Original filing (PDF)20230801131515NAL0010566403001

West MONT

Name: West MONT — West MONT Tax Sheltered Annuity Plan, Form 5500 (2022)
Creator: West MONT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West MONT Tax Sheltered Annuity Plan

403(b) retirement plan · West MONT's West MONT Tax Sheltered Annuity Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

West MONT's EIN is 81-0402506.

EIN 81-0402506

Plan number 001

Plan year 2022

ACK ID 20230801131515NAL0010566403001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for West MONT from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

West MONT's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST MONT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WEST MONT

EIN

all filings

Address

2708 BOZEMAN AVENUE · HELENA, MT · 59601

Phone

(406) 447-3100

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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