Plan5500

Co-Op 401(K) Plan — Form 5500 plan (Rocky Mountain Supply, 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, Co-Op 401(K) Plan is a benefit plan reported by Rocky Mountain Supply, Inc. under EIN 81-0527798 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $3,822,928 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rocky Mountain Supply, Inc.
EIN
81-0527798
Plan number
001
Plan type
2
Location
Belgrade, MT
Latest filing year
2023
Participants
159
End-of-year plan assets
$3,822,928

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20241011130253NAL0044368482001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,822,928
Total liabilities (EOY)
$350
Net assets (EOY)
$3,822,578
Net assets (BOY)
$3,158,762

Income & contributions

Employer contributions
$293,412
Participant contributions
$234,590
Total contributions
$528,002
Total income / additions
$1,018,130

Expenses & distributions

Benefits paid
$330,100
Administrative expenses
$24,214
Total expenses
$354,314
Net increase / (decrease)
$663,816

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$20,945not reported in the loaded dataset2023

Related Form 5500 pages