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IRON WORKERS LOCAL 580 SHOP PENSION FUND 401k Plan overview

Plan NameIRON WORKERS LOCAL 580 SHOP PENSION FUND
Plan identification number 001

IRON WORKERS LOCAL 580 SHOP PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

BOARD OF TRUSTEES IRON WORKERS LOCAL 580 SHOP PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IRON WORKERS LOCAL 580 SHOP PENSION FUND
Employer identification number (EIN):136613876
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 580 SHOP PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01JOSEPH NOLAN2024-02-11 SIMON O. HEFFNER2024-02-11
0012021-07-01PETER MYERS2022-11-28 RANDALL RIFELLI2022-11-28
0012020-07-01PETER MYERS2021-11-29 RANDALL RIFELLI2021-11-29
0012019-07-01PETER MYERS2020-12-03 RANDALL RIFELLI2020-12-02
0012018-07-01PETER MYERS2020-04-06 RANDALL RIFELLI2020-04-06
0012017-07-01
0012016-07-01
0012015-07-01CAROL WESTFALL
0012014-07-01CAROL WESTFALL
0012014-07-01CAROL WESTFALL
0012013-07-01CAROL WESTFALL
0012012-07-01CAROL WESTFALL
0012011-07-01CAROL WESTFALL
0012010-07-01CAROL WESTFALL
0012009-07-01CAROL WESTFALL
0012009-07-01CAROL WESTFALL

Plan Statistics for IRON WORKERS LOCAL 580 SHOP PENSION FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 580 SHOP PENSION FUND

Measure Date Value
2022: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-07-01659
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of retired or separated participants receiving benefits2022-07-01383
Number of other retired or separated participants entitled to future benefits2022-07-0165
Total of all active and inactive participants2022-07-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-01172
Total participants2022-07-01620
Number of employers contributing to the scheme2022-07-010
2021: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01692
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-01411
Number of other retired or separated participants entitled to future benefits2021-07-0169
Total of all active and inactive participants2021-07-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01179
Total participants2021-07-01659
Number of employers contributing to the scheme2021-07-010
2020: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01722
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-01435
Number of other retired or separated participants entitled to future benefits2020-07-0176
Total of all active and inactive participants2020-07-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01181
Total participants2020-07-01692
Number of employers contributing to the scheme2020-07-010
2019: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01759
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-01462
Number of other retired or separated participants entitled to future benefits2019-07-0184
Total of all active and inactive participants2019-07-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01176
Total participants2019-07-01722
Number of employers contributing to the scheme2019-07-010
2018: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01789
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-01487
Number of other retired or separated participants entitled to future benefits2018-07-0190
Total of all active and inactive participants2018-07-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01182
Total participants2018-07-01759
Number of employers contributing to the scheme2018-07-010
2017: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01803
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-01508
Number of other retired or separated participants entitled to future benefits2017-07-01100
Total of all active and inactive participants2017-07-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01181
Total participants2017-07-01789
Number of employers contributing to the scheme2017-07-010
Current value of assets2017-06-3015,692,535
Acturial value of assets for funding standard account2017-06-3016,320,535
Accrued liability for plan using immediate gains methods2017-06-3021,344,682
Accrued liability under unit credit cost method2017-06-3021,344,682
RPA 94 current liability2017-06-3027,714,656
Expected increase in current liability due to benefits accruing during the plan year2017-06-3054,492
Expected release from RPA 94 current liability for plan year2017-06-302,434,706
Expected plan disbursements for the plan year2017-06-302,834,706
Current value of assets2017-06-3015,696,615
Number of retired participants and beneficiaries receiving payment2017-06-30690
Current liability for retired participants and beneficiaries receiving payment2017-06-3022,157,740
Number of terminated vested participants2017-06-3088
Current liability for terminated vested participants2017-06-303,660,865
Current liability for active participants non vested benefits2017-06-3057,520
Current liability for active participants vested benefits2017-06-301,838,531
Total number of active articipats2017-06-3025
Current liability for active participants2017-06-301,896,051
Total participant count with liabilities2017-06-30803
Total current liabilitoes for participants with libailities2017-06-3027,714,656
Total employer contributions in plan year2017-06-30204,730
Total employee contributions in plan year2017-06-300
Prior year funding deficiency2017-06-300
Employer’s normal cost for plan year as of valuation date2017-06-30261,874
Prior year credit balance2017-06-305,428,541
Amortization credits as of valuation date2017-06-301,349,151
2016: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01873
Total number of active participants reported on line 7a of the Form 55002016-07-0125
Number of retired or separated participants receiving benefits2016-07-01539
Number of other retired or separated participants entitled to future benefits2016-07-0188
Total of all active and inactive participants2016-07-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01151
Total participants2016-07-01803
Number of employers contributing to the scheme2016-07-010
Current value of assets2016-06-3017,652,002
Acturial value of assets for funding standard account2016-06-3017,931,804
Accrued liability for plan using immediate gains methods2016-06-3023,027,916
Accrued liability under unit credit cost method2016-06-3023,027,916
RPA 94 current liability2016-06-3029,614,492
Expected increase in current liability due to benefits accruing during the plan year2016-06-30103,599
Expected release from RPA 94 current liability for plan year2016-06-302,631,585
Expected plan disbursements for the plan year2016-06-303,081,585
Current value of assets2016-06-3017,659,637
Number of retired participants and beneficiaries receiving payment2016-06-30736
Current liability for retired participants and beneficiaries receiving payment2016-06-3023,353,314
Number of terminated vested participants2016-06-30112
Current liability for terminated vested participants2016-06-304,472,151
Current liability for active participants non vested benefits2016-06-3098,909
Current liability for active participants vested benefits2016-06-301,690,118
Total number of active articipats2016-06-3025
Current liability for active participants2016-06-301,789,027
Total participant count with liabilities2016-06-30873
Total current liabilitoes for participants with libailities2016-06-3029,614,492
Total employer contributions in plan year2016-06-30331,501
Total employee contributions in plan year2016-06-300
Prior year funding deficiency2016-06-300
Employer’s normal cost for plan year as of valuation date2016-06-30551,484
Prior year credit balance2016-06-308,796,080
Amortization credits as of valuation date2016-06-302,421,790
2015: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01922
Total number of active participants reported on line 7a of the Form 55002015-07-0125
Number of retired or separated participants receiving benefits2015-07-01570
Number of other retired or separated participants entitled to future benefits2015-07-01112
Total of all active and inactive participants2015-07-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01166
Total participants2015-07-01873
Number of employers contributing to the scheme2015-07-014
Current value of assets2015-06-3019,470,915
Acturial value of assets for funding standard account2015-06-3019,470,915
Accrued liability for plan using immediate gains methods2015-06-3024,301,618
Accrued liability under unit credit cost method2015-06-3024,301,618
RPA 94 current liability2015-06-3030,690,744
Expected increase in current liability due to benefits accruing during the plan year2015-06-30100,042
Expected release from RPA 94 current liability for plan year2015-06-302,747,836
Expected plan disbursements for the plan year2015-06-303,197,836
Current value of assets2015-06-3019,503,174
Number of retired participants and beneficiaries receiving payment2015-06-30771
Current liability for retired participants and beneficiaries receiving payment2015-06-3024,301,869
Number of terminated vested participants2015-06-30126
Current liability for terminated vested participants2015-06-304,644,569
Current liability for active participants non vested benefits2015-06-30114,609
Current liability for active participants vested benefits2015-06-301,629,697
Total number of active articipats2015-06-3025
Current liability for active participants2015-06-301,744,306
Total participant count with liabilities2015-06-30922
Total current liabilitoes for participants with libailities2015-06-3030,690,744
Total employer contributions in plan year2015-06-30592,680
Total employee contributions in plan year2015-06-300
Prior year funding deficiency2015-06-300
Employer’s normal cost for plan year as of valuation date2015-06-30496,968
Prior year credit balance2015-06-3011,566,975
Amortization credits as of valuation date2015-06-302,175,176
2014: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01970
Total number of active participants reported on line 7a of the Form 55002014-07-0125
Number of retired or separated participants receiving benefits2014-07-01606
Number of other retired or separated participants entitled to future benefits2014-07-01126
Total of all active and inactive participants2014-07-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01165
Total participants2014-07-01922
Number of employers contributing to the scheme2014-07-014
Current value of assets2014-06-3019,401,438
Acturial value of assets for funding standard account2014-06-3017,929,500
Accrued liability for plan using immediate gains methods2014-06-3024,461,234
Accrued liability under unit credit cost method2014-06-3024,461,234
RPA 94 current liability2014-06-3032,480,875
Expected increase in current liability due to benefits accruing during the plan year2014-06-3094,415
Expected release from RPA 94 current liability for plan year2014-06-302,833,360
Expected plan disbursements for the plan year2014-06-303,133,360
Current value of assets2014-06-3019,446,595
Number of retired participants and beneficiaries receiving payment2014-06-30798
Current liability for retired participants and beneficiaries receiving payment2014-06-3025,335,113
Number of terminated vested participants2014-06-30148
Current liability for terminated vested participants2014-06-305,443,018
Current liability for active participants non vested benefits2014-06-30117,855
Current liability for active participants vested benefits2014-06-301,584,889
Total number of active articipats2014-06-3024
Current liability for active participants2014-06-301,702,744
Total participant count with liabilities2014-06-30970
Total current liabilitoes for participants with libailities2014-06-3032,480,875
Total employer contributions in plan year2014-06-30450,621
Total employee contributions in plan year2014-06-300
Prior year funding deficiency2014-06-300
Employer’s normal cost for plan year as of valuation date2014-06-30339,017
Prior year credit balance2014-06-3013,970,595
Amortization credits as of valuation date2014-06-301,874,015
2013: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-07-011,019
Total number of active participants reported on line 7a of the Form 55002013-07-0124
Number of retired or separated participants receiving benefits2013-07-01621
Number of other retired or separated participants entitled to future benefits2013-07-01148
Total of all active and inactive participants2013-07-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01177
Total participants2013-07-01970
Number of employers contributing to the scheme2013-07-014
2012: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-07-011,063
Total number of active participants reported on line 7a of the Form 55002012-07-0128
Number of retired or separated participants receiving benefits2012-07-01642
Number of other retired or separated participants entitled to future benefits2012-07-01176
Total of all active and inactive participants2012-07-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01173
Total participants2012-07-011,019
Number of employers contributing to the scheme2012-07-014
2011: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-07-011,006
Total number of active participants reported on line 7a of the Form 55002011-07-0136
Number of retired or separated participants receiving benefits2011-07-01672
Number of other retired or separated participants entitled to future benefits2011-07-01192
Total of all active and inactive participants2011-07-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01163
Total participants2011-07-011,063
Number of employers contributing to the scheme2011-07-015
2010: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-07-011,168
Total number of active participants reported on line 7a of the Form 55002010-07-0146
Number of retired or separated participants receiving benefits2010-07-01745
Total of all active and inactive participants2010-07-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-01215
Total participants2010-07-011,006
Number of employers contributing to the scheme2010-07-017
2009: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-07-011,216
Total number of active participants reported on line 7a of the Form 55002009-07-0154
Number of retired or separated participants receiving benefits2009-07-01736
Number of other retired or separated participants entitled to future benefits2009-07-01215
Total of all active and inactive participants2009-07-011,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-01163
Total participants2009-07-011,168
Number of employers contributing to the scheme2009-07-018

Financial Data on IRON WORKERS LOCAL 580 SHOP PENSION FUND

Measure Date Value
2023 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$-107,289
Total unrealized appreciation/depreciation of assets2023-06-30$-107,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$95,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$346,280
Total income from all sources (including contributions)2023-06-30$530,405
Total loss/gain on sale of assets2023-06-30$-47,080
Total of all expenses incurred2023-06-30$2,014,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,728,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$157,428
Value of total assets at end of year2023-06-30$7,175,270
Value of total assets at beginning of year2023-06-30$8,909,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$285,353
Total interest from all sources2023-06-30$131,361
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-06-30$0
Administrative expenses professional fees incurred2023-06-30$138,203
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Assets. Other investments not covered elsewhere at end of year2023-06-30$31,772
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$33,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$19,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$3,626,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$17,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$297,527
Administrative expenses (other) incurred2023-06-30$129,848
Liabilities. Value of operating payables at end of year2023-06-30$78,049
Liabilities. Value of operating payables at beginning of year2023-06-30$48,753
Total non interest bearing cash at end of year2023-06-30$337,724
Total non interest bearing cash at beginning of year2023-06-30$314,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-1,483,900
Value of net assets at end of year (total assets less liabilities)2023-06-30$7,079,309
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$8,563,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$17,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$4,091,695
Interest earned on other investments2023-06-30$44,613
Income. Interest from US Government securities2023-06-30$58,408
Income. Interest from corporate debt instruments2023-06-30$27,982
Value of interest in common/collective trusts at end of year2023-06-30$3,595,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$60,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$2,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$2,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$358
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$1,658,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$50,412
Net investment gain or loss from common/collective trusts2023-06-30$345,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$157,428
Employer contributions (assets) at end of year2023-06-30$785,452
Employer contributions (assets) at beginning of year2023-06-30$840,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,728,952
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$140,880
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$545,514
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$1,938,820
Aggregate carrying amount (costs) on sale of assets2023-06-30$1,985,900
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2023-06-30131577780
2022 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$346,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$293,938
Total income from all sources (including contributions)2022-06-30$-529,165
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,192,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,885,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$159,729
Value of total assets at end of year2022-06-30$8,909,489
Value of total assets at beginning of year2022-06-30$11,579,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$306,998
Total interest from all sources2022-06-30$48,292
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$245,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$245,016
Administrative expenses professional fees incurred2022-06-30$132,111
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$33,647
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$31,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$3,626,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$297,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$247,546
Administrative expenses (other) incurred2022-06-30$134,778
Liabilities. Value of operating payables at end of year2022-06-30$48,753
Liabilities. Value of operating payables at beginning of year2022-06-30$46,392
Total non interest bearing cash at end of year2022-06-30$314,704
Total non interest bearing cash at beginning of year2022-06-30$351,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,721,930
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,563,209
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,285,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$40,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,091,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,760,738
Interest earned on other investments2022-06-30$48,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$2,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$2,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$2,414
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$4,555,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-664,053
Net gain/loss from 103.12 investment entities2022-06-30$-318,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$159,729
Employer contributions (assets) at end of year2022-06-30$840,259
Employer contributions (assets) at beginning of year2022-06-30$877,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,885,767
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-06-30131577780
2021 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$293,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$328,743
Total income from all sources (including contributions)2021-06-30$2,354,885
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,323,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,019,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$162,453
Value of total assets at end of year2021-06-30$11,579,077
Value of total assets at beginning of year2021-06-30$11,582,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$304,344
Total interest from all sources2021-06-30$53,574
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$218,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$218,090
Administrative expenses professional fees incurred2021-06-30$133,905
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$31,924
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$29,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$200,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$247,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$271,101
Administrative expenses (other) incurred2021-06-30$127,993
Liabilities. Value of operating payables at end of year2021-06-30$46,392
Liabilities. Value of operating payables at beginning of year2021-06-30$57,642
Total non interest bearing cash at end of year2021-06-30$351,786
Total non interest bearing cash at beginning of year2021-06-30$136,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$31,250
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,285,139
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,253,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$42,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,760,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,590,960
Interest earned on other investments2021-06-30$53,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$2,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$2,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$2,414
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$4,555,022
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$4,697,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,851,688
Net gain/loss from 103.12 investment entities2021-06-30$69,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$162,453
Employer contributions (assets) at end of year2021-06-30$877,193
Employer contributions (assets) at beginning of year2021-06-30$925,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,019,291
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-06-30131577780
2020 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$328,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$411,133
Total income from all sources (including contributions)2020-06-30$1,053,556
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,434,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,126,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$160,911
Value of total assets at end of year2020-06-30$11,582,632
Value of total assets at beginning of year2020-06-30$13,045,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$307,258
Total interest from all sources2020-06-30$56,122
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$195,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$195,009
Administrative expenses professional fees incurred2020-06-30$141,532
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$29,514
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$30,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$200,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$271,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$371,694
Administrative expenses (other) incurred2020-06-30$121,960
Liabilities. Value of operating payables at end of year2020-06-30$57,642
Liabilities. Value of operating payables at beginning of year2020-06-30$39,439
Total non interest bearing cash at end of year2020-06-30$136,869
Total non interest bearing cash at beginning of year2020-06-30$190,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-1,380,678
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,253,889
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$12,634,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$43,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,590,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,630,587
Interest earned on other investments2020-06-30$56,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$2,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,376
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$4,697,638
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$5,231,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$266,682
Net gain/loss from 103.12 investment entities2020-06-30$374,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$160,911
Employer contributions (assets) at end of year2020-06-30$925,237
Employer contributions (assets) at beginning of year2020-06-30$959,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,126,976
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-06-30131577780
2019 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$411,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$287,171
Total income from all sources (including contributions)2019-06-30$1,226,007
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,499,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,190,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$122,978
Value of total assets at end of year2019-06-30$13,045,700
Value of total assets at beginning of year2019-06-30$14,195,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$309,181
Total interest from all sources2019-06-30$58,650
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$170,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$170,493
Administrative expenses professional fees incurred2019-06-30$127,657
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$30,714
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$31,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$371,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$241,786
Administrative expenses (other) incurred2019-06-30$135,737
Liabilities. Value of operating payables at end of year2019-06-30$39,439
Liabilities. Value of operating payables at beginning of year2019-06-30$45,385
Total non interest bearing cash at end of year2019-06-30$190,908
Total non interest bearing cash at beginning of year2019-06-30$179,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-1,273,968
Value of net assets at end of year (total assets less liabilities)2019-06-30$12,634,567
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,908,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$45,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,630,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,866,412
Interest earned on other investments2019-06-30$58,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$2,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$2,285
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$5,231,246
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$6,115,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$493,732
Net gain/loss from 103.12 investment entities2019-06-30$380,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$122,978
Employer contributions (assets) at end of year2019-06-30$959,869
Employer contributions (assets) at beginning of year2019-06-30$1,000,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,190,794
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-06-30131577780
2018 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$287,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$230,864
Total income from all sources (including contributions)2018-06-30$1,321,402
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,597,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,265,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$214,373
Value of total assets at end of year2018-06-30$14,195,706
Value of total assets at beginning of year2018-06-30$15,415,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$332,514
Total interest from all sources2018-06-30$57,439
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$174,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$174,494
Administrative expenses professional fees incurred2018-06-30$150,920
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$31,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$4,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$241,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$182,315
Administrative expenses (other) incurred2018-06-30$135,047
Liabilities. Value of operating payables at end of year2018-06-30$45,385
Liabilities. Value of operating payables at beginning of year2018-06-30$48,549
Total non interest bearing cash at end of year2018-06-30$179,486
Total non interest bearing cash at beginning of year2018-06-30$297,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-1,276,335
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,908,535
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$15,184,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$46,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,866,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,650,567
Interest earned on other investments2018-06-30$57,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$2,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$2,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$2,252
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$6,115,792
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$6,497,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$891,096
Net gain/loss from 103.12 investment entities2018-06-30$-16,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$214,373
Employer contributions (assets) at end of year2018-06-30$1,000,622
Employer contributions (assets) at beginning of year2018-06-30$962,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,265,223
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-06-30131577780
2017 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$230,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$183,661
Total income from all sources (including contributions)2017-06-30$2,563,765
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,075,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,464,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,183,046
Value of total assets at end of year2017-06-30$15,415,734
Value of total assets at beginning of year2017-06-30$15,880,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$610,877
Total interest from all sources2017-06-30$25,777
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$158,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$158,753
Administrative expenses professional fees incurred2017-06-30$402,623
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$4,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$182,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$126,140
Administrative expenses (other) incurred2017-06-30$160,065
Liabilities. Value of operating payables at end of year2017-06-30$48,549
Liabilities. Value of operating payables at beginning of year2017-06-30$57,521
Total non interest bearing cash at end of year2017-06-30$297,971
Total non interest bearing cash at beginning of year2017-06-30$328,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-511,745
Value of net assets at end of year (total assets less liabilities)2017-06-30$15,184,870
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$15,696,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$48,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,650,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,468,992
Interest earned on other investments2017-06-30$25,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$2,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,614
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$6,497,877
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$7,041,775
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,172,843
Net gain/loss from 103.12 investment entities2017-06-30$23,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,183,046
Employer contributions (assets) at end of year2017-06-30$962,909
Employer contributions (assets) at beginning of year2017-06-30$38,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,464,633
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-06-30131577780
2016 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$10,914
Total unrealized appreciation/depreciation of assets2016-06-30$10,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$183,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$141,054
Total income from all sources (including contributions)2016-06-30$1,000,464
Total loss/gain on sale of assets2016-06-30$-8,536
Total of all expenses incurred2016-06-30$2,963,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,504,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$327,946
Value of total assets at end of year2016-06-30$15,880,276
Value of total assets at beginning of year2016-06-30$17,800,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$458,977
Total interest from all sources2016-06-30$72,418
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$190,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$190,168
Administrative expenses professional fees incurred2016-06-30$251,752
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$61,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$126,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$73,989
Administrative expenses (other) incurred2016-06-30$150,431
Liabilities. Value of operating payables at end of year2016-06-30$57,521
Liabilities. Value of operating payables at beginning of year2016-06-30$67,065
Total non interest bearing cash at end of year2016-06-30$328,815
Total non interest bearing cash at beginning of year2016-06-30$253,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,963,022
Value of net assets at end of year (total assets less liabilities)2016-06-30$15,696,615
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$17,659,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$56,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$8,468,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$9,714,409
Income. Interest from US Government securities2016-06-30$12,446
Income. Interest from corporate debt instruments2016-06-30$59,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$33,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$33,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$7,041,775
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$2,040,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$164,414
Net gain/loss from 103.12 investment entities2016-06-30$243,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$327,946
Employer contributions (assets) at end of year2016-06-30$38,080
Employer contributions (assets) at beginning of year2016-06-30$42,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,504,509
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$2,488,423
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$3,162,849
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$2,631
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$2,514,734
Aggregate carrying amount (costs) on sale of assets2016-06-30$2,523,270
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-06-30131577780
2015 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-105,020
Total unrealized appreciation/depreciation of assets2015-06-30$-105,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$141,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$164,687
Total income from all sources (including contributions)2015-06-30$1,251,435
Total loss/gain on sale of assets2015-06-30$6,581
Total of all expenses incurred2015-06-30$3,094,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,640,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$271,716
Value of total assets at end of year2015-06-30$17,800,691
Value of total assets at beginning of year2015-06-30$19,667,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$454,916
Total interest from all sources2015-06-30$258,149
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$253,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$253,059
Administrative expenses professional fees incurred2015-06-30$236,025
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$61,873
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$59,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$73,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$123,872
Administrative expenses (other) incurred2015-06-30$149,423
Liabilities. Value of operating payables at end of year2015-06-30$67,065
Liabilities. Value of operating payables at beginning of year2015-06-30$40,815
Total non interest bearing cash at end of year2015-06-30$253,653
Total non interest bearing cash at beginning of year2015-06-30$271,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,843,537
Value of net assets at end of year (total assets less liabilities)2015-06-30$17,659,637
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$19,503,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$69,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$9,714,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$11,594,401
Income. Interest from US Government securities2015-06-30$43,842
Income. Interest from corporate debt instruments2015-06-30$214,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$33,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$95,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$95,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$7
Asset value of US Government securities at end of year2015-06-30$2,040,266
Asset value of US Government securities at beginning of year2015-06-30$2,810,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$566,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$271,716
Employer contributions (assets) at end of year2015-06-30$42,635
Employer contributions (assets) at beginning of year2015-06-30$83,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,640,056
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$2,488,423
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$2,189,730
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$3,162,849
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$2,560,049
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$2,631
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$2,516
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$4,950,131
Aggregate carrying amount (costs) on sale of assets2015-06-30$4,943,550
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2015-06-30131577780
2014 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$825,445
Total unrealized appreciation/depreciation of assets2014-06-30$825,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$164,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$136,813
Total income from all sources (including contributions)2014-06-30$3,291,763
Total loss/gain on sale of assets2014-06-30$-13,547
Total of all expenses incurred2014-06-30$3,235,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,743,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$437,723
Value of total assets at end of year2014-06-30$19,667,861
Value of total assets at beginning of year2014-06-30$19,583,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$491,643
Total interest from all sources2014-06-30$249,776
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$230,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$230,859
Administrative expenses professional fees incurred2014-06-30$215,200
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$59,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$59,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$123,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$96,773
Administrative expenses (other) incurred2014-06-30$207,820
Liabilities. Value of operating payables at end of year2014-06-30$40,815
Liabilities. Value of operating payables at beginning of year2014-06-30$40,040
Total non interest bearing cash at end of year2014-06-30$271,755
Total non interest bearing cash at beginning of year2014-06-30$341,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$56,579
Value of net assets at end of year (total assets less liabilities)2014-06-30$19,503,174
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$19,446,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$68,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$11,594,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$11,737,292
Income. Interest from US Government securities2014-06-30$50,851
Income. Interest from corporate debt instruments2014-06-30$194,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$95,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$88,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$88,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$4,163
Asset value of US Government securities at end of year2014-06-30$2,810,990
Asset value of US Government securities at beginning of year2014-06-30$2,358,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,561,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$437,723
Employer contributions (assets) at end of year2014-06-30$83,259
Employer contributions (assets) at beginning of year2014-06-30$87,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,743,541
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$2,189,730
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$2,255,978
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$2,560,049
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$2,651,612
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$2,516
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$1,898
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$4,897,062
Aggregate carrying amount (costs) on sale of assets2014-06-30$4,910,609
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-06-30131577780
2013 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$127,301
Total unrealized appreciation/depreciation of assets2013-06-30$127,301
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$136,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$129,988
Total income from all sources (including contributions)2013-06-30$2,936,076
Total loss/gain on sale of assets2013-06-30$13,717
Total of all expenses incurred2013-06-30$3,231,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,797,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$650,375
Value of total assets at end of year2013-06-30$19,583,408
Value of total assets at beginning of year2013-06-30$19,872,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$434,329
Total interest from all sources2013-06-30$252,673
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$259,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$259,069
Administrative expenses professional fees incurred2013-06-30$211,180
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$59,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$81,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$96,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$85,882
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$135,309
Liabilities. Value of operating payables at end of year2013-06-30$40,040
Liabilities. Value of operating payables at beginning of year2013-06-30$44,106
Total non interest bearing cash at end of year2013-06-30$341,770
Total non interest bearing cash at beginning of year2013-06-30$684,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-295,772
Value of net assets at end of year (total assets less liabilities)2013-06-30$19,446,595
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$19,742,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$68,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$11,737,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$11,482,684
Income. Interest from US Government securities2013-06-30$60,889
Income. Interest from corporate debt instruments2013-06-30$191,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$88,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$219,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$219,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$58
Asset value of US Government securities at end of year2013-06-30$2,358,447
Asset value of US Government securities at beginning of year2013-06-30$2,060,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,632,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$650,375
Employer contributions (assets) at end of year2013-06-30$87,798
Employer contributions (assets) at beginning of year2013-06-30$83,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,797,519
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$2,255,978
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$2,513,400
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$2,651,612
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$2,746,468
Contract administrator fees2013-06-30$19,589
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$1,898
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$5,945,685
Aggregate carrying amount (costs) on sale of assets2013-06-30$5,931,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-06-30131577780
2012 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$170,234
Total unrealized appreciation/depreciation of assets2012-06-30$170,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$129,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$141,747
Total income from all sources (including contributions)2012-06-30$1,719,000
Total loss/gain on sale of assets2012-06-30$88,040
Total of all expenses incurred2012-06-30$3,898,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,439,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$529,093
Value of total assets at end of year2012-06-30$19,872,355
Value of total assets at beginning of year2012-06-30$22,064,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$459,538
Total interest from all sources2012-06-30$353,987
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$231,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$231,249
Administrative expenses professional fees incurred2012-06-30$214,608
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$81,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$106,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$85,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$77,381
Other income not declared elsewhere2012-06-30$13,747
Administrative expenses (other) incurred2012-06-30$141,509
Liabilities. Value of operating payables at end of year2012-06-30$44,106
Liabilities. Value of operating payables at beginning of year2012-06-30$64,366
Total non interest bearing cash at end of year2012-06-30$684,950
Total non interest bearing cash at beginning of year2012-06-30$532,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-2,179,972
Value of net assets at end of year (total assets less liabilities)2012-06-30$19,742,367
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$21,922,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$72,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$11,482,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$11,579,546
Income. Interest from US Government securities2012-06-30$67,644
Income. Interest from corporate debt instruments2012-06-30$286,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$219,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$93,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$93,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$71
Asset value of US Government securities at end of year2012-06-30$2,060,084
Asset value of US Government securities at beginning of year2012-06-30$2,295,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$332,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$529,093
Employer contributions (assets) at end of year2012-06-30$83,761
Employer contributions (assets) at beginning of year2012-06-30$104,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,439,434
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$2,513,400
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$4,522,608
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$2,746,468
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$2,825,870
Contract administrator fees2012-06-30$30,507
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$4,212
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$9,521,652
Aggregate carrying amount (costs) on sale of assets2012-06-30$9,433,612
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-06-30131577780
2011 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-154,677
Total unrealized appreciation/depreciation of assets2011-06-30$-154,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$141,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$128,245
Total income from all sources (including contributions)2011-06-30$3,584,783
Total loss/gain on sale of assets2011-06-30$174,628
Total of all expenses incurred2011-06-30$3,285,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,961,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$358,151
Value of total assets at end of year2011-06-30$22,064,086
Value of total assets at beginning of year2011-06-30$21,751,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$324,888
Total interest from all sources2011-06-30$489,147
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$211,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$211,850
Administrative expenses professional fees incurred2011-06-30$108,903
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-06-3097733
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$106,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$209,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$77,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$54,662
Administrative expenses (other) incurred2011-06-30$104,474
Liabilities. Value of operating payables at end of year2011-06-30$64,366
Liabilities. Value of operating payables at beginning of year2011-06-30$73,583
Total non interest bearing cash at end of year2011-06-30$532,068
Total non interest bearing cash at beginning of year2011-06-30$551,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$298,877
Value of net assets at end of year (total assets less liabilities)2011-06-30$21,922,339
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$21,623,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$84,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$11,579,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$8,862,012
Income. Interest from US Government securities2011-06-30$97,168
Income. Interest from corporate debt instruments2011-06-30$391,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$93,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$98,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$98,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$42
Asset value of US Government securities at end of year2011-06-30$2,295,004
Asset value of US Government securities at beginning of year2011-06-30$2,903,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,505,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$358,151
Employer contributions (assets) at end of year2011-06-30$104,732
Employer contributions (assets) at beginning of year2011-06-30$32,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,961,018
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$4,522,608
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$6,213,948
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$2,825,870
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$2,880,117
Contract administrator fees2011-06-30$27,237
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$4,212
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$7,287,324
Aggregate carrying amount (costs) on sale of assets2011-06-30$7,112,696
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-06-30131577780
2010 : IRON WORKERS LOCAL 580 SHOP PENSION FUND 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-06-30308951

Form 5500 Responses for IRON WORKERS LOCAL 580 SHOP PENSION FUND

2022: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL 580 SHOP PENSION FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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