401k Plan data: IBEW LOCAL 223 DEFERRED INCOME PLAN plan

IBEW LOCAL 223 DEFERRED INCOME PLAN 401k Plan overview

Plan Name	IBEW LOCAL 223 DEFERRED INCOME PLAN
Plan identification number	002

IBEW LOCAL 223 DEFERRED INCOME PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

IBEW LOCAL 223 DEFERRED INCOME PLAN has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL 223 DEFERRED INCOME PLAN

Employer identification number (EIN): 046626914

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 223 DEFERRED INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DAVID FENTON DANIEL NAPPI 2018-10-01
002 2016-01-01 DAVID FENTON DANIEL NAPPI 2017-09-07
002 2015-01-01 DAVID FENTON DANIEL NAPPI 2016-10-05
002 2014-01-01 DAVID FENTON WESLEY GELLER 2015-10-12
002 2013-01-01 DAVID FENTON WESLEY GELLER 2014-10-03
002 2012-01-01 DAVID FENTON 2013-10-07
002 2011-01-01 DAVID FENTON 2012-10-12
002 2009-01-01 DAVID FENTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DAVID FENTON		DANIEL NAPPI	2018-10-01
002	2016-01-01	DAVID FENTON		DANIEL NAPPI	2017-09-07
002	2015-01-01	DAVID FENTON		DANIEL NAPPI	2016-10-05
002	2014-01-01	DAVID FENTON		WESLEY GELLER	2015-10-12
002	2013-01-01	DAVID FENTON		WESLEY GELLER	2014-10-03
002	2012-01-01	DAVID FENTON	2013-10-07
002	2011-01-01	DAVID FENTON	2012-10-12
002	2009-01-01	DAVID FENTON

Plan Statistics for IBEW LOCAL 223 DEFERRED INCOME PLAN

401k plan membership statisitcs for IBEW LOCAL 223 DEFERRED INCOME PLAN

Measure Date Value
2021: IBEW LOCAL 223 DEFERRED INCOME PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 530
Total of all active and inactive participants 2021-01-01 530
Total participants 2021-01-01 530
Number of participants with account balances 2021-01-01 494
2020: IBEW LOCAL 223 DEFERRED INCOME PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 498
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 496
Total of all active and inactive participants 2020-01-01 496
Total participants 2020-01-01 496
Number of participants with account balances 2020-01-01 467
Number of employers contributing to the scheme 2020-01-01 67
2019: IBEW LOCAL 223 DEFERRED INCOME PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 491
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 498
Total of all active and inactive participants 2019-01-01 498
Total participants 2019-01-01 498
Number of participants with account balances 2019-01-01 473
Number of employers contributing to the scheme 2019-01-01 72
2018: IBEW LOCAL 223 DEFERRED INCOME PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 491
Total of all active and inactive participants 2018-01-01 491
Total participants 2018-01-01 491
Number of employers contributing to the scheme 2018-01-01 75
2017: IBEW LOCAL 223 DEFERRED INCOME PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 444
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 77
2016: IBEW LOCAL 223 DEFERRED INCOME PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 444
Total of all active and inactive participants 2016-01-01 444
Total participants 2016-01-01 444
Number of employers contributing to the scheme 2016-01-01 58
2015: IBEW LOCAL 223 DEFERRED INCOME PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 435
Total of all active and inactive participants 2015-01-01 435
Total participants 2015-01-01 435
Number of employers contributing to the scheme 2015-01-01 58
2014: IBEW LOCAL 223 DEFERRED INCOME PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 401
Total of all active and inactive participants 2014-01-01 401
Total participants 2014-01-01 401
Number of employers contributing to the scheme 2014-01-01 58
2013: IBEW LOCAL 223 DEFERRED INCOME PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 419
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 413
Total of all active and inactive participants 2013-01-01 413
Total participants 2013-01-01 413
Number of employers contributing to the scheme 2013-01-01 85
2012: IBEW LOCAL 223 DEFERRED INCOME PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 419
Total of all active and inactive participants 2012-01-01 419
Total participants 2012-01-01 419
Number of employers contributing to the scheme 2012-01-01 80
2011: IBEW LOCAL 223 DEFERRED INCOME PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 460
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 273
Number of retired or separated participants receiving benefits 2011-01-01 118
Total of all active and inactive participants 2011-01-01 391
Total participants 2011-01-01 391
Number of participants with account balances 2011-01-01 391
Number of employers contributing to the scheme 2011-01-01 87
2009: IBEW LOCAL 223 DEFERRED INCOME PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 282
Number of retired or separated participants receiving benefits 2009-01-01 164
Total of all active and inactive participants 2009-01-01 446
Total participants 2009-01-01 446
Number of participants with account balances 2009-01-01 446

Measure	Date	Value
2021: IBEW LOCAL 223 DEFERRED INCOME PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	530
Total of all active and inactive participants	2021-01-01	530
Total participants	2021-01-01	530
Number of participants with account balances	2021-01-01	494
2020: IBEW LOCAL 223 DEFERRED INCOME PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	498
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	496
Total of all active and inactive participants	2020-01-01	496
Total participants	2020-01-01	496
Number of participants with account balances	2020-01-01	467
Number of employers contributing to the scheme	2020-01-01	67
2019: IBEW LOCAL 223 DEFERRED INCOME PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	491
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	498
Total of all active and inactive participants	2019-01-01	498
Total participants	2019-01-01	498
Number of participants with account balances	2019-01-01	473
Number of employers contributing to the scheme	2019-01-01	72
2018: IBEW LOCAL 223 DEFERRED INCOME PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	491
Total of all active and inactive participants	2018-01-01	491
Total participants	2018-01-01	491
Number of employers contributing to the scheme	2018-01-01	75
2017: IBEW LOCAL 223 DEFERRED INCOME PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	444
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	77
2016: IBEW LOCAL 223 DEFERRED INCOME PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	444
Total of all active and inactive participants	2016-01-01	444
Total participants	2016-01-01	444
Number of employers contributing to the scheme	2016-01-01	58
2015: IBEW LOCAL 223 DEFERRED INCOME PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	435
Total of all active and inactive participants	2015-01-01	435
Total participants	2015-01-01	435
Number of employers contributing to the scheme	2015-01-01	58
2014: IBEW LOCAL 223 DEFERRED INCOME PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	401
Total of all active and inactive participants	2014-01-01	401
Total participants	2014-01-01	401
Number of employers contributing to the scheme	2014-01-01	58
2013: IBEW LOCAL 223 DEFERRED INCOME PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	419
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	413
Total of all active and inactive participants	2013-01-01	413
Total participants	2013-01-01	413
Number of employers contributing to the scheme	2013-01-01	85
2012: IBEW LOCAL 223 DEFERRED INCOME PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	419
Total of all active and inactive participants	2012-01-01	419
Total participants	2012-01-01	419
Number of employers contributing to the scheme	2012-01-01	80
2011: IBEW LOCAL 223 DEFERRED INCOME PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	460
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	273
Number of retired or separated participants receiving benefits	2011-01-01	118
Total of all active and inactive participants	2011-01-01	391
Total participants	2011-01-01	391
Number of participants with account balances	2011-01-01	391
Number of employers contributing to the scheme	2011-01-01	87
2009: IBEW LOCAL 223 DEFERRED INCOME PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	282
Number of retired or separated participants receiving benefits	2009-01-01	164
Total of all active and inactive participants	2009-01-01	446
Total participants	2009-01-01	446
Number of participants with account balances	2009-01-01	446

Financial Data on IBEW LOCAL 223 DEFERRED INCOME PLAN

Measure	Date	Value
2021 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,786,737
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,314,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,232,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,379,280
Value of total assets at end of year	2021-12-31	$24,409,245
Value of total assets at beginning of year	2021-12-31	$21,937,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$81,821
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$64,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$64,969
Administrative expenses professional fees incurred	2021-12-31	$66,501
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,379,280
Administrative expenses (other) incurred	2021-12-31	$9,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,472,158
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,409,245
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,937,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$6,000
Value of interest in common/collective trusts at end of year	2021-12-31	$24,031,744
Value of interest in common/collective trusts at beginning of year	2021-12-31	$21,537,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$377,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$399,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$399,538
Net investment gain or loss from common/collective trusts	2021-12-31	$2,342,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,232,758
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LAPIER, DILLON & ASSOCIATES, P.C.
Accountancy firm EIN	2021-12-31	320048525
2020 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,933,402
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,021,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$947,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,261,030
Value of total assets at end of year	2020-12-31	$21,937,087
Value of total assets at beginning of year	2020-12-31	$20,025,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$74,670
Total interest from all sources	2020-12-31	$2,742
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$300,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$300,818
Administrative expenses professional fees incurred	2020-12-31	$56,469
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$12,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,911,693
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,937,087
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,025,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$6,000
Value of interest in common/collective trusts at end of year	2020-12-31	$21,537,549
Value of interest in common/collective trusts at beginning of year	2020-12-31	$19,267,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$399,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$757,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$757,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,742
Net investment gain or loss from common/collective trusts	2020-12-31	$1,368,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,261,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$947,039
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	LAPIER DILLON & ASSOCIATES, P.C.
Accountancy firm EIN	2020-12-31	320048525
2019 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,493,577
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,058,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$990,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,407,219
Value of total assets at end of year	2019-12-31	$20,025,394
Value of total assets at beginning of year	2019-12-31	$17,590,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$68,671
Total interest from all sources	2019-12-31	$4,067
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$269,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$269,607
Administrative expenses professional fees incurred	2019-12-31	$50,016
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$50,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$12,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,434,763
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,025,394
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,590,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$6,000
Value of interest in common/collective trusts at end of year	2019-12-31	$19,267,919
Value of interest in common/collective trusts at beginning of year	2019-12-31	$17,185,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$757,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$405,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$405,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$4,067
Net investment gain or loss from common/collective trusts	2019-12-31	$1,812,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,407,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$990,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	NICHOLAS LAPIER
Accountancy firm EIN	2019-12-31	320048525
2018 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,357,530
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$497,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$430,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,313,686
Value of total assets at end of year	2018-12-31	$17,590,631
Value of total assets at beginning of year	2018-12-31	$16,730,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$67,519
Total interest from all sources	2018-12-31	$3,110
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$122,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$122,530
Administrative expenses professional fees incurred	2018-12-31	$42,307
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$19,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$859,684
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,590,631
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$16,730,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$6,000
Value of interest in common/collective trusts at end of year	2018-12-31	$17,185,630
Value of interest in common/collective trusts at beginning of year	2018-12-31	$16,244,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$405,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$486,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$486,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,110
Net investment gain or loss from common/collective trusts	2018-12-31	$-81,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,313,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$430,327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	NICHOLAS LAPIER
Accountancy firm EIN	2018-12-31	320048525
2017 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,479,074
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$656,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$588,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,173,746
Value of total assets at end of year	2017-12-31	$16,730,947
Value of total assets at beginning of year	2017-12-31	$14,907,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$67,172
Total interest from all sources	2017-12-31	$3,145
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$113,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$113,524
Administrative expenses professional fees incurred	2017-12-31	$51,200
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$9,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,822,983
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,730,947
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,907,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$6,000
Value of interest in common/collective trusts at end of year	2017-12-31	$16,244,895
Value of interest in common/collective trusts at beginning of year	2017-12-31	$14,506,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$486,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$401,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$401,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,145
Net investment gain or loss from common/collective trusts	2017-12-31	$1,188,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,173,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$588,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2017-12-31	320048525
2016 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,753,962
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$841,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$771,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$963,177
Value of total assets at end of year	2016-12-31	$14,907,964
Value of total assets at beginning of year	2016-12-31	$13,995,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$70,837
Total interest from all sources	2016-12-31	$1,057
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$101,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$101,494
Administrative expenses professional fees incurred	2016-12-31	$49,924
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Other income not declared elsewhere	2016-12-31	$7,200
Administrative expenses (other) incurred	2016-12-31	$14,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$912,104
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,907,964
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,995,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$6,000
Value of interest in common/collective trusts at end of year	2016-12-31	$14,506,397
Value of interest in common/collective trusts at beginning of year	2016-12-31	$13,723,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$401,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$271,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$271,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,057
Net investment gain or loss from common/collective trusts	2016-12-31	$681,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$963,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$771,021
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2016-12-31	320048525
2015 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,147,053
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$750,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$644,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$814,043
Value of total assets at end of year	2015-12-31	$13,995,860
Value of total assets at beginning of year	2015-12-31	$13,599,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$106,190
Total interest from all sources	2015-12-31	$158
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$54,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$54,962
Administrative expenses professional fees incurred	2015-12-31	$64,765
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$33,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$396,236
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,995,860
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,599,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$7,500
Value of interest in common/collective trusts at end of year	2015-12-31	$13,723,869
Value of interest in common/collective trusts at beginning of year	2015-12-31	$13,141,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$271,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$458,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$458,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$158
Net investment gain or loss from common/collective trusts	2015-12-31	$277,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$814,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$644,627
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2015-12-31	320048525
2014 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,672,772
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$672,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$610,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$823,373
Value of total assets at end of year	2014-12-31	$13,599,624
Value of total assets at beginning of year	2014-12-31	$12,599,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$62,205
Total interest from all sources	2014-12-31	$102
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$35,089
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$22,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,000,538
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,599,624
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,599,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$4,500
Value of interest in common/collective trusts at end of year	2014-12-31	$13,141,016
Value of interest in common/collective trusts at beginning of year	2014-12-31	$12,433,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$458,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$165,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$165,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$102
Net investment gain or loss from common/collective trusts	2014-12-31	$849,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$823,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$610,029
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	NICHOLAS LAPIER PC CPA
Accountancy firm EIN	2014-12-31	320048525
2013 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,912,002
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$654,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$587,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$684,786
Value of total assets at end of year	2013-12-31	$12,599,086
Value of total assets at beginning of year	2013-12-31	$11,341,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$66,926
Total interest from all sources	2013-12-31	$66
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$32,258
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$28,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,257,159
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,599,086
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,341,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$6,000
Value of interest in common/collective trusts at end of year	2013-12-31	$12,433,495
Value of interest in common/collective trusts at beginning of year	2013-12-31	$11,206,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$165,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$135,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$135,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$66
Net investment gain or loss from common/collective trusts	2013-12-31	$1,227,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$684,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$587,917
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	NICHOLAS LAPIER PC CPA
Accountancy firm EIN	2013-12-31	320048525
2012 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,510,347
Total of all expenses incurred	2012-12-31	$945,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$884,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$705,927
Value of total assets at end of year	2012-12-31	$11,341,927
Value of total assets at beginning of year	2012-12-31	$10,776,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$60,172
Total interest from all sources	2012-12-31	$80
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$25,587
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$28,585
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	$565,277
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,341,927
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,776,650
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
Investment advisory and management fees	2012-12-31	$6,000
Value of interest in common/collective trusts at end of year	2012-12-31	$11,206,344
Value of interest in common/collective trusts at beginning of year	2012-12-31	$10,542,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$135,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$233,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$233,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$80
Net investment gain or loss from common/collective trusts	2012-12-31	$804,340
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	$705,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$884,898
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	NICHOLAS LAPIER PC CPA
Accountancy firm EIN	2012-12-31	320048525
2011 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,141,907
Total of all expenses incurred	2011-12-31	$839,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$730,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$740,489
Value of total assets at end of year	2011-12-31	$10,776,650
Value of total assets at beginning of year	2011-12-31	$10,474,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$109,170
Total interest from all sources	2011-12-31	$160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$19,892
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$83,278
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	$301,917
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,776,650
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,474,731
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
Investment advisory and management fees	2011-12-31	$6,000
Value of interest in common/collective trusts at end of year	2011-12-31	$10,542,769
Value of interest in common/collective trusts at beginning of year	2011-12-31	$10,265,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$233,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$209,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$209,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$160
Net investment gain or loss from common/collective trusts	2011-12-31	$401,258
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	$740,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$730,820
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	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2011-12-31	320048525
2010 : IBEW LOCAL 223 DEFERRED INCOME PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,428,490
Total of all expenses incurred	2010-12-31	$577,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$517,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$571,963
Value of total assets at end of year	2010-12-31	$10,474,731
Value of total assets at beginning of year	2010-12-31	$9,623,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$59,613
Total interest from all sources	2010-12-31	$302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$23,522
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other income not declared elsewhere	2010-12-31	$15,528
Administrative expenses (other) incurred	2010-12-31	$30,091
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	$851,337
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,474,731
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,623,395
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
Investment advisory and management fees	2010-12-31	$6,000
Value of interest in common/collective trusts at end of year	2010-12-31	$10,265,188
Value of interest in common/collective trusts at beginning of year	2010-12-31	$9,474,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$209,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$148,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$148,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$302
Net investment gain or loss from common/collective trusts	2010-12-31	$840,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$571,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$517,540
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	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2010-12-31	320048525

Form 5500 Responses for IBEW LOCAL 223 DEFERRED INCOME PLAN

2021: IBEW LOCAL 223 DEFERRED INCOME PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IBEW LOCAL 223 DEFERRED INCOME PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IBEW LOCAL 223 DEFERRED INCOME PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IBEW LOCAL 223 DEFERRED INCOME PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IBEW LOCAL 223 DEFERRED INCOME PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LOCAL 223 DEFERRED INCOME PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LOCAL 223 DEFERRED INCOME PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LOCAL 223 DEFERRED INCOME PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LOCAL 223 DEFERRED INCOME PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LOCAL 223 DEFERRED INCOME PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LOCAL 223 DEFERRED INCOME PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IBEW LOCAL 223 DEFERRED INCOME PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IBEW LOCAL 223 DEFERRED INCOME PLAN
Employer identification number (EIN):	046626914
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors