Original filing (PDF)20251010112545NAL0018381122001

SHARBERT ENTERPRISES, INC. MONTANA GIFT CORRAL

Name: SHARBERT ENTERPRISES, INC. MONTANA GIFT CORRAL — SHARBERT ENTERPRISES, INC. MONTANA GIFT CORRAL 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: SHARBERT ENTERPRISES, INC. MONTANA GIFT CORRAL

Form 5500-SF

FILING_RECEIVED

SHARBERT ENTERPRISES, INC. MONTANA GIFT CORRAL 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

135

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARBERT ENTERPRISES, INC. MONTANA GIFT CORRAL.

Plan sponsor

Name

SHARBERT ENTERPRISES, INC. MONTANA GIFT CORRAL

EIN

81-0479164

Address

P.O. BOX 1860 · BOZEMAN, MT · 59771

Phone

(406) 388-7369

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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