Plan Ledger DOL Form 5500 · updated monthly

City Roasting Company, LLC401(k)

CITY ROASTING COMPANY, LLC 401K RETIREMENT PLAN · BILLINGS, MT · plan year 2022

Employer contribution per participant · 2022
$822

City Roasting Company, LLC's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,654,342 across 82 participant accounts, with employer contributions averaging $822 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Montana (212th of 229), and 4,768th of 5,215 in retail trade. In 2022, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,654,342
Participants with balances82
Active participants109
Employer contributions$89,575
Employee contributions$146,228
Employer contribution per active participant$822
Average account balance$20,175
Benefits paid to participants$79,518
Plan auditUnmodified (clean) audit opinion
The City Roasting Company, LLC 401(k) match · 2022
Employer contribution per active participant$822
Median for plans this size$1,114

City Roasting Company, LLC's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Similar plansRetail Trade · Montana
Shiptons Big R, Inc. MT$5.8M · 0.77%
Bob Ward & Sons, Inc. MT$5.1M · 0.49%
Kalispell Ford, LLC MT$3.1M · 0.02%
Peter Lik USA, Inc. NV$1.7M · 0.94%
Bruce Management, Inc. AL$1.7M · 1.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472517604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.