TEAMSTERS UNION LOCAL 653 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEAMSTERS UNION LOCAL 653 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : TEAMSTERS UNION LOCAL 653 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-14 | 285384 |
| Net assets as of the end of the plan year | 2025-05-14 | 2689061 |
| Total assets as of the beginning of the plan year | 2025-05-14 | 2389563 |
| Value of plan covered by a fidelity bond | 2025-05-14 | 238957 |
| Participant contributions to plan in this plan year | 2025-05-14 | 95314 |
| Other income to plan in this plan year | 2025-05-14 | 423028 |
| Plan net income in this plan year | 2025-05-14 | 299498 |
| Net assets as of the end of the plan year | 2025-05-14 | 2689061 |
| Net assets as of the beginning of the plan year | 2025-05-14 | 2389563 |
| Employer contributions to plan in this plan year | 2025-05-14 | 66540 |
| 2024 : TEAMSTERS UNION LOCAL 653 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-17 | 9706 |
| Net assets as of the end of the plan year | 2024-05-17 | 2389563 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 1465068 |
| Value of plan covered by a fidelity bond | 2024-05-17 | 200000 |
| Participant contributions to plan in this plan year | 2024-05-17 | 69925 |
| Other contributions to plan in this plan year | 2024-05-17 | 444744 |
| Other income to plan in this plan year | 2024-05-17 | 365130 |
| Plan net income in this plan year | 2024-05-17 | 924495 |
| Net assets as of the end of the plan year | 2024-05-17 | 2389563 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 1465068 |
| Employer contributions to plan in this plan year | 2024-05-17 | 54402 |
| 2022 : TEAMSTERS UNION LOCAL 653 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-01 | 0 |
| Net assets as of the end of the plan year | 2022-06-01 | 1764322 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 1363898 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 200000 |
| Participant contributions to plan in this plan year | 2022-06-01 | 58375 |
| Other income to plan in this plan year | 2022-06-01 | 293349 |
| Plan net income in this plan year | 2022-06-01 | 400424 |
| Net assets as of the end of the plan year | 2022-06-01 | 1764322 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 1363898 |
| Employer contributions to plan in this plan year | 2022-06-01 | 48700 |
| 2012 : TEAMSTERS UNION LOCAL 653 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets from this plan | 2012-12-31 | $1,059,783 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $210,406 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $216,632 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $215,791 |
| Value of total corrective distributions | 2012-12-31 | $841 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $54,991 |
| Value of total assets at end of year | 2012-12-31 | $326,783 |
| Value of total assets at beginning of year | 2012-12-31 | $1,392,792 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $18,770 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $18,770 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $26,274 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-6,226 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $326,783 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,392,792 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $326,783 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,392,792 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $136,645 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $28,717 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $215,791 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MANZI & ASSOCIATES, LLC |
| Accountancy firm EIN | 2012-12-31 | 043508036 |
| 2011 : TEAMSTERS UNION LOCAL 653 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $128,346 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $20,478 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $20,478 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $115,268 |
| Value of total assets at end of year | 2011-12-31 | $1,392,792 |
| Value of total assets at beginning of year | 2011-12-31 | $1,284,924 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $21,241 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $21,241 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $80,597 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $107,868 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,392,792 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,284,924 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,392,792 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,284,924 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-8,163 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $34,671 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $20,478 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MANZI & ASSOCIATES, LLC |
| Accountancy firm EIN | 2011-12-31 | 043508036 |
| 2010 : TEAMSTERS UNION LOCAL 653 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $253,735 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $90,163 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $90,163 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $131,697 |
| Value of total assets at end of year | 2010-12-31 | $1,284,924 |
| Value of total assets at beginning of year | 2010-12-31 | $1,121,352 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $18,066 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $18,066 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $96,988 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $163,572 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,284,924 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,121,352 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,284,924 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,121,352 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $103,972 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $34,709 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $90,163 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MANZI & ASSOCIATES, LLC |
| Accountancy firm EIN | 2010-12-31 | 043508036 |
| 2009 : TEAMSTERS UNION LOCAL 653 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
