2023 Form 5500 filing — The University Of Montana Foundation Defined Contribution Retirement 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 20241014101045NAL0014747667001) for The University Of Montana Foundation Defined Contribution Retirement Plan, reported by The University Of Montana Foundation under EIN 81-0362989 and plan number 003. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.8MReported net assets$6,820,196
Participants121
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241014101045NAL0014747667001
- Plan sponsor
- The University Of Montana Foundation
- EIN
- 81-0362989
- Plan number
- 003
- Location
- Missoula, 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)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,820,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,820,196
- Employer contributions
- $555,148
- Total income / additions
- $1,577,794
- Benefits paid
- $226,095
- Administrative expenses
- $0
- Total expenses
- $226,095
- Net increase / (decrease)
- $1,351,699
Frequently asked questions
- What does EFAST2 acknowledgement 20241014101045NAL0014747667001 cover?
- It is the 2023 Form 5500 filing for The University Of Montana Foundation Defined Contribution Retirement Plan, reported by The University Of Montana Foundation (EIN 81-0362989).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials).