BOARD OF TRUSTEES OF SMW LU NO. 28 WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-20 | 192181 |
| Net assets as of the end of the plan year | 2025-08-20 | 4614720 |
| Total assets as of the beginning of the plan year | 2025-08-20 | 3732710 |
| Value of plan covered by a fidelity bond | 2025-08-20 | 2500000 |
| Participant contributions to plan in this plan year | 2025-08-20 | 404531 |
| Value of participant loans at end of plan year | 2025-08-20 | 155953 |
| Other contributions to plan in this plan year | 2025-08-20 | 1078 |
| Other income to plan in this plan year | 2025-08-20 | 486266 |
| Plan net income in this plan year | 2025-08-20 | 882010 |
| Net assets as of the end of the plan year | 2025-08-20 | 4614720 |
| Net assets as of the beginning of the plan year | 2025-08-20 | 3732710 |
| Employer contributions to plan in this plan year | 2025-08-20 | 182316 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-20 | 150 |
| 2024 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-22 | 670933 |
| Net assets as of the end of the plan year | 2024-08-22 | 3732710 |
| Total assets as of the beginning of the plan year | 2024-08-22 | 3366437 |
| Value of plan covered by a fidelity bond | 2024-08-22 | 2500000 |
| Participant contributions to plan in this plan year | 2024-08-22 | 389231 |
| Value of participant loans at end of plan year | 2024-08-22 | 110055 |
| Other income to plan in this plan year | 2024-08-22 | 475189 |
| Plan net income in this plan year | 2024-08-22 | 366273 |
| Net assets as of the end of the plan year | 2024-08-22 | 3732710 |
| Net assets as of the beginning of the plan year | 2024-08-22 | 3366437 |
| Employer contributions to plan in this plan year | 2024-08-22 | 172786 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-22 | 75 |
| 2016 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $144,489 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $37,545 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $36,745 |
| Total plan assets at end of year | 2016-12-31 | $1,070,731 |
| Total plan assets at beginning of year | 2016-12-31 | $963,787 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $100,336 |
| Other income received | 2016-12-31 | $44,153 |
| Net income (gross income less expenses) | 2016-12-31 | $106,944 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,070,731 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $963,787 |
| Assets. Value of participant loans | 2016-12-31 | $33,902 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $800 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $98,836 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $52,000 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $52,000 |
| Total plan assets at end of year | 2015-12-31 | $963,787 |
| Total plan assets at beginning of year | 2015-12-31 | $916,951 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $92,097 |
| Other income received | 2015-12-31 | $6,739 |
| Net income (gross income less expenses) | 2015-12-31 | $46,836 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $963,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $916,951 |
| Assets. Value of participant loans | 2015-12-31 | $37,709 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $125,042 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $58,069 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $58,069 |
| Total plan assets at end of year | 2014-12-31 | $916,951 |
| Total plan assets at beginning of year | 2014-12-31 | $849,978 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $88,576 |
| Other income received | 2014-12-31 | $36,466 |
| Net income (gross income less expenses) | 2014-12-31 | $66,973 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $916,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $849,978 |
| Assets. Value of participant loans | 2014-12-31 | $37,640 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $169,334 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,421 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,421 |
| Total plan assets at end of year | 2013-12-31 | $849,978 |
| Total plan assets at beginning of year | 2013-12-31 | $684,065 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $90,593 |
| Other income received | 2013-12-31 | $78,741 |
| Net income (gross income less expenses) | 2013-12-31 | $165,913 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $849,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $684,065 |
| Assets. Value of participant loans | 2013-12-31 | $41,482 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $133,753 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $15,582 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $15,582 |
| Total plan assets at end of year | 2012-12-31 | $684,065 |
| Total plan assets at beginning of year | 2012-12-31 | $565,894 |
| Value of fidelity bond covering the plan | 2012-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $92,416 |
| Other income received | 2012-12-31 | $41,337 |
| Net income (gross income less expenses) | 2012-12-31 | $118,171 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $684,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $565,894 |
| Assets. Value of participant loans | 2012-12-31 | $10,674 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $75,651 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $565,894 |
| Total plan assets at beginning of year | 2011-12-31 | $490,243 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $74,197 |
| Other income received | 2011-12-31 | $1,454 |
| Net income (gross income less expenses) | 2011-12-31 | $75,651 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $565,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $490,243 |
| Assets. Value of participant loans | 2011-12-31 | $5,638 |
| 2010 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $96,284 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $16,269 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $16,269 |
| Total plan assets at end of year | 2010-12-31 | $490,243 |
| Total plan assets at beginning of year | 2010-12-31 | $410,228 |
| Total contributions received or receivable from participants | 2010-12-31 | $61,963 |
| Other income received | 2010-12-31 | $34,321 |
| Net income (gross income less expenses) | 2010-12-31 | $80,015 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $490,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $410,228 |
| Assets. Value of participant loans | 2010-12-31 | $12,535 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 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 | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single 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 | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single 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 | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
