Montana State University Foundation 403(B) Dc Plan — Form 5500 plan (Montana State University Foundation, 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, Montana State University Foundation 403(B) Dc Plan is a benefit plan reported by Montana State University Foundation, Inc. under EIN 81-6001649 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $10,897,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montana State University Foundation, Inc.
- EIN
- 81-6001649
- Plan number
- 002
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $10,897,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H | 20240724172947NAL0022551008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,897,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,897,888
- Net assets (BOY)
- $9,092,646
Income & contributions
- Employer contributions
- $391,386
- Participant contributions
- $279,561
- Total contributions
- $676,943
- Total income / additions
- $2,088,684
Expenses & distributions
- Benefits paid
- $283,442
- Administrative expenses
- $0
- Total expenses
- $283,442
- Net increase / (decrease)
- $1,805,242
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.