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 20241014133623NAL0044666400001) for Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust, reported by United Materials Of Great Falls under EIN 81-0406935 and plan number 003. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133623NAL0044666400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Materials Of Great Falls
- EIN
- 81-0406935
- Plan number
- 003
- Location
- Great Falls, MT
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,654,034
- Total liabilities (EOY)
- $9,759
- Net assets (EOY)
- $7,644,275
- Employer contributions
- $99,586
- Participant contributions
- $343,831
- Total income / additions
- $1,684,349
- Benefits paid
- $298,539
- Administrative expenses
- $45,342
- Total expenses
- $343,881
- Net increase / (decrease)
- $1,340,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cullen Capital Management LLC | NONE | $10,573 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $9,840 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $8,405 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $5,443 | not reported in the loaded dataset |