2023 Form 5500 filing — Yellowstone Bank 401(K) 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 20241010131249NAL0020122993001) for Yellowstone Bank 401(K) Plan, reported by The Yellowstone Bank under EIN 81-0211310 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21MReported net assets$20,978,988
Participants120
Provider compensation$65.2K2 Schedule C row(s)$65,235
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010131249NAL0020122993001
Plan sponsor
The Yellowstone Bank
EIN
81-0211310
Plan number
001
Location
Billings, MT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21M total assets
Net assets$21MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$211.1K
Benefits paid / distributions$145.9K
Contributions
Employer$398K
Participant$600.5K
Full reported line items
Total assets (EOY)
$20,978,988
Total liabilities (EOY)
$0
Net assets (EOY)
$20,978,988
Employer contributions
$397,960
Participant contributions
$600,458
Total income / additions
$4,569,499
Benefits paid
$145,904
Administrative expenses
$65,235
Total expenses
$211,139
Net increase / (decrease)
$4,358,360
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $50.6K
  2. 2
    RECORDKEEPER · Direct $14.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010131249NAL0020122993001 cover?
It is the 2023 Form 5500 filing for Yellowstone Bank 401(K) Plan, reported by The Yellowstone Bank (EIN 81-0211310).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages