Missoula Bone & Joint, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Missoula Bone & Joint, LLC)

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, Missoula Bone & Joint, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Missoula Bone & Joint, LLC under EIN 84-1392819 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $27,703,187 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Missoula Bone & Joint, LLC
EIN
84-1392819
Plan number
002
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
234
End-of-year plan assets
$27,703,187

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241015112747NAL0016230691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,703,187
Total liabilities (EOY)
$161,492
Net assets (EOY)
$27,541,695
Net assets (BOY)
$22,097,533

Income & contributions

Employer contributions
$891,395
Participant contributions
$1,068,813
Total contributions
$2,653,616
Total income / additions
$5,987,655

Expenses & distributions

Benefits paid
$481,312
Administrative expenses
$62,181
Total expenses
$543,493
Net increase / (decrease)
$5,444,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$45,018not reported in the loaded dataset2023
Big Sky Retirement IncCONTRACT ADMIN$16,830not reported in the loaded dataset2023

Related Form 5500 pages