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NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameNEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN
Plan identification number 001

NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NE BAKERY DRIVERS COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:NE BAKERY DRIVERS COUNCIL
Employer identification number (EIN):066393899
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01JEFFREY PADELLARO JOHN HEISE2018-10-15
0012016-01-01JOHN HEISE JEFFREY PADELLARO2017-10-16
0012015-01-01JEFFREY PADELLARO JOHN HEISE2016-10-17
0012014-01-01JEFFREY PADELLARO JOHN HEISE2015-10-15
0012013-01-01JOHN HEISE JEFFREY PADELLARO2014-10-15
0012012-01-01JOHN HEISE JOHN HEISE2013-10-15
0012011-01-01JOHN HEISE
0012009-01-01JEFFREY PADELLARO JOHN HEISE2010-10-13

Plan Statistics for NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN

Measure Date Value
2019: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,957
Total number of active participants reported on line 7a of the Form 55002019-01-012,798
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01464
Total of all active and inactive participants2019-01-013,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-013,267
Number of participants with account balances2019-01-011,574
Number of employers contributing to the scheme2019-01-0112
2018: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,793
Total number of active participants reported on line 7a of the Form 55002018-01-011,815
Number of other retired or separated participants entitled to future benefits2018-01-01142
Total of all active and inactive participants2018-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,957
Number of participants with account balances2018-01-011,265
Number of employers contributing to the scheme2018-01-015
2017: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,658
Total number of active participants reported on line 7a of the Form 55002017-01-011,558
Number of other retired or separated participants entitled to future benefits2017-01-01127
Total of all active and inactive participants2017-01-011,685
Total participants2017-01-011,685
Number of participants with account balances2017-01-011,271
Number of employers contributing to the scheme2017-01-015
2016: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,621
Total number of active participants reported on line 7a of the Form 55002016-01-011,557
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-011,658
Total participants2016-01-011,658
Number of participants with account balances2016-01-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-015
2015: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,568
Total number of active participants reported on line 7a of the Form 55002015-01-011,531
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-011,621
Total participants2015-01-011,621
Number of participants with account balances2015-01-011,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-015
2014: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,375
Total number of active participants reported on line 7a of the Form 55002014-01-011,493
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-011,568
Total participants2014-01-011,568
Number of participants with account balances2014-01-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-015
2013: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,548
Total number of active participants reported on line 7a of the Form 55002013-01-011,295
Number of other retired or separated participants entitled to future benefits2013-01-0180
Total of all active and inactive participants2013-01-011,375
Total participants2013-01-011,375
Number of participants with account balances2013-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-015
2012: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,551
Total number of active participants reported on line 7a of the Form 55002012-01-011,360
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01188
Total of all active and inactive participants2012-01-011,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,548
Number of participants with account balances2012-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-015
2011: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,497
Total number of active participants reported on line 7a of the Form 55002011-01-011,491
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-011,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,551
Number of participants with account balances2011-01-011,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-015
2009: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,683
Total number of active participants reported on line 7a of the Form 55002009-01-012,168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-012,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,238
Number of participants with account balances2009-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-015

Financial Data on NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN

Measure Date Value
2019 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,631,728
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,631,728
Total unrealized appreciation/depreciation of assets2019-12-31$3,631,728
Total unrealized appreciation/depreciation of assets2019-12-31$3,631,728
Total transfer of assets to this plan2019-12-31$5,051,389
Total transfer of assets to this plan2019-12-31$5,051,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$62,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$62,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$58,662
Total income from all sources (including contributions)2019-12-31$7,553,462
Total income from all sources (including contributions)2019-12-31$7,553,462
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,115,413
Total of all expenses incurred2019-12-31$2,115,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,800,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,800,991
Expenses. Certain deemed distributions of participant loans2019-12-31$112,366
Expenses. Certain deemed distributions of participant loans2019-12-31$112,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,132,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,132,772
Value of total assets at end of year2019-12-31$33,470,351
Value of total assets at end of year2019-12-31$33,470,351
Value of total assets at beginning of year2019-12-31$22,977,480
Value of total assets at beginning of year2019-12-31$22,977,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$202,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$202,056
Total interest from all sources2019-12-31$43,071
Total interest from all sources2019-12-31$43,071
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,450,989
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,450,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,450,989
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,450,989
Administrative expenses professional fees incurred2019-12-31$42,340
Administrative expenses professional fees incurred2019-12-31$42,340
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$993,979
Contributions received from participants2019-12-31$993,979
Participant contributions at end of year2019-12-31$677,678
Participant contributions at end of year2019-12-31$677,678
Participant contributions at beginning of year2019-12-31$673,669
Participant contributions at beginning of year2019-12-31$673,669
Participant contributions at end of year2019-12-31$16,617
Participant contributions at end of year2019-12-31$16,617
Participant contributions at beginning of year2019-12-31$20,488
Participant contributions at beginning of year2019-12-31$20,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$44,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$44,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,986
Other income not declared elsewhere2019-12-31$250,059
Other income not declared elsewhere2019-12-31$250,059
Administrative expenses (other) incurred2019-12-31$21,257
Administrative expenses (other) incurred2019-12-31$21,257
Liabilities. Value of operating payables at end of year2019-12-31$62,095
Liabilities. Value of operating payables at end of year2019-12-31$62,095
Liabilities. Value of operating payables at beginning of year2019-12-31$58,662
Liabilities. Value of operating payables at beginning of year2019-12-31$58,662
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$10,637
Total non interest bearing cash at beginning of year2019-12-31$10,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,438,049
Value of net income/loss2019-12-31$5,438,049
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,408,256
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,408,256
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,918,818
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,918,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,058,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,058,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,794,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,794,387
Interest on participant loans2019-12-31$40,233
Interest on participant loans2019-12-31$40,233
Value of interest in common/collective trusts at end of year2019-12-31$2,285,798
Value of interest in common/collective trusts at end of year2019-12-31$2,285,798
Value of interest in common/collective trusts at beginning of year2019-12-31$1,125,288
Value of interest in common/collective trusts at beginning of year2019-12-31$1,125,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$271,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$271,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$214,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$214,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$214,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$214,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,138,793
Contributions received in cash from employer2019-12-31$1,138,793
Employer contributions (assets) at end of year2019-12-31$116,286
Employer contributions (assets) at end of year2019-12-31$116,286
Employer contributions (assets) at beginning of year2019-12-31$119,361
Employer contributions (assets) at beginning of year2019-12-31$119,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,800,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,800,991
Contract administrator fees2019-12-31$138,459
Contract administrator fees2019-12-31$138,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31D'ARCANGELO & CO, LLP
Accountancy firm name2019-12-31D'ARCANGELO & CO, LLP
Accountancy firm EIN2019-12-31132550103
Accountancy firm EIN2019-12-31132550103
2018 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$32,075
Total income from all sources (including contributions)2018-12-31$968,808
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,043,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,818,014
Expenses. Certain deemed distributions of participant loans2018-12-31$37,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,728,181
Value of total assets at end of year2018-12-31$22,977,480
Value of total assets at beginning of year2018-12-31$26,025,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$187,508
Total interest from all sources2018-12-31$22,960
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,533,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,533,602
Administrative expenses professional fees incurred2018-12-31$44,003
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$773,550
Participant contributions at end of year2018-12-31$673,669
Participant contributions at beginning of year2018-12-31$641,180
Participant contributions at end of year2018-12-31$20,488
Participant contributions at beginning of year2018-12-31$11,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$18,968
Other income not declared elsewhere2018-12-31$227,691
Administrative expenses (other) incurred2018-12-31$24,038
Liabilities. Value of operating payables at end of year2018-12-31$58,662
Liabilities. Value of operating payables at beginning of year2018-12-31$32,075
Total non interest bearing cash at end of year2018-12-31$10,637
Total non interest bearing cash at beginning of year2018-12-31$27,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,074,393
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,918,818
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,993,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,794,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,925,605
Interest on participant loans2018-12-31$22,960
Value of interest in common/collective trusts at end of year2018-12-31$1,125,288
Value of interest in common/collective trusts at beginning of year2018-12-31$1,191,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$214,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$146,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$146,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,570,824
Net investment gain or loss from common/collective trusts2018-12-31$27,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$954,631
Employer contributions (assets) at end of year2018-12-31$119,361
Employer contributions (assets) at beginning of year2018-12-31$63,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,818,014
Contract administrator fees2018-12-31$119,467
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2018-12-31132550103
2017 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$540,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,073
Total income from all sources (including contributions)2017-12-31$5,769,496
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,301,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,103,506
Expenses. Certain deemed distributions of participant loans2017-12-31$8,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,658,870
Value of total assets at end of year2017-12-31$26,025,286
Value of total assets at beginning of year2017-12-31$22,020,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$190,278
Total interest from all sources2017-12-31$22,301
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,265,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,265,948
Administrative expenses professional fees incurred2017-12-31$39,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$733,807
Participant contributions at end of year2017-12-31$641,180
Participant contributions at beginning of year2017-12-31$417,896
Participant contributions at end of year2017-12-31$11,264
Participant contributions at beginning of year2017-12-31$14,155
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$101,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$18,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$19,271
Other income not declared elsewhere2017-12-31$225,196
Administrative expenses (other) incurred2017-12-31$20,183
Liabilities. Value of operating payables at end of year2017-12-31$32,075
Liabilities. Value of operating payables at beginning of year2017-12-31$35,073
Total non interest bearing cash at end of year2017-12-31$27,354
Total non interest bearing cash at beginning of year2017-12-31$96,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,467,630
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,993,211
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,985,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,925,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,089,143
Interest on participant loans2017-12-31$21,493
Value of interest in common/collective trusts at end of year2017-12-31$1,191,685
Value of interest in common/collective trusts at beginning of year2017-12-31$1,248,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$146,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,577,247
Net investment gain or loss from common/collective trusts2017-12-31$19,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$823,268
Employer contributions (assets) at end of year2017-12-31$63,046
Employer contributions (assets) at beginning of year2017-12-31$134,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,103,506
Contract administrator fees2017-12-31$131,095
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2017-12-31132550103
2016 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$54,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$39,308
Total income from all sources (including contributions)2016-12-31$3,683,465
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,272,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,035,816
Expenses. Certain deemed distributions of participant loans2016-12-31$29,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,960,989
Value of total assets at end of year2016-12-31$22,020,339
Value of total assets at beginning of year2016-12-31$19,558,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$207,314
Total interest from all sources2016-12-31$11,428
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$765,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$765,866
Administrative expenses professional fees incurred2016-12-31$55,460
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$733,707
Participant contributions at end of year2016-12-31$417,896
Participant contributions at beginning of year2016-12-31$343,201
Participant contributions at end of year2016-12-31$14,155
Participant contributions at beginning of year2016-12-31$22,401
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$216,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$19,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$19,322
Other income not declared elsewhere2016-12-31$215,782
Administrative expenses (other) incurred2016-12-31$27,446
Liabilities. Value of operating payables at end of year2016-12-31$35,073
Liabilities. Value of operating payables at beginning of year2016-12-31$39,308
Total non interest bearing cash at end of year2016-12-31$96,343
Total non interest bearing cash at beginning of year2016-12-31$69,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,411,132
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,985,266
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,519,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,089,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,058,330
Interest on participant loans2016-12-31$11,428
Value of interest in common/collective trusts at end of year2016-12-31$1,248,741
Value of interest in common/collective trusts at beginning of year2016-12-31$955,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$719,071
Net investment gain or loss from common/collective trusts2016-12-31$10,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,010,967
Employer contributions (assets) at end of year2016-12-31$134,790
Employer contributions (assets) at beginning of year2016-12-31$90,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,035,816
Contract administrator fees2016-12-31$124,408
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2016-12-31132550103
2015 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$39,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$39,769
Total income from all sources (including contributions)2015-12-31$1,822,759
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,088,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$922,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,556,814
Value of total assets at end of year2015-12-31$19,558,896
Value of total assets at beginning of year2015-12-31$18,824,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$165,747
Total interest from all sources2015-12-31$9,610
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$993,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$993,211
Administrative expenses professional fees incurred2015-12-31$26,588
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$648,295
Participant contributions at end of year2015-12-31$343,201
Participant contributions at beginning of year2015-12-31$255,842
Participant contributions at end of year2015-12-31$22,401
Participant contributions at beginning of year2015-12-31$8,035
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$19,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,661
Other income not declared elsewhere2015-12-31$187,371
Administrative expenses (other) incurred2015-12-31$19,111
Liabilities. Value of operating payables at end of year2015-12-31$39,308
Liabilities. Value of operating payables at beginning of year2015-12-31$39,769
Total non interest bearing cash at end of year2015-12-31$69,906
Total non interest bearing cash at beginning of year2015-12-31$33,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$734,500
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,519,588
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,785,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,058,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,590,035
Interest on participant loans2015-12-31$9,610
Value of interest in common/collective trusts at end of year2015-12-31$955,183
Value of interest in common/collective trusts at beginning of year2015-12-31$846,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-928,113
Net investment gain or loss from common/collective trusts2015-12-31$3,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$889,757
Employer contributions (assets) at end of year2015-12-31$90,553
Employer contributions (assets) at beginning of year2015-12-31$65,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$922,512
Contract administrator fees2015-12-31$120,048
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31D'ARCANGELO & CO. , LLP
Accountancy firm EIN2015-12-31132550103
2014 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$39,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,502
Total income from all sources (including contributions)2014-12-31$2,350,666
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,516,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,389,624
Expenses. Certain deemed distributions of participant loans2014-12-31$5,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,188,472
Value of total assets at end of year2014-12-31$18,824,857
Value of total assets at beginning of year2014-12-31$17,956,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$121,413
Total interest from all sources2014-12-31$8,744
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,101,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,101,081
Administrative expenses professional fees incurred2014-12-31$15,488
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$262,389
Participant contributions at end of year2014-12-31$255,842
Participant contributions at beginning of year2014-12-31$243,848
Participant contributions at end of year2014-12-31$8,035
Participant contributions at beginning of year2014-12-31$1,140
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$142,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,661
Other income not declared elsewhere2014-12-31$120,556
Administrative expenses (other) incurred2014-12-31$22,031
Liabilities. Value of operating payables at end of year2014-12-31$39,769
Liabilities. Value of operating payables at beginning of year2014-12-31$5,502
Total non interest bearing cash at end of year2014-12-31$33,102
Total non interest bearing cash at beginning of year2014-12-31$17,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$833,898
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,785,088
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,951,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,590,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,429,573
Interest on participant loans2014-12-31$8,744
Value of interest in common/collective trusts at end of year2014-12-31$846,854
Value of interest in common/collective trusts at beginning of year2014-12-31$1,212,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-72,978
Net investment gain or loss from common/collective trusts2014-12-31$4,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$783,883
Employer contributions (assets) at end of year2014-12-31$65,328
Employer contributions (assets) at beginning of year2014-12-31$52,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,389,624
Contract administrator fees2014-12-31$83,894
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2014-12-31132550103
2013 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,785
Total income from all sources (including contributions)2013-12-31$3,906,033
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,733,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,691,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$978,462
Value of total assets at end of year2013-12-31$17,956,692
Value of total assets at beginning of year2013-12-31$16,783,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,432
Total interest from all sources2013-12-31$8,680
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$637,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$637,003
Administrative expenses professional fees incurred2013-12-31$15,388
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$199,381
Participant contributions at end of year2013-12-31$243,848
Participant contributions at beginning of year2013-12-31$201,951
Participant contributions at end of year2013-12-31$1,140
Participant contributions at beginning of year2013-12-31$3,613
Administrative expenses (other) incurred2013-12-31$17,044
Liabilities. Value of operating payables at end of year2013-12-31$5,502
Liabilities. Value of operating payables at beginning of year2013-12-31$4,785
Total non interest bearing cash at end of year2013-12-31$17,316
Total non interest bearing cash at beginning of year2013-12-31$23,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,172,718
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,951,190
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,778,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,429,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,451,709
Interest on participant loans2013-12-31$8,680
Value of interest in common/collective trusts at end of year2013-12-31$1,212,175
Value of interest in common/collective trusts at beginning of year2013-12-31$2,033,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,274,982
Net investment gain or loss from common/collective trusts2013-12-31$6,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$779,081
Employer contributions (assets) at end of year2013-12-31$52,640
Employer contributions (assets) at beginning of year2013-12-31$69,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,691,883
Contract administrator fees2013-12-31$9,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2013-12-31132550103
2012 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,263,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,771
Total income from all sources (including contributions)2012-12-31$2,777,486
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,491,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,437,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$987,392
Value of total assets at end of year2012-12-31$16,783,257
Value of total assets at beginning of year2012-12-31$13,232,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,906
Total interest from all sources2012-12-31$12,675
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$279,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$279,275
Administrative expenses professional fees incurred2012-12-31$26,887
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$115,641
Participant contributions at end of year2012-12-31$201,951
Participant contributions at end of year2012-12-31$3,613
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$90,662
Administrative expenses (other) incurred2012-12-31$18,019
Liabilities. Value of operating payables at end of year2012-12-31$4,785
Liabilities. Value of operating payables at beginning of year2012-12-31$3,771
Total non interest bearing cash at end of year2012-12-31$23,083
Total non interest bearing cash at beginning of year2012-12-31$24,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,286,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,778,472
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,228,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,451,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,622,697
Interest on participant loans2012-12-31$12,675
Value of interest in common/collective trusts at end of year2012-12-31$2,033,515
Value of interest in common/collective trusts at beginning of year2012-12-31$1,523,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,484,447
Net investment gain or loss from common/collective trusts2012-12-31$13,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$781,089
Employer contributions (assets) at end of year2012-12-31$69,386
Employer contributions (assets) at beginning of year2012-12-31$61,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,437,169
Contract administrator fees2012-12-31$9,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2012-12-31132550103
2011 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,771
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$719,405
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$539,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$491,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$720,843
Value of total assets at end of year2011-12-31$13,232,179
Value of total assets at beginning of year2011-12-31$13,048,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,472
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$18,217
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$720,843
Amount contributed by the employer to the plan for this plan year2011-12-31$720,843
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$22,362
Administrative expenses (other) incurred2011-12-31$20,255
Liabilities. Value of operating payables at end of year2011-12-31$3,771
Total non interest bearing cash at end of year2011-12-31$24,099
Total non interest bearing cash at beginning of year2011-12-31$1,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$180,039
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,228,408
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,048,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,622,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,622,634
Value of interest in common/collective trusts at end of year2011-12-31$1,523,554
Value of interest in common/collective trusts at beginning of year2011-12-31$1,356,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-46,020
Net investment gain or loss from common/collective trusts2011-12-31$22,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$720,843
Employer contributions (assets) at end of year2011-12-31$61,829
Employer contributions (assets) at beginning of year2011-12-31$56,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$491,894
Contract administrator fees2011-12-31$9,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2011-12-31132550103
2010 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,999,645
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$260,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$220,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$742,760
Value of total assets at end of year2010-12-31$13,048,369
Value of total assets at beginning of year2010-12-31$11,308,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,012
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$27,520
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$742,760
Amount contributed by the employer to the plan for this plan year2010-12-31$742,760
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$3,492
Total non interest bearing cash at end of year2010-12-31$1,882
Total non interest bearing cash at beginning of year2010-12-31$1,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,739,542
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,048,369
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,308,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,622,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,041,320
Value of interest in common/collective trusts at end of year2010-12-31$1,356,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,205,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,205,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,247,224
Net investment gain or loss from common/collective trusts2010-12-31$9,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$742,760
Employer contributions (assets) at end of year2010-12-31$56,110
Employer contributions (assets) at beginning of year2010-12-31$59,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$220,091
Contract administrator fees2010-12-31$9,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2010-12-31132550103
2009 : NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$687,601
Amount contributed by the employer to the plan for this plan year2009-12-31$687,601

Form 5500 Responses for NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN

2019: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEW ENGLAND TEAMSTERS SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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