How many Form 5500 benefit plans are loaded for Huntley, MT?

1 plan(s) reported by 1 sponsor(s) are loaded for Huntley, MT.

Huntley, 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, Huntley, MT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $255,770 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 Huntley

1 loaded plans hold $255.8K in reported assets across 1 sponsors.
The largest, Drake Burchett 401(K) Plan, holds 100% of reported Huntley plan assets.
Plans cover 2 participants — about 2 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$255.8KSummed across loaded plans$255,770

Total reported assets$255.8K$255,770

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$255.8K total assets

Net assets$255.8KLiabilities—

Contributions & income

Employer contributions$2.2K

Participant contributions$2.7K

Total income / additions$21.2K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$241

Net increase / (decrease)$20.9K

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 Huntley, 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

Huntley market comparison

Largest plan share of assets100%Drake Burchett 401(K) Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Huntley

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

1
Drake Burchett 401(K) Plan$255.8K
Drake Burchett Tax & Accounting, Inc. · 2023

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

What to inspect next

Frequently asked questions

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