TRUSTEES- PLUMBERS & PIPEFITTERS LOCAL 6 DEFINED BENEFIT PENSION PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN
Measure | Date | Value |
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2023: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2023 401k membership |
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Current value of assets | 2023-04-30 | 33,108,314 |
Acturial value of assets for funding standard account | 2023-04-30 | 33,602,572 |
Accrued liability for plan using immediate gains methods | 2023-04-30 | 41,007,734 |
Accrued liability under unit credit cost method | 2023-04-30 | 41,007,734 |
RPA 94 current liability | 2023-04-30 | 84,881,419 |
Expected increase in current liability due to benefits accruing during the plan year | 2023-04-30 | 1,657,291 |
Expected release from RPA 94 current liability for plan year | 2023-04-30 | 3,005,054 |
Expected plan disbursements for the plan year | 2023-04-30 | 3,146,054 |
Current value of assets | 2023-04-30 | 33,108,314 |
Number of retired participants and beneficiaries receiving payment | 2023-04-30 | 152 |
Current liability for retired participants and beneficiaries receiving payment | 2023-04-30 | 35,729,761 |
Number of terminated vested participants | 2023-04-30 | 123 |
Current liability for terminated vested participants | 2023-04-30 | 17,634,357 |
Current liability for active participants non vested benefits | 2023-04-30 | 584,603 |
Current liability for active participants vested benefits | 2023-04-30 | 30,932,698 |
Total number of active articipats | 2023-04-30 | 153 |
Current liability for active participants | 2023-04-30 | 31,517,301 |
Total participant count with liabilities | 2023-04-30 | 428 |
Total current liabilitoes for participants with libailities | 2023-04-30 | 84,881,419 |
Total employer contributions in plan year | 2023-04-30 | 1,549,294 |
Total employee contributions in plan year | 2023-04-30 | 0 |
Prior year funding deficiency | 2023-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2023-04-30 | 681,686 |
Prior year credit balance | 2023-04-30 | 5,796,645 |
Amortization credits as of valuation date | 2023-04-30 | 525,632 |
2022: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-05-01 | 426 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 162 |
Number of retired or separated participants receiving benefits | 2022-05-01 | 127 |
Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 122 |
Total of all active and inactive participants | 2022-05-01 | 411 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-01 | 25 |
Total participants | 2022-05-01 | 436 |
Number of employers contributing to the scheme | 2022-05-01 | 19 |
Current value of assets | 2022-04-30 | 36,118,239 |
Acturial value of assets for funding standard account | 2022-04-30 | 32,419,185 |
Accrued liability for plan using immediate gains methods | 2022-04-30 | 39,827,406 |
Accrued liability under unit credit cost method | 2022-04-30 | 39,827,406 |
RPA 94 current liability | 2022-04-30 | 81,865,560 |
Expected increase in current liability due to benefits accruing during the plan year | 2022-04-30 | 1,467,475 |
Expected release from RPA 94 current liability for plan year | 2022-04-30 | 2,844,326 |
Expected plan disbursements for the plan year | 2022-04-30 | 2,973,453 |
Current value of assets | 2022-04-30 | 36,118,239 |
Number of retired participants and beneficiaries receiving payment | 2022-04-30 | 151 |
Current liability for retired participants and beneficiaries receiving payment | 2022-04-30 | 33,268,350 |
Number of terminated vested participants | 2022-04-30 | 131 |
Current liability for terminated vested participants | 2022-04-30 | 17,977,739 |
Current liability for active participants non vested benefits | 2022-04-30 | 589,331 |
Current liability for active participants vested benefits | 2022-04-30 | 30,030,140 |
Total number of active articipats | 2022-04-30 | 147 |
Current liability for active participants | 2022-04-30 | 30,619,471 |
Total participant count with liabilities | 2022-04-30 | 429 |
Total current liabilitoes for participants with libailities | 2022-04-30 | 81,865,560 |
Total employer contributions in plan year | 2022-04-30 | 1,615,864 |
Total employee contributions in plan year | 2022-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2022-04-30 | 638,717 |
Prior year credit balance | 2022-04-30 | 6,270,028 |
Amortization credits as of valuation date | 2022-04-30 | 601,128 |
2021: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-05-01 | 423 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 153 |
Number of retired or separated participants receiving benefits | 2021-05-01 | 127 |
Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 123 |
Total of all active and inactive participants | 2021-05-01 | 403 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-01 | 23 |
Total participants | 2021-05-01 | 426 |
Number of employers contributing to the scheme | 2021-05-01 | 17 |
Current value of assets | 2021-04-30 | 28,644,603 |
Acturial value of assets for funding standard account | 2021-04-30 | 30,826,658 |
Accrued liability for plan using immediate gains methods | 2021-04-30 | 38,770,079 |
Accrued liability under unit credit cost method | 2021-04-30 | 38,770,079 |
RPA 94 current liability | 2021-04-30 | 76,029,175 |
Expected increase in current liability due to benefits accruing during the plan year | 2021-04-30 | 1,260,156 |
Expected release from RPA 94 current liability for plan year | 2021-04-30 | 2,625,539 |
Expected plan disbursements for the plan year | 2021-04-30 | 2,750,539 |
Current value of assets | 2021-04-30 | 28,644,603 |
Number of retired participants and beneficiaries receiving payment | 2021-04-30 | 147 |
Current liability for retired participants and beneficiaries receiving payment | 2021-04-30 | 30,701,786 |
Number of terminated vested participants | 2021-04-30 | 129 |
Current liability for terminated vested participants | 2021-04-30 | 16,487,969 |
Current liability for active participants non vested benefits | 2021-04-30 | 315,197 |
Current liability for active participants vested benefits | 2021-04-30 | 28,524,223 |
Total number of active articipats | 2021-04-30 | 144 |
Current liability for active participants | 2021-04-30 | 28,839,420 |
Total participant count with liabilities | 2021-04-30 | 420 |
Total current liabilitoes for participants with libailities | 2021-04-30 | 76,029,175 |
Total employer contributions in plan year | 2021-04-30 | 1,338,604 |
Total employee contributions in plan year | 2021-04-30 | 0 |
Prior year funding deficiency | 2021-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2021-04-30 | 595,499 |
Prior year credit balance | 2021-04-30 | 6,810,723 |
Amortization credits as of valuation date | 2021-04-30 | 724,982 |
2020: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-05-01 | 415 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 147 |
Number of retired or separated participants receiving benefits | 2020-05-01 | 121 |
Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 131 |
Total of all active and inactive participants | 2020-05-01 | 399 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-01 | 24 |
Total participants | 2020-05-01 | 423 |
Number of employers contributing to the scheme | 2020-05-01 | 19 |
Current value of assets | 2020-04-30 | 29,813,431 |
Acturial value of assets for funding standard account | 2020-04-30 | 30,627,581 |
Accrued liability for plan using immediate gains methods | 2020-04-30 | 37,512,557 |
Accrued liability under unit credit cost method | 2020-04-30 | 37,512,557 |
RPA 94 current liability | 2020-04-30 | 71,353,176 |
Expected increase in current liability due to benefits accruing during the plan year | 2020-04-30 | 1,213,251 |
Expected release from RPA 94 current liability for plan year | 2020-04-30 | 2,451,337 |
Expected plan disbursements for the plan year | 2020-04-30 | 2,551,337 |
Current value of assets | 2020-04-30 | 29,813,431 |
Number of retired participants and beneficiaries receiving payment | 2020-04-30 | 137 |
Current liability for retired participants and beneficiaries receiving payment | 2020-04-30 | 25,218,869 |
Number of terminated vested participants | 2020-04-30 | 128 |
Current liability for terminated vested participants | 2020-04-30 | 16,135,990 |
Current liability for active participants non vested benefits | 2020-04-30 | 255,791 |
Current liability for active participants vested benefits | 2020-04-30 | 29,742,526 |
Total number of active articipats | 2020-04-30 | 164 |
Current liability for active participants | 2020-04-30 | 29,998,317 |
Total participant count with liabilities | 2020-04-30 | 429 |
Total current liabilitoes for participants with libailities | 2020-04-30 | 71,353,176 |
Total employer contributions in plan year | 2020-04-30 | 1,363,665 |
Total employee contributions in plan year | 2020-04-30 | 0 |
Prior year funding deficiency | 2020-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2020-04-30 | 587,292 |
Prior year credit balance | 2020-04-30 | 7,172,891 |
Amortization credits as of valuation date | 2020-04-30 | 734,190 |
2019: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-05-01 | 424 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 144 |
Number of retired or separated participants receiving benefits | 2019-05-01 | 117 |
Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 129 |
Total of all active and inactive participants | 2019-05-01 | 390 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-05-01 | 25 |
Total participants | 2019-05-01 | 415 |
Number of employers contributing to the scheme | 2019-05-01 | 25 |
Current value of assets | 2019-04-30 | 29,592,364 |
Acturial value of assets for funding standard account | 2019-04-30 | 30,117,888 |
Accrued liability for plan using immediate gains methods | 2019-04-30 | 34,724,242 |
Accrued liability under unit credit cost method | 2019-04-30 | 34,724,242 |
RPA 94 current liability | 2019-04-30 | 69,257,956 |
Expected increase in current liability due to benefits accruing during the plan year | 2019-04-30 | 1,539,176 |
Expected release from RPA 94 current liability for plan year | 2019-04-30 | 2,145,480 |
Expected plan disbursements for the plan year | 2019-04-30 | 2,245,480 |
Current value of assets | 2019-04-30 | 29,592,364 |
Number of retired participants and beneficiaries receiving payment | 2019-04-30 | 134 |
Current liability for retired participants and beneficiaries receiving payment | 2019-04-30 | 23,884,612 |
Number of terminated vested participants | 2019-04-30 | 118 |
Current liability for terminated vested participants | 2019-04-30 | 12,382,686 |
Current liability for active participants non vested benefits | 2019-04-30 | 361,779 |
Current liability for active participants vested benefits | 2019-04-30 | 32,628,879 |
Total number of active articipats | 2019-04-30 | 171 |
Current liability for active participants | 2019-04-30 | 32,990,658 |
Total participant count with liabilities | 2019-04-30 | 423 |
Total current liabilitoes for participants with libailities | 2019-04-30 | 69,257,956 |
Total employer contributions in plan year | 2019-04-30 | 1,374,926 |
Total employee contributions in plan year | 2019-04-30 | 0 |
Prior year funding deficiency | 2019-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2019-04-30 | 708,284 |
Prior year credit balance | 2019-04-30 | 7,406,722 |
Amortization credits as of valuation date | 2019-04-30 | 768,854 |
2018: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-05-01 | 418 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 164 |
Number of retired or separated participants receiving benefits | 2018-05-01 | 108 |
Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 128 |
Total of all active and inactive participants | 2018-05-01 | 400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-01 | 24 |
Total participants | 2018-05-01 | 424 |
Number of employers contributing to the scheme | 2018-05-01 | 27 |
Current value of assets | 2018-04-30 | 27,737,501 |
Acturial value of assets for funding standard account | 2018-04-30 | 29,581,494 |
Accrued liability for plan using immediate gains methods | 2018-04-30 | 33,125,838 |
Accrued liability under unit credit cost method | 2018-04-30 | 33,125,838 |
RPA 94 current liability | 2018-04-30 | 64,027,668 |
Expected increase in current liability due to benefits accruing during the plan year | 2018-04-30 | 1,506,951 |
Expected release from RPA 94 current liability for plan year | 2018-04-30 | 1,948,642 |
Expected plan disbursements for the plan year | 2018-04-30 | 2,038,642 |
Current value of assets | 2018-04-30 | 27,737,501 |
Number of retired participants and beneficiaries receiving payment | 2018-04-30 | 129 |
Current liability for retired participants and beneficiaries receiving payment | 2018-04-30 | 20,432,199 |
Number of terminated vested participants | 2018-04-30 | 117 |
Current liability for terminated vested participants | 2018-04-30 | 11,964,901 |
Current liability for active participants non vested benefits | 2018-04-30 | 371,312 |
Current liability for active participants vested benefits | 2018-04-30 | 31,259,256 |
Total number of active articipats | 2018-04-30 | 162 |
Current liability for active participants | 2018-04-30 | 31,630,568 |
Total participant count with liabilities | 2018-04-30 | 408 |
Total current liabilitoes for participants with libailities | 2018-04-30 | 64,027,668 |
Total employer contributions in plan year | 2018-04-30 | 1,551,732 |
Total employee contributions in plan year | 2018-04-30 | 0 |
Prior year funding deficiency | 2018-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2018-04-30 | 712,290 |
Prior year credit balance | 2018-04-30 | 7,294,557 |
Amortization credits as of valuation date | 2018-04-30 | 768,853 |
2017: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-05-01 | 403 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 171 |
Number of retired or separated participants receiving benefits | 2017-05-01 | 105 |
Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 118 |
Total of all active and inactive participants | 2017-05-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-01 | 24 |
Total participants | 2017-05-01 | 418 |
Number of employers contributing to the scheme | 2017-05-01 | 23 |
Current value of assets | 2017-04-30 | 25,373,447 |
Acturial value of assets for funding standard account | 2017-04-30 | 29,125,194 |
Accrued liability for plan using immediate gains methods | 2017-04-30 | 31,458,951 |
Accrued liability under unit credit cost method | 2017-04-30 | 31,458,951 |
RPA 94 current liability | 2017-04-30 | 59,837,738 |
Expected increase in current liability due to benefits accruing during the plan year | 2017-04-30 | 1,486,535 |
Expected release from RPA 94 current liability for plan year | 2017-04-30 | 1,849,492 |
Expected plan disbursements for the plan year | 2017-04-30 | 1,939,492 |
Current value of assets | 2017-04-30 | 25,373,447 |
Number of retired participants and beneficiaries receiving payment | 2017-04-30 | 126 |
Current liability for retired participants and beneficiaries receiving payment | 2017-04-30 | 19,761,344 |
Number of terminated vested participants | 2017-04-30 | 116 |
Current liability for terminated vested participants | 2017-04-30 | 11,092,969 |
Current liability for active participants non vested benefits | 2017-04-30 | 833,639 |
Current liability for active participants vested benefits | 2017-04-30 | 28,149,786 |
Total number of active articipats | 2017-04-30 | 167 |
Current liability for active participants | 2017-04-30 | 28,983,425 |
Total participant count with liabilities | 2017-04-30 | 409 |
Total current liabilitoes for participants with libailities | 2017-04-30 | 59,837,738 |
Total employer contributions in plan year | 2017-04-30 | 1,467,563 |
Total employee contributions in plan year | 2017-04-30 | 0 |
Prior year funding deficiency | 2017-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2017-04-30 | 718,702 |
Prior year credit balance | 2017-04-30 | 7,349,309 |
Amortization credits as of valuation date | 2017-04-30 | 768,855 |
2016: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-05-01 | 405 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 162 |
Number of retired or separated participants receiving benefits | 2016-05-01 | 101 |
Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 117 |
Total of all active and inactive participants | 2016-05-01 | 380 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-01 | 23 |
Total participants | 2016-05-01 | 403 |
Number of employers contributing to the scheme | 2016-05-01 | 23 |
Current value of assets | 2016-04-30 | 26,502,865 |
Acturial value of assets for funding standard account | 2016-04-30 | 28,827,509 |
Accrued liability for plan using immediate gains methods | 2016-04-30 | 29,905,140 |
Accrued liability under unit credit cost method | 2016-04-30 | 29,905,140 |
RPA 94 current liability | 2016-04-30 | 56,243,691 |
Expected increase in current liability due to benefits accruing during the plan year | 2016-04-30 | 1,808,698 |
Expected release from RPA 94 current liability for plan year | 2016-04-30 | 1,735,674 |
Expected plan disbursements for the plan year | 2016-04-30 | 1,825,674 |
Current value of assets | 2016-04-30 | 26,502,865 |
Number of retired participants and beneficiaries receiving payment | 2016-04-30 | 117 |
Current liability for retired participants and beneficiaries receiving payment | 2016-04-30 | 17,312,869 |
Number of terminated vested participants | 2016-04-30 | 115 |
Current liability for terminated vested participants | 2016-04-30 | 10,095,772 |
Current liability for active participants non vested benefits | 2016-04-30 | 650,868 |
Current liability for active participants vested benefits | 2016-04-30 | 28,184,182 |
Total number of active articipats | 2016-04-30 | 179 |
Current liability for active participants | 2016-04-30 | 28,835,050 |
Total participant count with liabilities | 2016-04-30 | 411 |
Total current liabilitoes for participants with libailities | 2016-04-30 | 56,243,691 |
Total employer contributions in plan year | 2016-04-30 | 1,575,429 |
Total employee contributions in plan year | 2016-04-30 | 0 |
Prior year funding deficiency | 2016-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2016-04-30 | 888,048 |
Prior year credit balance | 2016-04-30 | 7,338,087 |
Amortization credits as of valuation date | 2016-04-30 | 768,855 |
2015: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-05-01 | 416 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 167 |
Number of retired or separated participants receiving benefits | 2015-05-01 | 98 |
Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 116 |
Total of all active and inactive participants | 2015-05-01 | 381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 24 |
Total participants | 2015-05-01 | 405 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-01 | 1 |
Number of employers contributing to the scheme | 2015-05-01 | 24 |
Current value of assets | 2015-04-30 | 24,430,465 |
Acturial value of assets for funding standard account | 2015-04-30 | 27,395,207 |
Accrued liability for plan using immediate gains methods | 2015-04-30 | 28,168,095 |
Accrued liability under unit credit cost method | 2015-04-30 | 28,168,095 |
RPA 94 current liability | 2015-04-30 | 51,466,357 |
Expected increase in current liability due to benefits accruing during the plan year | 2015-04-30 | 1,469,603 |
Expected release from RPA 94 current liability for plan year | 2015-04-30 | 1,649,163 |
Expected plan disbursements for the plan year | 2015-04-30 | 1,739,163 |
Current value of assets | 2015-04-30 | 24,430,465 |
Number of retired participants and beneficiaries receiving payment | 2015-04-30 | 122 |
Current liability for retired participants and beneficiaries receiving payment | 2015-04-30 | 17,445,378 |
Number of terminated vested participants | 2015-04-30 | 115 |
Current liability for terminated vested participants | 2015-04-30 | 9,239,875 |
Current liability for active participants non vested benefits | 2015-04-30 | 370,321 |
Current liability for active participants vested benefits | 2015-04-30 | 24,410,783 |
Total number of active articipats | 2015-04-30 | 181 |
Current liability for active participants | 2015-04-30 | 24,781,104 |
Total participant count with liabilities | 2015-04-30 | 418 |
Total current liabilitoes for participants with libailities | 2015-04-30 | 51,466,357 |
Total employer contributions in plan year | 2015-04-30 | 2,081,950 |
Total employee contributions in plan year | 2015-04-30 | 0 |
Prior year funding deficiency | 2015-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2015-04-30 | 761,401 |
Prior year credit balance | 2015-04-30 | 6,578,540 |
Amortization credits as of valuation date | 2015-04-30 | 768,856 |
2014: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-05-01 | 417 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 179 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 117 |
Total of all active and inactive participants | 2014-05-01 | 396 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 20 |
Total participants | 2014-05-01 | 416 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 4 |
Number of employers contributing to the scheme | 2014-05-01 | 23 |
Current value of assets | 2014-04-30 | 23,127,040 |
Acturial value of assets for funding standard account | 2014-04-30 | 26,018,588 |
Accrued liability for plan using immediate gains methods | 2014-04-30 | 26,541,206 |
Accrued liability under unit credit cost method | 2014-04-30 | 26,541,206 |
RPA 94 current liability | 2014-04-30 | 48,575,011 |
Expected increase in current liability due to benefits accruing during the plan year | 2014-04-30 | 1,281,185 |
Expected release from RPA 94 current liability for plan year | 2014-04-30 | 1,613,896 |
Expected plan disbursements for the plan year | 2014-04-30 | 1,703,896 |
Current value of assets | 2014-04-30 | 23,127,040 |
Number of retired participants and beneficiaries receiving payment | 2014-04-30 | 121 |
Current liability for retired participants and beneficiaries receiving payment | 2014-04-30 | 16,991,061 |
Number of terminated vested participants | 2014-04-30 | 121 |
Current liability for terminated vested participants | 2014-04-30 | 9,476,629 |
Current liability for active participants non vested benefits | 2014-04-30 | 1,797,415 |
Current liability for active participants vested benefits | 2014-04-30 | 20,309,906 |
Total number of active articipats | 2014-04-30 | 167 |
Current liability for active participants | 2014-04-30 | 22,107,321 |
Total participant count with liabilities | 2014-04-30 | 409 |
Total current liabilitoes for participants with libailities | 2014-04-30 | 48,575,011 |
Total employer contributions in plan year | 2014-04-30 | 1,595,316 |
Total employee contributions in plan year | 2014-04-30 | 0 |
Prior year funding deficiency | 2014-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2014-04-30 | 659,946 |
Prior year credit balance | 2014-04-30 | 5,864,145 |
Amortization credits as of valuation date | 2014-04-30 | 1,053,258 |
2013: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-05-01 | 408 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 181 |
Number of retired or separated participants receiving benefits | 2013-05-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 114 |
Total of all active and inactive participants | 2013-05-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 22 |
Total participants | 2013-05-01 | 417 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 5 |
Number of employers contributing to the scheme | 2013-05-01 | 23 |
2012: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-05-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 166 |
Number of retired or separated participants receiving benefits | 2012-05-01 | 121 |
Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 99 |
Total of all active and inactive participants | 2012-05-01 | 386 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 22 |
Total participants | 2012-05-01 | 408 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 6 |
Number of employers contributing to the scheme | 2012-05-01 | 23 |
2011: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-05-01 | 406 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 177 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 119 |
Total of all active and inactive participants | 2011-05-01 | 391 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 23 |
Total participants | 2011-05-01 | 414 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-01 | 2 |
Number of employers contributing to the scheme | 2011-05-01 | 18 |
2009: PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-05-01 | 405 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 176 |
Number of retired or separated participants receiving benefits | 2009-05-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 117 |
Total of all active and inactive participants | 2009-05-01 | 388 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 18 |
Total participants | 2009-05-01 | 406 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-01 | 2 |
Number of employers contributing to the scheme | 2009-05-01 | 15 |
Measure | Date | Value |
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2023 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2023 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2023-04-30 | $-584,569 |
Total unrealized appreciation/depreciation of assets | 2023-04-30 | $-584,569 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $52,232 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $2,205 |
Total income from all sources (including contributions) | 2023-04-30 | $1,872,872 |
Total loss/gain on sale of assets | 2023-04-30 | $308,644 |
Total of all expenses incurred | 2023-04-30 | $3,623,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $3,244,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $1,549,294 |
Value of total assets at end of year | 2023-04-30 | $31,409,501 |
Value of total assets at beginning of year | 2023-04-30 | $33,110,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $379,640 |
Total interest from all sources | 2023-04-30 | $227,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $130,499 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
Administrative expenses professional fees incurred | 2023-04-30 | $80,019 |
Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
Value of fidelity bond cover | 2023-04-30 | $2,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2023-04-30 | $76,128 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-04-30 | $87,036 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-04-30 | $251,576 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-04-30 | $237,648 |
Administrative expenses (other) incurred | 2023-04-30 | $46,552 |
Liabilities. Value of operating payables at end of year | 2023-04-30 | $52,232 |
Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $2,205 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
Value of net income/loss | 2023-04-30 | $-1,751,045 |
Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $31,357,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $33,108,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
Assets. partnership/joint venture interests at end of year | 2023-04-30 | $14,937,211 |
Assets. partnership/joint venture interests at beginning of year | 2023-04-30 | $14,179,937 |
Investment advisory and management fees | 2023-04-30 | $238,976 |
Interest earned on other investments | 2023-04-30 | $174,487 |
Income. Interest from US Government securities | 2023-04-30 | $13,695 |
Income. Interest from corporate debt instruments | 2023-04-30 | $19,172 |
Value of interest in common/collective trusts at end of year | 2023-04-30 | $3,513,160 |
Value of interest in common/collective trusts at beginning of year | 2023-04-30 | $4,243,376 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-04-30 | $826,687 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-04-30 | $1,611,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-04-30 | $1,611,145 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-04-30 | $20,134 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-04-30 | $3,713,947 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-04-30 | $3,624,564 |
Asset value of US Government securities at end of year | 2023-04-30 | $475,628 |
Asset value of US Government securities at beginning of year | 2023-04-30 | $440,493 |
Net investment gain or loss from common/collective trusts | 2023-04-30 | $55,596 |
Net gain/loss from 103.12 investment entities | 2023-04-30 | $185,920 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
Contributions received in cash from employer | 2023-04-30 | $1,549,294 |
Employer contributions (assets) at end of year | 2023-04-30 | $164,000 |
Employer contributions (assets) at beginning of year | 2023-04-30 | $198,635 |
Income. Dividends from common stock | 2023-04-30 | $130,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $3,244,277 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-04-30 | $562,001 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-04-30 | $616,602 |
Contract administrator fees | 2023-04-30 | $14,093 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-04-30 | $6,889,163 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-04-30 | $7,871,083 |
Did the plan have assets held for investment | 2023-04-30 | 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 | 2023-04-30 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
Aggregate proceeds on sale of assets | 2023-04-30 | $16,349,493 |
Aggregate carrying amount (costs) on sale of assets | 2023-04-30 | $16,040,849 |
Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
Accountancy firm name | 2023-04-30 | NOVAK FRANCELLA, LLC |
Accountancy firm EIN | 2023-04-30 | 611436956 |
2022 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-04-30 | $-1,527,340 |
Total unrealized appreciation/depreciation of assets | 2022-04-30 | $-1,527,340 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $2,205 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $32,812 |
Total income from all sources (including contributions) | 2022-04-30 | $206,158 |
Total loss/gain on sale of assets | 2022-04-30 | $1,716,040 |
Total of all expenses incurred | 2022-04-30 | $3,216,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $2,826,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $1,615,864 |
Value of total assets at end of year | 2022-04-30 | $33,110,519 |
Value of total assets at beginning of year | 2022-04-30 | $36,151,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $389,158 |
Total interest from all sources | 2022-04-30 | $163,755 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $136,238 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
Administrative expenses professional fees incurred | 2022-04-30 | $57,793 |
Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
Value of fidelity bond cover | 2022-04-30 | $2,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-04-30 | $87,036 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-04-30 | $1,921,083 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-04-30 | $237,648 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-04-30 | $229,376 |
Administrative expenses (other) incurred | 2022-04-30 | $49,116 |
Liabilities. Value of operating payables at end of year | 2022-04-30 | $2,205 |
Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $32,812 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
Value of net income/loss | 2022-04-30 | $-3,009,925 |
Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $33,108,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $36,118,239 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
Assets. partnership/joint venture interests at end of year | 2022-04-30 | $14,179,937 |
Assets. partnership/joint venture interests at beginning of year | 2022-04-30 | $13,098,214 |
Investment advisory and management fees | 2022-04-30 | $244,733 |
Interest earned on other investments | 2022-04-30 | $130,378 |
Income. Interest from US Government securities | 2022-04-30 | $11,644 |
Income. Interest from corporate debt instruments | 2022-04-30 | $21,503 |
Value of interest in common/collective trusts at end of year | 2022-04-30 | $4,243,376 |
Value of interest in common/collective trusts at beginning of year | 2022-04-30 | $5,194,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-30 | $1,611,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-04-30 | $536,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-04-30 | $536,973 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-04-30 | $230 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-04-30 | $3,624,564 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-04-30 | $4,659,753 |
Asset value of US Government securities at end of year | 2022-04-30 | $440,493 |
Asset value of US Government securities at beginning of year | 2022-04-30 | $602,590 |
Net investment gain or loss from common/collective trusts | 2022-04-30 | $-884,120 |
Net gain/loss from 103.12 investment entities | 2022-04-30 | $-1,014,279 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
Contributions received in cash from employer | 2022-04-30 | $1,615,864 |
Employer contributions (assets) at end of year | 2022-04-30 | $198,635 |
Employer contributions (assets) at beginning of year | 2022-04-30 | $199,281 |
Income. Dividends from common stock | 2022-04-30 | $136,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $2,826,925 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-04-30 | $616,602 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-04-30 | $775,814 |
Contract administrator fees | 2022-04-30 | $37,516 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-04-30 | $7,871,083 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-04-30 | $8,933,589 |
Did the plan have assets held for investment | 2022-04-30 | 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 | 2022-04-30 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
Aggregate proceeds on sale of assets | 2022-04-30 | $10,830,110 |
Aggregate carrying amount (costs) on sale of assets | 2022-04-30 | $9,114,070 |
Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
Accountancy firm name | 2022-04-30 | NOVAK FRANCELLA, LLC |
Accountancy firm EIN | 2022-04-30 | 611436956 |
2021 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-04-30 | $3,674,434 |
Total unrealized appreciation/depreciation of assets | 2021-04-30 | $3,674,434 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $32,812 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $27,681 |
Total income from all sources (including contributions) | 2021-04-30 | $10,508,467 |
Total loss/gain on sale of assets | 2021-04-30 | $781,366 |
Total of all expenses incurred | 2021-04-30 | $3,034,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $2,597,255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $1,338,604 |
Value of total assets at end of year | 2021-04-30 | $36,151,051 |
Value of total assets at beginning of year | 2021-04-30 | $28,672,284 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $437,576 |
Total interest from all sources | 2021-04-30 | $167,051 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $91,046 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
Administrative expenses professional fees incurred | 2021-04-30 | $66,100 |
Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
Value of fidelity bond cover | 2021-04-30 | $2,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-04-30 | $1,921,083 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-04-30 | $229,376 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-04-30 | $200,204 |
Administrative expenses (other) incurred | 2021-04-30 | $41,666 |
Liabilities. Value of operating payables at end of year | 2021-04-30 | $32,812 |
Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $27,681 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
Value of net income/loss | 2021-04-30 | $7,473,636 |
Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $36,118,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $28,644,603 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
Assets. partnership/joint venture interests at end of year | 2021-04-30 | $13,098,214 |
Assets. partnership/joint venture interests at beginning of year | 2021-04-30 | $26,991,190 |
Investment advisory and management fees | 2021-04-30 | $283,513 |
Interest earned on other investments | 2021-04-30 | $137,913 |
Income. Interest from US Government securities | 2021-04-30 | $9,734 |
Income. Interest from corporate debt instruments | 2021-04-30 | $19,216 |
Value of interest in common/collective trusts at end of year | 2021-04-30 | $5,194,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-04-30 | $536,973 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-04-30 | $93,779 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-04-30 | $93,779 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-04-30 | $188 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-04-30 | $4,659,753 |
Asset value of US Government securities at end of year | 2021-04-30 | $602,590 |
Asset value of US Government securities at beginning of year | 2021-04-30 | $465,938 |
Net investment gain or loss from common/collective trusts | 2021-04-30 | $2,735,850 |
Net gain/loss from 103.12 investment entities | 2021-04-30 | $1,720,116 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
Contributions received in cash from employer | 2021-04-30 | $1,338,604 |
Employer contributions (assets) at end of year | 2021-04-30 | $199,281 |
Employer contributions (assets) at beginning of year | 2021-04-30 | $215,291 |
Income. Dividends from common stock | 2021-04-30 | $91,046 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $2,597,255 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-04-30 | $593,101 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-04-30 | $775,814 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-04-30 | $112,781 |
Contract administrator fees | 2021-04-30 | $46,297 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-04-30 | $8,933,589 |
Did the plan have assets held for investment | 2021-04-30 | 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 | 2021-04-30 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
Aggregate proceeds on sale of assets | 2021-04-30 | $18,097,734 |
Aggregate carrying amount (costs) on sale of assets | 2021-04-30 | $17,316,368 |
Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
Accountancy firm name | 2021-04-30 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2021-04-30 | 611436956 |
2020 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-04-30 | $-114,705 |
Total unrealized appreciation/depreciation of assets | 2020-04-30 | $-114,705 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $27,681 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $19,013 |
Total income from all sources (including contributions) | 2020-04-30 | $1,441,534 |
Total loss/gain on sale of assets | 2020-04-30 | $0 |
Total of all expenses incurred | 2020-04-30 | $2,610,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $2,202,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $1,363,665 |
Value of total assets at end of year | 2020-04-30 | $28,672,284 |
Value of total assets at beginning of year | 2020-04-30 | $29,832,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $408,225 |
Total interest from all sources | 2020-04-30 | $39,639 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
Administrative expenses professional fees incurred | 2020-04-30 | $59,156 |
Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
Value of fidelity bond cover | 2020-04-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-04-30 | $200,204 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-04-30 | $181,992 |
Other income not declared elsewhere | 2020-04-30 | $152,935 |
Administrative expenses (other) incurred | 2020-04-30 | $38,496 |
Liabilities. Value of operating payables at end of year | 2020-04-30 | $27,681 |
Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $19,013 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
Value of net income/loss | 2020-04-30 | $-1,168,828 |
Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $28,644,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $29,813,431 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
Assets. partnership/joint venture interests at end of year | 2020-04-30 | $26,991,190 |
Assets. partnership/joint venture interests at beginning of year | 2020-04-30 | $27,696,088 |
Investment advisory and management fees | 2020-04-30 | $283,800 |
Interest earned on other investments | 2020-04-30 | $3,179 |
Income. Interest from US Government securities | 2020-04-30 | $13,774 |
Income. Interest from corporate debt instruments | 2020-04-30 | $22,273 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-30 | $93,779 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-04-30 | $395,618 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-04-30 | $395,618 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $413 |
Asset value of US Government securities at end of year | 2020-04-30 | $465,938 |
Asset value of US Government securities at beginning of year | 2020-04-30 | $512,492 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
Contributions received in cash from employer | 2020-04-30 | $1,363,665 |
Employer contributions (assets) at end of year | 2020-04-30 | $215,291 |
Employer contributions (assets) at beginning of year | 2020-04-30 | $226,598 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $2,202,137 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-04-30 | $593,101 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-04-30 | $713,715 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-04-30 | $112,781 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-04-30 | $105,941 |
Contract administrator fees | 2020-04-30 | $26,773 |
Did the plan have assets held for investment | 2020-04-30 | 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 | 2020-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Disclaimer |
Accountancy firm name | 2020-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2020-04-30 | 030327374 |
2019 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-04-30 | $1,498,216 |
Total unrealized appreciation/depreciation of assets | 2019-04-30 | $1,498,216 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $19,013 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $9,236 |
Total income from all sources (including contributions) | 2019-04-30 | $2,976,568 |
Total loss/gain on sale of assets | 2019-04-30 | $0 |
Total of all expenses incurred | 2019-04-30 | $2,755,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $2,354,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $1,374,926 |
Value of total assets at end of year | 2019-04-30 | $29,832,444 |
Value of total assets at beginning of year | 2019-04-30 | $29,601,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $401,055 |
Total interest from all sources | 2019-04-30 | $103,426 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
Administrative expenses professional fees incurred | 2019-04-30 | $53,875 |
Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
Value of fidelity bond cover | 2019-04-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-04-30 | $181,992 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-04-30 | $175,055 |
Administrative expenses (other) incurred | 2019-04-30 | $33,221 |
Liabilities. Value of operating payables at end of year | 2019-04-30 | $19,013 |
Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $9,236 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
Value of net income/loss | 2019-04-30 | $221,067 |
Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $29,813,431 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $29,592,364 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
Assets. partnership/joint venture interests at end of year | 2019-04-30 | $27,696,088 |
Assets. partnership/joint venture interests at beginning of year | 2019-04-30 | $25,200,385 |
Investment advisory and management fees | 2019-04-30 | $292,207 |
Interest earned on other investments | 2019-04-30 | $8,247 |
Income. Interest from US Government securities | 2019-04-30 | $6,909 |
Income. Interest from corporate debt instruments | 2019-04-30 | $79,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-04-30 | $395,618 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-04-30 | $2,636,270 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-04-30 | $2,636,270 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $8,709 |
Asset value of US Government securities at end of year | 2019-04-30 | $512,492 |
Asset value of US Government securities at beginning of year | 2019-04-30 | $484,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
Contributions received in cash from employer | 2019-04-30 | $1,374,926 |
Employer contributions (assets) at end of year | 2019-04-30 | $226,598 |
Employer contributions (assets) at beginning of year | 2019-04-30 | $223,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $2,354,446 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-04-30 | $713,715 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-04-30 | $765,273 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-04-30 | $105,941 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-04-30 | $115,840 |
Contract administrator fees | 2019-04-30 | $21,752 |
Did the plan have assets held for investment | 2019-04-30 | 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 | 2019-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Disclaimer |
Accountancy firm name | 2019-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2019-04-30 | 030327374 |
2018 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-04-30 | $2,435,135 |
Total unrealized appreciation/depreciation of assets | 2018-04-30 | $2,435,135 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $9,236 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $1,493 |
Total income from all sources (including contributions) | 2018-04-30 | $3,971,663 |
Total loss/gain on sale of assets | 2018-04-30 | $0 |
Total of all expenses incurred | 2018-04-30 | $2,116,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $1,854,202 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $1,551,732 |
Value of total assets at end of year | 2018-04-30 | $29,601,600 |
Value of total assets at beginning of year | 2018-04-30 | $27,738,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $262,598 |
Total interest from all sources | 2018-04-30 | $11,235 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-04-30 | $356,695 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-04-30 | $356,695 |
Administrative expenses professional fees incurred | 2018-04-30 | $51,022 |
Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
Value of fidelity bond cover | 2018-04-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-04-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-04-30 | $1,500,547 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-04-30 | $175,055 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-04-30 | $146,230 |
Other income not declared elsewhere | 2018-04-30 | $2,373 |
Administrative expenses (other) incurred | 2018-04-30 | $31,337 |
Liabilities. Value of operating payables at end of year | 2018-04-30 | $9,236 |
Liabilities. Value of operating payables at beginning of year | 2018-04-30 | $1,493 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
Value of net income/loss | 2018-04-30 | $1,854,863 |
Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $29,592,364 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $27,737,501 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
Assets. partnership/joint venture interests at end of year | 2018-04-30 | $25,200,385 |
Assets. partnership/joint venture interests at beginning of year | 2018-04-30 | $0 |
Investment advisory and management fees | 2018-04-30 | $156,173 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-04-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-04-30 | $24,786,416 |
Value of interest in pooled separate accounts at end of year | 2018-04-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-04-30 | $585,479 |
Interest earned on other investments | 2018-04-30 | $129 |
Income. Interest from US Government securities | 2018-04-30 | $1,180 |
Income. Interest from corporate debt instruments | 2018-04-30 | $9,701 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-30 | $2,636,270 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-30 | $514,902 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-30 | $514,902 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $225 |
Asset value of US Government securities at end of year | 2018-04-30 | $484,880 |
Asset value of US Government securities at beginning of year | 2018-04-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-04-30 | $-399,860 |
Net investment gain/loss from pooled separate accounts | 2018-04-30 | $14,353 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
Contributions received in cash from employer | 2018-04-30 | $1,551,732 |
Employer contributions (assets) at end of year | 2018-04-30 | $223,897 |
Employer contributions (assets) at beginning of year | 2018-04-30 | $205,420 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $1,854,202 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-04-30 | $765,273 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-04-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-04-30 | $115,840 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-04-30 | $0 |
Contract administrator fees | 2018-04-30 | $24,066 |
Did the plan have assets held for investment | 2018-04-30 | 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 | 2018-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Disclaimer |
Accountancy firm name | 2018-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2018-04-30 | 030327374 |
2017 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $1,493 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $4,526 |
Total income from all sources (including contributions) | 2017-04-30 | $4,306,544 |
Total loss/gain on sale of assets | 2017-04-30 | $0 |
Total of all expenses incurred | 2017-04-30 | $1,942,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $1,735,248 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $1,463,607 |
Value of total assets at end of year | 2017-04-30 | $27,738,994 |
Value of total assets at beginning of year | 2017-04-30 | $25,377,973 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $207,242 |
Total interest from all sources | 2017-04-30 | $3,987 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-04-30 | $549,257 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-04-30 | $549,257 |
Administrative expenses professional fees incurred | 2017-04-30 | $68,141 |
Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
Value of fidelity bond cover | 2017-04-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-04-30 | $1,500,547 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-04-30 | $1,397,183 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-04-30 | $146,230 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-04-30 | $138,466 |
Administrative expenses (other) incurred | 2017-04-30 | $33,234 |
Liabilities. Value of operating payables at end of year | 2017-04-30 | $1,493 |
Liabilities. Value of operating payables at beginning of year | 2017-04-30 | $4,526 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
Value of net income/loss | 2017-04-30 | $2,364,054 |
Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $27,737,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $25,373,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
Investment advisory and management fees | 2017-04-30 | $105,867 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-04-30 | $24,786,416 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-04-30 | $22,778,099 |
Value of interest in pooled separate accounts at end of year | 2017-04-30 | $585,479 |
Value of interest in pooled separate accounts at beginning of year | 2017-04-30 | $568,632 |
Interest earned on other investments | 2017-04-30 | $3,958 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-04-30 | $514,902 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-04-30 | $228,906 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-04-30 | $228,906 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-04-30 | $29 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-04-30 | $2,268,965 |
Net investment gain/loss from pooled separate accounts | 2017-04-30 | $20,728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
Contributions received in cash from employer | 2017-04-30 | $1,463,607 |
Employer contributions (assets) at end of year | 2017-04-30 | $205,420 |
Employer contributions (assets) at beginning of year | 2017-04-30 | $266,687 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $1,735,248 |
Did the plan have assets held for investment | 2017-04-30 | 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 | 2017-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Unqualified |
Accountancy firm name | 2017-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2017-04-30 | 030327374 |
2016 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $4,526 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $3,511 |
Total income from all sources (including contributions) | 2016-04-30 | $731,174 |
Total loss/gain on sale of assets | 2016-04-30 | $0 |
Total of all expenses incurred | 2016-04-30 | $1,860,592 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $1,666,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $1,575,429 |
Value of total assets at end of year | 2016-04-30 | $25,377,973 |
Value of total assets at beginning of year | 2016-04-30 | $26,506,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $194,481 |
Total interest from all sources | 2016-04-30 | $75 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $477,445 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-04-30 | $477,445 |
Administrative expenses professional fees incurred | 2016-04-30 | $57,774 |
Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
Value of fidelity bond cover | 2016-04-30 | $500,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-04-30 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-04-30 | $1,397,183 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-04-30 | $1,534,277 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-04-30 | $138,466 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-04-30 | $0 |
Other income not declared elsewhere | 2016-04-30 | $-135,337 |
Administrative expenses (other) incurred | 2016-04-30 | $24,079 |
Liabilities. Value of operating payables at end of year | 2016-04-30 | $4,526 |
Liabilities. Value of operating payables at beginning of year | 2016-04-30 | $3,511 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
Value of net income/loss | 2016-04-30 | $-1,129,418 |
Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $25,373,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $26,502,865 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
Investment advisory and management fees | 2016-04-30 | $112,628 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-04-30 | $22,778,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-04-30 | $23,449,535 |
Value of interest in pooled separate accounts at end of year | 2016-04-30 | $568,632 |
Value of interest in pooled separate accounts at beginning of year | 2016-04-30 | $552,351 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-04-30 | $228,906 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-04-30 | $629,583 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-04-30 | $629,583 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-04-30 | $75 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-04-30 | $-1,206,494 |
Net investment gain/loss from pooled separate accounts | 2016-04-30 | $20,056 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
Contributions received in cash from employer | 2016-04-30 | $1,575,429 |
Employer contributions (assets) at end of year | 2016-04-30 | $266,687 |
Employer contributions (assets) at beginning of year | 2016-04-30 | $340,630 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $1,666,111 |
Did the plan have assets held for investment | 2016-04-30 | 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 | 2016-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Unqualified |
Accountancy firm name | 2016-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2016-04-30 | 030327374 |
2015 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $3,511 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $2,339 |
Total income from all sources (including contributions) | 2015-04-30 | $3,940,546 |
Total loss/gain on sale of assets | 2015-04-30 | $0 |
Total of all expenses incurred | 2015-04-30 | $1,868,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $1,640,438 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $2,081,950 |
Value of total assets at end of year | 2015-04-30 | $26,506,376 |
Value of total assets at beginning of year | 2015-04-30 | $24,432,804 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $227,708 |
Total interest from all sources | 2015-04-30 | $44 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $471,329 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-04-30 | $471,329 |
Administrative expenses professional fees incurred | 2015-04-30 | $65,840 |
Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
Value of fidelity bond cover | 2015-04-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-04-30 | $1,744 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-04-30 | $7,687 |
Other income not declared elsewhere | 2015-04-30 | $130 |
Administrative expenses (other) incurred | 2015-04-30 | $24,561 |
Liabilities. Value of operating payables at end of year | 2015-04-30 | $3,511 |
Liabilities. Value of operating payables at beginning of year | 2015-04-30 | $2,339 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
Value of net income/loss | 2015-04-30 | $2,072,400 |
Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $26,502,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $24,430,465 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
Investment advisory and management fees | 2015-04-30 | $122,567 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-04-30 | $24,982,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-04-30 | $22,323,356 |
Value of interest in pooled separate accounts at end of year | 2015-04-30 | $552,351 |
Value of interest in pooled separate accounts at beginning of year | 2015-04-30 | $532,988 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-30 | $629,583 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-30 | $1,310,603 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-30 | $1,310,603 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-04-30 | $44 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-04-30 | $1,366,502 |
Net investment gain/loss from pooled separate accounts | 2015-04-30 | $20,591 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
Contributions received in cash from employer | 2015-04-30 | $2,081,950 |
Employer contributions (assets) at end of year | 2015-04-30 | $340,630 |
Employer contributions (assets) at beginning of year | 2015-04-30 | $258,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $1,640,438 |
Contract administrator fees | 2015-04-30 | $14,740 |
Did the plan have assets held for investment | 2015-04-30 | 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 | 2015-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
Accountancy firm name | 2015-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2015-04-30 | 030327374 |
2014 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $2,339 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $9,122 |
Total income from all sources (including contributions) | 2014-04-30 | $3,049,891 |
Total loss/gain on sale of assets | 2014-04-30 | $0 |
Total of all expenses incurred | 2014-04-30 | $1,746,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $1,546,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $1,595,316 |
Value of total assets at end of year | 2014-04-30 | $24,432,804 |
Value of total assets at beginning of year | 2014-04-30 | $23,136,162 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $200,221 |
Total interest from all sources | 2014-04-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $448,869 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-04-30 | $448,869 |
Administrative expenses professional fees incurred | 2014-04-30 | $46,365 |
Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
Value of fidelity bond cover | 2014-04-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-04-30 | $7,687 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-04-30 | $0 |
Administrative expenses (other) incurred | 2014-04-30 | $21,395 |
Liabilities. Value of operating payables at end of year | 2014-04-30 | $2,339 |
Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $9,122 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
Value of net income/loss | 2014-04-30 | $1,303,425 |
Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $24,430,465 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $23,127,040 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
Investment advisory and management fees | 2014-04-30 | $113,071 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $22,323,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $20,635,283 |
Value of interest in pooled separate accounts at end of year | 2014-04-30 | $532,988 |
Value of interest in pooled separate accounts at beginning of year | 2014-04-30 | $516,815 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $1,310,603 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $1,790,181 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $1,790,181 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-04-30 | $985,998 |
Net investment gain/loss from pooled separate accounts | 2014-04-30 | $19,708 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
Contributions received in cash from employer | 2014-04-30 | $1,595,316 |
Employer contributions (assets) at end of year | 2014-04-30 | $258,170 |
Employer contributions (assets) at beginning of year | 2014-04-30 | $193,883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $1,546,245 |
Contract administrator fees | 2014-04-30 | $19,390 |
Did the plan have assets held for investment | 2014-04-30 | 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 | 2014-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Unqualified |
Accountancy firm name | 2014-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2014-04-30 | 030327374 |
2013 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $9,122 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $6,250 |
Total income from all sources (including contributions) | 2013-04-30 | $3,570,607 |
Total loss/gain on sale of assets | 2013-04-30 | $0 |
Total of all expenses incurred | 2013-04-30 | $1,721,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $1,524,129 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $1,452,390 |
Value of total assets at end of year | 2013-04-30 | $23,136,162 |
Value of total assets at beginning of year | 2013-04-30 | $21,284,580 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $197,768 |
Total interest from all sources | 2013-04-30 | $913 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $373,118 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-04-30 | $373,118 |
Administrative expenses professional fees incurred | 2013-04-30 | $61,563 |
Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
Value of fidelity bond cover | 2013-04-30 | $500,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-04-30 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
Administrative expenses (other) incurred | 2013-04-30 | $20,442 |
Liabilities. Value of operating payables at end of year | 2013-04-30 | $9,122 |
Liabilities. Value of operating payables at beginning of year | 2013-04-30 | $6,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
Value of net income/loss | 2013-04-30 | $1,848,710 |
Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $23,127,040 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $21,278,330 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
Investment advisory and management fees | 2013-04-30 | $107,342 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-04-30 | $20,635,283 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-04-30 | $19,785,841 |
Value of interest in pooled separate accounts at end of year | 2013-04-30 | $516,815 |
Value of interest in pooled separate accounts at beginning of year | 2013-04-30 | $501,667 |
Interest earned on other investments | 2013-04-30 | $213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-04-30 | $1,790,181 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $791,070 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $791,070 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-04-30 | $700 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-04-30 | $1,725,602 |
Net investment gain/loss from pooled separate accounts | 2013-04-30 | $18,584 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
Contributions received in cash from employer | 2013-04-30 | $1,452,390 |
Employer contributions (assets) at end of year | 2013-04-30 | $193,883 |
Employer contributions (assets) at beginning of year | 2013-04-30 | $206,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $1,524,129 |
Contract administrator fees | 2013-04-30 | $8,421 |
Did the plan have assets held for investment | 2013-04-30 | 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 | 2013-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Disclaimer |
Accountancy firm name | 2013-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2013-04-30 | 030327374 |
2012 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $6,250 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $58,125 |
Total income from all sources (including contributions) | 2012-04-30 | $1,957,531 |
Total loss/gain on sale of assets | 2012-04-30 | $0 |
Total of all expenses incurred | 2012-04-30 | $1,878,339 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $1,669,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $1,622,776 |
Value of total assets at end of year | 2012-04-30 | $21,284,580 |
Value of total assets at beginning of year | 2012-04-30 | $21,257,263 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $208,921 |
Total interest from all sources | 2012-04-30 | $1,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $458,917 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-04-30 | $446,421 |
Administrative expenses professional fees incurred | 2012-04-30 | $85,819 |
Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
Value of fidelity bond cover | 2012-04-30 | $500,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-04-30 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-04-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-04-30 | $51,875 |
Liabilities. Value of operating payables at end of year | 2012-04-30 | $6,250 |
Liabilities. Value of operating payables at beginning of year | 2012-04-30 | $6,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
Value of net income/loss | 2012-04-30 | $79,192 |
Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $21,278,330 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $21,199,138 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
Investment advisory and management fees | 2012-04-30 | $123,102 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-04-30 | $19,785,841 |
Value of interest in pooled separate accounts at end of year | 2012-04-30 | $501,667 |
Value of interest in pooled separate accounts at beginning of year | 2012-04-30 | $978,907 |
Income. Interest from corporate debt instruments | 2012-04-30 | $1,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $791,070 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $20,112,473 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $20,112,473 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-04-30 | $648 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-04-30 | $-152,759 |
Net investment gain/loss from pooled separate accounts | 2012-04-30 | $26,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
Contributions received in cash from employer | 2012-04-30 | $1,622,776 |
Employer contributions (assets) at end of year | 2012-04-30 | $206,002 |
Employer contributions (assets) at beginning of year | 2012-04-30 | $165,883 |
Income. Dividends from common stock | 2012-04-30 | $12,496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $1,669,418 |
Did the plan have assets held for investment | 2012-04-30 | 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 | 2012-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Unqualified |
Accountancy firm name | 2012-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2012-04-30 | 030327374 |
2011 : PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $58,125 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $31,296 |
Total income from all sources (including contributions) | 2011-04-30 | $3,596,202 |
Total loss/gain on sale of assets | 2011-04-30 | $1,973,240 |
Total of all expenses incurred | 2011-04-30 | $1,898,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $1,655,278 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $1,128,450 |
Value of total assets at end of year | 2011-04-30 | $21,257,263 |
Value of total assets at beginning of year | 2011-04-30 | $19,532,916 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $243,406 |
Total interest from all sources | 2011-04-30 | $163,134 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $311,788 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
Administrative expenses professional fees incurred | 2011-04-30 | $50,851 |
Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
Value of fidelity bond cover | 2011-04-30 | $500,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2011-04-30 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-04-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-04-30 | $251,279 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-04-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-04-30 | $69,271 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-04-30 | $51,875 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-04-30 | $18,368 |
Administrative expenses (other) incurred | 2011-04-30 | $23,165 |
Liabilities. Value of operating payables at end of year | 2011-04-30 | $6,250 |
Liabilities. Value of operating payables at beginning of year | 2011-04-30 | $12,928 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
Value of net income/loss | 2011-04-30 | $1,697,518 |
Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $21,199,138 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $19,501,620 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
Investment advisory and management fees | 2011-04-30 | $153,139 |
Value of interest in pooled separate accounts at end of year | 2011-04-30 | $978,907 |
Value of interest in pooled separate accounts at beginning of year | 2011-04-30 | $966,063 |
Income. Interest from US Government securities | 2011-04-30 | $44,046 |
Income. Interest from corporate debt instruments | 2011-04-30 | $118,083 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $20,112,473 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $857,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $857,161 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-04-30 | $1,005 |
Asset value of US Government securities at end of year | 2011-04-30 | $0 |
Asset value of US Government securities at beginning of year | 2011-04-30 | $3,549,788 |
Net investment gain/loss from pooled separate accounts | 2011-04-30 | $19,590 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
Contributions received in cash from employer | 2011-04-30 | $1,128,450 |
Employer contributions (assets) at end of year | 2011-04-30 | $165,883 |
Employer contributions (assets) at beginning of year | 2011-04-30 | $103,193 |
Income. Dividends from common stock | 2011-04-30 | $311,788 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $1,655,278 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-04-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-04-30 | $2,465,078 |
Contract administrator fees | 2011-04-30 | $16,251 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-04-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-04-30 | $11,271,083 |
Did the plan have assets held for investment | 2011-04-30 | 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 | 2011-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
Aggregate proceeds on sale of assets | 2011-04-30 | $29,469,138 |
Aggregate carrying amount (costs) on sale of assets | 2011-04-30 | $27,495,898 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
Accountancy firm name | 2011-04-30 | MCSOLEY MCCOY & CO., CPA'S |
Accountancy firm EIN | 2011-04-30 | 030327374 |