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LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 401k Plan overview

Plan NameLOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND
Plan identification number 501

LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Scholarship (funded)

401k Sponsoring company profile

TRUSTEES OF LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUN
Employer identification number (EIN):066147136
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01RONALD PETRONELLA2023-10-11
5012021-01-01RONALD PETRONELLA2022-10-11
5012020-01-01RONALD PETRONELLA2021-10-14
5012019-01-01RONALD PETRONELLA2020-10-15
5012018-01-01RONALD PETRONELLA2020-12-23
5012017-01-01JAMES HUGHES2018-01-11
5012016-01-01JAMES HUGHES2017-04-17
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01THOMAS WILKINSON2013-03-14
5012011-01-01THOMAS WILKINSON2012-03-01
5012010-01-01THOMAS WILKINSON2011-03-02
5012009-01-01BRIAN PETRONELLA

Plan Statistics for LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND

401k plan membership statisitcs for LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND

Measure Date Value
2022: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2022 401k membership
Total participants, beginning-of-year2022-01-0118
Total number of active participants reported on line 7a of the Form 55002022-01-0116
Total of all active and inactive participants2022-01-0116
2021: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2021 401k membership
Total participants, beginning-of-year2021-01-0119
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Total of all active and inactive participants2021-01-0118
2020: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2020 401k membership
Total participants, beginning-of-year2020-01-0120
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Total of all active and inactive participants2020-01-0119
2019: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0120
Total of all active and inactive participants2019-01-0120
2018: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Total of all active and inactive participants2018-01-0120
2009: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Total of all active and inactive participants2009-01-0116

Financial Data on LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND

Measure Date Value
2022 : LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2022 401k financial data
Total income from all sources2022-12-31$30,065
Expenses. Total of all expenses incurred2022-12-31$30,000
Benefits paid (including direct rollovers)2022-12-31$30,000
Total plan assets at end of year2022-12-31$17,807
Total plan assets at beginning of year2022-12-31$17,742
Other income received2022-12-31$65
Net income (gross income less expenses)2022-12-31$65
Net plan assets at end of year (total assets less liabilities)2022-12-31$17,807
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$17,742
Total contributions received or receivable from employer(s)2022-12-31$30,000
2021 : LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2021 401k financial data
Total income from all sources2021-12-31$34,516
Expenses. Total of all expenses incurred2021-12-31$31,500
Benefits paid (including direct rollovers)2021-12-31$31,500
Total plan assets at end of year2021-12-31$17,742
Total plan assets at beginning of year2021-12-31$14,726
Other income received2021-12-31$4,516
Net income (gross income less expenses)2021-12-31$3,016
Net plan assets at end of year (total assets less liabilities)2021-12-31$17,742
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,726
Total contributions received or receivable from employer(s)2021-12-31$30,000
2020 : LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2020 401k financial data
Total income from all sources2020-12-31$30,027
Expenses. Total of all expenses incurred2020-12-31$28,500
Benefits paid (including direct rollovers)2020-12-31$28,500
Total plan assets at end of year2020-12-31$14,726
Total plan assets at beginning of year2020-12-31$13,199
Expenses. Other expenses not covered elsewhere2020-12-31$0
Other income received2020-12-31$27
Net income (gross income less expenses)2020-12-31$1,527
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,726
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$13,199
Total contributions received or receivable from employer(s)2020-12-31$30,000
2019 : LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2019 401k financial data
Total income from all sources2019-12-31$31,572
Expenses. Total of all expenses incurred2019-12-31$30,025
Benefits paid (including direct rollovers)2019-12-31$30,000
Total plan assets at end of year2019-12-31$13,199
Total plan assets at beginning of year2019-12-31$11,652
Expenses. Other expenses not covered elsewhere2019-12-31$25
Other income received2019-12-31$1,572
Net income (gross income less expenses)2019-12-31$1,547
Net plan assets at end of year (total assets less liabilities)2019-12-31$13,199
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,652
Total contributions received or receivable from employer(s)2019-12-31$30,000
2018 : LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2018 401k financial data
Total income from all sources2018-12-31$30,030
Expenses. Total of all expenses incurred2018-12-31$30,299
Benefits paid (including direct rollovers)2018-12-31$30,000
Total plan assets at end of year2018-12-31$11,652
Total plan assets at beginning of year2018-12-31$11,921
Expenses. Other expenses not covered elsewhere2018-12-31$299
Other income received2018-12-31$30
Net income (gross income less expenses)2018-12-31$-269
Net plan assets at end of year (total assets less liabilities)2018-12-31$11,652
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$11,921
Total contributions received or receivable from employer(s)2018-12-31$30,000

Form 5500 Responses for LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND

2022: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 371 ROBERT BURKE PETRONELLA MEMORIAL SCHOLARSHIP FUND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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