Montana Contractors Assoc., Inc. 401(K) Retirement Plan & Trust — Form 5500 plan (Jackson Contractor Group, 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 Jackson Contractor Group, Inc. under EIN 81-0535453 and plan number 002. The latest loaded filing year is 2023. The filing reports 539 participants and $5,760,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Contractor Group, Inc.
- EIN
- 81-0535453
- Plan number
- 002
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $5,760,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241014131955NAL0027371985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,760,579
- Total liabilities (EOY)
- $7,435
- Net assets (EOY)
- $5,753,144
- Net assets (BOY)
- $4,520,452
Income & contributions
- Participant contributions
- $741,239
- Total contributions
- $741,239
- Total income / additions
- $1,649,336
Expenses & distributions
- Benefits paid
- $365,766
- Administrative expenses
- $38,623
- Total expenses
- $404,389
- Net increase / (decrease)
- $1,244,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cullen Capital Management LLC | NONE | $7,737 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $7,201 | not reported in the loaded dataset | 2023 |
| Admn Committee, Mt Contractors Assn | PLAN ADMINISTRATOR | $6,739 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $6,151 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Contractor Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Missoula, MT
- Cullen Capital Management LLC — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Admn Committee, Mt Contractors Assn — Schedule C compensation
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation