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WESTERN NEW YORK TEAMSTERS 401(K) PLAN 401k Plan overview

Plan NameWESTERN NEW YORK TEAMSTERS 401(K) PLAN
Plan identification number 001

WESTERN NEW YORK TEAMSTERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TEAMSTERS LOCAL NO. 264 has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS LOCAL NO. 264
Employer identification number (EIN):161334019
NAIC Classification:311500
NAIC Description: Dairy Product Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN NEW YORK TEAMSTERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK BOLING
0012016-01-01MARK BOLING
0012015-01-01ERIN STUTZ
0012014-05-01ERIN STUTZ
0012013-05-01ERIN STUTZ
0012012-05-01ERIN STUTZ
0012011-05-01ERIN STUTZ
0012010-05-01ERIN STUTZ
0012009-05-01ERIN STUTZ
0012008-05-01ERIN STUTZ
0012007-05-01ERIN STUTZ
0012006-05-01ERIN STUTZ
0012005-05-01ERIN STUTZ

Plan Statistics for WESTERN NEW YORK TEAMSTERS 401(K) PLAN

401k plan membership statisitcs for WESTERN NEW YORK TEAMSTERS 401(K) PLAN

Measure Date Value
2022: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01816
Total number of active participants reported on line 7a of the Form 55002022-01-01745
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-01119
Total of all active and inactive participants2022-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01891
Number of participants with account balances2022-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-014
2021: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01787
Total number of active participants reported on line 7a of the Form 55002021-01-01663
Number of retired or separated participants receiving benefits2021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01808
Number of participants with account balances2021-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-014
2020: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01777
Total number of active participants reported on line 7a of the Form 55002020-01-01652
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01785
Number of participants with account balances2020-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-015
2019: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01798
Total number of active participants reported on line 7a of the Form 55002019-01-01632
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01131
Total of all active and inactive participants2019-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01775
Number of participants with account balances2019-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-015
2018: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01788
Total number of active participants reported on line 7a of the Form 55002018-01-01657
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01183
Total of all active and inactive participants2018-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01849
Number of participants with account balances2018-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-016
2017: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01793
Total number of active participants reported on line 7a of the Form 55002017-01-01643
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01183
Total of all active and inactive participants2017-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01832
Number of participants with account balances2017-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-016
2016: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01819
Total number of active participants reported on line 7a of the Form 55002016-01-01677
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01796
Number of participants with account balances2016-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-016
2015: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01709
Total number of active participants reported on line 7a of the Form 55002015-01-01692
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01818
Number of participants with account balances2015-01-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-016
2014: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01716
Total number of active participants reported on line 7a of the Form 55002014-05-01626
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-0183
Total of all active and inactive participants2014-05-01709
Total participants2014-05-01709
Number of participants with account balances2014-05-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-017
Number of employers contributing to the scheme2014-05-016
2013: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01725
Total number of active participants reported on line 7a of the Form 55002013-05-01640
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-0176
Total of all active and inactive participants2013-05-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-01716
Number of participants with account balances2013-05-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
Number of employers contributing to the scheme2013-05-016
2012: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01734
Total number of active participants reported on line 7a of the Form 55002012-05-01628
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0192
Total of all active and inactive participants2012-05-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01720
Number of participants with account balances2012-05-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
Number of employers contributing to the scheme2012-05-016
2011: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01723
Total number of active participants reported on line 7a of the Form 55002011-05-01638
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-0196
Total of all active and inactive participants2011-05-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01734
Number of participants with account balances2011-05-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
Number of employers contributing to the scheme2011-05-016
2010: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01748
Total number of active participants reported on line 7a of the Form 55002010-05-01632
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-0191
Total of all active and inactive participants2010-05-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-01723
Number of participants with account balances2010-05-01723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-010
Number of employers contributing to the scheme2010-05-016
2009: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01806
Total number of active participants reported on line 7a of the Form 55002009-05-01684
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-0164
Total of all active and inactive participants2009-05-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01748
Number of participants with account balances2009-05-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010
Number of employers contributing to the scheme2009-05-016
2008: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-05-01810
Total number of active participants reported on line 7a of the Form 55002008-05-01740
Number of retired or separated participants receiving benefits2008-05-011
Number of other retired or separated participants entitled to future benefits2008-05-0183
Total of all active and inactive participants2008-05-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-05-010
Total participants2008-05-01824
Number of participants with account balances2008-05-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-05-010
Number of employers contributing to the scheme2008-05-016
2007: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-05-01863
Total number of active participants reported on line 7a of the Form 55002007-05-01800
Number of retired or separated participants receiving benefits2007-05-011
Number of other retired or separated participants entitled to future benefits2007-05-0190
Total of all active and inactive participants2007-05-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-05-010
Total participants2007-05-01891
Number of participants with account balances2007-05-01891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-05-010
Number of employers contributing to the scheme2007-05-016
2006: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-05-01883
Total number of active participants reported on line 7a of the Form 55002006-05-01792
Number of retired or separated participants receiving benefits2006-05-011
Number of other retired or separated participants entitled to future benefits2006-05-0195
Total of all active and inactive participants2006-05-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-05-010
Total participants2006-05-01888
Number of participants with account balances2006-05-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-05-010
Number of employers contributing to the scheme2006-05-016
2005: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year2005-05-01794
Total number of active participants reported on line 7a of the Form 55002005-05-01722
Number of retired or separated participants receiving benefits2005-05-011
Number of other retired or separated participants entitled to future benefits2005-05-0188
Total of all active and inactive participants2005-05-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-05-010
Total participants2005-05-01811
Number of participants with account balances2005-05-01811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-05-010
Number of employers contributing to the scheme2005-05-016

Financial Data on WESTERN NEW YORK TEAMSTERS 401(K) PLAN

Measure Date Value
2022 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,336,085
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,229,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,044,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,844,040
Value of total assets at end of year2022-12-31$35,611,300
Value of total assets at beginning of year2022-12-31$42,176,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$184,582
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,180,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,180,226
Administrative expenses professional fees incurred2022-12-31$43,871
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$812,866
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,565,635
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,611,300
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,176,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$77,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,775,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,106,794
Value of interest in common/collective trusts at end of year2022-12-31$8,836,033
Value of interest in common/collective trusts at beginning of year2022-12-31$7,070,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,519,673
Net investment gain or loss from common/collective trusts2022-12-31$159,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$995,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,044,968
Contract administrator fees2022-12-31$62,853
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2022-12-31471793720
2021 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,164,901
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,126,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,954,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,815,587
Value of total assets at end of year2021-12-31$42,176,935
Value of total assets at beginning of year2021-12-31$37,138,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$171,930
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,101,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,101,185
Administrative expenses professional fees incurred2021-12-31$30,294
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$828,756
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$36,491
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,038,644
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,176,935
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,138,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$78,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,106,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,178,965
Value of interest in common/collective trusts at end of year2021-12-31$7,070,141
Value of interest in common/collective trusts at beginning of year2021-12-31$6,959,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,113,504
Net investment gain or loss from common/collective trusts2021-12-31$134,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$950,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,954,327
Contract administrator fees2021-12-31$62,883
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2021-12-31471793720
2020 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,655,055
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,874,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,718,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,942,714
Value of total assets at end of year2020-12-31$37,138,291
Value of total assets at beginning of year2020-12-31$33,357,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$156,257
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$32,415
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$851,756
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$174,286
Other income not declared elsewhere2020-12-31$3,560,490
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,780,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,138,291
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,357,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$64,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,178,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,925,573
Value of interest in common/collective trusts at end of year2020-12-31$6,959,326
Value of interest in common/collective trusts at beginning of year2020-12-31$6,432,277
Net investment gain or loss from common/collective trusts2020-12-31$151,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$916,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,718,357
Contract administrator fees2020-12-31$59,596
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2020-12-31471793720
2019 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,911,171
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,689,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,540,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,653,336
Value of total assets at end of year2019-12-31$33,357,850
Value of total assets at beginning of year2019-12-31$28,136,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$149,334
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$755,666
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,978
Administrative expenses (other) incurred2019-12-31$32,207
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,221,431
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,357,850
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,136,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$60,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,925,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,811,901
Value of interest in common/collective trusts at end of year2019-12-31$6,432,277
Value of interest in common/collective trusts at beginning of year2019-12-31$6,324,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,099,484
Net investment gain or loss from common/collective trusts2019-12-31$158,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$892,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,540,406
Contract administrator fees2019-12-31$56,275
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2019-12-31471793720
2018 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$72,447
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,276,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,136,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,447,396
Value of total assets at end of year2018-12-31$28,136,419
Value of total assets at beginning of year2018-12-31$29,340,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$140,006
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$19,283
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$666,465
Administrative expenses (other) incurred2018-12-31$4,089
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,203,941
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,136,419
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,340,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,811,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,704,340
Value of interest in common/collective trusts at end of year2018-12-31$6,324,518
Value of interest in common/collective trusts at beginning of year2018-12-31$5,636,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,521,777
Net investment gain or loss from common/collective trusts2018-12-31$146,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$780,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,136,382
Contract administrator fees2018-12-31$57,246
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2018-12-31471793720
2017 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,986,361
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,317,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,187,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,366,439
Value of total assets at end of year2017-12-31$29,340,360
Value of total assets at beginning of year2017-12-31$25,671,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130,256
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$18,001
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$597,029
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,772
Administrative expenses (other) incurred2017-12-31$4,882
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,669,066
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,340,360
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,671,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$52,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,704,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,360,776
Value of interest in common/collective trusts at end of year2017-12-31$5,636,020
Value of interest in common/collective trusts at beginning of year2017-12-31$5,310,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,492,802
Net investment gain or loss from common/collective trusts2017-12-31$127,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$752,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,187,039
Contract administrator fees2017-12-31$54,406
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2017-12-31471793720
2016 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,620
Total income from all sources (including contributions)2016-12-31$3,820,352
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,315,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,189,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,916,044
Value of total assets at end of year2016-12-31$25,671,294
Value of total assets at beginning of year2016-12-31$23,184,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$126,381
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$126,381
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$533,515
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$685,955
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$17,620
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$17,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,504,833
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,671,294
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,166,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,360,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,865,892
Value of interest in common/collective trusts at end of year2016-12-31$5,310,518
Value of interest in common/collective trusts at beginning of year2016-12-31$5,300,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,779,289
Net investment gain or loss from common/collective trusts2016-12-31$125,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$696,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,189,138
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2016-12-31471793720
2015 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,195,782
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,669,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,540,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,207,598
Value of total assets at end of year2015-12-31$23,184,081
Value of total assets at beginning of year2015-12-31$23,640,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$128,886
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$21,199
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$801,261
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,605
Administrative expenses (other) incurred2015-12-31$9,460
Liabilities. Value of operating payables at end of year2015-12-31$17,620
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$17,620
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-473,730
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,166,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,640,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$43,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,865,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,633,021
Value of interest in common/collective trusts at end of year2015-12-31$5,300,569
Value of interest in common/collective trusts at beginning of year2015-12-31$5,007,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-139,975
Net investment gain or loss from common/collective trusts2015-12-31$128,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$389,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,540,626
Contract administrator fees2015-12-31$54,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TOSKI & CO., PC
Accountancy firm EIN2015-12-31161170608
2014 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,628,092
Total of all expenses incurred2014-12-31$626,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$555,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$768,602
Value of total assets at end of year2014-12-31$23,640,191
Value of total assets at beginning of year2014-12-31$22,638,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$70,724
Total interest from all sources2014-12-31$4,916
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$643,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$643,228
Administrative expenses professional fees incurred2014-12-31$3,299
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$347,482
Participant contributions at beginning of year2014-12-31$246
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,908
Administrative expenses (other) incurred2014-12-31$20,053
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,001,448
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,640,191
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,638,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$47,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,633,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,960,803
Interest earned on other investments2014-12-31$4,916
Value of interest in common/collective trusts at end of year2014-12-31$5,007,170
Value of interest in common/collective trusts at beginning of year2014-12-31$4,665,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$211,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$403,212
Employer contributions (assets) at beginning of year2014-12-31$11,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$555,920
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TOSKI & CO., PC
Accountancy firm EIN2014-12-31161170608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$15,748
Total income from all sources (including contributions)2014-04-30$3,014,769
Total of all expenses incurred2014-04-30$1,268,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$1,173,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$1,086,873
Value of total assets at end of year2014-04-30$22,646,295
Value of total assets at beginning of year2014-04-30$20,915,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$94,885
Administrative expenses professional fees incurred2014-04-30$13,511
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$415,323
Participant contributions at end of year2014-04-30$246
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$30,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$15,748
Total non interest bearing cash at end of year2014-04-30$364
Total non interest bearing cash at beginning of year2014-04-30$1,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$1,746,330
Value of net assets at end of year (total assets less liabilities)2014-04-30$22,646,295
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$20,899,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$57,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$17,967,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$16,542,333
Value of interest in common/collective trusts at end of year2014-04-30$4,665,724
Value of interest in common/collective trusts at beginning of year2014-04-30$4,372,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$1,927,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$641,173
Employer contributions (assets) at end of year2014-04-30$11,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$1,173,554
Contract administrator fees2014-04-30$23,777
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30TOSKI & CO, PC
Accountancy firm EIN2014-04-30161170608
2013 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$15,748
Total income from all sources (including contributions)2013-04-30$3,025,991
Total of all expenses incurred2013-04-30$1,184,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$1,069,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$1,026,558
Value of total assets at end of year2013-04-30$20,915,713
Value of total assets at beginning of year2013-04-30$19,058,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$114,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$19,691
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$424,514
Participant contributions at beginning of year2013-04-30$7,287
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$12,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$15,748
Total non interest bearing cash at end of year2013-04-30$1,077
Total non interest bearing cash at beginning of year2013-04-30$10,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$1,841,601
Value of net assets at end of year (total assets less liabilities)2013-04-30$20,899,965
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$19,058,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$55,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$16,542,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$15,086,398
Value of interest in common/collective trusts at end of year2013-04-30$4,372,303
Value of interest in common/collective trusts at beginning of year2013-04-30$3,943,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$1,999,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$589,445
Employer contributions (assets) at beginning of year2013-04-30$10,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$1,069,775
Contract administrator fees2013-04-30$39,608
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30TOSKI & CO., P.C.
Accountancy firm EIN2013-04-30161170608
2012 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$1,299,142
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$1,184,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$1,065,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$1,093,462
Value of total assets at end of year2012-04-30$19,058,364
Value of total assets at beginning of year2012-04-30$18,943,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$119,015
Total interest from all sources2012-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$24,573
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$459,205
Participant contributions at end of year2012-04-30$7,287
Participant contributions at beginning of year2012-04-30$16,105
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$-153,892
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$38,028
Total non interest bearing cash at end of year2012-04-30$10,735
Total non interest bearing cash at beginning of year2012-04-30$9,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$114,953
Value of net assets at end of year (total assets less liabilities)2012-04-30$19,058,364
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$18,943,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$54,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$15,086,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$14,885,807
Value of interest in common/collective trusts at end of year2012-04-30$3,943,192
Value of interest in common/collective trusts at beginning of year2012-04-30$4,185,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$205,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$596,229
Employer contributions (assets) at end of year2012-04-30$10,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$1,065,174
Contract administrator fees2012-04-30$39,699
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30TOSKI & CO., P.C.
Accountancy firm EIN2012-04-30161170608
2011 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$3,300,474
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$958,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$872,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$1,090,704
Value of total assets at end of year2011-04-30$18,943,411
Value of total assets at beginning of year2011-04-30$16,601,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$86,069
Total interest from all sources2011-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$6,505
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$555,652
Participant contributions at end of year2011-04-30$16,105
Participant contributions at beginning of year2011-04-30$8,528
Assets. Other investments not covered elsewhere at end of year2011-04-30$-153,892
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$-82,002
Total non interest bearing cash at end of year2011-04-30$9,998
Total non interest bearing cash at beginning of year2011-04-30$70,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$2,342,204
Value of net assets at end of year (total assets less liabilities)2011-04-30$18,943,411
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$16,601,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$40,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$14,885,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$12,854,897
Value of interest in common/collective trusts at end of year2011-04-30$4,185,393
Value of interest in common/collective trusts at beginning of year2011-04-30$3,748,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$2,209,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$535,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$872,201
Contract administrator fees2011-04-30$39,388
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30TOSKI & CO., P.C.
Accountancy firm EIN2011-04-30161170608
2010 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-04-30$0
Total income from all sources (including contributions)2010-04-30$4,446,944
Total loss/gain on sale of assets2010-04-30$0
Total of all expenses incurred2010-04-30$692,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-04-30$618,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-04-30$1,015,416
Value of total assets at end of year2010-04-30$16,601,207
Value of total assets at beginning of year2010-04-30$12,846,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-04-30$73,618
Total interest from all sources2010-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2010-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-04-30No
Administrative expenses professional fees incurred2010-04-30$5,565
Was this plan covered by a fidelity bond2010-04-30Yes
Value of fidelity bond cover2010-04-30$500,000
If this is an individual account plan, was there a blackout period2010-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0
Were there any nonexempt tranactions with any party-in-interest2010-04-30No
Contributions received from participants2010-04-30$441,809
Participant contributions at end of year2010-04-30$8,528
Participant contributions at beginning of year2010-04-30$12,974
Assets. Other investments not covered elsewhere at end of year2010-04-30$-82,002
Assets. Other investments not covered elsewhere at beginning of year2010-04-30$210,460
Income. Received or receivable in cash from other sources (including rollovers)2010-04-30$41,840
Total non interest bearing cash at end of year2010-04-30$70,951
Total non interest bearing cash at beginning of year2010-04-30$322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-04-30No
Value of net income/loss2010-04-30$3,754,783
Value of net assets at end of year (total assets less liabilities)2010-04-30$16,601,207
Value of net assets at beginning of year (total assets less liabilities)2010-04-30$12,846,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-04-30No
Were any leases to which the plan was party in default or uncollectible2010-04-30No
Investment advisory and management fees2010-04-30$34,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-04-30$12,854,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-04-30$9,222,917
Value of interest in common/collective trusts at end of year2010-04-30$3,748,833
Value of interest in common/collective trusts at beginning of year2010-04-30$3,390,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-04-30$3,431,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-04-30No
Was there a failure to transmit to the plan any participant contributions2010-04-30No
Has the plan failed to provide any benefit when due under the plan2010-04-30No
Contributions received in cash from employer2010-04-30$531,767
Employer contributions (assets) at beginning of year2010-04-30$9,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-04-30$618,543
Contract administrator fees2010-04-30$33,690
Did the plan have assets held for investment2010-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-04-30Yes
Opinion of an independent qualified public accountant for this plan2010-04-30Disclaimer
Accountancy firm name2010-04-30TOSKI & CO., P.C.
Accountancy firm EIN2010-04-30161170608
2009 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-04-30$0
Total income from all sources (including contributions)2009-04-30$-2,292,948
Total loss/gain on sale of assets2009-04-30$0
Total of all expenses incurred2009-04-30$1,301,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-04-30$1,224,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-04-30$1,075,666
Value of total assets at end of year2009-04-30$12,846,424
Value of total assets at beginning of year2009-04-30$16,440,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-04-30$76,876
Total interest from all sources2009-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2009-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-04-30No
Administrative expenses professional fees incurred2009-04-30$5,705
Was this plan covered by a fidelity bond2009-04-30Yes
Value of fidelity bond cover2009-04-30$500,000
If this is an individual account plan, was there a blackout period2009-04-30No
Were there any nonexempt tranactions with any party-in-interest2009-04-30No
Contributions received from participants2009-04-30$525,889
Participant contributions at end of year2009-04-30$12,974
Participant contributions at beginning of year2009-04-30$10,788
Assets. Other investments not covered elsewhere at end of year2009-04-30$210,460
Income. Received or receivable in cash from other sources (including rollovers)2009-04-30$12,022
Total non interest bearing cash at end of year2009-04-30$322
Total non interest bearing cash at beginning of year2009-04-30$34,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-04-30No
Value of net income/loss2009-04-30$-3,594,406
Value of net assets at end of year (total assets less liabilities)2009-04-30$12,846,424
Value of net assets at beginning of year (total assets less liabilities)2009-04-30$16,440,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2009-04-30No
Were any leases to which the plan was party in default or uncollectible2009-04-30No
Investment advisory and management fees2009-04-30$34,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-04-30$9,222,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-04-30$13,013,923
Value of interest in common/collective trusts at end of year2009-04-30$3,390,212
Value of interest in common/collective trusts at beginning of year2009-04-30$3,371,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-04-30$-3,368,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-04-30No
Was there a failure to transmit to the plan any participant contributions2009-04-30No
Has the plan failed to provide any benefit when due under the plan2009-04-30No
Contributions received in cash from employer2009-04-30$537,755
Employer contributions (assets) at end of year2009-04-30$9,539
Employer contributions (assets) at beginning of year2009-04-30$9,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-04-30$1,224,582
Contract administrator fees2009-04-30$36,843
Did the plan have assets held for investment2009-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-04-30Yes
Opinion of an independent qualified public accountant for this plan2009-04-30Disclaimer
Accountancy firm name2009-04-30TOSKI & CO., P.C.
Accountancy firm EIN2009-04-30161170608
2008 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-04-30$0
Total income from all sources (including contributions)2008-04-30$1,545,137
Total loss/gain on sale of assets2008-04-30$0
Total of all expenses incurred2008-04-30$996,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-04-30$926,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-04-30$1,228,506
Value of total assets at end of year2008-04-30$16,440,830
Value of total assets at beginning of year2008-04-30$15,892,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-04-30$70,272
Total interest from all sources2008-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2008-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-04-30No
Administrative expenses professional fees incurred2008-04-30$5,169
Was this plan covered by a fidelity bond2008-04-30Yes
Value of fidelity bond cover2008-04-30$500,000
If this is an individual account plan, was there a blackout period2008-04-30No
Were there any nonexempt tranactions with any party-in-interest2008-04-30No
Contributions received from participants2008-04-30$518,985
Participant contributions at end of year2008-04-30$10,788
Participant contributions at beginning of year2008-04-30$10,063
Income. Received or receivable in cash from other sources (including rollovers)2008-04-30$186,539
Total non interest bearing cash at end of year2008-04-30$34,730
Total non interest bearing cash at beginning of year2008-04-30$27,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-04-30No
Value of net income/loss2008-04-30$548,147
Value of net assets at end of year (total assets less liabilities)2008-04-30$16,440,830
Value of net assets at beginning of year (total assets less liabilities)2008-04-30$15,892,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2008-04-30No
Were any leases to which the plan was party in default or uncollectible2008-04-30No
Investment advisory and management fees2008-04-30$27,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-04-30$13,013,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-04-30$12,627,762
Value of interest in common/collective trusts at end of year2008-04-30$3,371,567
Value of interest in common/collective trusts at beginning of year2008-04-30$3,217,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-04-30$316,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-04-30No
Was there a failure to transmit to the plan any participant contributions2008-04-30No
Has the plan failed to provide any benefit when due under the plan2008-04-30No
Contributions received in cash from employer2008-04-30$522,982
Employer contributions (assets) at end of year2008-04-30$9,822
Employer contributions (assets) at beginning of year2008-04-30$9,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-04-30$926,718
Contract administrator fees2008-04-30$37,118
Did the plan have assets held for investment2008-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-04-30Yes
Opinion of an independent qualified public accountant for this plan2008-04-30Disclaimer
Accountancy firm name2008-04-30TOSKI & CO., P.C.
Accountancy firm EIN2008-04-30161170608
2007 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-04-30$0
Total income from all sources (including contributions)2007-04-30$2,514,674
Total loss/gain on sale of assets2007-04-30$0
Total of all expenses incurred2007-04-30$999,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-04-30$922,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-04-30$1,033,577
Value of total assets at end of year2007-04-30$15,892,683
Value of total assets at beginning of year2007-04-30$14,377,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-04-30$77,416
Total interest from all sources2007-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2007-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-04-30No
Administrative expenses professional fees incurred2007-04-30$5,202
Was this plan covered by a fidelity bond2007-04-30Yes
Value of fidelity bond cover2007-04-30$500,000
If this is an individual account plan, was there a blackout period2007-04-30No
Were there any nonexempt tranactions with any party-in-interest2007-04-30No
Contributions received from participants2007-04-30$509,726
Participant contributions at end of year2007-04-30$10,063
Participant contributions at beginning of year2007-04-30$18,966
Total non interest bearing cash at end of year2007-04-30$27,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-04-30No
Value of net income/loss2007-04-30$1,514,870
Value of net assets at end of year (total assets less liabilities)2007-04-30$15,892,683
Value of net assets at beginning of year (total assets less liabilities)2007-04-30$14,377,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2007-04-30No
Were any leases to which the plan was party in default or uncollectible2007-04-30No
Investment advisory and management fees2007-04-30$34,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-04-30$12,627,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-04-30$11,262,397
Value of interest in common/collective trusts at end of year2007-04-30$3,217,741
Value of interest in common/collective trusts at beginning of year2007-04-30$3,078,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-04-30$1,481,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-04-30No
Was there a failure to transmit to the plan any participant contributions2007-04-30No
Has the plan failed to provide any benefit when due under the plan2007-04-30No
Contributions received in cash from employer2007-04-30$523,851
Employer contributions (assets) at end of year2007-04-30$9,956
Employer contributions (assets) at beginning of year2007-04-30$17,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-04-30$922,388
Contract administrator fees2007-04-30$37,912
Did the plan have assets held for investment2007-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-04-30Yes
Opinion of an independent qualified public accountant for this plan2007-04-30Disclaimer
Accountancy firm name2007-04-30TOSKI & CO., P.C.
Accountancy firm EIN2007-04-30161170608
2006 : WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2006 401k financial data
Total unrealized appreciation/depreciation of assets2006-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-04-30$24,145
Total income from all sources (including contributions)2006-04-30$2,771,400
Total loss/gain on sale of assets2006-04-30$0
Total of all expenses incurred2006-04-30$501,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-04-30$436,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-04-30$996,559
Value of total assets at end of year2006-04-30$14,377,813
Value of total assets at beginning of year2006-04-30$12,131,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-04-30$64,263
Total interest from all sources2006-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2006-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-04-30No
Administrative expenses professional fees incurred2006-04-30$12,757
Was this plan covered by a fidelity bond2006-04-30Yes
Value of fidelity bond cover2006-04-30$500,000
If this is an individual account plan, was there a blackout period2006-04-30No
Were there any nonexempt tranactions with any party-in-interest2006-04-30No
Contributions received from participants2006-04-30$498,805
Participant contributions at end of year2006-04-30$18,966
Participant contributions at beginning of year2006-04-30$12,328
Income. Received or receivable in cash from other sources (including rollovers)2006-04-30$20,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2006-04-30$47,953
Total non interest bearing cash at beginning of year2006-04-30$10,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-04-30No
Value of net income/loss2006-04-30$2,270,291
Value of net assets at end of year (total assets less liabilities)2006-04-30$14,377,813
Value of net assets at beginning of year (total assets less liabilities)2006-04-30$12,107,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2006-04-30No
Were any leases to which the plan was party in default or uncollectible2006-04-30No
Investment advisory and management fees2006-04-30$27,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2006-04-30$14,341,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2006-04-30$2,937,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-04-30$445,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-04-30$445,328
Asset value of US Government securities at beginning of year2006-04-30$2,511,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2006-04-30$1,774,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-04-30No
Was there a failure to transmit to the plan any participant contributions2006-04-30No
Has the plan failed to provide any benefit when due under the plan2006-04-30No
Contributions received in cash from employer2006-04-30$476,939
Employer contributions (assets) at end of year2006-04-30$17,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-04-30$436,846
Asset. Corporate debt instrument preferred debt at beginning of year2006-04-30$1,298,149
Contract administrator fees2006-04-30$23,784
Assets. Corporate common stocks other than exployer securities at beginning of year2006-04-30$4,868,176
Liabilities. Value of benefit claims payable at beginning of year2006-04-30$24,145
Did the plan have assets held for investment2006-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-04-30Yes
Opinion of an independent qualified public accountant for this plan2006-04-30Disclaimer
Accountancy firm name2006-04-30TOSKI & CO., P.C.
Accountancy firm EIN2006-04-30161170608

Form 5500 Responses for WESTERN NEW YORK TEAMSTERS 401(K) PLAN

2022: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes
2008: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2008 form 5500 responses
2008-05-01Type of plan entityMulti-employer plan
2008-05-01Submission has been amendedNo
2008-05-01This submission is the final filingNo
2008-05-01This return/report is a short plan year return/report (less than 12 months)No
2008-05-01Plan is a collectively bargained planYes
2008-05-01Plan funding arrangement – TrustYes
2008-05-01Plan benefit arrangement - TrustYes
2007: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2007 form 5500 responses
2007-05-01Type of plan entityMulti-employer plan
2007-05-01Submission has been amendedNo
2007-05-01This submission is the final filingNo
2007-05-01This return/report is a short plan year return/report (less than 12 months)No
2007-05-01Plan is a collectively bargained planYes
2007-05-01Plan funding arrangement – TrustYes
2007-05-01Plan benefit arrangement - TrustYes
2006: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2006 form 5500 responses
2006-05-01Type of plan entityMulti-employer plan
2006-05-01Submission has been amendedNo
2006-05-01This submission is the final filingNo
2006-05-01This return/report is a short plan year return/report (less than 12 months)No
2006-05-01Plan is a collectively bargained planYes
2006-05-01Plan funding arrangement – TrustYes
2006-05-01Plan benefit arrangement - TrustYes
2005: WESTERN NEW YORK TEAMSTERS 401(K) PLAN 2005 form 5500 responses
2005-05-01Type of plan entityMulti-employer plan
2005-05-01Submission has been amendedNo
2005-05-01This submission is the final filingNo
2005-05-01This return/report is a short plan year return/report (less than 12 months)No
2005-05-01Plan is a collectively bargained planYes
2005-05-01Plan funding arrangement – TrustYes
2005-05-01Plan benefit arrangement - TrustYes

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