2023 Form 5500 filing — Montana Contractors Assoc, Inc. Money Purchase 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 20241011131003NAL0012517667001) for Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, reported by Jackson Contractor Group, Inc. under EIN 81-0535453 and plan number 001. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131003NAL0012517667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Contractor Group, Inc.
- EIN
- 81-0535453
- Plan number
- 001
- Location
- Missoula, MT
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,495,450
- Total liabilities (EOY)
- $27,823
- Net assets (EOY)
- $17,467,627
- Employer contributions
- $2,537,475
- Total income / additions
- $5,285,848
- Benefits paid
- $966,337
- Administrative expenses
- $270,459
- Total expenses
- $1,236,796
- Net increase / (decrease)
- $4,049,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admn Committee, Mt Contractors Assn | PLAN ADMINISTRATOR | $108,034 | not reported in the loaded dataset |
| Buckley Maxwell Dixon Dolezal Pc | NONE | $43,652 | not reported in the loaded dataset |
| Cullen Capital Management LLC | NONE | $23,391 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $21,769 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $18,595 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $12,433 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $12,042 | not reported in the loaded dataset |
| Crowley Fleck Pllp | NONE | $10,358 | not reported in the loaded dataset |
| Delaware Charter Guarantee & Trust | NONE | $5,384 | not reported in the loaded dataset |