2023 Form 5500 filing — Rimrock Foundation 403(B) 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 20241015151934NAL0058393282001) for Rimrock Foundation 403(B) Plan, reported by Rimrock Foundation under EIN 81-0302870 and plan number 003. It reports 296 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)$4.7MReported net assets$4,739,726
Participants296
Provider compensation$9.5K1 Schedule C row(s)$9,496
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015151934NAL0058393282001
Plan sponsor
Rimrock Foundation
EIN
81-0302870
Plan number
003
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$166.4K
Benefits paid / distributions$149.9K
Contributions
Employer$97.9K
Participant$341.6K
Full reported line items
Total assets (EOY)
$4,739,726
Total liabilities (EOY)
$0
Net assets (EOY)
$4,739,726
Employer contributions
$97,923
Participant contributions
$341,577
Total income / additions
$1,103,422
Benefits paid
$149,916
Administrative expenses
$9,020
Total expenses
$166,400
Net increase / (decrease)
$937,022
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $9.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151934NAL0058393282001 cover?
It is the 2023 Form 5500 filing for Rimrock Foundation 403(B) Plan, reported by Rimrock Foundation (EIN 81-0302870).
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