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. 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 | 273 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 243 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 6925 |
| Net assets as of the end of the plan year | 2025-10-13 | 359759 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 320192 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 46462 |
| Plan net income in this plan year | 2025-10-13 | 39537 |
| Net assets as of the end of the plan year | 2025-10-13 | 359486 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 319949 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 2032 |
| 2024 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-10 | 243 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 278 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 5881 |
| Net assets as of the end of the plan year | 2024-10-10 | 320192 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 263893 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 500000 |
| Other income to plan in this plan year | 2024-10-10 | 53444 |
| Plan net income in this plan year | 2024-10-10 | 56334 |
| Net assets as of the end of the plan year | 2024-10-10 | 319949 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 263615 |
| Employer contributions to plan in this plan year | 2024-10-10 | 8771 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 1788 |
| 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 | 266 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | -6230 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 85978 |
| Net assets as of the end of the plan year | 2022-09-30 | 311879 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 338667 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Other income to plan in this plan year | 2022-09-30 | 42822 |
| Plan net income in this plan year | 2022-09-30 | -33284 |
| Net assets as of the end of the plan year | 2022-09-30 | 311613 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 344897 |
| Employer contributions to plan in this plan year | 2022-09-30 | 9872 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 1948 |
| 2014 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $78,835 |
| Total plan liabilities at end of year | 2014-12-31 | $574 |
| Total plan liabilities at beginning of year | 2014-12-31 | $523 |
| Total income from all sources | 2014-12-31 | $65,362 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,761 |
| Total plan assets at end of year | 2014-12-31 | $550,715 |
| Total plan assets at beginning of year | 2014-12-31 | $410,228 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $25,301 |
| Other income received | 2014-12-31 | $37,014 |
| Net income (gross income less expenses) | 2014-12-31 | $61,601 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $550,141 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $409,705 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $3,047 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,761 |
| 2013 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $523 |
| Total plan liabilities at beginning of year | 2013-12-31 | $233 |
| Total income from all sources | 2013-12-31 | $89,712 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $18,230 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $15,516 |
| Total plan assets at end of year | 2013-12-31 | $410,228 |
| Total plan assets at beginning of year | 2013-12-31 | $338,456 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $22,365 |
| Other income received | 2013-12-31 | $63,649 |
| Net income (gross income less expenses) | 2013-12-31 | $71,482 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $409,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $338,223 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $3,698 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,714 |
| 2012 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $233 |
| Total plan liabilities at beginning of year | 2012-12-31 | $198 |
| Total income from all sources | 2012-12-31 | $56,977 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,483 |
| Total plan assets at end of year | 2012-12-31 | $338,456 |
| Total plan assets at beginning of year | 2012-12-31 | $283,927 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $21,505 |
| Other income received | 2012-12-31 | $31,773 |
| Net income (gross income less expenses) | 2012-12-31 | $54,494 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $338,223 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $283,729 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,699 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,483 |
| 2011 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $198 |
| Total plan liabilities at beginning of year | 2011-12-31 | $419 |
| Total income from all sources | 2011-12-31 | $34,437 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,037 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,803 |
| Total plan assets at end of year | 2011-12-31 | $283,927 |
| Total plan assets at beginning of year | 2011-12-31 | $253,748 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $19,889 |
| Other income received | 2011-12-31 | $9,260 |
| Net income (gross income less expenses) | 2011-12-31 | $30,400 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $283,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $253,329 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $5,288 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,234 |
| 2010 : MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $419 |
| Total plan liabilities at beginning of year | 2010-12-31 | $226 |
| Total income from all sources | 2010-12-31 | $57,295 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,042 |
| Total plan assets at end of year | 2010-12-31 | $253,748 |
| Total plan assets at beginning of year | 2010-12-31 | $198,302 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $28,923 |
| Other income received | 2010-12-31 | $26,508 |
| Net income (gross income less expenses) | 2010-12-31 | $55,253 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $253,329 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $198,076 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,864 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,042 |
| 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 |
