WESTERN INTERSTATE, 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 | 23 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 39 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 668 |
| Net assets as of the end of the plan year | 2025-10-13 | 9238 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 8667 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 1255 |
| Plan net income in this plan year | 2025-10-13 | 587 |
| Net assets as of the end of the plan year | 2025-10-13 | 9215 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 8628 |
| Value of funding deficiency | 2025-10-13 | 0 |
| Value of employer contributions paid | 2025-10-13 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 668 |
| 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 | 39 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 19 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 945 |
| Net assets as of the end of the plan year | 2024-10-11 | 8667 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 8001 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Other income to plan in this plan year | 2024-10-11 | 1591 |
| Plan net income in this plan year | 2024-10-11 | 646 |
| Net assets as of the end of the plan year | 2024-10-11 | 8628 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 7982 |
| Value of funding deficiency | 2024-10-11 | 0 |
| Value of employer contributions paid | 2024-10-11 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 945 |
| 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 | 41 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 708 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 505202 |
| Net assets as of the end of the plan year | 2022-09-30 | 10805 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 515178 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Other income to plan in this plan year | 2022-09-30 | 1496 |
| Plan net income in this plan year | 2022-09-30 | -503706 |
| Net assets as of the end of the plan year | 2022-09-30 | 10764 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 514470 |
| Value of funding deficiency | 2022-09-30 | 0 |
| Value of employer contributions paid | 2022-09-30 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 1601 |
| 2014 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $44,437 |
| Total plan liabilities at end of year | 2014-12-31 | $501 |
| Total plan liabilities at beginning of year | 2014-12-31 | $580 |
| Total income from all sources | 2014-12-31 | $75,830 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $91,246 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $82,027 |
| Total plan assets at end of year | 2014-12-31 | $472,418 |
| Total plan assets at beginning of year | 2014-12-31 | $443,476 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $31,414 |
| Net income (gross income less expenses) | 2014-12-31 | $-15,416 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $471,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $442,896 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $44,416 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,219 |
| 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 | $44,416 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $44,416 |
| 2013 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $7 |
| Total plan liabilities at end of year | 2013-12-31 | $580 |
| Total plan liabilities at beginning of year | 2013-12-31 | $240 |
| Total income from all sources | 2013-12-31 | $103,942 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $8,797 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $379 |
| Total plan assets at end of year | 2013-12-31 | $443,476 |
| Total plan assets at beginning of year | 2013-12-31 | $347,984 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $68,917 |
| Net income (gross income less expenses) | 2013-12-31 | $95,145 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $442,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $347,744 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $35,025 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,418 |
| 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 | $35,025 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $35,025 |
| 2012 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $240 |
| Total plan liabilities at beginning of year | 2012-12-31 | $231 |
| Total income from all sources | 2012-12-31 | $69,570 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $30,315 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $24,956 |
| Total plan assets at end of year | 2012-12-31 | $347,984 |
| Total plan assets at beginning of year | 2012-12-31 | $308,720 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $32,468 |
| Net income (gross income less expenses) | 2012-12-31 | $39,255 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $347,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $308,489 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $37,102 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,359 |
| 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 | $37,102 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $37,102 |
| 2011 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $231 |
| Total plan liabilities at beginning of year | 2011-12-31 | $523 |
| Total income from all sources | 2011-12-31 | $36,175 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,807 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $992 |
| Total plan assets at end of year | 2011-12-31 | $308,720 |
| Total plan assets at beginning of year | 2011-12-31 | $279,644 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $10,167 |
| Net income (gross income less expenses) | 2011-12-31 | $29,368 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $308,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $279,121 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $26,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,815 |
| 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 | $26,008 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $26,008 |
| 2010 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $523 |
| Total plan liabilities at beginning of year | 2010-12-31 | $388 |
| Total income from all sources | 2010-12-31 | $50,475 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $15,085 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $9,089 |
| Total plan assets at end of year | 2010-12-31 | $279,644 |
| Total plan assets at beginning of year | 2010-12-31 | $244,119 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $30,150 |
| Net income (gross income less expenses) | 2010-12-31 | $35,390 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $279,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $243,731 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,325 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,996 |
| 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 | $20,325 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $20,325 |
| 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 | $23,537 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $23,537 |
| 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 |
| 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 |
