Stockman Financial Corp 401(K) Plan — Form 5500 plan (Stockman Financial Corp.)
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, Stockman Financial Corp 401(K) Plan is a benefit plan reported by Stockman Financial Corp. under EIN 81-0399040 and plan number 003. The latest loaded filing year is 2023. The filing reports 984 participants and $104,341,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stockman Financial Corp.
- EIN
- 81-0399040
- Plan number
- 003
- Plan type
- 2
- Location
- Miles City, MT
- Latest filing year
- 2023
- Participants
- 984
- End-of-year plan assets
- $104,341,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 984 | H, C | 20241011161833NAL0022308225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,341,651
- Net assets (EOY)
- $104,341,651
- Net assets (BOY)
- $87,982,861
Income & contributions
- Employer contributions
- $3,137,501
- Participant contributions
- $4,427,471
- Total contributions
- $7,872,008
- Total income / additions
- $22,462,402
Expenses & distributions
- Benefits paid
- $6,040,214
- Administrative expenses
- $63,398
- Total expenses
- $6,103,612
- Net increase / (decrease)
- $16,358,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group Inc | NONE | $61,998 | $0 | 2023 |