Plan5500

Shipton'S Big R, Inc. Montana Profit Sharing Plan — Form 5500 plan (Shiptons Big R, Inc.)

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, Shipton'S Big R, Inc. Montana Profit Sharing Plan is a benefit plan reported by Shiptons Big R, Inc. under EIN 81-0251220 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $5,812,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shiptons Big R, Inc.
EIN
81-0251220
Plan number
001
Plan type
2
Location
Billings, MT
Latest filing year
2023
Participants
155
End-of-year plan assets
$5,812,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20241001114249NAL0006678689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,812,677
Total liabilities (EOY)
$15,581
Net assets (EOY)
$5,797,096
Net assets (BOY)
$5,241,446

Income & contributions

Employer contributions
$61,890
Participant contributions
$116,631
Total contributions
$178,521
Total income / additions
$947,100

Expenses & distributions

Benefits paid
$349,010
Administrative expenses
$42,440
Total expenses
$391,450
Net increase / (decrease)
$555,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capstone Wealth ManagementADVISOR$25,406not reported in the loaded dataset2023
IntellicentsADVISOR$13,359not reported in the loaded dataset2023

Related Form 5500 pages