Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust — Form 5500 plan (United Materials Of Great Falls)
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. Money Purchase Retirement Plan & Trust is a benefit plan reported by United Materials Of Great Falls under EIN 81-0406935 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $12,715,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Materials Of Great Falls
- EIN
- 81-0406935
- Plan number
- 002
- Plan type
- 2
- Location
- Great Falls, MT
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $12,715,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241014134006NAL0013372355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,715,537
- Total liabilities (EOY)
- $18,424
- Net assets (EOY)
- $12,697,113
- Net assets (BOY)
- $10,685,103
Income & contributions
- Employer contributions
- $474,798
- Total contributions
- $474,798
- Total income / additions
- $2,568,463
Expenses & distributions
- Benefits paid
- $454,537
- Administrative expenses
- $134,641
- Total expenses
- $589,178
- Net increase / (decrease)
- $1,979,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admn Committee, Mt Contractors Assn | PLAN ADMINISTRATOR | $41,542 | not reported in the loaded dataset | 2023 |
| Cullen Capital Management LLC | NONE | $17,839 | not reported in the loaded dataset | 2023 |
| Buckley Maxwell Dixon Dolezal Pc | NONE | $16,785 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $16,602 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $14,181 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $9,184 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Materials Of Great Falls
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Great Falls, MT
- Admn Committee, Mt Contractors Assn — Schedule C compensation
- Cullen Capital Management LLC — Schedule C compensation
- Buckley Maxwell Dixon Dolezal Pc — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation