Montana Contractors Assoc, Inc. Money Purchase 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. Money Purchase Retirement Plan & Trust is a benefit plan reported by Jackson Contractor Group, Inc. under EIN 81-0535453 and plan number 001. The latest loaded filing year is 2023. The filing reports 633 participants and $17,495,450 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
- 001
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 633
- End-of-year plan assets
- $17,495,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 633 | H, C | 20241011131003NAL0012517667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,495,450
- Total liabilities (EOY)
- $27,823
- Net assets (EOY)
- $17,467,627
- Net assets (BOY)
- $13,500,274
Income & contributions
- Employer contributions
- $2,537,475
- Total contributions
- $2,540,558
- Total income / additions
- $5,285,848
Expenses & distributions
- Benefits paid
- $966,337
- Administrative expenses
- $270,459
- Total expenses
- $1,236,796
- Net increase / (decrease)
- $4,049,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admn Committee, Mt Contractors Assn | PLAN ADMINISTRATOR | $108,034 | not reported in the loaded dataset | 2023 |
| Buckley Maxwell Dixon Dolezal Pc | NONE | $43,652 | not reported in the loaded dataset | 2023 |
| Cullen Capital Management LLC | NONE | $23,391 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $21,769 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $18,595 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $12,433 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $12,042 | not reported in the loaded dataset | 2023 |
| Crowley Fleck Pllp | NONE | $10,358 | not reported in the loaded dataset | 2023 |
| Delaware Charter Guarantee & Trust | NONE | $5,384 | 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
- Admn Committee, Mt Contractors Assn — Schedule C compensation
- Buckley Maxwell Dixon Dolezal Pc — Schedule C compensation
- Cullen Capital Management LLC — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Crowley Fleck Pllp — Schedule C compensation
- Delaware Charter Guarantee & Trust — Schedule C compensation