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
401k plan membership statisitcs for PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW
Measure | Date | Value |
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2018 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2018 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |