Plan5500

Big Sky, MT Form 5500 retirement and benefit plan filings

City Form 5500 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, Big Sky, MT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,302,167 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Big Sky

  • 3 loaded plans hold $8.3M in reported assets across 3 sponsors.
  • The largest, Lone Mountain Land Company, LLC 401(K) Profit Sharing Plan, holds 98% of reported Big Sky plan assets.
  • Plans cover 454 participants — about 151 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.3MSummed across loaded plans$8,302,167
Total reported assets$8.3M$8,302,167
Total reported participants454
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets
Net assets$8.3MLiabilities$0
Contributions & income
Employer contributions$706.1K
Participant contributions$1.5M
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$372.4K
Total expenses$413.4K
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Big Sky, MT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Big Sky market comparison

Largest plan share of assets98%Lone Mountain Land Company, LLC 401(K) Profit Sharing Plan
Participants per plan151Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Big Sky

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lone Mountain Land Company, LLC 401(K) Profit Sharing Plan$8.1M
    Lone Mountain Land Company, LLC · 2023
  2. 2
    Knaub & Company 401k Plan$181.1K
    Knaub & Company, P.C. · 2023
  3. 3
    Yellowstone Club Operations Group Welfare Benefit Plannot reported in the loaded dataset
    Yellowstone Club Operations, LLC · 2023

Largest plans in Big Sky → · Big Sky plans by participants → · Big Sky plans with financial data → · Big Sky plans with provider compensation → · $1B+ plans in Big Sky →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Big Sky, MT?
3 plan(s) reported by 3 sponsor(s) are loaded for Big Sky, MT.

Related Form 5500 pages