Plan5500

Forsyth, 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, Forsyth, MT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,402,322 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Forsyth

  • 2 loaded plans hold $10.4M in reported assets across 2 sponsors.
  • The largest, Prince, Inc. Savings & Profit Sharing Plan, holds 66% of reported Forsyth plan assets.
  • Plans cover 86 participants — about 43 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$10.4MSummed across loaded plans$10,400,570
Total reported assets$10.4M$10,402,322
Total reported participants86
Total reported liabilities$1.8K$1,752

Reported net position

Reported assets = net assets + liabilities (summed)$10.4M total assets
Net assets$10.4MLiabilities$1.8K
Contributions & income
Employer contributions$127.4K
Participant contributions$404.3K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$439.6K
Total expenses$467.7K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Forsyth market comparison

Largest plan share of assets66%Prince, Inc. Savings & Profit Sharing Plan
Participants per plan43Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Forsyth

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

  1. 1
    Prince, Inc. Savings & Profit Sharing Plan$6.9M
    Prince, Inc. · 2023
  2. 2
    First State Bank Of Forsyth Retirement Savings Plan And Trust$3.5M
    First State Bank Of Forsyth · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Forsyth, MT?
2 plan(s) reported by 2 sponsor(s) are loaded for Forsyth, MT.

Related Form 5500 pages