2023 Form 5500 filing — Opportunity Bank Of Montana Profit Sharing Plan & Trust
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 20241011073555NAL0043558338001) for Opportunity Bank Of Montana Profit Sharing Plan & Trust, reported by Opportunity Bank Of Montana under EIN 81-0105500 and plan number 002. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011073555NAL0043558338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Opportunity Bank Of Montana
- EIN
- 81-0105500
- Plan number
- 002
- Location
- Helena, MT
- Participants
- 524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,051,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,051,226
- Employer contributions
- $1,827,158
- Participant contributions
- $2,199,724
- Total income / additions
- $8,737,341
- Benefits paid
- $2,587,712
- Administrative expenses
- $34,081
- Total expenses
- $2,621,793
- Net increase / (decrease)
- $6,115,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $29,920 | not reported in the loaded dataset |