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MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameMONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
Plan identification number 001

MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

ZACO, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZACO, INC.
Employer identification number (EIN):810484661
NAIC Classification:237100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01JESSE FALLON2016-10-11
0012014-01-01JESSE FALLON
0012013-01-01ANDREW TRI ANDREW TRI2014-10-13
0012012-01-01ANDREW TRI ANDREW TRI2013-10-14
0012011-01-01ANDREW TRI ANDREW TRI2012-10-11
0012010-01-01ANDREW TRI ANDREW TRI2011-07-25
0012009-01-01ANDREW TRI ANDREW TRI2010-10-01

Financial Data on 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 year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-1331
Total expenses incurred by plan in this plan year2025-10-1326912
Net assets as of the end of the plan year2025-10-130
Total assets as of the beginning of the plan year2025-10-1326943
Value of plan covered by a fidelity bond2025-10-13500000
Plan net income in this plan year2025-10-13-26912
Net assets as of the end of the plan year2025-10-130
Net assets as of the beginning of the plan year2025-10-1326912
Value of funding deficiency2025-10-130
Value of employer contributions paid2025-10-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1340
2024 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-3031
Total liabilities as of the beginning of the plan year2024-09-3027
Total expenses incurred by plan in this plan year2024-09-30457
Net assets as of the end of the plan year2024-09-3026943
Total assets as of the beginning of the plan year2024-09-3022846
Value of plan covered by a fidelity bond2024-09-30500000
Other income to plan in this plan year2024-09-304550
Plan net income in this plan year2024-09-304093
Net assets as of the end of the plan year2024-09-3026912
Net assets as of the beginning of the plan year2024-09-3022819
Value of funding deficiency2024-09-300
Value of employer contributions paid2024-09-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30457
2014 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$20
Total plan liabilities at beginning of year2014-12-31$24
Total income from all sources2014-12-31$1,211
Expenses. Total of all expenses incurred2014-12-31$622
Total plan assets at end of year2014-12-31$17,134
Total plan assets at beginning of year2014-12-31$16,549
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$1,211
Net income (gross income less expenses)2014-12-31$589
Net plan assets at end of year (total assets less liabilities)2014-12-31$17,114
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$16,525
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$622
2013 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$-30
Total plan liabilities at end of year2013-12-31$24
Total plan liabilities at beginning of year2013-12-31$12
Total income from all sources2013-12-31$2,726
Expenses. Total of all expenses incurred2013-12-31$661
Total plan assets at end of year2013-12-31$16,549
Total plan assets at beginning of year2013-12-31$14,502
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$2,726
Net income (gross income less expenses)2013-12-31$2,065
Net plan assets at end of year (total assets less liabilities)2013-12-31$16,525
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,490
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$12
Total plan liabilities at beginning of year2012-12-31$19
Total income from all sources2012-12-31$1,483
Expenses. Total of all expenses incurred2012-12-31$5,795
Benefits paid (including direct rollovers)2012-12-31$4,888
Total plan assets at end of year2012-12-31$14,502
Total plan assets at beginning of year2012-12-31$18,821
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$1,483
Net income (gross income less expenses)2012-12-31$-4,312
Net plan assets at end of year (total assets less liabilities)2012-12-31$14,490
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$18,802
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$907
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$19
Total plan liabilities at beginning of year2011-12-31$49
Total income from all sources2011-12-31$676
Expenses. Total of all expenses incurred2011-12-31$1,260
Total plan assets at end of year2011-12-31$18,821
Total plan assets at beginning of year2011-12-31$19,435
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$676
Net income (gross income less expenses)2011-12-31$-584
Net plan assets at end of year (total assets less liabilities)2011-12-31$18,802
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$19,386
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$49
Total plan liabilities at beginning of year2010-12-31$51
Total income from all sources2010-12-31$2,259
Expenses. Total of all expenses incurred2010-12-31$1,239
Total plan assets at end of year2010-12-31$19,435
Total plan assets at beginning of year2010-12-31$18,417
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$2,259
Net income (gross income less expenses)2010-12-31$1,020
Net plan assets at end of year (total assets less liabilities)2010-12-31$19,386
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$18,366
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
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 securities2009-12-31$0

Form 5500 Responses for MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST

2014: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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