PLANNED & ENGINEERED CONSTRUCTION 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 transfers to/from plan in this plan year | 2025-10-13 | -7730 |
| Total liabilities as of the end of the plan year | 2025-10-13 | 2035 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 2073 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 62203 |
| Net assets as of the end of the plan year | 2025-10-13 | 2139830 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 1869699 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 268704 |
| Plan net income in this plan year | 2025-10-13 | 277899 |
| Net assets as of the end of the plan year | 2025-10-13 | 2137795 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 1867626 |
| Value of funding deficiency | 2025-10-13 | 0 |
| Value of employer contributions paid | 2025-10-13 | 71398 |
| Employer contributions to plan in this plan year | 2025-10-13 | 71398 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 29217 |
| 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 | 2073 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 1758 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 86087 |
| Net assets as of the end of the plan year | 2024-10-11 | 1869699 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1530392 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Other income to plan in this plan year | 2024-10-11 | 308350 |
| Plan net income in this plan year | 2024-10-11 | 338992 |
| Net assets as of the end of the plan year | 2024-10-11 | 1867626 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1528634 |
| Value of funding deficiency | 2024-10-11 | 0 |
| Value of employer contributions paid | 2024-10-11 | 116729 |
| Employer contributions to plan in this plan year | 2024-10-11 | 116729 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 29607 |
| 2014 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $1,427 |
| Total plan liabilities at beginning of year | 2014-12-31 | $1,579 |
| Total income from all sources | 2014-12-31 | $174,494 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $58,884 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $39,150 |
| Total plan assets at end of year | 2014-12-31 | $1,350,670 |
| Total plan assets at beginning of year | 2014-12-31 | $1,235,212 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $90,444 |
| Net income (gross income less expenses) | 2014-12-31 | $115,610 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,349,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,233,633 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $84,050 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $19,734 |
| 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 | $84,050 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $84,050 |
| 2013 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $1,579 |
| Total plan liabilities at beginning of year | 2013-12-31 | $686 |
| Total income from all sources | 2013-12-31 | $296,443 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $50,429 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $33,846 |
| Total plan assets at end of year | 2013-12-31 | $1,235,212 |
| Total plan assets at beginning of year | 2013-12-31 | $988,305 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $189,538 |
| Net income (gross income less expenses) | 2013-12-31 | $246,014 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,233,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $987,619 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $106,905 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $16,583 |
| 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 | $106,905 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $106,905 |
| 2012 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $6,162 |
| Total plan liabilities at end of year | 2012-12-31 | $686 |
| Total plan liabilities at beginning of year | 2012-12-31 | $599 |
| Total income from all sources | 2012-12-31 | $201,108 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $29,862 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $15,134 |
| Total plan assets at end of year | 2012-12-31 | $988,305 |
| Total plan assets at beginning of year | 2012-12-31 | $810,810 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $328 |
| Other income received | 2012-12-31 | $92,705 |
| Net income (gross income less expenses) | 2012-12-31 | $171,246 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $987,619 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $810,211 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $108,075 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $14,728 |
| 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 | $108,075 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $108,075 |
| 2011 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-23,286 |
| Total plan liabilities at end of year | 2011-12-31 | $599 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,445 |
| Total income from all sources | 2011-12-31 | $104,255 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $62,956 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $48,793 |
| Total plan assets at end of year | 2011-12-31 | $810,810 |
| Total plan assets at beginning of year | 2011-12-31 | $793,643 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $26,490 |
| Net income (gross income less expenses) | 2011-12-31 | $41,299 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $810,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $792,198 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $77,765 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $14,163 |
| 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 | $77,765 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $77,765 |
| 2010 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $1,445 |
| Total plan liabilities at beginning of year | 2010-12-31 | $1,017 |
| Total income from all sources | 2010-12-31 | $165,032 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $55,463 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $40,153 |
| Total plan assets at end of year | 2010-12-31 | $793,643 |
| Total plan assets at beginning of year | 2010-12-31 | $683,646 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $84,411 |
| Net income (gross income less expenses) | 2010-12-31 | $109,569 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $792,198 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $682,629 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $80,621 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $15,310 |
| 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 | $80,621 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $80,621 |
| 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 | $89,622 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $89,622 |
| 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 |
