How big is Billings Leadership Foundation's plan?

Billings Leadership Foundation's plan reported $165K in assets and 32 participants for 2023.

Original filing (PDF)20250219144827NAL0004127393001

Billings Leadership Foundation

Name: Billings Leadership Foundation — Billings Leadership, Form 5500 (2023)
Creator: Billings Leadership Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Billings Leadership Foundation 401(k) Plan

401(k) retirement plan · Billings Leadership Foundation's Billings Leadership Foundation 401(k) Plan held $165K in plan assets for 32 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

People on this filing

Matthew Lundgren signed Billings Leadership Foundation's 2023 Form 5500 as plan administrator.

Matthew Lundgren — 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

Billings Leadership Foundation's EIN is 83-2729073.

EIN 83-2729073

Plan number 001

Plan year 2023

ACK ID 20250219144827NAL0004127393001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Billings Leadership Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Billings Leadership Foundation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score