How big is Sharbert Enterprises, Inc. Montana GIFT Corral's plan?

Sharbert Enterprises, Inc. Montana GIFT Corral's plan reported $1.0M in assets and 135 participants for 2024.

Original filing (PDF)20251010112545NAL0018381122001

Sharbert Enterprises, Inc. Montana GIFT Corral

Name: Sharbert Enterprises, Inc. Montana GIFT Corral — Form 5500 Plan 001 (2024)
Creator: Sharbert Enterprises, Inc. Montana GIFT Corral
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sharbert Enterprises, Inc. Montana GIFT Corral 401(k) Savings Plan

401(k) retirement plan · Sharbert Enterprises, Inc. Montana GIFT Corral's Sharbert Enterprises, Inc. Montana GIFT Corral 401(k) Savings Plan held $1.0M in plan assets for 135 participants in 2024.

Signals · 1

No auditor on file

Active participants

135

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Douglas Stock signed Sharbert Enterprises, Inc. Montana GIFT Corral's 2024 Form 5500 as plan administrator.

Douglas Stock — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sharbert Enterprises, Inc. Montana GIFT Corral's EIN is 81-0479164.

EIN 81-0479164

Plan number 001

Plan year 2024

ACK ID 20251010112545NAL0018381122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sharbert Enterprises, Inc. Montana GIFT Corral from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sharbert Enterprises, Inc. Montana GIFT Corral's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARBERT ENTERPRISES, INC. MONTANA GIFT CORRAL.

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Plan health score

Average plan with room to improve

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score