Plan5500

Corvallis, 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, Corvallis, MT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $436,023 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Corvallis

  • 1 loaded plans hold $436K in reported assets across 1 sponsors.
  • The largest, Iwt 401k Plan, holds 100% of reported Corvallis plan assets.
  • Plans cover 4 participants — about 4 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$436KSummed across loaded plans$436,023
Total reported assets$436K$436,023
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$436K total assets
Net assets$436KLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$69.6K
Total income / additions$129.2K
Expenses & distributions
Benefits paid / distributions$15.5K
Total expenses$18.9K
Net increase / (decrease)$110.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Corvallis market comparison

Largest plan share of assets100%Iwt 401k Plan
Participants per plan4Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Corvallis

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

  1. 1
    Iwt 401k Plan$436K
    Iwt 401k Plan · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Corvallis, MT?
1 plan(s) reported by 1 sponsor(s) are loaded for Corvallis, MT.

Related Form 5500 pages