Esgw 401(K) Retirement Plan — Form 5500 plan (Easter Seals Goodwill Northern Rocky Mountain, Inc.)
Plain-English plan 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, Esgw 401(K) Retirement Plan is a benefit plan reported by Easter Seals Goodwill Northern Rocky Mountain, Inc. under EIN 81-0232125 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,028 participants and $11,093,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easter Seals Goodwill Northern Rocky Mountain, Inc.
- EIN
- 81-0232125
- Plan number
- 001
- Plan type
- 2
- Location
- Great Falls, MT
- Latest filing year
- 2023
- Participants
- 1,028
- End-of-year plan assets
- $11,093,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,028 | H, C | 20240930142416NAL0002680387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,093,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,093,908
- Net assets (BOY)
- $9,191,019
Income & contributions
- Employer contributions
- $383,147
- Participant contributions
- $674,383
- Total contributions
- $1,467,012
- Total income / additions
- $3,026,845
Expenses & distributions
- Benefits paid
- $1,058,973
- Administrative expenses
- $64,983
- Total expenses
- $1,123,956
- Net increase / (decrease)
- $1,902,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,528 | $0 | 2023 |
| First Interstate Wealth Management | OTHER | $28,453 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Easter Seals Goodwill Northern Rocky Mountain, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Great Falls, MT
- Empower Annuity Insurance Company O — Schedule C compensation
- First Interstate Wealth Management — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation