2023 Form 5500 filing — Montana Contractors Assoc., Inc. 401(K) Retirement Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014131955NAL0027371985001) for Montana Contractors Assoc., Inc. 401(K) Retirement Plan & Trust, reported by Jackson Contractor Group, Inc. under EIN 81-0535453 and plan number 002. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131955NAL0027371985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Contractor Group, Inc.
- EIN
- 81-0535453
- Plan number
- 002
- Location
- Missoula, MT
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,760,579
- Total liabilities (EOY)
- $7,435
- Net assets (EOY)
- $5,753,144
- Participant contributions
- $741,239
- Total income / additions
- $1,649,336
- Benefits paid
- $365,766
- Administrative expenses
- $38,623
- Total expenses
- $404,389
- Net increase / (decrease)
- $1,244,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cullen Capital Management LLC | NONE | $7,737 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $7,201 | not reported in the loaded dataset |
| Admn Committee, Mt Contractors Assn | PLAN ADMINISTRATOR | $6,739 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $6,151 | not reported in the loaded dataset |