401k Plan data: STAFF RETIREMENT PLAN OF LOCAL 475 plan

STAFF RETIREMENT PLAN OF LOCAL 475 401k Plan overview

Plan Name	STAFF RETIREMENT PLAN OF LOCAL 475
Plan identification number	001

STAFF RETIREMENT PLAN OF LOCAL 475 Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOARD OF TRUSTEES STAFF RETIREMENT PLAN OF LOCAL 475 has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES STAFF RETIREMENT PLAN OF LOCAL 475

Employer identification number (EIN): 132996854

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAFF RETIREMENT PLAN OF LOCAL 475

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 PETER VAUPEL
001 2023-01-01
001 2023-01-01 PETER VAUPEL
001 2022-01-01 PETER VAUPEL 2023-10-10 EDUARDO MELENDEZ 2023-10-10
001 2021-01-01 PETER VAUPEL 2022-07-29 EDUARDO MELENDEZ 2022-07-29
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 PETER VAUPEL
001 2017-01-01 PETER VAUPEL
001 2016-01-01 PETER VAUPEL
001 2015-01-01 PETER VAUPEL
001 2015-01-01 PETER VAUPEL
001 2014-01-01 PETER VAUPEL
001 2013-01-01 GIOVANNI A. GOMEZ
001 2012-01-01 GIOVANNI GOMEZ
001 2011-01-01 WILLIAM CLEMANS
001 2009-01-01 GIOVANNI GOMEZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	PETER VAUPEL
001	2023-01-01
001	2023-01-01	PETER VAUPEL
001	2022-01-01	PETER VAUPEL	2023-10-10	EDUARDO MELENDEZ	2023-10-10
001	2021-01-01	PETER VAUPEL	2022-07-29	EDUARDO MELENDEZ	2022-07-29
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	PETER VAUPEL
001	2017-01-01	PETER VAUPEL
001	2016-01-01	PETER VAUPEL
001	2015-01-01	PETER VAUPEL
001	2015-01-01	PETER VAUPEL
001	2014-01-01	PETER VAUPEL
001	2013-01-01	GIOVANNI A. GOMEZ
001	2012-01-01	GIOVANNI GOMEZ
001	2011-01-01	WILLIAM CLEMANS
001	2009-01-01	GIOVANNI GOMEZ

Plan Statistics for STAFF RETIREMENT PLAN OF LOCAL 475

401k plan membership statisitcs for STAFF RETIREMENT PLAN OF LOCAL 475

Measure Date Value
2023: STAFF RETIREMENT PLAN OF LOCAL 475 2023 401k membership
Total participants, beginning-of-year 2023-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 6
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 14
Total participants 2023-01-01 14
2022: STAFF RETIREMENT PLAN OF LOCAL 475 2022 401k membership
Market value of plan assets 2022-12-31 5,238,505
Acturial value of plan assets 2022-12-31 5,238,505
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,693,210
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 206,997
Active participant vested funding target 2022-12-31 1,302,284
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 1,302,284
Total participant count 2022-12-31 13
Total funding target for all participants 2022-12-31 3,202,491
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 1,790,827
Prefunding balanced used to offset prior years funding requirement 2022-12-31 100,098
Amount remaining of prefunding balance 2022-12-31 1,690,729
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 2,010,615
Total employer contributions 2022-12-31 30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 29,121
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 89,780
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 64,381
Prefunding balance elected to use to offset funding requirement 2022-12-31 35,260
Additional cash requirement 2022-12-31 29,121
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 29,121
Unpaid minimum required contributions for current year 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 13
Total participants 2022-01-01 13
2021: STAFF RETIREMENT PLAN OF LOCAL 475 2021 401k membership
Market value of plan assets 2021-12-31 4,652,315
Acturial value of plan assets 2021-12-31 4,652,315
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,776,475
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 188,194
Active participant vested funding target 2021-12-31 1,121,173
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 1,137,546
Total participant count 2021-12-31 13
Total funding target for all participants 2021-12-31 3,102,215
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 1,769,307
Prefunding balanced used to offset prior years funding requirement 2021-12-31 194,123
Amount remaining of prefunding balance 2021-12-31 1,575,184
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 1,790,827
Total employer contributions 2021-12-31 30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 29,089
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 106,741
Net shortfall amortization installment of oustanding balance 2021-12-31 240,727
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 129,187
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 100,098
Additional cash requirement 2021-12-31 29,089
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 29,089
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 13
Total participants 2021-01-01 13
2020: STAFF RETIREMENT PLAN OF LOCAL 475 2020 401k membership
Market value of plan assets 2020-12-31 4,367,196
Acturial value of plan assets 2020-12-31 4,367,196
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,037,822
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 184,007
Active participant vested funding target 2020-12-31 1,017,111
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 1,025,058
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 3,246,887
Balance at beginning of prior year after applicable adjustments 2020-12-31 303,614
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,528,226
Amount remaining of carryover balance 2020-12-31 303,614
Amount remaining of prefunding balance 2020-12-31 1,528,226
Present value of excess contributions 2020-12-31 1,223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,287
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 1,287
Reductions in caryover balances due to elections or deemed elections 2020-12-31 371,320
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 101,000
Balance of prefunding at beginning of current year 2020-12-31 1,769,307
Total employer contributions 2020-12-31 30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 29,058
Minimum required contributions for current year target normal cost 2020-12-31 118,062
Net shortfall amortization installment of oustanding balance 2020-12-31 648,998
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 223,181
Prefunding balance elected to use to offset funding requirement 2020-12-31 194,123
Additional cash requirement 2020-12-31 29,058
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 29,058
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 13
Total participants 2020-01-01 13
2019: STAFF RETIREMENT PLAN OF LOCAL 475 2019 401k membership
Market value of plan assets 2019-12-31 3,837,714
Acturial value of plan assets 2019-12-31 3,837,714
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,286,162
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 169,045
Active participant vested funding target 2019-12-31 48,965
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 48,965
Total participant count 2019-12-31 14
Total funding target for all participants 2019-12-31 2,504,172
Balance at beginning of prior year after applicable adjustments 2019-12-31 4,136,690
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,560,789
Amount remaining of carryover balance 2019-12-31 4,136,690
Amount remaining of prefunding balance 2019-12-31 1,560,789
Present value of excess contributions 2019-12-31 2,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 2,555
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 2,555
Balance of carryovers at beginning of current year 2019-12-31 4,043,614
Balance of prefunding at beginning of current year 2019-12-31 1,528,226
Total employer contributions 2019-12-31 30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 29,106
Minimum required contributions for current year target normal cost 2019-12-31 27,883
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 27,883
Additional cash requirement 2019-12-31 27,883
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 29,106
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 14
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 0
2018: STAFF RETIREMENT PLAN OF LOCAL 475 2018 401k membership
Market value of plan assets 2018-12-31 4,252,647
Acturial value of plan assets 2018-12-31 4,252,647
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,479,289
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 153,651
Active participant vested funding target 2018-12-31 45,187
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 45,187
Total participant count 2018-12-31 14
Total funding target for all participants 2018-12-31 2,678,127
Balance at beginning of prior year after applicable adjustments 2018-12-31 3,612,830
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,359,833
Amount remaining of carryover balance 2018-12-31 3,612,830
Amount remaining of prefunding balance 2018-12-31 1,359,833
Present value of excess contributions 2018-12-31 3,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 3,780
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 3,780
Balance of carryovers at beginning of current year 2018-12-31 4,136,690
Balance of prefunding at beginning of current year 2018-12-31 1,560,789
Total employer contributions 2018-12-31 30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 29,040
Minimum required contributions for current year target normal cost 2018-12-31 26,616
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 26,616
Additional cash requirement 2018-12-31 26,616
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 29,040
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 14
Total participants 2018-01-01 14
2017: STAFF RETIREMENT PLAN OF LOCAL 475 2017 401k membership
Market value of plan assets 2017-12-31 4,013,481
Acturial value of plan assets 2017-12-31 4,013,481
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,398,881
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 135,600
Active participant vested funding target 2017-12-31 39,786
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 29,786
Total participant count 2017-12-31 14
Total funding target for all participants 2017-12-31 2,564,267
Balance at beginning of prior year after applicable adjustments 2017-12-31 3,367,347
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 1,267,201
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 624
Amount remaining of carryover balance 2017-12-31 3,366,723
Amount remaining of prefunding balance 2017-12-31 1,267,201
Balance of carryovers at beginning of current year 2017-12-31 3,612,830
Balance of prefunding at beginning of current year 2017-12-31 1,359,833
Total employer contributions 2017-12-31 30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 29,017
Minimum required contributions for current year target normal cost 2017-12-31 25,445
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 25,445
Additional cash requirement 2017-12-31 25,445
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 29,017
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 14
Total participants 2017-01-01 14
2016: STAFF RETIREMENT PLAN OF LOCAL 475 2016 401k membership
Market value of plan assets 2016-12-31 4,086,911
Acturial value of plan assets 2016-12-31 4,086,911
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,452,215
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 122,508
Active participant vested funding target 2016-12-31 36,472
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 36,472
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 2,611,195
Balance at beginning of prior year after applicable adjustments 2016-12-31 3,331,363
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1,253,537
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 324
Amount remaining of carryover balance 2016-12-31 3,331,039
Amount remaining of prefunding balance 2016-12-31 1,253,537
Balance of carryovers at beginning of current year 2016-12-31 3,367,347
Balance of prefunding at beginning of current year 2016-12-31 1,267,201
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 28,746
Minimum required contributions for current year target normal cost 2016-12-31 29,370
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 29,370
Carryover balance elected to use to offset funding requirement 2016-12-31 624
Additional cash requirement 2016-12-31 28,746
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 28,746
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STAFF RETIREMENT PLAN OF LOCAL 475 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 14
Total participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STAFF RETIREMENT PLAN OF LOCAL 475 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STAFF RETIREMENT PLAN OF LOCAL 475 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 3
2012: STAFF RETIREMENT PLAN OF LOCAL 475 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 14
Total participants 2012-01-01 14
2011: STAFF RETIREMENT PLAN OF LOCAL 475 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 0
2009: STAFF RETIREMENT PLAN OF LOCAL 475 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 8
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 14
Total participants 2009-01-01 14

Measure	Date	Value
2023: STAFF RETIREMENT PLAN OF LOCAL 475 2023 401k membership
Total participants, beginning-of-year	2023-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	6
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	14
Total participants	2023-01-01	14
2022: STAFF RETIREMENT PLAN OF LOCAL 475 2022 401k membership
Market value of plan assets	2022-12-31	5,238,505
Acturial value of plan assets	2022-12-31	5,238,505
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,693,210
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	206,997
Active participant vested funding target	2022-12-31	1,302,284
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	1,302,284
Total participant count	2022-12-31	13
Total funding target for all participants	2022-12-31	3,202,491
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	1,790,827
Prefunding balanced used to offset prior years funding requirement	2022-12-31	100,098
Amount remaining of prefunding balance	2022-12-31	1,690,729
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	2,010,615
Total employer contributions	2022-12-31	30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	29,121
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	89,780
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	64,381
Prefunding balance elected to use to offset funding requirement	2022-12-31	35,260
Additional cash requirement	2022-12-31	29,121
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	29,121
Unpaid minimum required contributions for current year	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	13
Total participants	2022-01-01	13
2021: STAFF RETIREMENT PLAN OF LOCAL 475 2021 401k membership
Market value of plan assets	2021-12-31	4,652,315
Acturial value of plan assets	2021-12-31	4,652,315
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,776,475
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	188,194
Active participant vested funding target	2021-12-31	1,121,173
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	1,137,546
Total participant count	2021-12-31	13
Total funding target for all participants	2021-12-31	3,102,215
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	1,769,307
Prefunding balanced used to offset prior years funding requirement	2021-12-31	194,123
Amount remaining of prefunding balance	2021-12-31	1,575,184
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	1,790,827
Total employer contributions	2021-12-31	30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	29,089
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	106,741
Net shortfall amortization installment of oustanding balance	2021-12-31	240,727
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	129,187
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	100,098
Additional cash requirement	2021-12-31	29,089
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	29,089
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	13
Total participants	2021-01-01	13
2020: STAFF RETIREMENT PLAN OF LOCAL 475 2020 401k membership
Market value of plan assets	2020-12-31	4,367,196
Acturial value of plan assets	2020-12-31	4,367,196
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,037,822
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	184,007
Active participant vested funding target	2020-12-31	1,017,111
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	1,025,058
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	3,246,887
Balance at beginning of prior year after applicable adjustments	2020-12-31	303,614
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,528,226
Amount remaining of carryover balance	2020-12-31	303,614
Amount remaining of prefunding balance	2020-12-31	1,528,226
Present value of excess contributions	2020-12-31	1,223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,287
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	1,287
Reductions in caryover balances due to elections or deemed elections	2020-12-31	371,320
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	101,000
Balance of prefunding at beginning of current year	2020-12-31	1,769,307
Total employer contributions	2020-12-31	30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	29,058
Minimum required contributions for current year target normal cost	2020-12-31	118,062
Net shortfall amortization installment of oustanding balance	2020-12-31	648,998
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	223,181
Prefunding balance elected to use to offset funding requirement	2020-12-31	194,123
Additional cash requirement	2020-12-31	29,058
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	29,058
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	13
Total participants	2020-01-01	13
2019: STAFF RETIREMENT PLAN OF LOCAL 475 2019 401k membership
Market value of plan assets	2019-12-31	3,837,714
Acturial value of plan assets	2019-12-31	3,837,714
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,286,162
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	169,045
Active participant vested funding target	2019-12-31	48,965
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	48,965
Total participant count	2019-12-31	14
Total funding target for all participants	2019-12-31	2,504,172
Balance at beginning of prior year after applicable adjustments	2019-12-31	4,136,690
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,560,789
Amount remaining of carryover balance	2019-12-31	4,136,690
Amount remaining of prefunding balance	2019-12-31	1,560,789
Present value of excess contributions	2019-12-31	2,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	2,555
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	2,555
Balance of carryovers at beginning of current year	2019-12-31	4,043,614
Balance of prefunding at beginning of current year	2019-12-31	1,528,226
Total employer contributions	2019-12-31	30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	29,106
Minimum required contributions for current year target normal cost	2019-12-31	27,883
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	27,883
Additional cash requirement	2019-12-31	27,883
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	29,106
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	14
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	0
2018: STAFF RETIREMENT PLAN OF LOCAL 475 2018 401k membership
Market value of plan assets	2018-12-31	4,252,647
Acturial value of plan assets	2018-12-31	4,252,647
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,479,289
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	153,651
Active participant vested funding target	2018-12-31	45,187
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	45,187
Total participant count	2018-12-31	14
Total funding target for all participants	2018-12-31	2,678,127
Balance at beginning of prior year after applicable adjustments	2018-12-31	3,612,830
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,359,833
Amount remaining of carryover balance	2018-12-31	3,612,830
Amount remaining of prefunding balance	2018-12-31	1,359,833
Present value of excess contributions	2018-12-31	3,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	3,780
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	3,780
Balance of carryovers at beginning of current year	2018-12-31	4,136,690
Balance of prefunding at beginning of current year	2018-12-31	1,560,789
Total employer contributions	2018-12-31	30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	29,040
Minimum required contributions for current year target normal cost	2018-12-31	26,616
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	26,616
Additional cash requirement	2018-12-31	26,616
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	29,040
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	14
Total participants	2018-01-01	14
2017: STAFF RETIREMENT PLAN OF LOCAL 475 2017 401k membership
Market value of plan assets	2017-12-31	4,013,481
Acturial value of plan assets	2017-12-31	4,013,481
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,398,881
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	135,600
Active participant vested funding target	2017-12-31	39,786
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	29,786
Total participant count	2017-12-31	14
Total funding target for all participants	2017-12-31	2,564,267
Balance at beginning of prior year after applicable adjustments	2017-12-31	3,367,347
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	1,267,201
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	624
Amount remaining of carryover balance	2017-12-31	3,366,723
Amount remaining of prefunding balance	2017-12-31	1,267,201
Balance of carryovers at beginning of current year	2017-12-31	3,612,830
Balance of prefunding at beginning of current year	2017-12-31	1,359,833
Total employer contributions	2017-12-31	30,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	29,017
Minimum required contributions for current year target normal cost	2017-12-31	25,445
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	25,445
Additional cash requirement	2017-12-31	25,445
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	29,017
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	14
Total participants	2017-01-01	14
2016: STAFF RETIREMENT PLAN OF LOCAL 475 2016 401k membership
Market value of plan assets	2016-12-31	4,086,911
Acturial value of plan assets	2016-12-31	4,086,911
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,452,215
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	122,508
Active participant vested funding target	2016-12-31	36,472
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	36,472
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	2,611,195
Balance at beginning of prior year after applicable adjustments	2016-12-31	3,331,363
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,253,537
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	324
Amount remaining of carryover balance	2016-12-31	3,331,039
Amount remaining of prefunding balance	2016-12-31	1,253,537
Balance of carryovers at beginning of current year	2016-12-31	3,367,347
Balance of prefunding at beginning of current year	2016-12-31	1,267,201
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	28,746
Minimum required contributions for current year target normal cost	2016-12-31	29,370
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	29,370
Carryover balance elected to use to offset funding requirement	2016-12-31	624
Additional cash requirement	2016-12-31	28,746
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	28,746
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STAFF RETIREMENT PLAN OF LOCAL 475 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	14
Total participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STAFF RETIREMENT PLAN OF LOCAL 475 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STAFF RETIREMENT PLAN OF LOCAL 475 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	3
2012: STAFF RETIREMENT PLAN OF LOCAL 475 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	14
Total participants	2012-01-01	14
2011: STAFF RETIREMENT PLAN OF LOCAL 475 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	0
2009: STAFF RETIREMENT PLAN OF LOCAL 475 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	8
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	14
Total participants	2009-01-01	14

Financial Data on STAFF RETIREMENT PLAN OF LOCAL 475

Measure	Date	Value
2023 : STAFF RETIREMENT PLAN OF LOCAL 475 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$858
Total plan liabilities at beginning of year	2023-12-31	$1,002
Total income from all sources	2023-12-31	$853,423
Expenses. Total of all expenses incurred	2023-12-31	$322,937
Benefits paid (including direct rollovers)	2023-12-31	$290,106
Total plan assets at end of year	2023-12-31	$4,703,179
Total plan assets at beginning of year	2023-12-31	$4,172,837
Value of fidelity bond covering the plan	2023-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$32,831
Other income received	2023-12-31	$823,423
Net income (gross income less expenses)	2023-12-31	$530,486
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,702,321
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,171,835
Total contributions received or receivable from employer(s)	2023-12-31	$30,000
2022 : STAFF RETIREMENT PLAN OF LOCAL 475 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$1,002
Total plan liabilities at beginning of year	2022-12-31	$1,602
Total income from all sources	2022-12-31	$-757,635
Expenses. Total of all expenses incurred	2022-12-31	$309,035
Benefits paid (including direct rollovers)	2022-12-31	$276,402
Total plan assets at end of year	2022-12-31	$4,172,837
Total plan assets at beginning of year	2022-12-31	$5,240,107
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$32,633
Other income received	2022-12-31	$-787,635
Net income (gross income less expenses)	2022-12-31	$-1,066,670
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,171,835
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,238,505
Total contributions received or receivable from employer(s)	2022-12-31	$30,000
2021 : STAFF RETIREMENT PLAN OF LOCAL 475 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1,602
Total plan liabilities at beginning of year	2021-12-31	$4,779
Total income from all sources	2021-12-31	$894,641
Expenses. Total of all expenses incurred	2021-12-31	$308,451
Benefits paid (including direct rollovers)	2021-12-31	$276,402
Total plan assets at end of year	2021-12-31	$5,240,107
Total plan assets at beginning of year	2021-12-31	$4,657,094
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$32,049
Other income received	2021-12-31	$864,641
Net income (gross income less expenses)	2021-12-31	$586,190
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,238,505
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,652,315
Total contributions received or receivable from employer(s)	2021-12-31	$30,000
2020 : STAFF RETIREMENT PLAN OF LOCAL 475 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$4,779
Total income from all sources	2020-12-31	$607,268
Expenses. Total of all expenses incurred	2020-12-31	$322,149
Benefits paid (including direct rollovers)	2020-12-31	$290,772
Total plan assets at end of year	2020-12-31	$4,657,094
Total plan assets at beginning of year	2020-12-31	$4,367,196
Value of fidelity bond covering the plan	2020-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$31,377
Other income received	2020-12-31	$577,268
Net income (gross income less expenses)	2020-12-31	$285,119
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,652,315
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,367,196
Total contributions received or receivable from employer(s)	2020-12-31	$30,000
2019 : STAFF RETIREMENT PLAN OF LOCAL 475 2019 401k financial data
Total income from all sources	2019-12-31	$856,007
Expenses. Total of all expenses incurred	2019-12-31	$326,525
Benefits paid (including direct rollovers)	2019-12-31	$296,452
Total plan assets at end of year	2019-12-31	$4,367,196
Total plan assets at beginning of year	2019-12-31	$3,837,714
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$30,073
Other income received	2019-12-31	$826,007
Net income (gross income less expenses)	2019-12-31	$529,482
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,367,196
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,837,714
Total contributions received or receivable from employer(s)	2019-12-31	$30,000
2018 : STAFF RETIREMENT PLAN OF LOCAL 475 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$4,425
Total income from all sources	2018-12-31	$-62,163
Expenses. Total of all expenses incurred	2018-12-31	$352,770
Benefits paid (including direct rollovers)	2018-12-31	$324,164
Total plan assets at end of year	2018-12-31	$3,837,714
Total plan assets at beginning of year	2018-12-31	$4,257,072
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$28,606
Other income received	2018-12-31	$-92,163
Net income (gross income less expenses)	2018-12-31	$-414,933
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,837,714
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,252,647
Total contributions received or receivable from employer(s)	2018-12-31	$30,000
2017 : STAFF RETIREMENT PLAN OF LOCAL 475 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$4,425
Total plan liabilities at beginning of year	2017-12-31	$3,225
Total income from all sources	2017-12-31	$592,884
Expenses. Total of all expenses incurred	2017-12-31	$353,718
Benefits paid (including direct rollovers)	2017-12-31	$321,976
Total plan assets at end of year	2017-12-31	$4,257,072
Total plan assets at beginning of year	2017-12-31	$4,016,706
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$31,742
Other income received	2017-12-31	$562,884
Net income (gross income less expenses)	2017-12-31	$239,166
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,252,647
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,013,481
Total contributions received or receivable from employer(s)	2017-12-31	$30,000
2016 : STAFF RETIREMENT PLAN OF LOCAL 475 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$3,225
Total plan liabilities at beginning of year	2016-12-31	$2,275
Total income from all sources	2016-12-31	$318,989
Expenses. Total of all expenses incurred	2016-12-31	$392,964
Benefits paid (including direct rollovers)	2016-12-31	$363,058
Total plan assets at end of year	2016-12-31	$4,016,706
Total plan assets at beginning of year	2016-12-31	$4,089,731
Value of fidelity bond covering the plan	2016-12-31	$2,500,000
Total contributions received or receivable from participants	2016-12-31	$75
Expenses. Other expenses not covered elsewhere	2016-12-31	$29,906
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$288,989
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-73,975
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,013,481
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,087,456
Total contributions received or receivable from employer(s)	2016-12-31	$30,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$489
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STAFF RETIREMENT PLAN OF LOCAL 475 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$2,275
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$82,097
Expenses. Total of all expenses incurred	2015-12-31	$441,851
Benefits paid (including direct rollovers)	2015-12-31	$406,524
Total plan assets at end of year	2015-12-31	$4,089,731
Total plan assets at beginning of year	2015-12-31	$4,447,210
Value of fidelity bond covering the plan	2015-12-31	$2,500,000
Total contributions received or receivable from participants	2015-12-31	$6,813
Expenses. Other expenses not covered elsewhere	2015-12-31	$35,327
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$52,097
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-359,754
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,087,456
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,447,210
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$5,814
Total contributions received or receivable from employer(s)	2015-12-31	$30,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$582
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STAFF RETIREMENT PLAN OF LOCAL 475 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$11,648
Expenses. Total of all expenses incurred	2014-12-31	$1,384
Benefits paid (including direct rollovers)	2014-12-31	$1,384
Total plan assets at end of year	2014-12-31	$39,739
Total plan assets at beginning of year	2014-12-31	$29,475
Total contributions received or receivable from participants	2014-12-31	$8,833
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-110
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$10,264
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$39,739
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$29,475
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$12,638
Total contributions received or receivable from employer(s)	2014-12-31	$2,925
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STAFF RETIREMENT PLAN OF LOCAL 475 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$13,363
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$29,475
Total plan assets at beginning of year	2013-12-31	$16,112
Total contributions received or receivable from participants	2013-12-31	$8,281
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,842
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$13,363
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$29,475
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$16,112
Total contributions received or receivable from employer(s)	2013-12-31	$3,240
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : STAFF RETIREMENT PLAN OF LOCAL 475 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$11,419
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$336,405
Total plan assets at end of year	2012-12-31	$16,112
Total plan assets at beginning of year	2012-12-31	$4,693
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$7,743
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$653
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$11,419
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$16,112
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,693
Total contributions received or receivable from employer(s)	2012-12-31	$3,023
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : STAFF RETIREMENT PLAN OF LOCAL 475 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$180,443
Expenses. Total of all expenses incurred	2011-12-31	$359,532
Benefits paid (including direct rollovers)	2011-12-31	$336,405
Total plan assets at end of year	2011-12-31	$3,823,753
Total plan assets at beginning of year	2011-12-31	$4,002,842
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$3,449
Expenses. Other expenses not covered elsewhere	2011-12-31	$23,127
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$147,943
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-179,089
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,823,753
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,002,842
Total contributions received or receivable from employer(s)	2011-12-31	$32,500
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : STAFF RETIREMENT PLAN OF LOCAL 475 2010 401k financial data
Total income from all sources	2010-12-31	$769,366
Expenses. Total of all expenses incurred	2010-12-31	$369,910
Benefits paid (including direct rollovers)	2010-12-31	$336,405
Total plan assets at end of year	2010-12-31	$4,002,842
Total plan assets at beginning of year	2010-12-31	$3,603,386
Value of fidelity bond covering the plan	2010-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$33,505
Other income received	2010-12-31	$447,866
Net income (gross income less expenses)	2010-12-31	$399,456
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,002,842
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,603,386
Total contributions received or receivable from employer(s)	2010-12-31	$321,500

Form 5500 Responses for STAFF RETIREMENT PLAN OF LOCAL 475

2023: STAFF RETIREMENT PLAN OF LOCAL 475 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STAFF RETIREMENT PLAN OF LOCAL 475 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STAFF RETIREMENT PLAN OF LOCAL 475 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STAFF RETIREMENT PLAN OF LOCAL 475 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STAFF RETIREMENT PLAN OF LOCAL 475 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STAFF RETIREMENT PLAN OF LOCAL 475 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STAFF RETIREMENT PLAN OF LOCAL 475 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STAFF RETIREMENT PLAN OF LOCAL 475 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
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: STAFF RETIREMENT PLAN OF LOCAL 475 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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: STAFF RETIREMENT PLAN OF LOCAL 475 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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: STAFF RETIREMENT PLAN OF LOCAL 475 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: STAFF RETIREMENT PLAN OF LOCAL 475 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STAFF RETIREMENT PLAN OF LOCAL 475 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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: STAFF RETIREMENT PLAN OF LOCAL 475 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BOARD OF TRUSTEES STAFF RETIREMENT PLAN OF LOCAL 475
Employer identification number (EIN):	132996854
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds