Plan5500

Jordan, 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, Jordan, MT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,099,376 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 Jordan

  • 2 loaded plans hold $4.1M in reported assets across 2 sponsors.
  • The largest, Garfield County Bank Profit Sharing Plan And Trust, holds 66% of reported Jordan plan assets.
  • Plans cover 49 participants — about 25 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$4.1MSummed across loaded plans$4,084,392
Total reported assets$4.1M$4,099,376
Total reported participants49
Total reported liabilities$15K$14,984

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$15K
Contributions & income
Employer contributions$191.6K
Participant contributionsNot reported
Total income / additions$701.4K
Expenses & distributions
Benefits paid / distributions$4.9K
Total expenses$28.4K
Net increase / (decrease)$673K

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 Jordan, 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

Jordan market comparison

Largest plan share of assets66%Garfield County Bank Profit Sharing Plan And Trust
Participants per plan25Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Jordan

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

  1. 1
    Garfield County Bank Profit Sharing Plan And Trust$2.7M
    Garfield County Bank · 2023
  2. 2
    Ryan Grocery Profit Sharing Plan$1.4M
    Ryan Grocery & Processing Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages