Plan5500

Laurel, 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, Laurel, MT has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,383,772 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Laurel

  • 6 loaded plans hold $17.4M in reported assets across 5 sponsors.
  • The largest, Woods Powr-Grip Co., Inc. 401(K) Profit Sharing Plan And Trust, holds 59% of reported Laurel plan assets.
  • Plans cover 367 participants — about 61 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.4MSummed across loaded plans$17,383,286
Total reported assets$17.4M$17,383,772
Total reported participants367
Total reported liabilities$486

Reported net position

Reported assets = net assets + liabilities (summed)$17.4M total assets
Net assets$17.4MLiabilities$486
Contributions & income
Employer contributions$294.4K
Participant contributions$738.5K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$516.1K
Total expenses$572.1K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Laurel market comparison

Largest plan share of assets59%Woods Powr-Grip Co., Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan61Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Laurel

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

  1. 1
    Woods Powr-Grip Co., Inc. 401(K) Profit Sharing Plan And Trust$10.3M
    Wood'S Powr- Grip Co., Inc. · 2023
  2. 2
    Co-Op 401(K) Plan$3.7M
    Town & Country Supply Association · 2023
  3. 3
    Crowl, Dds 401(K) Plan$2.2M
    Jody L. Crowl, Dds, Pc · 2023
  4. 4
    Cotter'S Sewer, Inc. 401(K) Plan$911.8K
    Cotters Sewer, Inc. · 2023
  5. 5
    Vagner Management Group, Inc. 401(K) Profit Sharing Plan$253.2K
    Vagner Management Group, Inc. · 2023
  6. 6
    Wood'S Powr-Grip Co. Inc. Employee Benefits Plannot reported in the loaded dataset
    Wood'S Powr-Grip Co. Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages