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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

SANDRY CONSTRUCTION COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SANDRY CONSTRUCTION COMPANY, INC.
Employer identification number (EIN):810545164
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 MARK SANDRY2014-10-13
0012012-01-01ANDREW TRI MARK SANDRY2013-10-11
0012011-01-01ANDREW TRI MARK SANDRY2012-10-11
0012009-01-01ANDREW TRI MARK SANDRY2010-10-12

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 year2025-10-132035
Total liabilities as of the beginning of the plan year2025-10-131960
Total expenses incurred by plan in this plan year2025-10-1331088
Net assets as of the end of the plan year2025-10-132085470
Total assets as of the beginning of the plan year2025-10-131762918
Value of plan covered by a fidelity bond2025-10-13500000
Other income to plan in this plan year2025-10-13261665
Plan net income in this plan year2025-10-13322477
Net assets as of the end of the plan year2025-10-132083435
Net assets as of the beginning of the plan year2025-10-131760958
Value of funding deficiency2025-10-130
Value of employer contributions paid2025-10-1391900
Employer contributions to plan in this plan year2025-10-1391900
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1331088
2024 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-111960
Total liabilities as of the beginning of the plan year2024-10-111622
Total expenses incurred by plan in this plan year2024-10-1174942
Net assets as of the end of the plan year2024-10-111762918
Total assets as of the beginning of the plan year2024-10-111436051
Value of plan covered by a fidelity bond2024-10-11500000
Other income to plan in this plan year2024-10-11288127
Plan net income in this plan year2024-10-11326529
Net assets as of the end of the plan year2024-10-111760958
Net assets as of the beginning of the plan year2024-10-111434429
Value of funding deficiency2024-10-110
Value of employer contributions paid2024-10-11113344
Employer contributions to plan in this plan year2024-10-11113344
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1128317
2022 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-301721
Total liabilities as of the beginning of the plan year2022-09-302210
Total expenses incurred by plan in this plan year2022-09-3066643
Net assets as of the end of the plan year2022-09-301826847
Total assets as of the beginning of the plan year2022-09-301583212
Value of plan covered by a fidelity bond2022-09-30500000
Other income to plan in this plan year2022-09-30228106
Plan net income in this plan year2022-09-30244124
Net assets as of the end of the plan year2022-09-301825126
Net assets as of the beginning of the plan year2022-09-301581002
Value of funding deficiency2022-09-300
Value of employer contributions paid2022-09-3082661
Employer contributions to plan in this plan year2022-09-3082661
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-3024715
2014 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$1,100
Total plan liabilities at end of year2014-12-31$793
Total plan liabilities at beginning of year2014-12-31$821
Total income from all sources2014-12-31$156,691
Expenses. Total of all expenses incurred2014-12-31$45,455
Benefits paid (including direct rollovers)2014-12-31$31,228
Total plan assets at end of year2014-12-31$764,771
Total plan assets at beginning of year2014-12-31$652,463
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$49,776
Net income (gross income less expenses)2014-12-31$111,236
Net plan assets at end of year (total assets less liabilities)2014-12-31$763,978
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$651,642
Total contributions received or receivable from employer(s)2014-12-31$106,915
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,227
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$106,916
Amount contributed by the employer to the plan for this plan year2014-12-31$106,916
2013 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$821
Total plan liabilities at beginning of year2013-12-31$386
Total income from all sources2013-12-31$177,174
Expenses. Total of all expenses incurred2013-12-31$85,517
Benefits paid (including direct rollovers)2013-12-31$74,896
Total plan assets at end of year2013-12-31$652,463
Total plan assets at beginning of year2013-12-31$560,371
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$97,965
Net income (gross income less expenses)2013-12-31$91,657
Net plan assets at end of year (total assets less liabilities)2013-12-31$651,642
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$559,985
Total contributions received or receivable from employer(s)2013-12-31$79,209
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,621
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$79,209
Amount contributed by the employer to the plan for this plan year2013-12-31$79,209
2012 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$386
Total plan liabilities at beginning of year2012-12-31$374
Total income from all sources2012-12-31$112,206
Expenses. Total of all expenses incurred2012-12-31$43,232
Benefits paid (including direct rollovers)2012-12-31$32,374
Total plan assets at end of year2012-12-31$560,371
Total plan assets at beginning of year2012-12-31$491,385
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$51,843
Net income (gross income less expenses)2012-12-31$68,974
Net plan assets at end of year (total assets less liabilities)2012-12-31$559,985
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$491,011
Total contributions received or receivable from employer(s)2012-12-31$60,363
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$60,363
Amount contributed by the employer to the plan for this plan year2012-12-31$60,363
2011 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$4,035
Total plan liabilities at end of year2011-12-31$374
Total plan liabilities at beginning of year2011-12-31$932
Total income from all sources2011-12-31$62,757
Expenses. Total of all expenses incurred2011-12-31$74,845
Benefits paid (including direct rollovers)2011-12-31$63,861
Total plan assets at end of year2011-12-31$491,385
Total plan assets at beginning of year2011-12-31$499,996
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$16,112
Net income (gross income less expenses)2011-12-31$-12,088
Net plan assets at end of year (total assets less liabilities)2011-12-31$491,011
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$499,064
Total contributions received or receivable from employer(s)2011-12-31$46,645
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,984
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$46,645
Amount contributed by the employer to the plan for this plan year2011-12-31$46,645
2010 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$-2,950
Total plan liabilities at end of year2010-12-31$932
Total plan liabilities at beginning of year2010-12-31$685
Total income from all sources2010-12-31$103,727
Expenses. Total of all expenses incurred2010-12-31$48,658
Benefits paid (including direct rollovers)2010-12-31$37,715
Total plan assets at end of year2010-12-31$499,996
Total plan assets at beginning of year2010-12-31$447,630
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$53,469
Net income (gross income less expenses)2010-12-31$55,069
Net plan assets at end of year (total assets less liabilities)2010-12-31$499,064
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$446,945
Total contributions received or receivable from employer(s)2010-12-31$50,258
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$50,258
Amount contributed by the employer to the plan for this plan year2010-12-31$50,258
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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$82,523
Amount contributed by the employer to the plan for this plan year2009-12-31$82,523

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
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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