SANDRY CONSTRUCTION COMPANY, INC. 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 | 2035 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 1960 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 31088 |
| Net assets as of the end of the plan year | 2025-10-13 | 2085470 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 1762918 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 261665 |
| Plan net income in this plan year | 2025-10-13 | 322477 |
| Net assets as of the end of the plan year | 2025-10-13 | 2083435 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 1760958 |
| Value of funding deficiency | 2025-10-13 | 0 |
| Value of employer contributions paid | 2025-10-13 | 91900 |
| Employer contributions to plan in this plan year | 2025-10-13 | 91900 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 31088 |
| 2024 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-11 | 1960 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 1622 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 74942 |
| Net assets as of the end of the plan year | 2024-10-11 | 1762918 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1436051 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Other income to plan in this plan year | 2024-10-11 | 288127 |
| Plan net income in this plan year | 2024-10-11 | 326529 |
| Net assets as of the end of the plan year | 2024-10-11 | 1760958 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1434429 |
| Value of funding deficiency | 2024-10-11 | 0 |
| Value of employer contributions paid | 2024-10-11 | 113344 |
| Employer contributions to plan in this plan year | 2024-10-11 | 113344 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 28317 |
| 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 | 1721 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 2210 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 66643 |
| Net assets as of the end of the plan year | 2022-09-30 | 1826847 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 1583212 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Other income to plan in this plan year | 2022-09-30 | 228106 |
| Plan net income in this plan year | 2022-09-30 | 244124 |
| Net assets as of the end of the plan year | 2022-09-30 | 1825126 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 1581002 |
| Value of funding deficiency | 2022-09-30 | 0 |
| Value of employer contributions paid | 2022-09-30 | 82661 |
| Employer contributions to plan in this plan year | 2022-09-30 | 82661 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 24715 |
| 2014 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $1,100 |
| Total plan liabilities at end of year | 2014-12-31 | $793 |
| Total plan liabilities at beginning of year | 2014-12-31 | $821 |
| Total income from all sources | 2014-12-31 | $156,691 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $45,455 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $31,228 |
| Total plan assets at end of year | 2014-12-31 | $764,771 |
| Total plan assets at beginning of year | 2014-12-31 | $652,463 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $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 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 | $106,916 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $106,916 |
| 2013 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $821 |
| Total plan liabilities at beginning of year | 2013-12-31 | $386 |
| Total income from all sources | 2013-12-31 | $177,174 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $85,517 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $74,896 |
| Total plan assets at end of year | 2013-12-31 | $652,463 |
| Total plan assets at beginning of year | 2013-12-31 | $560,371 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $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 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 | $79,209 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $79,209 |
| 2012 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $386 |
| Total plan liabilities at beginning of year | 2012-12-31 | $374 |
| Total income from all sources | 2012-12-31 | $112,206 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $43,232 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $32,374 |
| Total plan assets at end of year | 2012-12-31 | $560,371 |
| Total plan assets at beginning of year | 2012-12-31 | $491,385 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $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 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 | $60,363 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $60,363 |
| 2011 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $4,035 |
| Total plan liabilities at end of year | 2011-12-31 | $374 |
| Total plan liabilities at beginning of year | 2011-12-31 | $932 |
| Total income from all sources | 2011-12-31 | $62,757 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $74,845 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $63,861 |
| Total plan assets at end of year | 2011-12-31 | $491,385 |
| Total plan assets at beginning of year | 2011-12-31 | $499,996 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $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 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 | $46,645 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $46,645 |
| 2010 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $-2,950 |
| Total plan liabilities at end of year | 2010-12-31 | $932 |
| Total plan liabilities at beginning of year | 2010-12-31 | $685 |
| Total income from all sources | 2010-12-31 | $103,727 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $48,658 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $37,715 |
| Total plan assets at end of year | 2010-12-31 | $499,996 |
| Total plan assets at beginning of year | 2010-12-31 | $447,630 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $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 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 | $50,258 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $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 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 | $82,523 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $82,523 |
| 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 |