Rocky Mountain Development Council Retirement Plan And Trust — Form 5500 plan (Rocky Mountain Development Council, 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, Rocky Mountain Development Council Retirement Plan And Trust is a benefit plan reported by Rocky Mountain Development Council, Inc. under EIN 81-0296458 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $4,190,488 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rocky Mountain Development Council, Inc.
EIN
81-0296458
Plan number
001
Plan type
2
Location
Helena, MT
Latest filing year
2023
Participants
169
End-of-year plan assets
$4,190,488

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20250107134930NAL0009392353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,190,488
Total liabilities (EOY)
$2,010
Net assets (EOY)
$4,188,478
Net assets (BOY)
$3,795,788

Income & contributions

Employer contributions
$129,464
Participant contributions
$146,138
Total contributions
$557,123
Total income / additions
$1,094,854

Expenses & distributions

Benefits paid
$667,753
Administrative expenses
$34,411
Total expenses
$702,164
Net increase / (decrease)
$392,690

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kcoe Isom, LlpAUDITOR$12,900not reported in the loaded dataset2023
Big Sky RetirementTPA$9,718not reported in the loaded dataset2023
LplBROKER DEALER$8,897$02023

Related Form 5500 pages