2023 Form 5500 filing — Rocky Mountain Development Council Retirement Plan And 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 20250107134930NAL0009392353001) for Rocky Mountain Development Council Retirement Plan And Trust, reported by Rocky Mountain Development Council, Inc. under EIN 81-0296458 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250107134930NAL0009392353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Mountain Development Council, Inc.
- EIN
- 81-0296458
- Plan number
- 001
- Location
- Helena, MT
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,190,488
- Total liabilities (EOY)
- $2,010
- Net assets (EOY)
- $4,188,478
- Employer contributions
- $129,464
- Participant contributions
- $146,138
- Total income / additions
- $1,094,854
- Benefits paid
- $667,753
- Administrative expenses
- $34,411
- Total expenses
- $702,164
- Net increase / (decrease)
- $392,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kcoe Isom, Llp | AUDITOR | $12,900 | not reported in the loaded dataset |
| Big Sky Retirement | TPA | $9,718 | not reported in the loaded dataset |
| Lpl | BROKER DEALER | $8,897 | $0 |