Montana › Health care and social assistance › 100 to 249 participants
Form 5500 statement · plan year 1 Mar 2024 to 28 Feb 2025
Pureview Health Center 401(k) Plan
Sponsored by Pureview Health Center, Helena, MT
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Pureview Health Center of Helena, Montana sponsors Pureview Health Center 401(k) Plan, a 401(k) plan. Its Form 5500 for the plan year ending 28 Feb 2025 shows 151 participants (104 active) and $5.3M in net assets.
Net assets came to $35,033 per participant, well below the $60,185 median for defined contribution plans with 100 to 249 participants and above the $30,764 median for defined contribution plans in health care and social assistance. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The employer contributed $491K during the year, or $4,718 per active participant against a same-size median of $2,447; participants contributed $610K and $45K arrived as rollovers and other contributions. Benefits paid out totalled $336K.
The filing reports no service provider compensation on Schedule C. That is common where fees are paid by the employer or taken from investment returns, neither of which appears there. Administrative expenses charged to the plan were $28K.
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $35,033 | $60,185 | $30,764 | $53,102 |
| Employer contributions per active participant | $4,718 | $2,447 | $1,536 | $2,175 |
| Schedule C compensation per participant | — | $194 | $93.85 | $123 |
| Schedule C compensation, share of net assets | — | 0.32% | 0.31% | 0.26% |
| Administrative expenses per participant | $184 | $176 | $86.53 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), health care and social assistance (9,402) and all US plans (63,460). Fee medians cover plans that report an amount.
Statement for the year
- Net assets, beginning of year$3,984,284
- Employer contributions$490,677
- Participant contributions$609,813
- Rollovers and other contributions$44,969
- Total contributions$1,145,459
- Total income, including investment results$1,669,707
- Benefits paid$336,325
- Administrative expenses$27,736
- Total expenses$364,061
- Net income$1,305,646
- Net transfers$0
- Net assets, end of year$5,289,930
Participants
- Active participants104
- Retired or separated, receiving benefits5
- Retired or separated, entitled to future benefits42
- Participants with account balances128
- Total participants, end of year151
Fees and service providers
No service provider organisations are listed on Schedule C for this plan year.
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Contract administrator fees$15,341
- Other administrative expenses$12,395
- Total administrative expenses$27,736
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$5.3M · 99.3%
- Cash (interest and non-interest bearing)$33K · 0.6%
- Receivables$1,867 · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmKcoe Ison, LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $200,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2AAge/service weighted or new comparability or similar plan2EProfit-sharing plan2JCode section 401(k) feature2KCode section 401(m) arrangement2FERISA section 404(c) plan2GTotal participant-directed account plan3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 621111: Offices of Physicians (except mental health specialists).
Similar plans in Montana
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Center for Mental Health 401(k) Profit Sharing Plan & Trust | Center for Mental Health | 154 | $3.3M | $21,321 |
| Beartooth Billings Clinic 401(k) Plan | Beartooth Billings Clinic | 139 | $7.3M | $52,522 |
| Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan | Bridger Orthopedics and Sports Medicine, P.C. | 180 | $30.9M | $171,404 |
| Ortho Montana, PSC 401(k) Profit Sharing Plan | Ortho Montana, PSC | 139 | $30.1M | $216,796 |
| Human Resource Development Cou 401(k) Profit Sharing Plan & Trust | Human Resource Development Cou | 193 | $5.8M | $30,138 |
| Big Horn Hospital Association 401(k) Plan | Big Horn Hospital Association | 127 | $10.5M | $82,383 |
Defined contribution plans in health care and social assistance closest in size.
Questions and answers
How big is Pureview Health Center 401(k) Plan?
151 participants at the end of the plan year ending 28 Feb 2025, of whom 104 were active employees, with net assets of $5,289,930. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.
What does Pureview Health Center contribute per participant?
The filing reports $490,677 in employer contributions for the year, which is $4,718 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports no provider compensation for the year. Administrative expenses on Schedule H were $27,736. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Pureview Health Center. The financial statements were audited by Kcoe Ison, LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Mar 2024 to 28 Feb 2025, received by the Department of Labor on 15 Dec 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 81-0494674, plan 001, received 15 Dec 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.