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	002

STAFF RETIREMENT PLAN OF LOCAL 475 Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

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
002 2014-01-01 PETER VAUPEL
002 2014-01-01 PETER VAUPEL
002 2013-01-01 GIOVANNI GOMEZ

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	PETER VAUPEL
002	2014-01-01	PETER VAUPEL
002	2013-01-01	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
2014: STAFF RETIREMENT PLAN OF LOCAL 475 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
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 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 14
Total participants 2014-01-01 14
2013: STAFF RETIREMENT PLAN OF LOCAL 475 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14

Measure	Date	Value
2014: STAFF RETIREMENT PLAN OF LOCAL 475 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
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	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	14
Total participants	2014-01-01	14
2013: STAFF RETIREMENT PLAN OF LOCAL 475 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14

Financial Data on STAFF RETIREMENT PLAN OF LOCAL 475

Measure	Date	Value
2014 : STAFF RETIREMENT PLAN OF LOCAL 475 2014 401k financial data
Total income from all sources	2014-12-31	$457,124
Expenses. Total of all expenses incurred	2014-12-31	$370,722
Benefits paid (including direct rollovers)	2014-12-31	$336,115
Total plan assets at end of year	2014-12-31	$4,447,210
Total plan assets at beginning of year	2014-12-31	$4,360,808
Expenses. Other expenses not covered elsewhere	2014-12-31	$34,607
Other income received	2014-12-31	$427,124
Net income (gross income less expenses)	2014-12-31	$86,402
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,447,210
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,360,808
Total contributions received or receivable from employer(s)	2014-12-31	$30,000
2013 : STAFF RETIREMENT PLAN OF LOCAL 475 2013 401k financial data
Total income from all sources	2013-12-31	$819,858
Expenses. Total of all expenses incurred	2013-12-31	$364,646
Benefits paid (including direct rollovers)	2013-12-31	$336,405
Total plan assets at end of year	2013-12-31	$4,360,808
Total plan assets at beginning of year	2013-12-31	$3,905,596
Value of fidelity bond covering the plan	2013-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$28,241
Other income received	2013-12-31	$789,858
Net income (gross income less expenses)	2013-12-31	$455,212
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,360,808
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,905,596
Total contributions received or receivable from employer(s)	2013-12-31	$30,000

Form 5500 Responses for STAFF RETIREMENT PLAN OF LOCAL 475

2014: STAFF RETIREMENT PLAN OF LOCAL 475 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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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