BOARD DIRECTORS OF PROFIT SHARING & has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW
| Measure | Date | Value |
|---|
| 2018 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2018 401k financial data |
|---|
| Total transfer of assets from this plan | 2018-03-31 | $656,927 |
| Value of total assets at beginning of year | 2018-03-31 | $656,927 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
| Was this plan covered by a fidelity bond | 2018-03-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Total non interest bearing cash at beginning of year | 2018-03-31 | $-549 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $656,927 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $588,843 |
| Value of interest in pooled separate accounts at beginning of year | 2018-03-31 | $48,119 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-03-31 | $20,514 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-03-31 | No |
| Did the plan have assets held for investment | 2018-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
| Accountancy firm name | 2018-03-31 | FILLER & ASSOCIATES P. A. |
| Accountancy firm EIN | 2018-03-31 | 010378528 |
| 2017 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-03-31 | $134,201 |
| Total loss/gain on sale of assets | 2017-03-31 | $458 |
| Total of all expenses incurred | 2017-03-31 | $101,410 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $101,410 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $74,775 |
| Value of total assets at end of year | 2017-03-31 | $656,927 |
| Value of total assets at beginning of year | 2017-03-31 | $624,136 |
| Total interest from all sources | 2017-03-31 | $916 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Contributions received from participants | 2017-03-31 | $74,775 |
| Total non interest bearing cash at end of year | 2017-03-31 | $-549 |
| Total non interest bearing cash at beginning of year | 2017-03-31 | $-665 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $32,791 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $656,927 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $624,136 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $588,843 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $587,455 |
| Value of interest in pooled separate accounts at end of year | 2017-03-31 | $48,119 |
| Interest earned on other investments | 2017-03-31 | $916 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-03-31 | $20,514 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-03-31 | $37,346 |
| Net investment gain/loss from pooled separate accounts | 2017-03-31 | $137 |
| Net gain/loss from 103.12 investment entities | 2017-03-31 | $57,915 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $101,410 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-03-31 | No |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Aggregate proceeds on sale of assets | 2017-03-31 | $21,556 |
| Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $21,098 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
| Accountancy firm name | 2017-03-31 | FILLER & ASSOCIATES, P.A. |
| Accountancy firm EIN | 2017-03-31 | 010378528 |
| 2016 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-03-31 | $61,091 |
| Total loss/gain on sale of assets | 2016-03-31 | $456 |
| Total of all expenses incurred | 2016-03-31 | $12,045 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $12,045 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $69,841 |
| Value of total assets at end of year | 2016-03-31 | $624,136 |
| Value of total assets at beginning of year | 2016-03-31 | $575,090 |
| Total interest from all sources | 2016-03-31 | $1,409 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Contributions received from participants | 2016-03-31 | $69,841 |
| Total non interest bearing cash at end of year | 2016-03-31 | $-665 |
| Total non interest bearing cash at beginning of year | 2016-03-31 | $2,419 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $49,046 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $624,136 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $575,090 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-03-31 | $587,455 |
| Value of interest in pooled separate accounts at beginning of year | 2016-03-31 | $540,019 |
| Interest earned on other investments | 2016-03-31 | $1,409 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-03-31 | $37,346 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-03-31 | $32,652 |
| Net investment gain/loss from pooled separate accounts | 2016-03-31 | $-10,615 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $12,045 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-03-31 | No |
| Did the plan have assets held for investment | 2016-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Aggregate proceeds on sale of assets | 2016-03-31 | $24,428 |
| Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $23,972 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
| Accountancy firm name | 2016-03-31 | FILLER & ASSOCIATES, P.A. |
| Accountancy firm EIN | 2016-03-31 | 010378528 |
| 2015 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-03-31 | $105,590 |
| Total loss/gain on sale of assets | 2015-03-31 | $377 |
| Total of all expenses incurred | 2015-03-31 | $4,803 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $4,803 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $72,216 |
| Value of total assets at end of year | 2015-03-31 | $575,090 |
| Value of total assets at beginning of year | 2015-03-31 | $474,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Contributions received from participants | 2015-03-31 | $72,216 |
| Other income not declared elsewhere | 2015-03-31 | $1,641 |
| Total non interest bearing cash at end of year | 2015-03-31 | $2,419 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $100,787 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $575,090 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $474,303 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-03-31 | $540,019 |
| Value of interest in pooled separate accounts at beginning of year | 2015-03-31 | $444,027 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-03-31 | $32,652 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-03-31 | $30,276 |
| Net investment gain/loss from pooled separate accounts | 2015-03-31 | $31,356 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $4,803 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-03-31 | No |
| Did the plan have assets held for investment | 2015-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Aggregate proceeds on sale of assets | 2015-03-31 | $25,107 |
| Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $24,730 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
| Accountancy firm name | 2015-03-31 | FILLER & ASSOCIATES P.A. |
| Accountancy firm EIN | 2015-03-31 | 010378528 |
| 2014 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $2 |
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $2 |
| Total income from all sources (including contributions) | 2014-03-31 | $96,533 |
| Total loss/gain on sale of assets | 2014-03-31 | $771 |
| Total of all expenses incurred | 2014-03-31 | $7,620 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $7,620 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $48,330 |
| Value of total assets at end of year | 2014-03-31 | $474,303 |
| Value of total assets at beginning of year | 2014-03-31 | $385,390 |
| Total interest from all sources | 2014-03-31 | $1,031 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Contributions received from participants | 2014-03-31 | $48,330 |
| Total non interest bearing cash at beginning of year | 2014-03-31 | $7 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $88,913 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $474,303 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $385,390 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-03-31 | $444,027 |
| Value of interest in pooled separate accounts at beginning of year | 2014-03-31 | $355,409 |
| Interest earned on other investments | 2014-03-31 | $1,031 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $-176 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $-176 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-03-31 | $30,276 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-03-31 | $30,150 |
| Net investment gain/loss from pooled separate accounts | 2014-03-31 | $46,399 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $7,620 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-03-31 | No |
| Did the plan have assets held for investment | 2014-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Aggregate proceeds on sale of assets | 2014-03-31 | $34,728 |
| Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $33,957 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
| Accountancy firm name | 2014-03-31 | FILLER & ASSOCIATES, P.A. |
| Accountancy firm EIN | 2014-03-31 | 010378528 |
| 2013 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-03-31 | $88,176 |
| Total loss/gain on sale of assets | 2013-03-31 | $601 |
| Total of all expenses incurred | 2013-03-31 | $10,935 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $10,935 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $59,939 |
| Value of total assets at end of year | 2013-03-31 | $385,390 |
| Value of total assets at beginning of year | 2013-03-31 | $308,149 |
| Total interest from all sources | 2013-03-31 | $1,133 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Contributions received from participants | 2013-03-31 | $59,939 |
| Total non interest bearing cash at end of year | 2013-03-31 | $7 |
| Total non interest bearing cash at beginning of year | 2013-03-31 | $-841 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $77,241 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $385,390 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $308,149 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-03-31 | $355,409 |
| Value of interest in pooled separate accounts at beginning of year | 2013-03-31 | $282,806 |
| Interest earned on other investments | 2013-03-31 | $1,133 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $-176 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-03-31 | $30,150 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-03-31 | $26,184 |
| Net investment gain/loss from pooled separate accounts | 2013-03-31 | $26,503 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $10,935 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-03-31 | No |
| Did the plan have assets held for investment | 2013-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Aggregate proceeds on sale of assets | 2013-03-31 | $23,501 |
| Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $22,900 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
| Accountancy firm name | 2013-03-31 | FILLER & ASSOCIATES, P.A. |
| Accountancy firm EIN | 2013-03-31 | 010378528 |
| 2012 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $1 |
| Total unrealized appreciation/depreciation of assets | 2012-03-31 | $1 |
| Total income from all sources (including contributions) | 2012-03-31 | $61,755 |
| Total loss/gain on sale of assets | 2012-03-31 | $933 |
| Total of all expenses incurred | 2012-03-31 | $52,042 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $52,042 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $47,810 |
| Value of total assets at end of year | 2012-03-31 | $308,149 |
| Value of total assets at beginning of year | 2012-03-31 | $298,436 |
| Total interest from all sources | 2012-03-31 | $1,310 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Contributions received from participants | 2012-03-31 | $47,810 |
| Total non interest bearing cash at end of year | 2012-03-31 | $-841 |
| Total non interest bearing cash at beginning of year | 2012-03-31 | $275 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $9,713 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $308,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $298,436 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-03-31 | $282,806 |
| Value of interest in pooled separate accounts at beginning of year | 2012-03-31 | $269,390 |
| Interest earned on other investments | 2012-03-31 | $1,310 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $170 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $170 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-03-31 | $26,184 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-03-31 | $28,601 |
| Net investment gain/loss from pooled separate accounts | 2012-03-31 | $11,701 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $52,042 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-03-31 | No |
| Did the plan have assets held for investment | 2012-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Aggregate proceeds on sale of assets | 2012-03-31 | $32,953 |
| Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $32,020 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
| Accountancy firm name | 2012-03-31 | FILLER & ASSOCIATES, P.A. |
| Accountancy firm EIN | 2012-03-31 | 010378528 |
| 2011 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $2 |
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $2 |
| Total income from all sources (including contributions) | 2011-03-31 | $77,068 |
| Total loss/gain on sale of assets | 2011-03-31 | $1,100 |
| Total of all expenses incurred | 2011-03-31 | $41,328 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $41,328 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $45,030 |
| Value of total assets at end of year | 2011-03-31 | $298,436 |
| Value of total assets at beginning of year | 2011-03-31 | $262,696 |
| Total interest from all sources | 2011-03-31 | $1,790 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Contributions received from participants | 2011-03-31 | $45,030 |
| Total non interest bearing cash at end of year | 2011-03-31 | $275 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $35,740 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $298,436 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $262,696 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-03-31 | $269,390 |
| Value of interest in pooled separate accounts at beginning of year | 2011-03-31 | $209,783 |
| Interest earned on other investments | 2011-03-31 | $1,790 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $170 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $9,002 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $9,002 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-03-31 | $28,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-03-31 | $43,911 |
| Net investment gain/loss from pooled separate accounts | 2011-03-31 | $29,146 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $41,328 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-03-31 | No |
| Did the plan have assets held for investment | 2011-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Aggregate proceeds on sale of assets | 2011-03-31 | $28,749 |
| Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $27,649 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
| Accountancy firm name | 2011-03-31 | FILLER & ASSOCIATES P.A. |
| Accountancy firm EIN | 2011-03-31 | 010378528 |
