2023 Form 5500 filing — Shipton'S Big R, Inc. Montana Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001114249NAL0006678689001) for Shipton'S Big R, Inc. Montana Profit Sharing Plan, reported by Shiptons Big R, Inc. under EIN 81-0251220 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001114249NAL0006678689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shiptons Big R, Inc.
- EIN
- 81-0251220
- Plan number
- 001
- Location
- Billings, MT
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,812,677
- Total liabilities (EOY)
- $15,581
- Net assets (EOY)
- $5,797,096
- Employer contributions
- $61,890
- Participant contributions
- $116,631
- Total income / additions
- $947,100
- Benefits paid
- $349,010
- Administrative expenses
- $42,440
- Total expenses
- $391,450
- Net increase / (decrease)
- $555,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capstone Wealth Management | ADVISOR | $25,406 | not reported in the loaded dataset |
| Intellicents | ADVISOR | $13,359 | not reported in the loaded dataset |