MONTANA CONTRACTOR COMPENSATION FUND 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 | 589 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 519 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 5283 |
| Net assets as of the end of the plan year | 2025-10-13 | 761366 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 638561 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 95287 |
| Plan net income in this plan year | 2025-10-13 | 122735 |
| Net assets as of the end of the plan year | 2025-10-13 | 760777 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 638042 |
| Value of funding deficiency | 2025-10-13 | 0 |
| Value of employer contributions paid | 2025-10-13 | 32731 |
| Employer contributions to plan in this plan year | 2025-10-13 | 32731 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 5283 |
| 2024 : MONTANA CONTRACTORS ASSOC. INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-10 | 519 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 543 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 4712 |
| Net assets as of the end of the plan year | 2024-10-10 | 638561 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 515254 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 500000 |
| Other income to plan in this plan year | 2024-10-10 | 105016 |
| Plan net income in this plan year | 2024-10-10 | 123331 |
| Net assets as of the end of the plan year | 2024-10-10 | 638042 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 514711 |
| Value of funding deficiency | 2024-10-10 | 0 |
| Value of employer contributions paid | 2024-10-10 | 23027 |
| Employer contributions to plan in this plan year | 2024-10-10 | 23027 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 4712 |
| 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 | 489 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 39990 |
| Net assets as of the end of the plan year | 2022-09-30 | 600436 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 543851 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Other income to plan in this plan year | 2022-09-30 | 75059 |
| Plan net income in this plan year | 2022-09-30 | 56096 |
| Net assets as of the end of the plan year | 2022-09-30 | 599947 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 543851 |
| Value of funding deficiency | 2022-09-30 | 0 |
| Value of employer contributions paid | 2022-09-30 | 21027 |
| Employer contributions to plan in this plan year | 2022-09-30 | 21027 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 4420 |
| 2014 : MONTANA CONTRACTORS ASSOC. INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $290,111 |
| Total plan liabilities at end of year | 2014-12-31 | $639 |
| Total plan liabilities at beginning of year | 2014-12-31 | $324 |
| Total income from all sources | 2014-12-31 | $69,663 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,192 |
| Total plan assets at end of year | 2014-12-31 | $608,856 |
| Total plan assets at beginning of year | 2014-12-31 | $253,959 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $40,999 |
| Net income (gross income less expenses) | 2014-12-31 | $64,471 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $608,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $253,635 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $28,664 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,192 |
| 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 | $28,664 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $28,664 |
| 2013 : MONTANA CONTRACTORS ASSOC. INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $324 |
| Total plan liabilities at beginning of year | 2013-12-31 | $146 |
| Total income from all sources | 2013-12-31 | $59,653 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $17,312 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $14,511 |
| Total plan assets at end of year | 2013-12-31 | $253,959 |
| Total plan assets at beginning of year | 2013-12-31 | $211,440 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $39,043 |
| Net income (gross income less expenses) | 2013-12-31 | $42,341 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $253,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $211,294 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $20,610 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,801 |
| 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 | $20,610 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $20,610 |
| 2012 : MONTANA CONTRACTORS ASSOC. INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $146 |
| Total plan liabilities at beginning of year | 2012-12-31 | $126 |
| Total income from all sources | 2012-12-31 | $39,922 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,738 |
| Total plan assets at end of year | 2012-12-31 | $211,440 |
| Total plan assets at beginning of year | 2012-12-31 | $174,236 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $19,765 |
| Net income (gross income less expenses) | 2012-12-31 | $37,184 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $211,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $174,110 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $20,157 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,738 |
| 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 | $20,157 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $20,157 |
| 2011 : MONTANA CONTRACTORS ASSOC. INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $126 |
| Total plan liabilities at beginning of year | 2011-12-31 | $264 |
| Total income from all sources | 2011-12-31 | $25,338 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,813 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $361 |
| Total plan assets at end of year | 2011-12-31 | $174,236 |
| Total plan assets at beginning of year | 2011-12-31 | $151,849 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $5,665 |
| Net income (gross income less expenses) | 2011-12-31 | $22,525 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $174,110 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $151,585 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $19,673 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,452 |
| 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 | $19,673 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $19,673 |
| 2010 : MONTANA CONTRACTORS ASSOC. INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $264 |
| Total plan liabilities at beginning of year | 2010-12-31 | $155 |
| Total income from all sources | 2010-12-31 | $36,987 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,354 |
| Total plan assets at end of year | 2010-12-31 | $151,849 |
| Total plan assets at beginning of year | 2010-12-31 | $117,107 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $15,779 |
| Net income (gross income less expenses) | 2010-12-31 | $34,633 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $151,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $116,952 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,208 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,354 |
| 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 | $21,208 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $21,208 |
| 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 | $22,943 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $22,943 |
| 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 |
