Plan5500

Bigfork, 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, Bigfork, MT has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,758,896 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Bigfork

  • 5 loaded plans hold $3.8M in reported assets across 5 sponsors.
  • The largest, Vaisbort & Associates, P.C. 401(K) Plan, holds 54% of reported Bigfork plan assets.
  • Plans cover 14 participants — about 3 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,067,287
Total reported assets$3.8M$3,758,896
Total reported participants14
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$37.9K
Participant contributions$94.2K
Total income / additions$39.5K
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)-$1.4M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bigfork, 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

Bigfork market comparison

Largest plan share of assets54%Vaisbort & Associates, P.C. 401(K) Plan
Participants per plan3Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Bigfork

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

  1. 1
    Vaisbort & Associates, P.C. 401(K) Plan$2M
    Vaisbort & Associates, P.C. · 2023
  2. 2
    River Street, Inc. 401(K) Plan$1M
    River Street, Inc. · 2023
  3. 3
    Next Chapter Enterprises, Inc. 401(K) Plan$691.6K
    Next Chapter Enterprises, Inc. · 2023
  4. 4
    Touris Plumbing, Inc. Self Funded Medical Reimbursement Plan$29.1K
    Touris Plumbing, Inc. · 2023
  5. 5
    Fly Me To The Moon Inc. 401(K) Plan$0
    Fly Me To The Moon Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bigfork, MT?
5 plan(s) reported by 5 sponsor(s) are loaded for Bigfork, MT.

Related Form 5500 pages