MONTANA CONTRACTORS ASSOCIATION INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-13 | 1709 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 1544 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 58948 |
| Net assets as of the end of the plan year | 2025-10-13 | 2176374 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 1845133 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 271436 |
| Plan net income in this plan year | 2025-10-13 | 331076 |
| Net assets as of the end of the plan year | 2025-10-13 | 2174665 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 1843589 |
| Value of funding deficiency | 2025-10-13 | 0 |
| Value of employer contributions paid | 2025-10-13 | 118588 |
| Employer contributions to plan in this plan year | 2025-10-13 | 118588 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 16291 |
| 2024 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-11 | 1544 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 1553 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 15469 |
| Net assets as of the end of the plan year | 2024-10-11 | 1845133 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1468383 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Other income to plan in this plan year | 2024-10-11 | 301805 |
| Plan net income in this plan year | 2024-10-11 | 376759 |
| Net assets as of the end of the plan year | 2024-10-11 | 1843589 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1466830 |
| Value of funding deficiency | 2024-10-11 | 0 |
| Value of employer contributions paid | 2024-10-11 | 90423 |
| Employer contributions to plan in this plan year | 2024-10-11 | 90423 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 15073 |
| 2022 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-09-30 | 1650 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 2012 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 76391 |
| Net assets as of the end of the plan year | 2022-09-30 | 1987350 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 1749030 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Other income to plan in this plan year | 2022-09-30 | 250689 |
| Plan net income in this plan year | 2022-09-30 | 238682 |
| Net assets as of the end of the plan year | 2022-09-30 | 1985700 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 1747018 |
| Value of funding deficiency | 2022-09-30 | 0 |
| Value of employer contributions paid | 2022-09-30 | 64384 |
| Employer contributions to plan in this plan year | 2022-09-30 | 64384 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 15625 |
| 2014 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $981 |
| Total plan liabilities at beginning of year | 2014-12-31 | $1,198 |
| Total income from all sources | 2014-12-31 | $144,101 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $140,878 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $131,042 |
| Total plan assets at end of year | 2014-12-31 | $942,342 |
| Total plan assets at beginning of year | 2014-12-31 | $939,336 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $4,266 |
| Other income received | 2014-12-31 | $62,764 |
| Net income (gross income less expenses) | 2014-12-31 | $3,223 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $941,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $938,138 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $77,071 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,836 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $77,071 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $77,071 |
| 2013 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $1,198 |
| Total plan liabilities at beginning of year | 2013-12-31 | $515 |
| Total income from all sources | 2013-12-31 | $215,267 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,752 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $13,103 |
| Total plan assets at end of year | 2013-12-31 | $939,336 |
| Total plan assets at beginning of year | 2013-12-31 | $746,138 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $144,731 |
| Net income (gross income less expenses) | 2013-12-31 | $192,515 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $938,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $745,623 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $70,536 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,649 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $70,536 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $70,536 |
| 2012 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $515 |
| Total plan liabilities at beginning of year | 2012-12-31 | $469 |
| Total income from all sources | 2012-12-31 | $142,387 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $45,282 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $36,172 |
| Total plan assets at end of year | 2012-12-31 | $746,138 |
| Total plan assets at beginning of year | 2012-12-31 | $648,987 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $6,261 |
| Other income received | 2012-12-31 | $69,819 |
| Net income (gross income less expenses) | 2012-12-31 | $97,105 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $745,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $648,518 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $66,307 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,110 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $66,307 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $66,307 |
| 2011 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-7,602 |
| Total plan liabilities at end of year | 2011-12-31 | $469 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,064 |
| Total income from all sources | 2011-12-31 | $76,353 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $33,077 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $24,787 |
| Total plan assets at end of year | 2011-12-31 | $648,987 |
| Total plan assets at beginning of year | 2011-12-31 | $613,908 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $21,300 |
| Net income (gross income less expenses) | 2011-12-31 | $43,276 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $648,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $612,844 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $55,053 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,290 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $55,053 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $55,053 |
| 2010 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $1,064 |
| Total plan liabilities at beginning of year | 2010-12-31 | $634 |
| Total income from all sources | 2010-12-31 | $122,413 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,923 |
| Total plan assets at end of year | 2010-12-31 | $613,908 |
| Total plan assets at beginning of year | 2010-12-31 | $498,988 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $65,035 |
| Net income (gross income less expenses) | 2010-12-31 | $114,490 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $612,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $498,354 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $57,378 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $7,923 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $57,378 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $57,378 |
| 2009 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $57,366 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $57,366 |
| 2014: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
