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. 401(K) RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-13 | 1619 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 1669 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 419039 |
| Net assets as of the end of the plan year | 2025-10-13 | 2215850 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 2270317 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 61015 |
| Other income to plan in this plan year | 2025-10-13 | 277989 |
| Plan net income in this plan year | 2025-10-13 | -54417 |
| Net assets as of the end of the plan year | 2025-10-13 | 2214231 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 2268648 |
| Employer contributions to plan in this plan year | 2025-10-13 | 25618 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 11498 |
| 2024 : MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-11 | 1669 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 1908 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 17514 |
| Net assets as of the end of the plan year | 2024-10-11 | 2270317 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1845562 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 45408 |
| Other income to plan in this plan year | 2024-10-11 | 374159 |
| Plan net income in this plan year | 2024-10-11 | 424994 |
| Net assets as of the end of the plan year | 2024-10-11 | 2268648 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1843654 |
| Employer contributions to plan in this plan year | 2024-10-11 | 22941 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 11640 |
| 2022 : MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-09-30 | 2151 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 2798 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 324893 |
| Net assets as of the end of the plan year | 2022-09-30 | 2777966 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 2673760 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-30 | 58716 |
| Other income to plan in this plan year | 2022-09-30 | 349993 |
| Plan net income in this plan year | 2022-09-30 | 104853 |
| Net assets as of the end of the plan year | 2022-09-30 | 2775815 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 2670962 |
| Employer contributions to plan in this plan year | 2022-09-30 | 21037 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 14512 |
| 2014 : MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $1,809 |
| Total plan liabilities at beginning of year | 2014-12-31 | $1,977 |
| Total income from all sources | 2014-12-31 | $260,111 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $69,790 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $58,048 |
| Total plan assets at end of year | 2014-12-31 | $1,752,230 |
| Total plan assets at beginning of year | 2014-12-31 | $1,562,077 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $101,800 |
| Other income received | 2014-12-31 | $116,599 |
| Net income (gross income less expenses) | 2014-12-31 | $190,321 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,750,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,560,100 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $41,712 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $11,742 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $1,977 |
| Total plan liabilities at beginning of year | 2013-12-31 | $956 |
| Total income from all sources | 2013-12-31 | $370,012 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $194,975 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $184,743 |
| Total plan assets at end of year | 2013-12-31 | $1,562,077 |
| Total plan assets at beginning of year | 2013-12-31 | $1,386,019 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $84,961 |
| Other income received | 2013-12-31 | $240,569 |
| Net income (gross income less expenses) | 2013-12-31 | $175,037 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,560,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,385,063 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $44,482 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $10,232 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $956 |
| Total plan liabilities at beginning of year | 2012-12-31 | $811 |
| Total income from all sources | 2012-12-31 | $243,223 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $32,275 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $22,166 |
| Total plan assets at end of year | 2012-12-31 | $1,386,019 |
| Total plan assets at beginning of year | 2012-12-31 | $1,174,926 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $58,188 |
| Other income received | 2012-12-31 | $130,545 |
| Net income (gross income less expenses) | 2012-12-31 | $210,948 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,385,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,174,115 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $54,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,109 |
| 2011 : MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $811 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,683 |
| Total income from all sources | 2011-12-31 | $162,976 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $17,221 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $8,119 |
| Total plan assets at end of year | 2011-12-31 | $1,174,926 |
| Total plan assets at beginning of year | 2011-12-31 | $1,030,043 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $70,810 |
| Other income received | 2011-12-31 | $37,947 |
| Net income (gross income less expenses) | 2011-12-31 | $145,755 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,174,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,028,360 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $54,219 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,102 |
| 2010 : MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $1,683 |
| Total plan liabilities at beginning of year | 2010-12-31 | $895 |
| Total income from all sources | 2010-12-31 | $235,111 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $17,591 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $9,585 |
| Total plan assets at end of year | 2010-12-31 | $1,030,043 |
| Total plan assets at beginning of year | 2010-12-31 | $811,735 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $73,465 |
| Other income received | 2010-12-31 | $106,756 |
| Net income (gross income less expenses) | 2010-12-31 | $217,520 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,028,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $810,840 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $54,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $8,006 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MONTANA CONTRACTORS ASSOC, INC. 401(K) 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 |
| 2014: MONTANA CONTRACTORS ASSOC, INC. 401(K) 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. 401(K) 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. 401(K) 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. 401(K) 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. 401(K) 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. 401(K) 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 |
