Plan5500

Montana City, 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, Montana City, MT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,815,744 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 Montana City

  • 1 loaded plans hold $2.8M in reported assets across 1 sponsors.
  • The largest, Headwaters Salons, LLC 401(K) Plan, holds 100% of reported Montana City plan assets.
  • Plans cover 314 participants — about 314 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,815,744
Total reported assets$2.8M$2,815,744
Total reported participants314
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$0
Contributions & income
Employer contributions$215.7K
Participant contributions$319.7K
Total income / additions$967.6K
Expenses & distributions
Benefits paid / distributions$179.6K
Total expenses$232.5K
Net increase / (decrease)$735.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Montana City market comparison

Largest plan share of assets100%Headwaters Salons, LLC 401(K) Plan
Participants per plan314Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Montana City

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

  1. 1
    Headwaters Salons, LLC 401(K) Plan$2.8M
    Headwaters Salons, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages