UNITED PROPERTIES, 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 | 3423 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 2520 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 303138 |
| Net assets as of the end of the plan year | 2025-10-13 | 3219603 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 3065499 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 422188 |
| Plan net income in this plan year | 2025-10-13 | 153201 |
| Net assets as of the end of the plan year | 2025-10-13 | 3216180 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 3062979 |
| Value of funding deficiency | 2025-10-13 | 0 |
| Value of employer contributions paid | 2025-10-13 | 34151 |
| Employer contributions to plan in this plan year | 2025-10-13 | 34151 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 22153 |
| 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 | 2520 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 3059 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 271829 |
| Net assets as of the end of the plan year | 2024-10-11 | 3065499 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 2781993 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Other income to plan in this plan year | 2024-10-11 | 525276 |
| Plan net income in this plan year | 2024-10-11 | 284045 |
| Net assets as of the end of the plan year | 2024-10-11 | 3062979 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 2778934 |
| Value of funding deficiency | 2024-10-11 | 0 |
| Value of employer contributions paid | 2024-10-11 | 30598 |
| Employer contributions to plan in this plan year | 2024-10-11 | 30598 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 21388 |
| 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 | 3087 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 4033 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 342783 |
| Net assets as of the end of the plan year | 2022-09-30 | 3770983 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 3598205 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Other income to plan in this plan year | 2022-09-30 | 488459 |
| Plan net income in this plan year | 2022-09-30 | 173724 |
| Net assets as of the end of the plan year | 2022-09-30 | 3767896 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 3594172 |
| Value of funding deficiency | 2022-09-30 | 0 |
| Value of employer contributions paid | 2022-09-30 | 28048 |
| Employer contributions to plan in this plan year | 2022-09-30 | 28048 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 24313 |
| 2014 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $5,391 |
| Total plan liabilities at beginning of year | 2014-12-31 | $6,373 |
| Total income from all sources | 2014-12-31 | $402,691 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $413,853 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $376,739 |
| Total plan assets at end of year | 2014-12-31 | $4,763,717 |
| Total plan assets at beginning of year | 2014-12-31 | $4,775,861 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $347,060 |
| Net income (gross income less expenses) | 2014-12-31 | $-11,162 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,758,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,769,488 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $55,631 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $37,114 |
| 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 | $55,631 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $55,631 |
| 2013 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $6,373 |
| Total plan liabilities at beginning of year | 2013-12-31 | $3,494 |
| Total income from all sources | 2013-12-31 | $834,051 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $864,607 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $829,385 |
| Total plan assets at end of year | 2013-12-31 | $4,775,861 |
| Total plan assets at beginning of year | 2013-12-31 | $4,803,538 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $774,747 |
| Net income (gross income less expenses) | 2013-12-31 | $-30,556 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,769,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,800,044 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $59,304 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $35,222 |
| 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 | $59,304 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $59,304 |
| 2012 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $3,494 |
| Total plan liabilities at beginning of year | 2012-12-31 | $3,287 |
| Total income from all sources | 2012-12-31 | $549,366 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $241,547 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $202,974 |
| Total plan assets at end of year | 2012-12-31 | $4,803,538 |
| Total plan assets at beginning of year | 2012-12-31 | $4,495,512 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $476,713 |
| Net income (gross income less expenses) | 2012-12-31 | $307,819 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,800,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,492,225 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $72,653 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $38,573 |
| 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 | $72,653 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $72,653 |
| 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 | $3,287 |
| Total plan liabilities at beginning of year | 2011-12-31 | $7,653 |
| Total income from all sources | 2011-12-31 | $225,810 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $109,973 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $72,057 |
| Total plan assets at end of year | 2011-12-31 | $4,495,512 |
| Total plan assets at beginning of year | 2011-12-31 | $4,376,439 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $153,519 |
| Net income (gross income less expenses) | 2011-12-31 | $115,837 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,492,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,368,786 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $72,291 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $37,916 |
| 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 | $72,291 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $72,291 |
| 2010 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $7,653 |
| Total plan liabilities at beginning of year | 2010-12-31 | $4,660 |
| Total income from all sources | 2010-12-31 | $557,947 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $128,853 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $91,815 |
| Total plan assets at end of year | 2010-12-31 | $4,376,439 |
| Total plan assets at beginning of year | 2010-12-31 | $3,944,352 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $484,761 |
| Net income (gross income less expenses) | 2010-12-31 | $429,094 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,368,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,939,692 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $73,186 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $37,038 |
| 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 | $73,186 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $73,186 |
| 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 | $72,703 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $72,703 |
| 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 |
