Montana Employee Vacation Savings Plan — Form 5500 plan (Board Of Trustees Of Montana Employee Vacation Savings Plan)
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, Montana Employee Vacation Savings Plan is a benefit plan reported by Board Of Trustees Of Montana Employee Vacation Savings Plan under EIN 91-1041556 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,889 participants and $1,496,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Montana Employee Vacation Savings Plan
- EIN
- 91-1041556
- Plan number
- 501
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 1,889
- End-of-year plan assets
- $1,496,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,889 | H, C | 20250317115251NAL0001634753004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,496,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,496,866
- Net assets (BOY)
- $1,838,229
Income & contributions
- Employer contributions
- $964,484
- Total contributions
- $1,015,424
- Total income / additions
- $1,097,777
Expenses & distributions
- Benefits paid
- $1,367,447
- Administrative expenses
- $71,693
- Total expenses
- $1,439,140
- Net increase / (decrease)
- -$341,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | THIRD PARTY ADMINISTRATOR | $40,977 | not reported in the loaded dataset | 2023 |
| First Interstate Wealth Management | INVESTMENT CUSTODIAN | $7,170 | not reported in the loaded dataset | 2023 |
| Platform Cpa'S Llp | NONE | $5,645 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Montana Employee Vacation Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Zenith American Solutions — Schedule C compensation
- First Interstate Wealth Management — Schedule C compensation
- Platform Cpa'S Llp — Schedule C compensation