Whitefish, 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, Whitefish, MT has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $31,151,894 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $31,151,894
- Total reported liabilities (EOY)
- $19,450
- Total reported net assets (EOY)
- $30,782,723
Contributions & income
- Employer contributions
- $1,686,407
- Participant contributions
- $1,776,203
- Total income / additions
- $8,397,736
Expenses & distributions
- Benefits paid / distributions
- $2,902,786
- Total expenses
- $3,037,410
- Net increase / (decrease)
- $5,360,326
Coverage
- Total reported participants
- 2,196
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitefish, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Whitefish Credit Union Association Employee 401(K) Plan | Whitefish Credit Union Association | $9,696,542 | 2023 |
| Whitefish Credit Union Association Employees' Pension Plan | Whitefish Credit Union Association | $7,499,262 | 2023 |
| Winter Sports, Inc. Retirement Plan & Trust | Winter Sports, Inc. | $6,295,078 | 2023 |
| Grg Enterprises, LLC 401(K) Plan | Grg Enterprises, LLC | $6,222,420 | 2023 |
| Averill Hospitality LLC 401(K) Plan | Averill Hospitality Employment Services, LLC | $964,966 | 2023 |
| Crazy Owl, Inc. 401(K) Plan | Crazy Owl, Inc. | $349,721 | 2023 |
| Mm Bar Retirement Plan | Mm Bar Corp | $123,905 | 2023 |
| Averill Hospitality Employment Services LLC Benefit Plan | Averill Hospitality Employment Services | not reported in the loaded dataset | 2023 |
| Whitefish Credit Union Employee Health And Welfare Benefit Plan | Whitefich Credit Union | not reported in the loaded dataset | 2023 |
| Holman Enterprises, Inc. Benefit Plan | Holman Enterprises, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Whitefish → · Whitefish plans by participants → · Whitefish plans with financial data → · Whitefish plans with provider compensation → · $1B+ plans in Whitefish →
Related Form 5500 pages
- All MT Form 5500 filings
- Whitefish Credit Union Association Employee 401(K) Plan (plan 002)
- Whitefish Credit Union Association — all reported plans
- Whitefish Credit Union Association Employees' Pension Plan (plan 001)
- Winter Sports, Inc. Retirement Plan & Trust (plan 001)
- Winter Sports, Inc. — all reported plans
- Grg Enterprises, LLC 401(K) Plan (plan 001)
- Grg Enterprises, LLC — all reported plans
- Averill Hospitality LLC 401(K) Plan (plan 001)
- Averill Hospitality Employment Services, LLC — all reported plans
- Crazy Owl, Inc. 401(K) Plan (plan 001)
- Crazy Owl, Inc. — all reported plans
- Mm Bar Retirement Plan (plan 001)
- Mm Bar Corp — all reported plans
- Averill Hospitality Employment Services LLC Benefit Plan (plan 501)
- Whitefish Credit Union Employee Health And Welfare Benefit Plan (plan 510)
- Holman Enterprises, Inc. Benefit Plan (plan 501)
- Holman Enterprises, Inc. — all reported plans
- Methodology
- Data sources