Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust — Form 5500 plan (Century Companies, Inc.)

Plain-English plan 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, Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust is a benefit plan reported by Century Companies, Inc. under EIN 81-0359330 and plan number 002. The latest loaded filing year is 2023. The filing reports 262 participants and $7,132,248 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Century Companies, Inc.
EIN
81-0359330
Plan number
002
Plan type
2
Location
Lewistown, MT
Latest filing year
2023
Participants
262
End-of-year plan assets
$7,132,248

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241011130309NAL0010939267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,132,248
Total liabilities (EOY)
$9,159
Net assets (EOY)
$7,123,089
Net assets (BOY)
$5,753,199

Income & contributions

Employer contributions
$26,233
Participant contributions
$551,522
Total contributions
$577,755
Total income / additions
$1,724,272

Expenses & distributions

Benefits paid
$312,098
Administrative expenses
$43,634
Total expenses
$355,732
Net increase / (decrease)
$1,368,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cullen Capital Management LLCNONE$9,769not reported in the loaded dataset2023
Loomis, Sayles & Company, L.P.NONE$9,091not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner & SmiNONE$7,766not reported in the loaded dataset2023
Admn Committee, Mt Contractors AssnPLAN ADMINISTRATOR$5,583not reported in the loaded dataset2023
Segall Bryant & Hamill, LLCNONE$5,029not reported in the loaded dataset2023

Related Form 5500 pages