2023 Form 5500 filing — Automotive & Industrial Distributors Of Billings Employee Stock Ownership 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 20241014175046NAL0013711363004) for Automotive & Industrial Distributors Of Billings Employee Stock Ownership Plan, reported by A & I Distributors Of Billings Esop Plan under EIN 81-0236090 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,380,578
Participants281
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014175046NAL0013711363004
Plan sponsor
A & I Distributors Of Billings Esop Plan
EIN
81-0236090
Plan number
001
Location
Billings, MT
Received date
not reported in the loaded dataset
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)$8.4M total assets
Net assets$8.4MLiabilities
Money in vs. money out
Total income / additions$920.3K
Total expenses$688.6K
Benefits paid / distributions$659K
Contributions
Employer$376K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,380,578
Net assets (EOY)
$8,380,578
Employer contributions
$376,031
Total income / additions
$920,258
Benefits paid
$658,983
Administrative expenses
$29,578
Total expenses
$688,561
Net increase / (decrease)
$231,697

Related Form 5500 pages