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. 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 | 184 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 163 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 3477 |
| Net assets as of the end of the plan year | 2025-10-13 | 209587 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 165289 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 21853 |
| Other income to plan in this plan year | 2025-10-13 | 25901 |
| Plan net income in this plan year | 2025-10-13 | 44277 |
| Net assets as of the end of the plan year | 2025-10-13 | 209403 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 165126 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 2394 |
| 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 | 163 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 137 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 4721 |
| Net assets as of the end of the plan year | 2024-10-11 | 165289 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 125411 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 18265 |
| Other income to plan in this plan year | 2024-10-11 | 26308 |
| Plan net income in this plan year | 2024-10-11 | 39852 |
| Net assets as of the end of the plan year | 2024-10-11 | 165126 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 125274 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 2107 |
| 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 | 150 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 182 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 8385 |
| Net assets as of the end of the plan year | 2022-09-30 | 167425 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 144053 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-30 | 11015 |
| Other income to plan in this plan year | 2022-09-30 | 20774 |
| Plan net income in this plan year | 2022-09-30 | 23404 |
| Net assets as of the end of the plan year | 2022-09-30 | 167275 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 143871 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 1955 |
| 2014 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $75 |
| Total plan liabilities at beginning of year | 2014-12-31 | $69 |
| Total income from all sources | 2014-12-31 | $21,352 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,691 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,266 |
| Total plan assets at end of year | 2014-12-31 | $75,027 |
| Total plan assets at beginning of year | 2014-12-31 | $56,360 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $16,663 |
| Other income received | 2014-12-31 | $4,689 |
| Net income (gross income less expenses) | 2014-12-31 | $18,661 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $74,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $56,291 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,425 |
| 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 | $69 |
| Total plan liabilities at beginning of year | 2013-12-31 | $25 |
| Total income from all sources | 2013-12-31 | $20,344 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,458 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,380 |
| Total plan assets at end of year | 2013-12-31 | $56,360 |
| Total plan assets at beginning of year | 2013-12-31 | $39,430 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $12,173 |
| Other income received | 2013-12-31 | $8,171 |
| Net income (gross income less expenses) | 2013-12-31 | $16,886 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $56,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $39,405 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,078 |
| 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 |
|---|
| Transfers to/from the plan | 2012-12-31 | $1,864 |
| Total plan liabilities at end of year | 2012-12-31 | $25 |
| Total plan liabilities at beginning of year | 2012-12-31 | $17 |
| Total income from all sources | 2012-12-31 | $14,863 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,216 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,380 |
| Total plan assets at end of year | 2012-12-31 | $39,430 |
| Total plan assets at beginning of year | 2012-12-31 | $24,911 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $11,498 |
| Other income received | 2012-12-31 | $3,365 |
| Net income (gross income less expenses) | 2012-12-31 | $12,647 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $39,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $24,894 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $836 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-2,167 |
| Total plan liabilities at end of year | 2011-12-31 | $17 |
| Total plan liabilities at beginning of year | 2011-12-31 | $33 |
| Total income from all sources | 2011-12-31 | $11,261 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,541 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,895 |
| Total plan assets at end of year | 2011-12-31 | $24,911 |
| Total plan assets at beginning of year | 2011-12-31 | $18,374 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $10,558 |
| Other income received | 2011-12-31 | $703 |
| Net income (gross income less expenses) | 2011-12-31 | $8,720 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $24,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,341 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $646 |
| 2010 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $33 |
| Total plan liabilities at beginning of year | 2010-12-31 | $23 |
| Total income from all sources | 2010-12-31 | $10,689 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $718 |
| Total plan assets at end of year | 2010-12-31 | $18,374 |
| Total plan assets at beginning of year | 2010-12-31 | $8,393 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $9,113 |
| Other income received | 2010-12-31 | $1,576 |
| Net income (gross income less expenses) | 2010-12-31 | $9,971 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $18,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,370 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $718 |
| 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 |
