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TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 401k Plan overview

Plan NameTRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND
Plan identification number 001

TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

WESTERN NEW YORK INCOME SECURITY FUND has sponsored the creation of one or more 401k plans.

Company Name:WESTERN NEW YORK INCOME SECURITY FUND
Employer identification number (EIN):161086155
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01MICHAEL STAFFORD
0012012-01-01MICHAEL STAFFORD
0012011-01-01ANTHONY ROMAN
0012009-01-01DAVID MECCA

Plan Statistics for TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND

401k plan membership statisitcs for TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND

Measure Date Value
2013: TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,804
Total number of active participants reported on line 7a of the Form 55002013-01-011,804
Total of all active and inactive participants2013-01-011,804
Total participants2013-01-011,804
2012: TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,100
Total number of active participants reported on line 7a of the Form 55002012-01-011,804
Total of all active and inactive participants2012-01-011,804
Total participants2012-01-011,804
2011: TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,283
Total number of active participants reported on line 7a of the Form 55002011-01-012,033
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-012,100
Total participants2011-01-012,100
Number of participants with account balances2011-01-01781
2009: TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,534
Total number of active participants reported on line 7a of the Form 55002009-01-012,259
Number of retired or separated participants receiving benefits2009-01-01110
Total of all active and inactive participants2009-01-012,369
Total participants2009-01-012,369
Number of participants with account balances2009-01-011,015

Financial Data on TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND

Measure Date Value
2013 : TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,882
Total income from all sources (including contributions)2013-12-31$168,237
Total of all expenses incurred2013-12-31$1,705,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,696,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,403
Value of total assets at end of year2013-12-31$433,391
Value of total assets at beginning of year2013-12-31$2,012,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,713
Total interest from all sources2013-12-31$43,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,344
Other income not declared elsewhere2013-12-31$111,303
Administrative expenses (other) incurred2013-12-31$8,713
Liabilities. Value of operating payables at beginning of year2013-12-31$41,882
Total non interest bearing cash at end of year2013-12-31$433,391
Total non interest bearing cash at beginning of year2013-12-31$2,009,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,537,432
Value of net assets at end of year (total assets less liabilities)2013-12-31$433,391
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,970,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$43,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,696,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
2012 : TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-880
Total unrealized appreciation/depreciation of assets2012-12-31$-880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$41,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$279,100
Total income from all sources (including contributions)2012-12-31$343,209
Total loss/gain on sale of assets2012-12-31$159,329
Total of all expenses incurred2012-12-31$2,792,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,757,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,238
Value of total assets at end of year2012-12-31$2,012,705
Value of total assets at beginning of year2012-12-31$4,698,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,867
Total interest from all sources2012-12-31$65,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$7,764
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,238
Amount contributed by the employer to the plan for this plan year2012-12-31$2,238
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$126,168
Other income not declared elsewhere2012-12-31$117,291
Administrative expenses (other) incurred2012-12-31$16,358
Liabilities. Value of operating payables at end of year2012-12-31$41,882
Liabilities. Value of operating payables at beginning of year2012-12-31$152,932
Total non interest bearing cash at end of year2012-12-31$2,009,361
Total non interest bearing cash at beginning of year2012-12-31$129,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,448,838
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,970,823
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,419,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,565,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$65,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,757,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$159,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TOSKI & CO., P.C.
Accountancy firm EIN2012-12-31161170608
2011 : TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-36,744
Total unrealized appreciation/depreciation of assets2011-12-31$-36,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$279,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$287,367
Total income from all sources (including contributions)2011-12-31$72,846
Total loss/gain on sale of assets2011-12-31$-18,717
Total of all expenses incurred2011-12-31$1,464,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,384,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$41,786
Value of total assets at end of year2011-12-31$4,698,761
Value of total assets at beginning of year2011-12-31$6,098,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$80,189
Total interest from all sources2011-12-31$50,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$40,477
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$41,786
Amount contributed by the employer to the plan for this plan year2011-12-31$41,786
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$126,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$134,940
Other income not declared elsewhere2011-12-31$35,890
Administrative expenses (other) incurred2011-12-31$31,002
Liabilities. Value of operating payables at end of year2011-12-31$152,932
Liabilities. Value of operating payables at beginning of year2011-12-31$152,427
Total non interest bearing cash at end of year2011-12-31$129,765
Total non interest bearing cash at beginning of year2011-12-31$132,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,391,456
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,419,661
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,811,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,565,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,954,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$50,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$41,786
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$7,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,384,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-18,717
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TOSKI & CO., P.C.
Accountancy firm EIN2011-12-31161170608
2010 : TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$501,169
Total unrealized appreciation/depreciation of assets2010-12-31$501,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$287,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$192,381
Total income from all sources (including contributions)2010-12-31$635,036
Total of all expenses incurred2010-12-31$546,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$497,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$77,790
Value of total assets at end of year2010-12-31$6,098,484
Value of total assets at beginning of year2010-12-31$5,915,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,146
Total interest from all sources2010-12-31$56,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,044
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$134,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$151,242
Administrative expenses (other) incurred2010-12-31$34,427
Liabilities. Value of operating payables at end of year2010-12-31$152,427
Liabilities. Value of operating payables at beginning of year2010-12-31$41,139
Total non interest bearing cash at end of year2010-12-31$132,933
Total non interest bearing cash at beginning of year2010-12-31$26,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$88,077
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,811,117
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,723,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,954,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,882,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$56,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$77,790
Employer contributions (assets) at end of year2010-12-31$7,825
Employer contributions (assets) at beginning of year2010-12-31$5,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$497,813
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TOSKI,SCHAEFER & CO., P.C.
Accountancy firm EIN2010-12-31161170608
2009 : TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$83,750
Amount contributed by the employer to the plan for this plan year2009-12-31$83,750

Form 5500 Responses for TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND

2013: TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TRUSTEES OF THE WESTERN NEW YORK LABOR INCOME SECURITY FUND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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