IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2022 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-19,396,947 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-19,396,947 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,343,413 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,119,978 |
| Total income from all sources (including contributions) | 2022-12-31 | $-10,090,327 |
| Total loss/gain on sale of assets | 2022-12-31 | $-1,985,395 |
| Total of all expenses incurred | 2022-12-31 | $5,512,954 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,658,685 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,504,828 |
| Value of total assets at end of year | 2022-12-31 | $138,362,177 |
| Value of total assets at beginning of year | 2022-12-31 | $152,742,023 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $854,269 |
| Total interest from all sources | 2022-12-31 | $1,674,653 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,112,464 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $36,526 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $586,367 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $330,418 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,247,551 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,119,910 |
| Other income not declared elsewhere | 2022-12-31 | $70 |
| Administrative expenses (other) incurred | 2022-12-31 | $275,883 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $95,862 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $68 |
| Total non interest bearing cash at end of year | 2022-12-31 | $1,459,507 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $433,737 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-15,603,281 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $136,018,764 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $151,622,045 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $541,860 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,756,026 |
| Interest earned on other investments | 2022-12-31 | $351 |
| Income. Interest from US Government securities | 2022-12-31 | $1,240,235 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $427,413 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $6,040,412 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,172,956 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,172,956 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,654 |
| Asset value of US Government securities at end of year | 2022-12-31 | $64,401,514 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $57,552,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $8,504,828 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,697,825 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,163,972 |
| Income. Dividends from common stock | 2022-12-31 | $1,112,464 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,658,685 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $11,492,719 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $14,273,311 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $52,665,542 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $70,049,689 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $18,291 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $9,100 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $111,078,456 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $113,063,851 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2022-12-31 | 222951202 |
| 2021 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $4,537,261 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $4,537,261 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,119,978 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $264,762 |
| Total income from all sources (including contributions) | 2021-12-31 | $18,033,648 |
| Total loss/gain on sale of assets | 2021-12-31 | $3,639,615 |
| Total of all expenses incurred | 2021-12-31 | $7,655,103 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,800,247 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,364,887 |
| Value of total assets at end of year | 2021-12-31 | $152,742,023 |
| Value of total assets at beginning of year | 2021-12-31 | $141,508,262 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $854,856 |
| Total interest from all sources | 2021-12-31 | $1,528,275 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $962,704 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $38,170 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $330,418 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $429,597 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,119,910 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $263,613 |
| Other income not declared elsewhere | 2021-12-31 | $906 |
| Administrative expenses (other) incurred | 2021-12-31 | $244,114 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $68 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1,149 |
| Total non interest bearing cash at end of year | 2021-12-31 | $433,737 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $61,050 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $10,378,545 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $151,622,045 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $141,243,500 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $572,572 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,756,026 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,844,677 |
| Interest earned on other investments | 2021-12-31 | $0 |
| Income. Interest from US Government securities | 2021-12-31 | $893,701 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $634,339 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,172,956 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $4,410,686 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $4,410,686 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $235 |
| Asset value of US Government securities at end of year | 2021-12-31 | $57,552,814 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $52,427,276 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $7,364,887 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,163,972 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,194,305 |
| Income. Dividends from common stock | 2021-12-31 | $962,704 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,800,247 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $14,273,311 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $17,911,406 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $70,049,689 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $59,229,265 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $9,100 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $97,848,616 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $94,209,001 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2021-12-31 | 222951202 |
| 2020 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $6,966,399 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $6,966,399 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $264,762 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $322,690 |
| Total income from all sources (including contributions) | 2020-12-31 | $21,024,929 |
| Total loss/gain on sale of assets | 2020-12-31 | $5,333,581 |
| Total of all expenses incurred | 2020-12-31 | $7,155,204 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,404,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,233,691 |
| Value of total assets at end of year | 2020-12-31 | $141,508,262 |
| Value of total assets at beginning of year | 2020-12-31 | $127,696,465 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $750,642 |
| Total interest from all sources | 2020-12-31 | $1,560,635 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $928,898 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $31,151 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $429,597 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $441,256 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $263,613 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $322,439 |
| Other income not declared elsewhere | 2020-12-31 | $1,725 |
| Administrative expenses (other) incurred | 2020-12-31 | $241,315 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,149 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $251 |
| Total non interest bearing cash at end of year | 2020-12-31 | $61,050 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $479,205 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $13,869,725 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $141,243,500 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $127,373,775 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $478,176 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,844,677 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,106,336 |
| Interest earned on other investments | 2020-12-31 | $1,937 |
| Income. Interest from US Government securities | 2020-12-31 | $1,137,539 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $415,177 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $4,410,686 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,671,218 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,671,218 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $5,982 |
| Asset value of US Government securities at end of year | 2020-12-31 | $52,427,276 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $51,725,094 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $6,233,691 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,194,305 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,178,829 |
| Income. Dividends from common stock | 2020-12-31 | $928,898 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,404,562 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $17,911,406 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $9,327,415 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $59,229,265 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $55,767,049 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $63 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $98,051,709 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $92,718,128 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2020-12-31 | 222951202 |
| 2019 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $11,106,436 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $11,106,436 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $322,690 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $264,244 |
| Total income from all sources (including contributions) | 2019-12-31 | $22,646,106 |
| Total loss/gain on sale of assets | 2019-12-31 | $2,268,908 |
| Total of all expenses incurred | 2019-12-31 | $7,569,877 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,808,901 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,518,875 |
| Value of total assets at end of year | 2019-12-31 | $127,696,465 |
| Value of total assets at beginning of year | 2019-12-31 | $112,561,790 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $760,976 |
| Total interest from all sources | 2019-12-31 | $1,655,777 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,095,621 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $40,664 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $441,256 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $355,438 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $322,439 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $260,802 |
| Other income not declared elsewhere | 2019-12-31 | $489 |
| Administrative expenses (other) incurred | 2019-12-31 | $258,037 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $251 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $3,442 |
| Total non interest bearing cash at end of year | 2019-12-31 | $479,205 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $319,231 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $15,076,229 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $127,373,775 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $112,297,546 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $462,275 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,106,336 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,958,886 |
| Interest earned on other investments | 2019-12-31 | $1,910 |
| Income. Interest from US Government securities | 2019-12-31 | $1,210,256 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $437,773 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,671,218 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,981,683 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,981,683 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,838 |
| Asset value of US Government securities at end of year | 2019-12-31 | $51,725,094 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $47,399,952 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $6,518,875 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,178,829 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $934,198 |
| Income. Dividends from common stock | 2019-12-31 | $1,095,621 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,808,901 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $9,327,415 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $9,280,127 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $55,767,049 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $43,331,996 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $63 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $279 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $83,084,489 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $80,815,581 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2019-12-31 | 222951202 |
| 2018 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-4,438,214 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-4,438,214 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $264,244 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $139,086 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,438,496 |
| Total loss/gain on sale of assets | 2018-12-31 | $-1,698,637 |
| Total of all expenses incurred | 2018-12-31 | $5,385,123 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,665,753 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,904,024 |
| Value of total assets at end of year | 2018-12-31 | $112,561,790 |
| Value of total assets at beginning of year | 2018-12-31 | $116,383,259 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $719,370 |
| Total interest from all sources | 2018-12-31 | $1,610,637 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,059,150 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $85,242 |
| Administrative expenses professional fees incurred | 2018-12-31 | $33,341 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $355,438 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $333,286 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $260,802 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $138,976 |
| Other income not declared elsewhere | 2018-12-31 | $1,536 |
| Administrative expenses (other) incurred | 2018-12-31 | $223,838 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $3,442 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $110 |
| Total non interest bearing cash at end of year | 2018-12-31 | $1,033,023 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $330,990 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-3,946,627 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $112,297,546 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $116,244,173 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $462,191 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,958,886 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $3,304 |
| Income. Interest from US Government securities | 2018-12-31 | $1,245,763 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $349,391 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,267,891 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,513,541 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,513,541 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $12,179 |
| Asset value of US Government securities at end of year | 2018-12-31 | $47,399,952 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $45,491,802 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $4,904,024 |
| Employer contributions (assets) at end of year | 2018-12-31 | $934,198 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $798,204 |
| Income. Dividends from common stock | 2018-12-31 | $973,908 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,665,753 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $9,280,127 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $11,444,213 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $43,331,996 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $54,470,724 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $279 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $499 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $125,544,699 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $127,243,336 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2018-12-31 | 222951202 |
| 2017 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $8,737,401 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $8,737,401 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $139,086 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $197,981 |
| Total income from all sources (including contributions) | 2017-12-31 | $15,479,162 |
| Total loss/gain on sale of assets | 2017-12-31 | $-154,302 |
| Total of all expenses incurred | 2017-12-31 | $5,657,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,966,459 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,495,923 |
| Value of total assets at end of year | 2017-12-31 | $116,383,259 |
| Value of total assets at beginning of year | 2017-12-31 | $106,620,606 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $691,155 |
| Total interest from all sources | 2017-12-31 | $1,415,079 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $976,208 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $41,250 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $333,286 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $224,902 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $138,976 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $195,249 |
| Other income not declared elsewhere | 2017-12-31 | $8,853 |
| Administrative expenses (other) incurred | 2017-12-31 | $204,668 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $110 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $2,732 |
| Total non interest bearing cash at end of year | 2017-12-31 | $330,990 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $56,738 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $9,821,548 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $116,244,173 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $106,422,625 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $445,237 |
| Interest earned on other investments | 2017-12-31 | $5,998 |
| Income. Interest from US Government securities | 2017-12-31 | $826,613 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $578,396 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,513,541 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,865,325 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,865,325 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,072 |
| Asset value of US Government securities at end of year | 2017-12-31 | $45,491,802 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $43,685,023 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $4,495,923 |
| Employer contributions (assets) at end of year | 2017-12-31 | $798,204 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $685,335 |
| Income. Dividends from common stock | 2017-12-31 | $976,208 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,966,459 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $11,444,213 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $13,273,396 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $54,470,724 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $45,829,013 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $499 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $874 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $101,866,878 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $102,021,180 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2017-12-31 | 222951202 |
| 2016 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $4,056,840 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $4,056,840 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $197,981 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $430,311 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,926,417 |
| Total loss/gain on sale of assets | 2016-12-31 | $-2,317,041 |
| Total of all expenses incurred | 2016-12-31 | $3,731,998 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,077,028 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,900,440 |
| Value of total assets at end of year | 2016-12-31 | $106,620,606 |
| Value of total assets at beginning of year | 2016-12-31 | $102,658,517 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $654,970 |
| Total interest from all sources | 2016-12-31 | $1,453,617 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $831,638 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $67,152 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $224,902 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $289,468 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $195,249 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $424,627 |
| Other income not declared elsewhere | 2016-12-31 | $923 |
| Administrative expenses (other) incurred | 2016-12-31 | $190,560 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $2,732 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $5,684 |
| Total non interest bearing cash at end of year | 2016-12-31 | $56,738 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $369,993 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $4,194,419 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $106,422,625 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $102,228,206 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $397,258 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $971,892 |
| Interest earned on other investments | 2016-12-31 | $4,652 |
| Income. Interest from US Government securities | 2016-12-31 | $684,836 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $762,818 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,865,325 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,087,564 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,087,564 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,311 |
| Asset value of US Government securities at end of year | 2016-12-31 | $43,685,023 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $31,575,095 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $3,900,440 |
| Employer contributions (assets) at end of year | 2016-12-31 | $685,335 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $500,491 |
| Income. Dividends from common stock | 2016-12-31 | $831,638 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,077,028 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $13,273,396 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $22,486,177 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $45,829,013 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $42,376,531 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $874 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $1,306 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $115,954,979 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $118,272,020 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | MSPC CETIFIED PUBLIC ACCOUNTANTS AN |
| Accountancy firm EIN | 2016-12-31 | 222951202 |
| 2015 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $210,789 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $210,789 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $430,311 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $124,698 |
| Total income from all sources (including contributions) | 2015-12-31 | $4,274,371 |
| Total loss/gain on sale of assets | 2015-12-31 | $-1,743,245 |
| Total of all expenses incurred | 2015-12-31 | $4,458,184 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,771,253 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,652,560 |
| Value of total assets at end of year | 2015-12-31 | $102,658,517 |
| Value of total assets at beginning of year | 2015-12-31 | $102,536,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $686,931 |
| Total interest from all sources | 2015-12-31 | $1,394,351 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $756,992 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $55,292 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $289,468 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $278,450 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $424,627 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $121,467 |
| Other income not declared elsewhere | 2015-12-31 | $2,924 |
| Administrative expenses (other) incurred | 2015-12-31 | $214,384 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $5,684 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $3,231 |
| Total non interest bearing cash at end of year | 2015-12-31 | $369,993 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $376,410 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-183,813 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $102,228,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $102,412,019 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $417,255 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $971,892 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,103,019 |
| Interest earned on other investments | 2015-12-31 | $2,285 |
| Income. Interest from US Government securities | 2015-12-31 | $537,454 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $854,193 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,087,564 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,802,930 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,802,930 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $419 |
| Asset value of US Government securities at end of year | 2015-12-31 | $31,575,095 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $29,684,852 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $3,652,560 |
| Employer contributions (assets) at end of year | 2015-12-31 | $500,491 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $484,530 |
| Income. Dividends from common stock | 2015-12-31 | $756,992 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,771,253 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $22,486,177 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $23,898,506 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $42,376,531 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $42,906,273 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $1,306 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $1,747 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $80,205,025 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $81,948,270 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MSPC CETIFIED PUBLIC ACCOUNTANTS AN |
| Accountancy firm EIN | 2015-12-31 | 222951202 |
| 2014 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $3,040,203 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $3,040,203 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $124,698 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $165,116 |
| Total income from all sources (including contributions) | 2014-12-31 | $7,668,104 |
| Total loss/gain on sale of assets | 2014-12-31 | $-667,949 |
| Total of all expenses incurred | 2014-12-31 | $7,094,509 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,459,761 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,333,140 |
| Value of total assets at end of year | 2014-12-31 | $102,536,717 |
| Value of total assets at beginning of year | 2014-12-31 | $102,003,540 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $634,748 |
| Total interest from all sources | 2014-12-31 | $1,272,616 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $690,094 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $45,752 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $278,450 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $286,227 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $121,467 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $156,408 |
| Administrative expenses (other) incurred | 2014-12-31 | $178,789 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $3,231 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $8,708 |
| Total non interest bearing cash at end of year | 2014-12-31 | $376,410 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $341,775 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $573,595 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $102,412,019 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $101,838,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $410,207 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,103,019 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,390,777 |
| Interest earned on other investments | 2014-12-31 | $2,533 |
| Income. Interest from US Government securities | 2014-12-31 | $490,175 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $779,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,802,930 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,855,353 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,855,353 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $838 |
| Asset value of US Government securities at end of year | 2014-12-31 | $29,684,852 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $28,260,282 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $3,333,140 |
| Employer contributions (assets) at end of year | 2014-12-31 | $484,530 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $590,621 |
| Income. Dividends from common stock | 2014-12-31 | $690,094 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,459,761 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $23,898,506 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $23,862,933 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $42,906,273 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $44,413,061 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $1,747 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $2,511 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $71,318,838 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $71,986,787 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS A |
| Accountancy firm EIN | 2014-12-31 | 222951202 |
| 2013 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $7,893,932 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $7,893,932 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $165,116 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $48,637 |
| Total income from all sources (including contributions) | 2013-12-31 | $14,215,269 |
| Total loss/gain on sale of assets | 2013-12-31 | $1,076,774 |
| Total of all expenses incurred | 2013-12-31 | $7,574,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,973,214 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,246,056 |
| Value of total assets at end of year | 2013-12-31 | $102,003,540 |
| Value of total assets at beginning of year | 2013-12-31 | $95,245,805 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $600,799 |
| Total interest from all sources | 2013-12-31 | $1,341,880 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $656,627 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $55,165 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $3,355,452 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $3,355,452 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $286,227 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $311,336 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $156,408 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $44,692 |
| Administrative expenses (other) incurred | 2013-12-31 | $166,572 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $8,708 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $3,945 |
| Total non interest bearing cash at end of year | 2013-12-31 | $341,775 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $100,414 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $6,641,256 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $101,838,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $95,197,168 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $379,062 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,390,777 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,094,327 |
| Interest earned on other investments | 2013-12-31 | $7,564 |
| Income. Interest from US Government securities | 2013-12-31 | $607,081 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $726,331 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,855,353 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,054,401 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,054,401 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $904 |
| Asset value of US Government securities at end of year | 2013-12-31 | $28,260,282 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $30,957,510 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $3,246,056 |
| Employer contributions (assets) at end of year | 2013-12-31 | $590,621 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $473,589 |
| Income. Dividends from common stock | 2013-12-31 | $656,627 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,973,214 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $23,862,933 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $21,777,417 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $44,413,061 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $36,472,900 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $2,511 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $3,911 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $80,908,819 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $79,832,045 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS A |
| Accountancy firm EIN | 2013-12-31 | 222951202 |
| 2012 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $4,386,886 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $4,386,886 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $48,637 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $157,532 |
| Total income from all sources (including contributions) | 2012-12-31 | $10,287,478 |
| Total loss/gain on sale of assets | 2012-12-31 | $870,375 |
| Total of all expenses incurred | 2012-12-31 | $7,040,140 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,396,870 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,768,633 |
| Value of total assets at end of year | 2012-12-31 | $95,245,805 |
| Value of total assets at beginning of year | 2012-12-31 | $92,107,362 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $643,270 |
| Total interest from all sources | 2012-12-31 | $1,447,617 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $813,967 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $67,136 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $2,897,249 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,897,249 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $311,336 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $330,784 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $44,692 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $151,001 |
| Administrative expenses (other) incurred | 2012-12-31 | $188,442 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $3,945 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $6,531 |
| Total non interest bearing cash at end of year | 2012-12-31 | $100,414 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $421,447 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $3,247,338 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $95,197,168 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $91,949,830 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $387,692 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,094,327 |
| Interest earned on other investments | 2012-12-31 | $6,907 |
| Income. Interest from US Government securities | 2012-12-31 | $574,293 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $865,955 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,054,401 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,363,976 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,363,976 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $462 |
| Asset value of US Government securities at end of year | 2012-12-31 | $30,957,510 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $28,940,081 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,768,633 |
| Employer contributions (assets) at end of year | 2012-12-31 | $473,589 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $529,483 |
| Income. Dividends from common stock | 2012-12-31 | $813,967 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,396,870 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $21,777,417 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $22,943,023 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $36,472,900 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $35,573,264 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $3,911 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $5,304 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $81,692,855 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $80,822,480 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS A |
| Accountancy firm EIN | 2012-12-31 | 222951202 |
| 2011 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-898,775 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-898,775 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $157,532 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $10,185 |
| Total income from all sources (including contributions) | 2011-12-31 | $5,009,934 |
| Total loss/gain on sale of assets | 2011-12-31 | $289,907 |
| Total of all expenses incurred | 2011-12-31 | $6,277,909 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,642,323 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,301,262 |
| Value of total assets at end of year | 2011-12-31 | $92,107,362 |
| Value of total assets at beginning of year | 2011-12-31 | $93,227,990 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $635,586 |
| Total interest from all sources | 2011-12-31 | $1,663,218 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $654,322 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $79,735 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $330,784 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $404,649 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $151,001 |
| Administrative expenses (other) incurred | 2011-12-31 | $165,553 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $6,531 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $10,185 |
| Total non interest bearing cash at end of year | 2011-12-31 | $421,447 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $215,540 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-1,267,975 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $91,949,830 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $93,217,805 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $390,298 |
| Interest earned on other investments | 2011-12-31 | $14,700 |
| Income. Interest from US Government securities | 2011-12-31 | $623,040 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $1,025,234 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,363,976 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,203,349 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,203,349 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $244 |
| Asset value of US Government securities at end of year | 2011-12-31 | $28,940,081 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $27,008,799 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $3,301,262 |
| Employer contributions (assets) at end of year | 2011-12-31 | $529,483 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $531,075 |
| Income. Dividends from common stock | 2011-12-31 | $654,322 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,642,323 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $22,943,023 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $23,431,435 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $35,573,264 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $39,426,456 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $5,304 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $6,687 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $104,224,432 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $103,934,525 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MSPC CERTIFIED PUBLIC ACCTS AND ADV |
| Accountancy firm EIN | 2011-12-31 | 222951202 |
| 2010 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,036,390 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $2,036,390 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,185 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,985 |
| Total income from all sources (including contributions) | 2010-12-31 | $11,937,117 |
| Total loss/gain on sale of assets | 2010-12-31 | $3,933,909 |
| Total of all expenses incurred | 2010-12-31 | $7,095,296 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,501,734 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,498,429 |
| Value of total assets at end of year | 2010-12-31 | $93,227,990 |
| Value of total assets at beginning of year | 2010-12-31 | $88,386,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $593,562 |
| Total interest from all sources | 2010-12-31 | $1,910,428 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $556,142 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $73,992 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $404,649 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $442,991 |
| Other income not declared elsewhere | 2010-12-31 | $1,819 |
| Administrative expenses (other) incurred | 2010-12-31 | $136,396 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $10,185 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $10,985 |
| Total non interest bearing cash at end of year | 2010-12-31 | $215,540 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $216,035 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $4,841,821 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $93,217,805 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $88,375,984 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $383,174 |
| Interest earned on other investments | 2010-12-31 | $9,166 |
| Income. Interest from US Government securities | 2010-12-31 | $698,111 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $1,200,687 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,203,349 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,480,383 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,480,383 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,464 |
| Asset value of US Government securities at end of year | 2010-12-31 | $27,008,799 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $25,109,971 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $3,498,429 |
| Employer contributions (assets) at end of year | 2010-12-31 | $531,075 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $571,706 |
| Income. Dividends from common stock | 2010-12-31 | $556,142 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,501,734 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $23,431,435 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $23,314,549 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $39,426,456 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $36,245,592 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $6,687 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $5,742 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $83,448,649 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $79,514,740 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTS AND |
| Accountancy firm EIN | 2010-12-31 | 222951202 |
| 2009 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $3,687,850 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $3,687,850 |
