Plan5500

Twin Bridges, 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, Twin Bridges, MT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,402,678 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 Twin Bridges

  • 2 loaded plans hold $2.4M in reported assets across 2 sponsors.
  • The largest, Mackey & Gallivan'S Healing Waters Lodge Of Mt Inc. Retirement Plan, holds 75% of reported Twin Bridges plan assets.
  • Plans cover 33 participants — about 17 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$2.4MSummed across loaded plans$2,402,678
Total reported assets$2.4M$2,402,678
Total reported participants33
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$16.3K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$710.6K
Total expenses$710.7K
Net increase / (decrease)$1.3M

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 Twin Bridges, 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

Twin Bridges market comparison

Largest plan share of assets75%Mackey & Gallivan'S Healing Waters Lodge Of Mt Inc. Retirement Plan
Participants per plan17Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Twin Bridges

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

  1. 1
    Mackey & Gallivan'S Healing Waters Lodge Of Mt Inc. Retirement Plan$1.8M
    Mackey & Gallivan'S Healing Waters Lodge Of Mt Inc. · 2023
  2. 2
    R.L. Winston Rod Company 401(K) Plan$600K
    R.L. Winston Rod Co. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages