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PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 401k Plan overview

Plan NamePENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS
Plan identification number 001

PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS Benefits

401k Plan TypeDefined 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).

401k Sponsoring company profile

UNITED FURNITURE WORKERS OF AMERICA AND RELATED ORGANIZATIONS has sponsored the creation of one or more 401k plans.

Company Name:UNITED FURNITURE WORKERS OF AMERICA AND RELATED ORGANIZATIONS
Employer identification number (EIN):136112258
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01DEEANNE WALKER
0012016-01-01DEEANNE WALKER
0012016-01-01
0012015-01-01DEEANNE WALKER
0012014-01-01DEEANNE WALKER
0012013-01-01DEEANNE WALKER
0012012-01-01DEEANNE WALKER
0012011-01-01HARRY BOOT
0012009-01-01HARRY BOOT
0012009-01-01HARRY BOOT

Plan Statistics for PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS

401k plan membership statisitcs for PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS

Measure Date Value
2022: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2022 401k membership
Current value of assets2022-12-31674,614
Acturial value of assets for funding standard account2022-12-31539,691
Accrued liability for plan using immediate gains methods2022-12-318,376,386
Accrued liability under unit credit cost method2022-12-318,376,386
RPA 94 current liability2022-12-3113,857,021
Expected increase in current liability due to benefits accruing during the plan year2022-12-31135,015
Expected release from RPA 94 current liability for plan year2022-12-31756,769
Expected plan disbursements for the plan year2022-12-31834,283
Current value of assets2022-12-31674,614
Number of retired participants and beneficiaries receiving payment2022-12-3164
Current liability for retired participants and beneficiaries receiving payment2022-12-318,725,448
Number of terminated vested participants2022-12-318
Current liability for terminated vested participants2022-12-31496,622
Current liability for active participants non vested benefits2022-12-31110,150
Current liability for active participants vested benefits2022-12-314,524,801
Total number of active articipats2022-12-3123
Current liability for active participants2022-12-314,634,951
Total participant count with liabilities2022-12-3195
Total current liabilitoes for participants with libailities2022-12-3113,857,021
Total employer contributions in plan year2022-12-31249,186
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-312,519,387
Employer’s normal cost for plan year as of valuation date2022-12-31123,782
Prior year credit balance2022-12-310
Amortization credits as of valuation date2022-12-3159,257
Total participants, beginning-of-year2022-01-0195
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-0157
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-0192
Number of employers contributing to the scheme2022-01-015
2021: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2021 401k membership
Current value of assets2021-12-312,716,140
Acturial value of assets for funding standard account2021-12-312,538,761
Accrued liability for plan using immediate gains methods2021-12-318,171,691
Accrued liability under unit credit cost method2021-12-318,171,691
RPA 94 current liability2021-12-3113,297,663
Expected increase in current liability due to benefits accruing during the plan year2021-12-31103,153
Expected release from RPA 94 current liability for plan year2021-12-31722,033
Expected plan disbursements for the plan year2021-12-31799,840
Current value of assets2021-12-312,716,140
Number of retired participants and beneficiaries receiving payment2021-12-3168
Current liability for retired participants and beneficiaries receiving payment2021-12-318,597,741
Number of terminated vested participants2021-12-319
Current liability for terminated vested participants2021-12-31492,090
Current liability for active participants non vested benefits2021-12-3198,922
Current liability for active participants vested benefits2021-12-314,108,910
Total number of active articipats2021-12-3122
Current liability for active participants2021-12-314,207,832
Total participant count with liabilities2021-12-3199
Total current liabilitoes for participants with libailities2021-12-3113,297,663
Total employer contributions in plan year2021-12-31258,560
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-312,084,019
Employer’s normal cost for plan year as of valuation date2021-12-31111,625
Prior year credit balance2021-12-310
Amortization credits as of valuation date2021-12-3159,257
Total participants, beginning-of-year2021-01-0199
Total number of active participants reported on line 7a of the Form 55002021-01-0123
Number of retired or separated participants receiving benefits2021-01-0159
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-0195
Number of employers contributing to the scheme2021-01-015
2020: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2020 401k membership
Current value of assets2020-12-313,012,459
Acturial value of assets for funding standard account2020-12-312,872,109
Accrued liability for plan using immediate gains methods2020-12-318,500,742
Accrued liability under unit credit cost method2020-12-318,500,742
RPA 94 current liability2020-12-3113,072,506
Expected increase in current liability due to benefits accruing during the plan year2020-12-3172,947
Expected release from RPA 94 current liability for plan year2020-12-31756,190
Expected plan disbursements for the plan year2020-12-31788,310
Current value of assets2020-12-313,012,459
Number of retired participants and beneficiaries receiving payment2020-12-3167
Current liability for retired participants and beneficiaries receiving payment2020-12-318,660,195
Number of terminated vested participants2020-12-3112
Current liability for terminated vested participants2020-12-31771,364
Current liability for active participants non vested benefits2020-12-3153,829
Current liability for active participants vested benefits2020-12-313,587,118
Total number of active articipats2020-12-3119
Current liability for active participants2020-12-313,640,947
Total participant count with liabilities2020-12-3198
Total current liabilitoes for participants with libailities2020-12-3113,072,506
Total employer contributions in plan year2020-12-31223,606
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-311,558,183
Employer’s normal cost for plan year as of valuation date2020-12-3182,512
Prior year credit balance2020-12-310
Amortization credits as of valuation date2020-12-3135,714
Total participants, beginning-of-year2020-01-0198
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-0199
Number of employers contributing to the scheme2020-01-016
2019: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2019 401k membership
Current value of assets2019-12-313,083,759
Acturial value of assets for funding standard account2019-12-313,307,994
Accrued liability for plan using immediate gains methods2019-12-318,625,801
Accrued liability under unit credit cost method2019-12-318,625,801
RPA 94 current liability2019-12-3113,378,567
Expected increase in current liability due to benefits accruing during the plan year2019-12-3163,641
Expected release from RPA 94 current liability for plan year2019-12-31733,106
Expected plan disbursements for the plan year2019-12-31766,505
Current value of assets2019-12-313,083,759
Number of retired participants and beneficiaries receiving payment2019-12-3167
Current liability for retired participants and beneficiaries receiving payment2019-12-318,435,529
Number of terminated vested participants2019-12-3113
Current liability for terminated vested participants2019-12-31793,813
Current liability for active participants non vested benefits2019-12-3125,807
Current liability for active participants vested benefits2019-12-314,123,418
Total number of active articipats2019-12-3120
Current liability for active participants2019-12-314,149,225
Total participant count with liabilities2019-12-31100
Total current liabilitoes for participants with libailities2019-12-3113,378,567
Total employer contributions in plan year2019-12-31224,431
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-311,081,120
Employer’s normal cost for plan year as of valuation date2019-12-3177,878
Prior year credit balance2019-12-310
Amortization credits as of valuation date2019-12-3135,714
Total participants, beginning-of-year2019-01-01100
Total number of active participants reported on line 7a of the Form 55002019-01-0119
Number of retired or separated participants receiving benefits2019-01-0161
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-0197
Number of employers contributing to the scheme2019-01-016
2018: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2018 401k membership
Current value of assets2018-12-313,688,070
Acturial value of assets for funding standard account2018-12-313,591,159
Accrued liability for plan using immediate gains methods2018-12-318,587,390
Accrued liability under unit credit cost method2018-12-318,587,390
RPA 94 current liability2018-12-3113,605,672
Expected increase in current liability due to benefits accruing during the plan year2018-12-3144,687
Expected release from RPA 94 current liability for plan year2018-12-31698,725
Expected plan disbursements for the plan year2018-12-31732,576
Current value of assets2018-12-313,688,070
Number of retired participants and beneficiaries receiving payment2018-12-3165
Current liability for retired participants and beneficiaries receiving payment2018-12-317,656,392
Number of terminated vested participants2018-12-3116
Current liability for terminated vested participants2018-12-311,114,525
Current liability for active participants non vested benefits2018-12-317,761
Current liability for active participants vested benefits2018-12-314,826,994
Total number of active articipats2018-12-3118
Current liability for active participants2018-12-314,834,755
Total participant count with liabilities2018-12-3199
Total current liabilitoes for participants with libailities2018-12-3113,605,672
Total employer contributions in plan year2018-12-31398,348
Prior year funding deficiency2018-12-31844,188
Employer’s normal cost for plan year as of valuation date2018-12-3169,070
Amortization credits as of valuation date2018-12-3135,714
Total participants, beginning-of-year2018-01-0199
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-0162
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01100
Number of employers contributing to the scheme2018-01-016
2017: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2017 401k membership
Current value of assets2017-12-313,536,900
Acturial value of assets for funding standard account2017-12-313,902,687
Accrued liability for plan using immediate gains methods2017-12-318,728,676
Accrued liability under unit credit cost method2017-12-318,728,676
RPA 94 current liability2017-12-3113,235,269
Expected increase in current liability due to benefits accruing during the plan year2017-12-3138,866
Expected release from RPA 94 current liability for plan year2017-12-31662,066
Expected plan disbursements for the plan year2017-12-31698,983
Current value of assets2017-12-313,536,900
Number of retired participants and beneficiaries receiving payment2017-12-3163
Current liability for retired participants and beneficiaries receiving payment2017-12-317,350,228
Number of terminated vested participants2017-12-3120
Current liability for terminated vested participants2017-12-311,186,437
Current liability for active participants non vested benefits2017-12-311,423
Current liability for active participants vested benefits2017-12-314,697,181
Total number of active articipats2017-12-3119
Current liability for active participants2017-12-314,698,604
Total participant count with liabilities2017-12-31102
Total current liabilitoes for participants with libailities2017-12-3113,235,269
Total employer contributions in plan year2017-12-31328,358
Prior year funding deficiency2017-12-31567,986
Employer’s normal cost for plan year as of valuation date2017-12-3166,930
Amortization credits as of valuation date2017-12-3135,714
Total participants, beginning-of-year2017-01-01102
Total number of active participants reported on line 7a of the Form 55002017-01-0118
Number of retired or separated participants receiving benefits2017-01-0159
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-0199
Number of employers contributing to the scheme2017-01-016
2016: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2016 401k membership
Current value of assets2016-12-313,708,059
Acturial value of assets for funding standard account2016-12-314,219,942
Accrued liability for plan using immediate gains methods2016-12-318,634,702
Accrued liability under unit credit cost method2016-12-318,634,702
RPA 94 current liability2016-12-3112,901,884
Expected increase in current liability due to benefits accruing during the plan year2016-12-3124,799
Expected release from RPA 94 current liability for plan year2016-12-31629,433
Expected plan disbursements for the plan year2016-12-31667,499
Current value of assets2016-12-313,708,059
Number of retired participants and beneficiaries receiving payment2016-12-3162
Current liability for retired participants and beneficiaries receiving payment2016-12-316,847,159
Number of terminated vested participants2016-12-3122
Current liability for terminated vested participants2016-12-311,349,279
Current liability for active participants non vested benefits2016-12-3113,655
Current liability for active participants vested benefits2016-12-314,691,791
Total number of active articipats2016-12-3119
Current liability for active participants2016-12-314,705,446
Total participant count with liabilities2016-12-31103
Total current liabilitoes for participants with libailities2016-12-3112,901,884
Total employer contributions in plan year2016-12-31300,878
Prior year funding deficiency2016-12-31325,505
Employer’s normal cost for plan year as of valuation date2016-12-3160,476
Amortization credits as of valuation date2016-12-3135,714
Total participants, beginning-of-year2016-01-01103
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-0158
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01102
Number of employers contributing to the scheme2016-01-016
2015: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2015 401k membership
Current value of assets2015-12-314,161,613
Acturial value of assets for funding standard account2015-12-314,542,640
Accrued liability for plan using immediate gains methods2015-12-318,167,468
Accrued liability under unit credit cost method2015-12-318,167,468
RPA 94 current liability2015-12-3112,683,394
Expected increase in current liability due to benefits accruing during the plan year2015-12-3119,829
Expected release from RPA 94 current liability for plan year2015-12-31601,507
Expected plan disbursements for the plan year2015-12-31619,786
Current value of assets2015-12-314,161,613
Number of retired participants and beneficiaries receiving payment2015-12-3159
Current liability for retired participants and beneficiaries receiving payment2015-12-316,444,729
Number of terminated vested participants2015-12-3126
Current liability for terminated vested participants2015-12-311,660,429
Current liability for active participants non vested benefits2015-12-3114,549
Current liability for active participants vested benefits2015-12-314,563,687
Total number of active articipats2015-12-3120
Current liability for active participants2015-12-314,578,236
Total participant count with liabilities2015-12-31105
Total current liabilitoes for participants with libailities2015-12-3112,683,394
Total employer contributions in plan year2015-12-31271,348
Prior year funding deficiency2015-12-31171,421
Employer’s normal cost for plan year as of valuation date2015-12-3138,275
Amortization credits as of valuation date2015-12-3135,714
Total participants, beginning-of-year2015-01-01105
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-0157
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01103
Number of employers contributing to the scheme2015-01-017
2014: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2014 401k membership
Current value of assets2014-12-314,411,080
Acturial value of assets for funding standard account2014-12-314,736,044
Accrued liability for plan using immediate gains methods2014-12-317,701,241
Accrued liability under unit credit cost method2014-12-317,701,241
RPA 94 current liability2014-12-3112,718,095
Expected increase in current liability due to benefits accruing during the plan year2014-12-3155,358
Expected release from RPA 94 current liability for plan year2014-12-31636,155
Expected plan disbursements for the plan year2014-12-31651,573
Current value of assets2014-12-314,411,080
Number of retired participants and beneficiaries receiving payment2014-12-3162
Current liability for retired participants and beneficiaries receiving payment2014-12-316,881,155
Number of terminated vested participants2014-12-3126
Current liability for terminated vested participants2014-12-311,472,198
Current liability for active participants non vested benefits2014-12-3116,583
Current liability for active participants vested benefits2014-12-314,348,159
Total number of active articipats2014-12-3121
Current liability for active participants2014-12-314,364,742
Total participant count with liabilities2014-12-31109
Total current liabilitoes for participants with libailities2014-12-3112,718,095
Total employer contributions in plan year2014-12-31273,451
Value in reduction in liability resulting from the reduction in benefits2014-12-31106,140
Prior year funding deficiency2014-12-3166,565
Employer’s normal cost for plan year as of valuation date2014-12-3153,710
Prior year credit balance2014-12-310
Amortization credits as of valuation date2014-12-3136,888
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-0154
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01106
Number of employers contributing to the scheme2014-01-017
2013: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2013 401k membership
Current value of assets2013-12-314,289,563
Acturial value of assets for funding standard account2013-12-314,847,890
Accrued liability for plan using immediate gains methods2013-12-317,673,269
Accrued liability under unit credit cost method2013-12-317,673,269
RPA 94 current liability2013-12-3112,425,156
Expected increase in current liability due to benefits accruing during the plan year2013-12-31225,671
Expected plan disbursements for the plan year2013-12-31658,857
Current value of assets2013-12-314,289,563
Number of retired participants and beneficiaries receiving payment2013-12-3161
Current liability for retired participants and beneficiaries receiving payment2013-12-316,986,403
Number of terminated vested participants2013-12-3128
Current liability for terminated vested participants2013-12-311,499,065
Current liability for active participants non vested benefits2013-12-3133,732
Current liability for active participants vested benefits2013-12-313,905,956
Total number of active articipats2013-12-3121
Current liability for active participants2013-12-313,939,688
Total participant count with liabilities2013-12-31110
Total current liabilitoes for participants with libailities2013-12-3112,425,156
Total employer contributions in plan year2013-12-31267,966
Value in reduction in liability resulting from the reduction in benefits2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-31134,565
Prior year credit balance2013-12-31115,347
Amortization credits as of valuation date2013-12-3119,503
Total participants, beginning-of-year2013-01-01110
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-0155
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01109
Number of employers contributing to the scheme2013-01-017
2012: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of retired or separated participants receiving benefits2012-01-0155
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01110
Number of employers contributing to the scheme2012-01-017
2011: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2011 401k membership
Total participants, beginning-of-year2011-01-01113
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-0152
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01112
Number of employers contributing to the scheme2011-01-018
2009: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2009 401k membership
Total participants, beginning-of-year2009-01-01116
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-0150
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01114
Number of employers contributing to the scheme2009-01-018

Financial Data on PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS

Measure Date Value
2022 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,166,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,870,767
Total income from all sources (including contributions)2022-12-31$-145,830
Total of all expenses incurred2022-12-31$1,052,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$884,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$217,186
Value of total assets at end of year2022-12-31$1,742,781
Value of total assets at beginning of year2022-12-31$2,645,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$168,462
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$49,329
Administrative expenses professional fees incurred2022-12-31$118,354
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$-26,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,071,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,861,000
Administrative expenses (other) incurred2022-12-31$41,108
Liabilities. Value of operating payables at end of year2022-12-31$95,472
Liabilities. Value of operating payables at beginning of year2022-12-31$9,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,198,305
Value of net assets at end of year (total assets less liabilities)2022-12-31$-423,691
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$774,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,598,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,461,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$52,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$59,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$59,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-412,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$243,186
Employer contributions (assets) at end of year2022-12-31$85,000
Employer contributions (assets) at beginning of year2022-12-31$118,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$884,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$6,038
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$6,096
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2022-12-31132688836
2021 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,870,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,674,821
Total income from all sources (including contributions)2021-12-31$680,291
Total of all expenses incurred2021-12-31$976,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$899,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$339,560
Value of total assets at end of year2021-12-31$2,645,381
Value of total assets at beginning of year2021-12-31$2,745,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,992
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$33,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$33,927
Administrative expenses professional fees incurred2021-12-31$37,538
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-31469391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$91,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,861,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,664,000
Administrative expenses (other) incurred2021-12-31$30,704
Liabilities. Value of operating payables at end of year2021-12-31$9,767
Liabilities. Value of operating payables at beginning of year2021-12-31$10,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-296,526
Value of net assets at end of year (total assets less liabilities)2021-12-31$774,614
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,071,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,461,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,636,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$59,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$68,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$68,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$306,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$248,060
Employer contributions (assets) at end of year2021-12-31$118,000
Employer contributions (assets) at beginning of year2021-12-31$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$899,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$6,096
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$5,933
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2021-12-31132688836
2020 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,498
Total income from all sources (including contributions)2020-12-31$513,862
Total of all expenses incurred2020-12-31$813,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$737,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$220,606
Value of total assets at end of year2020-12-31$2,745,961
Value of total assets at beginning of year2020-12-31$3,056,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,064
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$58,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$58,344
Administrative expenses professional fees incurred2020-12-31$35,376
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$32,688
Liabilities. Value of operating payables at end of year2020-12-31$10,821
Liabilities. Value of operating payables at beginning of year2020-12-31$22,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-299,319
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,735,140
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,034,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,636,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,935,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$68,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$64,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$64,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$234,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$220,606
Employer contributions (assets) at end of year2020-12-31$35,000
Employer contributions (assets) at beginning of year2020-12-31$51,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$737,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$5,933
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$5,782
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2020-12-31132688836
2019 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,345
Total income from all sources (including contributions)2019-12-31$760,843
Total of all expenses incurred2019-12-31$836,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$763,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$220,431
Value of total assets at end of year2019-12-31$3,056,957
Value of total assets at beginning of year2019-12-31$3,133,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,254
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$52,866
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$52,866
Administrative expenses professional fees incurred2019-12-31$32,034
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Administrative expenses (other) incurred2019-12-31$32,220
Liabilities. Value of operating payables at end of year2019-12-31$22,498
Liabilities. Value of operating payables at beginning of year2019-12-31$23,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-75,300
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,034,459
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,109,759
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,935,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,000,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$64,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$74,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$74,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$487,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$220,431
Employer contributions (assets) at end of year2019-12-31$51,000
Employer contributions (assets) at beginning of year2019-12-31$58,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$763,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$5,782
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2019-12-31132688836
2018 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,889
Total income from all sources (including contributions)2018-12-31$132,727
Total of all expenses incurred2018-12-31$807,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$716,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$328,348
Value of total assets at end of year2018-12-31$3,133,104
Value of total assets at beginning of year2018-12-31$3,791,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$90,508
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$76,999
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$76,999
Administrative expenses professional fees incurred2018-12-31$51,092
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$31,416
Liabilities. Value of operating payables at end of year2018-12-31$23,345
Liabilities. Value of operating payables at beginning of year2018-12-31$7,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-674,311
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,109,759
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,784,070
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
Investment advisory and management fees2018-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,000,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,586,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$74,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$83,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$83,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-272,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$328,348
Employer contributions (assets) at end of year2018-12-31$58,000
Employer contributions (assets) at beginning of year2018-12-31$122,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$716,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2018-12-31132688836
2017 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,317
Total income from all sources (including contributions)2017-12-31$904,540
Total of all expenses incurred2017-12-31$735,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$667,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$346,358
Value of total assets at end of year2017-12-31$3,791,959
Value of total assets at beginning of year2017-12-31$3,618,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,098
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$75,498
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$75,498
Administrative expenses professional fees incurred2017-12-31$35,603
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$24,495
Liabilities. Value of operating payables at end of year2017-12-31$7,889
Liabilities. Value of operating payables at beginning of year2017-12-31$3,317
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$169,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,784,070
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,614,900
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
Investment advisory and management fees2017-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,586,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,462,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$83,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$51,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$51,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$482,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$346,358
Employer contributions (assets) at end of year2017-12-31$122,000
Employer contributions (assets) at beginning of year2017-12-31$104,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$667,272
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ROGOFF & COMPANY P.C.
Accountancy firm EIN2017-12-31132688836
2016 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,317
Total income from all sources (including contributions)2016-12-31$525,246
Total of all expenses incurred2016-12-31$707,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$645,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$289,878
Value of total assets at end of year2016-12-31$3,618,217
Value of total assets at beginning of year2016-12-31$3,800,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,361
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$82,330
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$82,330
Administrative expenses professional fees incurred2016-12-31$34,347
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$20,014
Liabilities. Value of operating payables at end of year2016-12-31$3,317
Liabilities. Value of operating payables at beginning of year2016-12-31$3,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-182,159
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,614,900
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,797,059
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
Investment advisory and management fees2016-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,462,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,637,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$51,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$46,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$46,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$153,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$289,878
Employer contributions (assets) at end of year2016-12-31$104,000
Employer contributions (assets) at beginning of year2016-12-31$116,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$645,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ROGOFF & COMPANY P.C.
Accountancy firm EIN2016-12-31132688836
2015 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,443
Total income from all sources (including contributions)2015-12-31$214,969
Total of all expenses incurred2015-12-31$679,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$619,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$260,348
Value of total assets at end of year2015-12-31$3,800,376
Value of total assets at beginning of year2015-12-31$4,264,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,712
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$90,460
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$90,460
Administrative expenses professional fees incurred2015-12-31$32,132
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$19,580
Liabilities. Value of operating payables at end of year2015-12-31$3,317
Liabilities. Value of operating payables at beginning of year2015-12-31$2,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-464,554
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,797,059
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,261,613
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
Investment advisory and management fees2015-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,637,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,092,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$46,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$46,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$46,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-135,839
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$260,348
Employer contributions (assets) at end of year2015-12-31$116,000
Employer contributions (assets) at beginning of year2015-12-31$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$619,811
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ROGOFF & COMPANY P.C.
Accountancy firm EIN2015-12-31132688836
2014 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,353
Total income from all sources (including contributions)2014-12-31$439,220
Total of all expenses incurred2014-12-31$700,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$639,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$261,451
Value of total assets at end of year2014-12-31$4,264,056
Value of total assets at beginning of year2014-12-31$4,531,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,594
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$104,719
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$104,719
Administrative expenses professional fees incurred2014-12-31$36,620
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$17,224
Liabilities. Value of operating payables at end of year2014-12-31$2,443
Liabilities. Value of operating payables at beginning of year2014-12-31$8,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-261,467
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,261,613
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,523,080
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
Investment advisory and management fees2014-12-31$7,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,092,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,320,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$46,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$76,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$76,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$73,050
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$261,451
Employer contributions (assets) at end of year2014-12-31$125,000
Employer contributions (assets) at beginning of year2014-12-31$135,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$639,093
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ROGOFF & COMPANY P.C.
Accountancy firm EIN2014-12-31132688836
2013 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,317
Total income from all sources (including contributions)2013-12-31$823,270
Total of all expenses incurred2013-12-31$712,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$647,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$256,966
Value of total assets at end of year2013-12-31$4,531,433
Value of total assets at beginning of year2013-12-31$4,414,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,894
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$80,544
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$80,544
Administrative expenses professional fees incurred2013-12-31$41,934
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$15,460
Liabilities. Value of operating payables at end of year2013-12-31$8,353
Liabilities. Value of operating payables at beginning of year2013-12-31$2,317
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$110,517
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,523,080
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,412,563
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
Investment advisory and management fees2013-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,320,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,173,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$76,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$99,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$99,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$485,760
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$256,966
Employer contributions (assets) at end of year2013-12-31$135,000
Employer contributions (assets) at beginning of year2013-12-31$142,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$647,859
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ROGOFF & COMPANY P.C.
Accountancy firm EIN2013-12-31132688836
2012 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,836
Total income from all sources (including contributions)2012-12-31$930,565
Total of all expenses incurred2012-12-31$696,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$635,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$388,215
Value of total assets at end of year2012-12-31$4,414,880
Value of total assets at beginning of year2012-12-31$4,183,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,121
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$103,006
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$103,006
Administrative expenses professional fees incurred2012-12-31$37,747
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-31183276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$14,590
Liabilities. Value of operating payables at end of year2012-12-31$2,317
Liabilities. Value of operating payables at beginning of year2012-12-31$4,836
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$233,748
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,412,563
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,178,815
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
Investment advisory and management fees2012-12-31$8,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,173,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,407,566
Value of interest in common/collective trusts at beginning of year2012-12-31$2,701,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$99,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$54,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$54,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$173,300
Net investment gain or loss from common/collective trusts2012-12-31$266,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$388,215
Employer contributions (assets) at end of year2012-12-31$142,000
Employer contributions (assets) at beginning of year2012-12-31$20,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$635,696
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ROGOFF & COMPANY P.C.
Accountancy firm EIN2012-12-31132688836
2011 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,115
Total income from all sources (including contributions)2011-12-31$402,560
Total of all expenses incurred2011-12-31$679,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$617,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$250,287
Value of total assets at end of year2011-12-31$4,183,651
Value of total assets at beginning of year2011-12-31$4,473,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,262
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,140
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$20,140
Administrative expenses professional fees incurred2011-12-31$32,309
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$14,060
Liabilities. Value of operating payables at end of year2011-12-31$4,836
Liabilities. Value of operating payables at beginning of year2011-12-31$18,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-276,579
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,178,815
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,455,394
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
Investment advisory and management fees2011-12-31$14,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,407,566
Value of interest in common/collective trusts at end of year2011-12-31$2,701,671
Value of interest in common/collective trusts at beginning of year2011-12-31$4,393,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$54,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$58,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$58,901
Net investment gain or loss from common/collective trusts2011-12-31$132,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$250,287
Employer contributions (assets) at end of year2011-12-31$20,000
Employer contributions (assets) at beginning of year2011-12-31$21,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$617,877
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ROGOFF & COMPANY P.C.
Accountancy firm EIN2011-12-31132688836
2010 : PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,742
Total income from all sources (including contributions)2010-12-31$771,862
Total of all expenses incurred2010-12-31$654,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$584,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$264,961
Value of total assets at end of year2010-12-31$4,473,509
Value of total assets at beginning of year2010-12-31$4,343,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$69,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$40,088
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$17,910
Liabilities. Value of operating payables at end of year2010-12-31$18,115
Liabilities. Value of operating payables at beginning of year2010-12-31$5,742
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$117,317
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,455,394
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,338,077
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
Investment advisory and management fees2010-12-31$11,954
Value of interest in common/collective trusts at end of year2010-12-31$4,393,608
Value of interest in common/collective trusts at beginning of year2010-12-31$4,303,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$58,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$17,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$17,127
Net investment gain or loss from common/collective trusts2010-12-31$506,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$264,961
Employer contributions (assets) at end of year2010-12-31$21,000
Employer contributions (assets) at beginning of year2010-12-31$23,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$584,593
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JOSEPH WARREN & CO.
Accountancy firm EIN2010-12-31131935859

Form 5500 Responses for PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS

2022: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION FUND FOR THE EMPLOYEES OF UFW OF AMERICA & RELATED ORGANIZATIONS 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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