Automotive & Industrial Distributors Of Billings Employee Stock Ownership Plan is a benefit plan reported by A & I Distributors Of Billings Esop Plan under EIN 81-0236090 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $8,380,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A & I Distributors Of Billings Esop Plan
EIN
81-0236090
Plan number
001
Plan type
2
Location
Billings, MT
Latest filing year
2023
Participants
281
End-of-year plan assets
$8,380,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H20241014175046NAL0013711363004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,380,578
Net assets (EOY)
$8,380,578
Net assets (BOY)
$8,148,881

Income & contributions

Employer contributions
$376,031
Total contributions
$376,031
Total income / additions
$920,258

Expenses & distributions

Benefits paid
$658,983
Administrative expenses
$29,578
Total expenses
$688,561
Net increase / (decrease)
$231,697

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages