Plan5500

Western Montana Mental Health Center — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Western Montana Mental Health Center (EIN 81-0307814) is a plan sponsor located in Missoula, MT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-0307814
Location
Missoula, MT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Western Montana Mental Health Center

  • 2 loaded plans hold $7.1M in reported assets.
  • The largest, Western Montana Mental Health Center 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 725 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.1MSummed across loaded plans$7,130,117
Total reported assets$7.1M$7,130,117
Total reported participants725
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.1M total assets
Net assets$7.1MLiabilities$0
Contributions & income
Employer contributions$167K
Participant contributions$321.8K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$338.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Western Montana Mental Health Center 403(B) Retirement Plan
Participants per plan363Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Western Montana Mental Health Center 403(B) Retirement Plan$7.1M
    Plan #001 · 423 participants · 2023
  2. 2
    Western Mt Mental Health Center Employee Benefits Plannot reported in the loaded dataset
    Plan #503 · 302 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Western Montana Mental Health Center. Open one for its full reported snapshot.

  1. 2023
    Western Mt Mental Health Center Employee Benefits Plan302 participants · 2No schedules
    View filing →
  2. 2023
    Western Montana Mental Health Center 403(B) Retirement Plan423 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Western Montana Mental Health Center report on Form 5500?
Western Montana Mental Health Center (EIN 81-0307814) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Western Montana Mental Health Center?
The Employer Identification Number (EIN) reported for Western Montana Mental Health Center is 81-0307814.
What is the latest Form 5500 filing year for Western Montana Mental Health Center?
The latest loaded Form 5500 filing year for Western Montana Mental Health Center is 2023.

Related Form 5500 pages