Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust — Form 5500 plan (Riverside Contracting, 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 Riverside Contracting, Inc. under EIN 81-0393633 and plan number 003. The latest loaded filing year is 2023. The filing reports 331 participants and $6,834,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riverside Contracting, Inc.
- EIN
- 81-0393633
- Plan number
- 003
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $6,834,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241011132012NAL0021929249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,834,317
- Total liabilities (EOY)
- $24,362
- Net assets (EOY)
- $6,809,955
- Net assets (BOY)
- $5,583,859
Income & contributions
- Participant contributions
- $634,921
- Total contributions
- $634,921
- Total income / additions
- $1,711,595
Expenses & distributions
- Benefits paid
- $457,835
- Administrative expenses
- $39,692
- Total expenses
- $497,527
- Net increase / (decrease)
- $1,214,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cullen Capital Management LLC | NONE | $9,174 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $8,537 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $7,293 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riverside Contracting, 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
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation