PHILLIPS CONSTRUCTION COMPANY LLC 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
401k plan membership statisitcs for MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-13 | 11 |
| Total number of particpants at end of year | 2025-10-13 | 11 |
| Number of Participants With Account Balances | 2025-10-13 | 11 |
| 2024: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-30 | 11 |
| Total number of particpants at end of year | 2024-09-30 | 11 |
| Number of Participants With Account Balances | 2024-09-30 | 11 |
| 2022: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-09-30 | 22 |
| Total number of particpants at end of year | 2022-09-30 | 18 |
| Number of Participants With Account Balances | 2022-09-30 | 18 |
| 2014: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 22 |
| Total of all active and inactive participants | 2014-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 51 |
| Number of participants with account balances | 2014-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 31 |
| Total of all active and inactive participants | 2013-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 57 |
| Number of participants with account balances | 2013-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 24 |
| Total of all active and inactive participants | 2012-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 60 |
| Number of participants with account balances | 2012-01-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
| Total of all active and inactive participants | 2011-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 63 |
| Number of participants with account balances | 2011-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 31 |
| Total of all active and inactive participants | 2010-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 71 |
| Number of participants with account balances | 2010-01-01 | 71 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 39 |
| Total of all active and inactive participants | 2009-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 81 |
| Number of participants with account balances | 2009-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 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 | 160 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 192 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 4374 |
| Net assets as of the end of the plan year | 2025-10-13 | 97592 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 89079 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 12919 |
| Plan net income in this plan year | 2025-10-13 | 8545 |
| Net assets as of the end of the plan year | 2025-10-13 | 97432 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 88887 |
| Value of funding deficiency | 2025-10-13 | 0 |
| Value of employer contributions paid | 2025-10-13 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 3907 |
| 2024 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-30 | 192 |
| Total liabilities as of the beginning of the plan year | 2024-09-30 | 115 |
| Total expenses incurred by plan in this plan year | 2024-09-30 | 4920 |
| Net assets as of the end of the plan year | 2024-09-30 | 89079 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 78404 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 500000 |
| Other income to plan in this plan year | 2024-09-30 | 15518 |
| Plan net income in this plan year | 2024-09-30 | 10598 |
| Net assets as of the end of the plan year | 2024-09-30 | 88887 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 78289 |
| Value of funding deficiency | 2024-09-30 | 0 |
| Value of employer contributions paid | 2024-09-30 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 4004 |
| 2022 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-30 | -208 |
| Total liabilities as of the end of the plan year | 2022-09-30 | 859 |
| Total liabilities as of the beginning of the plan year | 2022-09-30 | 1127 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 11880 |
| Net assets as of the end of the plan year | 2022-09-30 | 975932 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 863955 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 500000 |
| Other income to plan in this plan year | 2022-09-30 | 124333 |
| Plan net income in this plan year | 2022-09-30 | 112453 |
| Net assets as of the end of the plan year | 2022-09-30 | 975073 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 862828 |
| Value of funding deficiency | 2022-09-30 | 0 |
| Value of employer contributions paid | 2022-09-30 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 9698 |
| 2014 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $24,463 |
| Total plan liabilities at end of year | 2014-12-31 | $995 |
| Total plan liabilities at beginning of year | 2014-12-31 | $1,339 |
| Total income from all sources | 2014-12-31 | $142,331 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $235,571 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $218,374 |
| Total plan assets at end of year | 2014-12-31 | $939,399 |
| Total plan assets at beginning of year | 2014-12-31 | $1,008,520 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $62,587 |
| Net income (gross income less expenses) | 2014-12-31 | $-93,240 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $938,404 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,007,181 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $79,744 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $17,197 |
| 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 | $79,744 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $79,744 |
| 2013 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $-145,592 |
| Total plan liabilities at end of year | 2013-12-31 | $1,339 |
| Total plan liabilities at beginning of year | 2013-12-31 | $704 |
| Total income from all sources | 2013-12-31 | $187,929 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $37,565 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $19,852 |
| Total plan assets at end of year | 2013-12-31 | $1,008,520 |
| Total plan assets at beginning of year | 2013-12-31 | $1,003,113 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $159,662 |
| Net income (gross income less expenses) | 2013-12-31 | $150,364 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,007,181 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,002,409 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $28,267 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $17,713 |
| 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 | $28,267 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $28,267 |
| 2012 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $55,627 |
| Total plan liabilities at end of year | 2012-12-31 | $704 |
| Total plan liabilities at beginning of year | 2012-12-31 | $647 |
| Total income from all sources | 2012-12-31 | $171,369 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $68,786 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $49,145 |
| Total plan assets at end of year | 2012-12-31 | $1,003,113 |
| Total plan assets at beginning of year | 2012-12-31 | $844,846 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $94,523 |
| Net income (gross income less expenses) | 2012-12-31 | $102,583 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,002,409 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $844,199 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $76,846 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,641 |
| 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 | $76,846 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $76,846 |
| 2011 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-19,212 |
| Total plan liabilities at end of year | 2011-12-31 | $647 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,610 |
| Total income from all sources | 2011-12-31 | $101,894 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $95,350 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $76,152 |
| Total plan assets at end of year | 2011-12-31 | $844,846 |
| Total plan assets at beginning of year | 2011-12-31 | $858,477 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $27,834 |
| Net income (gross income less expenses) | 2011-12-31 | $6,544 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $844,199 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $856,867 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $74,060 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $19,198 |
| 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 | $74,060 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $74,060 |
| 2010 : MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $22,781 |
| Total plan liabilities at end of year | 2010-12-31 | $1,610 |
| Total plan liabilities at beginning of year | 2010-12-31 | $1,186 |
| Total income from all sources | 2010-12-31 | $197,233 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $97,426 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $76,941 |
| Total plan assets at end of year | 2010-12-31 | $858,477 |
| Total plan assets at beginning of year | 2010-12-31 | $735,465 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $90,569 |
| Net income (gross income less expenses) | 2010-12-31 | $99,807 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $856,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $734,279 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $106,664 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $20,485 |
| 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 | $106,664 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $106,664 |
| 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 | $85,331 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $85,331 |
| 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 |
| 2010: MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE 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. 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 |
