IBEW LOCAL 241 has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL #241 ANNUITY PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $79,293 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $66,039 |
| Total income from all sources (including contributions) | 2023-05-31 | $1,945,829 |
| Total of all expenses incurred | 2023-05-31 | $1,800,601 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $1,654,185 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $1,318,969 |
| Value of total assets at end of year | 2023-05-31 | $30,312,770 |
| Value of total assets at beginning of year | 2023-05-31 | $30,154,288 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $146,416 |
| Total interest from all sources | 2023-05-31 | $183,154 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Administrative expenses professional fees incurred | 2023-05-31 | $94,854 |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-05-31 | $922 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-05-31 | $6,603 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-05-31 | $79,293 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-05-31 | $66,039 |
| Administrative expenses (other) incurred | 2023-05-31 | $23,069 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $145,228 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $30,233,477 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $30,088,249 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Investment advisory and management fees | 2023-05-31 | $28,493 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-05-31 | $24,850,649 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-05-31 | $24,280,117 |
| Interest earned on other investments | 2023-05-31 | $183,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $126,585 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $235,017 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $235,017 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-05-31 | $49 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-05-31 | $5,197,273 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-05-31 | $5,505,102 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-05-31 | $443,706 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Contributions received in cash from employer | 2023-05-31 | $1,318,047 |
| Employer contributions (assets) at end of year | 2023-05-31 | $131,660 |
| Employer contributions (assets) at beginning of year | 2023-05-31 | $132,912 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $1,654,185 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-05-31 | No |
| Did the plan have assets held for investment | 2023-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2023-05-31 | 161092347 |
| 2022 : IBEW LOCAL #241 ANNUITY PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $66,039 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $72,460 |
| Total income from all sources (including contributions) | 2022-05-31 | $-241,787 |
| Total of all expenses incurred | 2022-05-31 | $3,632,400 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $3,504,892 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $1,284,306 |
| Value of total assets at end of year | 2022-05-31 | $30,154,288 |
| Value of total assets at beginning of year | 2022-05-31 | $34,034,896 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $127,508 |
| Total interest from all sources | 2022-05-31 | $195,836 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Administrative expenses professional fees incurred | 2022-05-31 | $68,716 |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-05-31 | $9,809 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-05-31 | $66,039 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-05-31 | $72,460 |
| Administrative expenses (other) incurred | 2022-05-31 | $22,126 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $-3,874,187 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $30,088,249 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $33,962,436 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Investment advisory and management fees | 2022-05-31 | $36,666 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-31 | $24,280,117 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-31 | $27,496,307 |
| Interest earned on other investments | 2022-05-31 | $195,777 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $235,017 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $256,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $256,868 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-31 | $59 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-05-31 | $5,505,102 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-05-31 | $6,124,948 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-31 | $-1,721,929 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $1,284,306 |
| Employer contributions (assets) at end of year | 2022-05-31 | $132,912 |
| Employer contributions (assets) at beginning of year | 2022-05-31 | $146,964 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $3,504,892 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-05-31 | No |
| Did the plan have assets held for investment | 2022-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2022-05-31 | 161092347 |
| 2021 : IBEW LOCAL #241 ANNUITY PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $72,460 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $41,611 |
| Total income from all sources (including contributions) | 2021-05-31 | $8,573,692 |
| Total loss/gain on sale of assets | 2021-05-31 | $0 |
| Total of all expenses incurred | 2021-05-31 | $2,460,243 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $2,342,429 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $1,319,776 |
| Value of total assets at end of year | 2021-05-31 | $34,034,896 |
| Value of total assets at beginning of year | 2021-05-31 | $27,890,598 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $117,814 |
| Total interest from all sources | 2021-05-31 | $188,485 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
| Administrative expenses professional fees incurred | 2021-05-31 | $64,864 |
| Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
| Value of fidelity bond cover | 2021-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2021-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-05-31 | $1,319,776 |
| Amount contributed by the employer to the plan for this plan year | 2021-05-31 | $1,319,776 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-05-31 | $9,809 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-05-31 | $72,460 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-05-31 | $41,611 |
| Administrative expenses (other) incurred | 2021-05-31 | $18,269 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Value of net income/loss | 2021-05-31 | $6,113,449 |
| Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $33,962,436 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $27,848,987 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
| Investment advisory and management fees | 2021-05-31 | $34,681 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-05-31 | $27,496,307 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-05-31 | $21,612,017 |
| Interest earned on other investments | 2021-05-31 | $188,400 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $256,868 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $75,018 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $75,018 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-05-31 | $85 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-05-31 | $6,124,948 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-05-31 | $6,116,715 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-05-31 | $7,065,431 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
| Contributions received in cash from employer | 2021-05-31 | $1,319,776 |
| Employer contributions (assets) at end of year | 2021-05-31 | $146,964 |
| Employer contributions (assets) at beginning of year | 2021-05-31 | $85,708 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $2,342,429 |
| Did the plan have assets held for investment | 2021-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Unqualified |
| Accountancy firm name | 2021-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2021-05-31 | 161092347 |
| 2020 : IBEW LOCAL #241 ANNUITY PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $41,611 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $41,711 |
| Total income from all sources (including contributions) | 2020-05-31 | $3,134,471 |
| Total loss/gain on sale of assets | 2020-05-31 | $0 |
| Total of all expenses incurred | 2020-05-31 | $1,207,271 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $1,117,379 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $1,183,957 |
| Value of total assets at end of year | 2020-05-31 | $27,890,598 |
| Value of total assets at beginning of year | 2020-05-31 | $25,963,498 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $89,892 |
| Total interest from all sources | 2020-05-31 | $140,310 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Administrative expenses professional fees incurred | 2020-05-31 | $56,325 |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Value of fidelity bond cover | 2020-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-05-31 | $6,190 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-05-31 | $41,611 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-05-31 | $41,711 |
| Administrative expenses (other) incurred | 2020-05-31 | $23,867 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Value of net income/loss | 2020-05-31 | $1,927,200 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $27,848,987 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $25,921,787 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Investment advisory and management fees | 2020-05-31 | $9,700 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-31 | $21,612,017 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-31 | $19,956,563 |
| Interest earned on other investments | 2020-05-31 | $140,092 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $75,018 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $176,554 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $176,554 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-05-31 | $218 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-05-31 | $6,116,715 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-05-31 | $5,690,922 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-31 | $1,810,204 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Contributions received in cash from employer | 2020-05-31 | $1,183,957 |
| Employer contributions (assets) at end of year | 2020-05-31 | $85,708 |
| Employer contributions (assets) at beginning of year | 2020-05-31 | $133,269 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $1,117,379 |
| Did the plan have assets held for investment | 2020-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Unqualified |
| Accountancy firm name | 2020-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2020-05-31 | 161092347 |
| 2019 : IBEW LOCAL #241 ANNUITY PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $41,711 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $30,178 |
| Total income from all sources (including contributions) | 2019-05-31 | $2,084,285 |
| Total loss/gain on sale of assets | 2019-05-31 | $0 |
| Total of all expenses incurred | 2019-05-31 | $803,031 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $713,428 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $1,389,648 |
| Value of total assets at end of year | 2019-05-31 | $25,963,498 |
| Value of total assets at beginning of year | 2019-05-31 | $24,670,711 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $89,603 |
| Total interest from all sources | 2019-05-31 | $155,756 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
| Administrative expenses professional fees incurred | 2019-05-31 | $44,965 |
| Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
| Value of fidelity bond cover | 2019-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2019-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-05-31 | $1,389,647 |
| Amount contributed by the employer to the plan for this plan year | 2019-05-31 | $1,389,647 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-05-31 | $14,557 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-05-31 | $6,190 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-05-31 | $41,711 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-05-31 | $30,178 |
| Administrative expenses (other) incurred | 2019-05-31 | $35,213 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Value of net income/loss | 2019-05-31 | $1,281,254 |
| Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $25,921,787 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $24,640,533 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
| Investment advisory and management fees | 2019-05-31 | $9,425 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-05-31 | $19,956,563 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-05-31 | $19,490,937 |
| Interest earned on other investments | 2019-05-31 | $155,621 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $176,554 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $134,454 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $134,454 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-05-31 | $135 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-05-31 | $5,690,922 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-05-31 | $4,937,209 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-05-31 | $538,881 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
| Contributions received in cash from employer | 2019-05-31 | $1,375,091 |
| Employer contributions (assets) at end of year | 2019-05-31 | $133,269 |
| Employer contributions (assets) at beginning of year | 2019-05-31 | $106,971 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $713,428 |
| Did the plan have assets held for investment | 2019-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Unqualified |
| Accountancy firm name | 2019-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2019-05-31 | 161092347 |
| 2018 : IBEW LOCAL #241 ANNUITY PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $30,178 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $60,620 |
| Total income from all sources (including contributions) | 2018-05-31 | $3,215,004 |
| Total loss/gain on sale of assets | 2018-05-31 | $0 |
| Total of all expenses incurred | 2018-05-31 | $934,095 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $861,161 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $1,237,265 |
| Value of total assets at end of year | 2018-05-31 | $24,670,711 |
| Value of total assets at beginning of year | 2018-05-31 | $22,420,244 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $72,934 |
| Total interest from all sources | 2018-05-31 | $122,013 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
| Administrative expenses professional fees incurred | 2018-05-31 | $40,471 |
| Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
| Value of fidelity bond cover | 2018-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2018-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-05-31 | $1,237,265 |
| Amount contributed by the employer to the plan for this plan year | 2018-05-31 | $1,237,265 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-05-31 | $30,178 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-05-31 | $60,620 |
| Administrative expenses (other) incurred | 2018-05-31 | $22,823 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Value of net income/loss | 2018-05-31 | $2,280,909 |
| Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $24,640,533 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $22,359,624 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
| Investment advisory and management fees | 2018-05-31 | $9,640 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-05-31 | $19,490,937 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-05-31 | $18,323,156 |
| Interest earned on other investments | 2018-05-31 | $121,850 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $134,454 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $193,281 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $193,281 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-31 | $163 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-05-31 | $4,937,209 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-05-31 | $3,729,890 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-05-31 | $1,855,726 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
| Contributions received in cash from employer | 2018-05-31 | $1,237,265 |
| Employer contributions (assets) at end of year | 2018-05-31 | $106,971 |
| Employer contributions (assets) at beginning of year | 2018-05-31 | $172,777 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $861,161 |
| Did the plan have assets held for investment | 2018-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Unqualified |
| Accountancy firm name | 2018-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2018-05-31 | 161092347 |
| 2017 : IBEW LOCAL #241 ANNUITY PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $60,620 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $36,760 |
| Total income from all sources (including contributions) | 2017-05-31 | $3,729,605 |
| Total loss/gain on sale of assets | 2017-05-31 | $0 |
| Total of all expenses incurred | 2017-05-31 | $538,767 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $476,396 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $1,379,130 |
| Value of total assets at end of year | 2017-05-31 | $22,420,244 |
| Value of total assets at beginning of year | 2017-05-31 | $19,205,546 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $62,371 |
| Total interest from all sources | 2017-05-31 | $98,784 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
| Administrative expenses professional fees incurred | 2017-05-31 | $35,412 |
| Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
| Value of fidelity bond cover | 2017-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-05-31 | $60,620 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-05-31 | $36,760 |
| Administrative expenses (other) incurred | 2017-05-31 | $21,169 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Value of net income/loss | 2017-05-31 | $3,190,838 |
| Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $22,359,624 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $19,168,786 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
| Investment advisory and management fees | 2017-05-31 | $5,790 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-31 | $18,323,156 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-31 | $15,833,130 |
| Interest earned on other investments | 2017-05-31 | $98,675 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $193,281 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $48,794 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $48,794 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-05-31 | $109 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-05-31 | $3,729,890 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-05-31 | $3,202,207 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $2,251,691 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
| Contributions received in cash from employer | 2017-05-31 | $1,379,130 |
| Employer contributions (assets) at end of year | 2017-05-31 | $172,777 |
| Employer contributions (assets) at beginning of year | 2017-05-31 | $120,275 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $476,396 |
| Did the plan have assets held for investment | 2017-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Unqualified |
| Accountancy firm name | 2017-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2017-05-31 | 161092347 |
| 2016 : IBEW LOCAL #241 ANNUITY PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $36,760 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $32,906 |
| Total income from all sources (including contributions) | 2016-05-31 | $1,197,531 |
| Total loss/gain on sale of assets | 2016-05-31 | $0 |
| Total of all expenses incurred | 2016-05-31 | $677,600 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $602,382 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $1,147,767 |
| Value of total assets at end of year | 2016-05-31 | $19,205,546 |
| Value of total assets at beginning of year | 2016-05-31 | $18,681,761 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $75,218 |
| Total interest from all sources | 2016-05-31 | $107,963 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
| Administrative expenses professional fees incurred | 2016-05-31 | $42,783 |
| Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
| Value of fidelity bond cover | 2016-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2016-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-05-31 | $1,147,767 |
| Amount contributed by the employer to the plan for this plan year | 2016-05-31 | $1,147,767 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-05-31 | $36,760 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-05-31 | $32,906 |
| Administrative expenses (other) incurred | 2016-05-31 | $27,186 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Value of net income/loss | 2016-05-31 | $519,931 |
| Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $19,168,786 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $18,648,855 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
| Investment advisory and management fees | 2016-05-31 | $5,249 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $15,833,130 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $15,513,900 |
| Interest earned on other investments | 2016-05-31 | $107,820 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $48,794 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $27,425 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $27,425 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-05-31 | $143 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-05-31 | $3,202,207 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-05-31 | $3,031,560 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $-58,199 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
| Contributions received in cash from employer | 2016-05-31 | $1,147,767 |
| Employer contributions (assets) at end of year | 2016-05-31 | $120,275 |
| Employer contributions (assets) at beginning of year | 2016-05-31 | $107,736 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $602,382 |
| Did the plan have assets held for investment | 2016-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Unqualified |
| Accountancy firm name | 2016-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2016-05-31 | 161092347 |
| 2015 : IBEW LOCAL #241 ANNUITY PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $32,906 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $28,270 |
| Total income from all sources (including contributions) | 2015-05-31 | $2,473,746 |
| Total loss/gain on sale of assets | 2015-05-31 | $0 |
| Total of all expenses incurred | 2015-05-31 | $1,535,120 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $1,456,100 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $1,136,198 |
| Value of total assets at end of year | 2015-05-31 | $18,681,761 |
| Value of total assets at beginning of year | 2015-05-31 | $17,738,499 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $79,020 |
| Total interest from all sources | 2015-05-31 | $83,371 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Administrative expenses professional fees incurred | 2015-05-31 | $45,550 |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2015-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-05-31 | $1,136,198 |
| Amount contributed by the employer to the plan for this plan year | 2015-05-31 | $1,136,198 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-05-31 | $32,906 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-05-31 | $28,270 |
| Administrative expenses (other) incurred | 2015-05-31 | $28,195 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $938,626 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $18,648,855 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $17,710,229 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Investment advisory and management fees | 2015-05-31 | $5,275 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $15,513,900 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $14,857,437 |
| Interest earned on other investments | 2015-05-31 | $82,832 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $27,425 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $31,028 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $31,028 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $539 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-05-31 | $3,031,560 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-05-31 | $2,729,708 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $1,254,177 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Contributions received in cash from employer | 2015-05-31 | $1,136,198 |
| Employer contributions (assets) at end of year | 2015-05-31 | $107,736 |
| Employer contributions (assets) at beginning of year | 2015-05-31 | $119,186 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $1,456,100 |
| Did the plan have assets held for investment | 2015-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
| Accountancy firm name | 2015-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2015-05-31 | 161092347 |
| 2014 : IBEW LOCAL #241 ANNUITY PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $28,270 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $36,348 |
| Total income from all sources (including contributions) | 2014-05-31 | $3,292,035 |
| Total of all expenses incurred | 2014-05-31 | $851,648 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $794,840 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $1,079,041 |
| Value of total assets at end of year | 2014-05-31 | $17,738,499 |
| Value of total assets at beginning of year | 2014-05-31 | $15,306,190 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $56,808 |
| Total interest from all sources | 2014-05-31 | $2,137,928 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Administrative expenses professional fees incurred | 2014-05-31 | $32,943 |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2014-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-05-31 | $1,079,041 |
| Amount contributed by the employer to the plan for this plan year | 2014-05-31 | $1,079,041 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Participant contributions at beginning of year | 2014-05-31 | $862 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-05-31 | $28,270 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-05-31 | $36,348 |
| Other income not declared elsewhere | 2014-05-31 | $75,066 |
| Administrative expenses (other) incurred | 2014-05-31 | $19,857 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $2,440,387 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $17,710,229 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $15,269,842 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Investment advisory and management fees | 2014-05-31 | $4,008 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $14,857,437 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $12,812,591 |
| Interest on participant loans | 2014-05-31 | $11 |
| Interest earned on other investments | 2014-05-31 | $2,136,924 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $31,028 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $16,986 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $16,986 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $993 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-05-31 | $2,729,708 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-05-31 | $2,353,589 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $1,079,041 |
| Employer contributions (assets) at end of year | 2014-05-31 | $119,186 |
| Employer contributions (assets) at beginning of year | 2014-05-31 | $121,022 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $794,840 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-05-31 | No |
| Did the plan have assets held for investment | 2014-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Disclaimer |
| Accountancy firm name | 2014-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2014-05-31 | 161092347 |
| 2013 : IBEW LOCAL #241 ANNUITY PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $36,348 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $28,159 |
| Total income from all sources (including contributions) | 2013-05-31 | $3,315,796 |
| Total of all expenses incurred | 2013-05-31 | $513,828 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $447,003 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $1,109,171 |
| Value of total assets at end of year | 2013-05-31 | $15,306,190 |
| Value of total assets at beginning of year | 2013-05-31 | $12,496,033 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $66,825 |
| Total interest from all sources | 2013-05-31 | $2,132,536 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Administrative expenses professional fees incurred | 2013-05-31 | $40,163 |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-05-31 | $1,109,171 |
| Amount contributed by the employer to the plan for this plan year | 2013-05-31 | $1,109,171 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Participant contributions at end of year | 2013-05-31 | $862 |
| Participant contributions at beginning of year | 2013-05-31 | $9,978 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-31 | $36,348 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-05-31 | $28,159 |
| Other income not declared elsewhere | 2013-05-31 | $74,089 |
| Administrative expenses (other) incurred | 2013-05-31 | $24,666 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $2,801,968 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $15,269,842 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $12,467,874 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Investment advisory and management fees | 2013-05-31 | $1,996 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $12,812,591 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $10,294,448 |
| Interest on participant loans | 2013-05-31 | $430 |
| Interest earned on other investments | 2013-05-31 | $2,130,759 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $16,986 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $8,176 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $8,176 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $1,347 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-05-31 | $2,353,589 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-05-31 | $2,071,091 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $1,109,171 |
| Employer contributions (assets) at end of year | 2013-05-31 | $121,022 |
| Employer contributions (assets) at beginning of year | 2013-05-31 | $111,200 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $447,003 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-05-31 | No |
| Did the plan have assets held for investment | 2013-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
| Accountancy firm name | 2013-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2013-05-31 | 161092347 |
| 2012 : IBEW LOCAL #241 ANNUITY PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $28,159 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $58,784 |
| Total income from all sources (including contributions) | 2012-05-31 | $743,514 |
| Total of all expenses incurred | 2012-05-31 | $653,020 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $608,216 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $952,444 |
| Value of total assets at end of year | 2012-05-31 | $12,496,033 |
| Value of total assets at beginning of year | 2012-05-31 | $12,436,164 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $44,804 |
| Total interest from all sources | 2012-05-31 | $-266,187 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Administrative expenses professional fees incurred | 2012-05-31 | $27,842 |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-05-31 | $941,714 |
| Amount contributed by the employer to the plan for this plan year | 2012-05-31 | $941,714 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Participant contributions at end of year | 2012-05-31 | $9,978 |
| Participant contributions at beginning of year | 2012-05-31 | $15,647 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-05-31 | $28,159 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-05-31 | $58,784 |
| Other income not declared elsewhere | 2012-05-31 | $57,257 |
| Administrative expenses (other) incurred | 2012-05-31 | $16,962 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $90,494 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $12,467,874 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $12,377,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $10,294,448 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $10,388,754 |
| Interest on participant loans | 2012-05-31 | $981 |
| Interest earned on other investments | 2012-05-31 | $-267,244 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $8,176 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $12,680 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $12,680 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $76 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-05-31 | $2,071,091 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-05-31 | $1,901,586 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $952,444 |
| Employer contributions (assets) at end of year | 2012-05-31 | $111,200 |
| Employer contributions (assets) at beginning of year | 2012-05-31 | $116,357 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $608,216 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-05-31 | No |
| Did the plan have assets held for investment | 2012-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
| Accountancy firm name | 2012-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2012-05-31 | 161092347 |
| 2011 : IBEW LOCAL #241 ANNUITY PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $58,784 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $48,602 |
| Total income from all sources (including contributions) | 2011-05-31 | $2,889,410 |
| Total of all expenses incurred | 2011-05-31 | $534,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $479,673 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $918,651 |
| Value of total assets at end of year | 2011-05-31 | $12,436,164 |
| Value of total assets at beginning of year | 2011-05-31 | $10,071,517 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $55,272 |
| Total interest from all sources | 2011-05-31 | $1,919,098 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Administrative expenses professional fees incurred | 2011-05-31 | $32,056 |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-05-31 | $918,651 |
| Amount contributed by the employer to the plan for this plan year | 2011-05-31 | $918,651 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Participant contributions at end of year | 2011-05-31 | $15,647 |
| Participant contributions at beginning of year | 2011-05-31 | $23,883 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $1,140 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $1,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-05-31 | $58,784 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-05-31 | $48,602 |
| Other income not declared elsewhere | 2011-05-31 | $51,661 |
| Administrative expenses (other) incurred | 2011-05-31 | $23,216 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $2,354,465 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $12,377,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $10,022,915 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $10,388,754 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $8,628,944 |
| Interest on participant loans | 2011-05-31 | $1,997 |
| Interest earned on other investments | 2011-05-31 | $1,916,953 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $12,680 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $13,266 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $13,266 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $148 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-05-31 | $1,901,586 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-05-31 | $1,277,676 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Contributions received in cash from employer | 2011-05-31 | $918,651 |
| Employer contributions (assets) at end of year | 2011-05-31 | $116,357 |
| Employer contributions (assets) at beginning of year | 2011-05-31 | $126,608 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $479,673 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-05-31 | No |
| Did the plan have assets held for investment | 2011-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
| Accountancy firm name | 2011-05-31 | MENGEL METZGER BARR & CO LLP |
| Accountancy firm EIN | 2011-05-31 | 161092347 |
| 2010 : IBEW LOCAL #241 ANNUITY PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-05-31 | $1,027,147 |
| Amount contributed by the employer to the plan for this plan year | 2010-05-31 | $1,027,147 |
