Plan5500

Polson, 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, Polson, MT has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $15,727,239 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Polson

  • 7 loaded plans hold $15.7M in reported assets across 6 sponsors.
  • The largest, Moody'S Market, Inc. Employee Stock Ownership Plan, holds 73% of reported Polson plan assets.
  • Plans cover 573 participants — about 82 per plan.
  • 86% 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-$2.4MSummed across loaded plans-$2,431,402
Total reported assets$15.7M$15,727,239
Total reported participants573
Total reported liabilities$18.2M$18,158,641

Reported net position

Reported assets = net assets + liabilities (summed)$15.7M total assets
Net assets-$2.4MLiabilities$18.2M
Contributions & income
Employer contributions$1M
Participant contributions$287.5K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$246.5K
Total expenses$617.5K
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation0 / 7 ()

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

Polson market comparison

Largest plan share of assets73%Moody'S Market, Inc. Employee Stock Ownership Plan
Participants per plan82Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Polson

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

  1. 1
    Moody'S Market, Inc. Employee Stock Ownership Plan$11.5M
    Moodys Market, Inc. · 2023
  2. 2
    S & K Gaming, LLC Retirement Plan$2.4M
    S & K Gaming, LLC · 2023
  3. 3
    Evensix Inc 401(K) Plan$1.1M
    Evensix Inc · 2023
  4. 4
    Edward K Duckworth Profit Sharing Plan$694.2K
    Duckworth Law Office Pc · 2023
  5. 5
    Builders & Contractors Supp Unemployment Ins Plan$38.7K
    Smith Paving & Contracting Enterprises, Inc. · 2023
  6. 6
    Buyrite Properties Incorporated Retirement Plan$17.2K
    Buyrite Properties Incorporated · 2023
  7. 7
    S & K Gaming, LLC Welfare Benefit Plannot reported in the loaded dataset
    S & K Gaming, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages