2023 Form 5500 filing — Flathead Industries 401(K) Retirement 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 20250120123928NAL0001871377001) for Flathead Industries 401(K) Retirement Plan & Trust, reported by Flathead Industries under EIN 23-7359797 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250120123928NAL0001871377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Flathead Industries
- EIN
- 23-7359797
- Plan number
- 002
- Location
- Kalispell, MT
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,033,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,033,078
- Employer contributions
- $213,612
- Participant contributions
- $286,693
- Total income / additions
- $923,570
- Benefits paid
- $143,423
- Administrative expenses
- $12,103
- Total expenses
- $181,930
- Net increase / (decrease)
- $741,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Randall & Hurley Inc | CONTRACT ADMIN | $10,464 | $3,442 |
| Da Davidson & Co | INVESTMENT ADVISOR | $10,325 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |