Trailwest Bank 401(K) Plan — Form 5500 plan (Trailwest Bank)
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, Trailwest Bank 401(K) Plan is a benefit plan reported by Trailwest Bank under EIN 81-0402347 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $7,554,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trailwest Bank
- EIN
- 81-0402347
- Plan number
- 001
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $7,554,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241014154459NAL0027761985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,554,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,554,415
- Net assets (BOY)
- $6,122,079
Income & contributions
- Employer contributions
- $261,343
- Participant contributions
- $506,329
- Total contributions
- $767,672
- Total income / additions
- $1,991,778
Expenses & distributions
- Benefits paid
- $530,682
- Administrative expenses
- $28,760
- Total expenses
- $559,442
- Net increase / (decrease)
- $1,432,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.A. Davidson & Co. | NONE | $25,048 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $3,052 | $0 | 2023 |
| July Business Services | NONE | $660 | $0 | 2023 |