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MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameMONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST
Plan identification number 002

MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

DONALDSON BROS. READY MIX, INC. has sponsored the creation of one or more 401k plans.

Company Name:DONALDSON BROS. READY MIX, INC.
Employer identification number (EIN):810374526
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-08-01CHARLES DONALDSON
0022015-01-01JESSE FALLON2016-10-10
0022014-08-01CHARLES DONALDSON
0022013-08-01CHARLES DONALDSON
0022012-08-01CHARLES DONALDSON
0022011-08-01CHARLES DONALDSON
0022009-08-01CHARLES DONALDSON
0022009-08-01CHARLES DONALDSON

Plan Statistics for MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST

401k plan membership statisitcs for MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2015: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-08-0137
Total number of active participants reported on line 7a of the Form 55002015-08-010
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-010
Number of participants with account balances2015-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-08-0138
Total number of active participants reported on line 7a of the Form 55002014-08-0122
Number of retired or separated participants receiving benefits2014-08-017
Number of other retired or separated participants entitled to future benefits2014-08-018
Total of all active and inactive participants2014-08-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-011
Total participants2014-08-0138
Number of participants with account balances2014-08-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-08-0136
Total number of active participants reported on line 7a of the Form 55002013-08-0122
Number of retired or separated participants receiving benefits2013-08-017
Number of other retired or separated participants entitled to future benefits2013-08-018
Total of all active and inactive participants2013-08-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-011
Total participants2013-08-0138
Number of participants with account balances2013-08-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-08-0138
Total number of active participants reported on line 7a of the Form 55002012-08-0122
Number of retired or separated participants receiving benefits2012-08-015
Number of other retired or separated participants entitled to future benefits2012-08-018
Total of all active and inactive participants2012-08-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-011
Total participants2012-08-0136
Number of participants with account balances2012-08-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-011
2011: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-08-0142
Total number of active participants reported on line 7a of the Form 55002011-08-0124
Number of retired or separated participants receiving benefits2011-08-017
Number of other retired or separated participants entitled to future benefits2011-08-015
Total of all active and inactive participants2011-08-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-011
Total participants2011-08-0137
Number of participants with account balances2011-08-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-011
2009: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-08-0145
Total number of active participants reported on line 7a of the Form 55002009-08-0127
Number of retired or separated participants receiving benefits2009-08-018
Number of other retired or separated participants entitled to future benefits2009-08-017
Total of all active and inactive participants2009-08-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-012
Total participants2009-08-0144
Number of participants with account balances2009-08-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2015 : MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$7,483
Total income from all sources2015-11-30$6
Expenses. Total of all expenses incurred2015-11-30$371,945
Benefits paid (including direct rollovers)2015-11-30$366,786
Total plan assets at end of year2015-11-30$0
Total plan assets at beginning of year2015-11-30$379,422
Value of fidelity bond covering the plan2015-11-30$500,000
Expenses. Other expenses not covered elsewhere2015-11-30$5,159
Other income received2015-11-30$6
Net income (gross income less expenses)2015-11-30$-371,939
Net plan assets at end of year (total assets less liabilities)2015-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$371,939
Total contributions received or receivable from employer(s)2015-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Total plan liabilities at end of year2015-07-31$7,483
Total plan liabilities at beginning of year2015-07-31$24,087
Total income from all sources2015-07-31$556
Expenses. Total of all expenses incurred2015-07-31$25,952
Benefits paid (including direct rollovers)2015-07-31$18,470
Total plan assets at end of year2015-07-31$379,422
Total plan assets at beginning of year2015-07-31$421,422
Value of fidelity bond covering the plan2015-07-31$500,000
Expenses. Other expenses not covered elsewhere2015-07-31$7,482
Other income received2015-07-31$556
Net income (gross income less expenses)2015-07-31$-25,396
Net plan assets at end of year (total assets less liabilities)2015-07-31$371,939
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$397,335
Total contributions received or receivable from employer(s)2015-07-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-07-31$24,087
Total plan liabilities at beginning of year2014-07-31$222,884
Total income from all sources2014-07-31$77,165
Expenses. Total of all expenses incurred2014-07-31$31,543
Benefits paid (including direct rollovers)2014-07-31$27,815
Total plan assets at end of year2014-07-31$421,422
Total plan assets at beginning of year2014-07-31$574,597
Value of fidelity bond covering the plan2014-07-31$500,000
Other income received2014-07-31$77,165
Net income (gross income less expenses)2014-07-31$45,622
Net plan assets at end of year (total assets less liabilities)2014-07-31$397,335
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$351,713
Assets. Value of employer securities2014-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$3,728
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-07-31$353,622
Total plan liabilities at beginning of year2013-07-31$199,110
Total income from all sources2013-07-31$-68,866
Expenses. Total of all expenses incurred2013-07-31$141,003
Benefits paid (including direct rollovers)2013-07-31$128,938
Total plan assets at end of year2013-07-31$691,125
Total plan assets at beginning of year2013-07-31$746,482
Value of fidelity bond covering the plan2013-07-31$500,000
Other income received2013-07-31$-68,866
Net income (gross income less expenses)2013-07-31$-209,869
Net plan assets at end of year (total assets less liabilities)2013-07-31$337,503
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$547,372
Assets. Value of employer securities2013-07-31$564,747
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$12,065
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
2012 : MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-07-31$199,110
Total plan liabilities at beginning of year2012-07-31$233,108
Total income from all sources2012-07-31$27,565
Expenses. Total of all expenses incurred2012-07-31$133,320
Benefits paid (including direct rollovers)2012-07-31$105,886
Total plan assets at end of year2012-07-31$746,482
Total plan assets at beginning of year2012-07-31$886,235
Value of fidelity bond covering the plan2012-07-31$500,000
Other income received2012-07-31$27,565
Net income (gross income less expenses)2012-07-31$-105,755
Net plan assets at end of year (total assets less liabilities)2012-07-31$547,372
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$653,127
Assets. Value of employer securities2012-07-31$633,619
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$27,434
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2011 : MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-07-31$233,108
Total plan liabilities at beginning of year2011-07-31$167,994
Total income from all sources2011-07-31$-194,241
Expenses. Total of all expenses incurred2011-07-31$167,590
Benefits paid (including direct rollovers)2011-07-31$141,871
Total plan assets at end of year2011-07-31$886,235
Total plan assets at beginning of year2011-07-31$1,182,952
Value of fidelity bond covering the plan2011-07-31$500,000
Assets. Value of loans (other than to participants)2011-07-31$100,000
Expenses. Other expenses not covered elsewhere2011-07-31$549
Other income received2011-07-31$-194,241
Net income (gross income less expenses)2011-07-31$-361,831
Net plan assets at end of year (total assets less liabilities)2011-07-31$653,127
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$1,014,958
Assets. Value of employer securities2011-07-31$713,906
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$25,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST

2015: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingYes
2015-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedYes
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: MONTANA CONTRACTORS ASSOC. , INC. 401(K) RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedYes
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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