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TEAM CLEAN UNION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTEAM CLEAN UNION 401(K) RETIREMENT PLAN
Plan identification number 001

TEAM CLEAN UNION 401(K) RETIREMENT 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEAM CLEAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:TEAM CLEAN, INC.
Employer identification number (EIN):232570162
NAIC Classification:561720
NAIC Description:Janitorial Services

Additional information about TEAM CLEAN, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1994-08-04
Company Identification Number: P94000057767
Legal Registered Office Address: 700 S PALAFOX ST

PENSACOLA

32501

More information about TEAM CLEAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAM CLEAN UNION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01DONNA L. ALLIE2022-09-08 DONNA L. ALLIE2022-09-08
0012020-01-01DONNA ALLIE2021-10-14 DONNA ALLIE2021-10-14
0012019-01-01DONNA ALLIE2020-07-10 DONNA ALLIE2020-07-10
0012018-01-01DONNA ALLIE2019-08-22 DONNA ALLIE2019-08-22
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01BOBBI MOYER
0012010-01-01JILL RICE2011-12-28
0012009-01-012010-08-17

Plan Statistics for TEAM CLEAN UNION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TEAM CLEAN UNION 401(K) RETIREMENT PLAN

Measure Date Value
2021: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0188
Total number of active participants reported on line 7a of the Form 55002021-01-0151
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0168
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01102
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0182
Number of participants with account balances2020-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01102
Total number of active participants reported on line 7a of the Form 55002019-01-0178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0195
Number of participants with account balances2019-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01118
Total number of active participants reported on line 7a of the Form 55002018-01-0186
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01102
Number of participants with account balances2018-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01116
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01118
Number of participants with account balances2017-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0199
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01116
Number of participants with account balances2016-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0177
Total number of active participants reported on line 7a of the Form 55002015-01-0199
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01125
Number of participants with account balances2015-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01259
Total number of active participants reported on line 7a of the Form 55002014-01-01259
Number of retired or separated participants receiving benefits2014-01-010
Total of all active and inactive participants2014-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01259
Number of participants with account balances2014-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
2013: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01103
Total number of active participants reported on line 7a of the Form 55002013-01-01259
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01259
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01268
Total number of active participants reported on line 7a of the Form 55002009-01-01255
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01255
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TEAM CLEAN UNION 401(K) RETIREMENT PLAN

Measure Date Value
2021 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$59,448
Expenses. Total of all expenses incurred2021-12-31$48,193
Benefits paid (including direct rollovers)2021-12-31$45,977
Total plan assets at end of year2021-12-31$1,000,154
Total plan assets at beginning of year2021-12-31$988,899
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$11,533
Expenses. Other expenses not covered elsewhere2021-12-31$2,216
Other income received2021-12-31$37,458
Net income (gross income less expenses)2021-12-31$11,255
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,000,154
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$988,899
Assets. Value of participant loans2021-12-31$15,846
Total contributions received or receivable from employer(s)2021-12-31$10,457
2020 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$-1,993
Expenses. Total of all expenses incurred2020-12-31$13,105
Benefits paid (including direct rollovers)2020-12-31$10,492
Total plan assets at end of year2020-12-31$988,899
Total plan assets at beginning of year2020-12-31$1,003,997
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$14,095
Expenses. Other expenses not covered elsewhere2020-12-31$2,613
Other income received2020-12-31$-28,397
Net income (gross income less expenses)2020-12-31$-15,098
Net plan assets at end of year (total assets less liabilities)2020-12-31$988,899
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,003,997
Assets. Value of participant loans2020-12-31$15,323
Total contributions received or receivable from employer(s)2020-12-31$12,309
2019 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$184,147
Expenses. Total of all expenses incurred2019-12-31$2,489
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,003,997
Total plan assets at beginning of year2019-12-31$822,339
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$43,664
Other income received2019-12-31$120,027
Net income (gross income less expenses)2019-12-31$181,658
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,003,997
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$822,339
Assets. Value of participant loans2019-12-31$3,731
Total contributions received or receivable from employer(s)2019-12-31$20,456
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,489
2018 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$3
Total income from all sources2018-12-31$5,075
Expenses. Total of all expenses incurred2018-12-31$75,137
Benefits paid (including direct rollovers)2018-12-31$72,178
Total plan assets at end of year2018-12-31$822,339
Total plan assets at beginning of year2018-12-31$892,404
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$21,806
Expenses. Other expenses not covered elsewhere2018-12-31$2,959
Other income received2018-12-31$-35,306
Net income (gross income less expenses)2018-12-31$-70,062
Net plan assets at end of year (total assets less liabilities)2018-12-31$822,339
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$892,401
Assets. Value of participant loans2018-12-31$4,101
Total contributions received or receivable from employer(s)2018-12-31$18,575
2017 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$135,797
Expenses. Total of all expenses incurred2017-12-31$20,669
Benefits paid (including direct rollovers)2017-12-31$18,069
Total plan assets at end of year2017-12-31$892,404
Total plan assets at beginning of year2017-12-31$777,276
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$37,770
Expenses. Other expenses not covered elsewhere2017-12-31$2,600
Other income received2017-12-31$75,123
Net income (gross income less expenses)2017-12-31$115,128
Net plan assets at end of year (total assets less liabilities)2017-12-31$892,404
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$777,276
Assets. Value of participant loans2017-12-31$4,814
Total contributions received or receivable from employer(s)2017-12-31$22,904
2016 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$87,988
Expenses. Total of all expenses incurred2016-12-31$74,161
Benefits paid (including direct rollovers)2016-12-31$70,773
Total plan assets at end of year2016-12-31$777,276
Total plan assets at beginning of year2016-12-31$763,449
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$29,118
Expenses. Other expenses not covered elsewhere2016-12-31$3,388
Other income received2016-12-31$43,607
Net income (gross income less expenses)2016-12-31$13,827
Net plan assets at end of year (total assets less liabilities)2016-12-31$777,276
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$763,449
Assets. Value of participant loans2016-12-31$10,006
Total contributions received or receivable from employer(s)2016-12-31$15,263
2015 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$42,089
Total of all expenses incurred2015-12-31$292,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$291,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$53,663
Value of total assets at end of year2015-12-31$763,448
Value of total assets at beginning of year2015-12-31$1,013,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$438
Total interest from all sources2015-12-31$748
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-12,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-12,322
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$34,884
Participant contributions at end of year2015-12-31$19,883
Participant contributions at beginning of year2015-12-31$16,376
Participant contributions at end of year2015-12-31$722
Administrative expenses (other) incurred2015-12-31$438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-249,974
Value of net assets at end of year (total assets less liabilities)2015-12-31$763,448
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,013,422
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$742,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$997,046
Interest on participant loans2015-12-31$748
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$18,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$291,625
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 name2015-12-31DEL PIZZO & ASSOCIATES
Accountancy firm EIN2015-12-31232876586
2014 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$134,061
Total of all expenses incurred2014-12-31$75,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$74,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$85,800
Value of total assets at end of year2014-12-31$1,052,683
Value of total assets at beginning of year2014-12-31$993,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$758
Total interest from all sources2014-12-31$716
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$48,261
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$48,261
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
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$60,027
Participant contributions at end of year2014-12-31$16,376
Participant contributions at beginning of year2014-12-31$14,067
Administrative expenses (other) incurred2014-12-31$758
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$58,922
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,052,683
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$993,761
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,052,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$993,761
Income. Interest from loans (other than to participants)2014-12-31$716
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$25,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$74,381
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 name2014-12-31DEL PIZZO & ASSOCIATES
Accountancy firm EIN2014-12-31232876586
2013 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$35,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$253,010
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,554
Expenses. Certain deemed distributions of participant loans2013-12-31$2,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$85,918
Value of total assets at end of year2013-12-31$993,761
Value of total assets at beginning of year2013-12-31$745,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$167,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$167,092
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$59,073
Participant contributions at end of year2013-12-31$14,067
Administrative expenses (other) incurred2013-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$248,610
Value of net assets at end of year (total assets less liabilities)2013-12-31$993,761
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$745,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$993,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$745,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$26,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,554
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DEL PIZZO & ASSOCIATES
Accountancy firm EIN2013-12-31232876586
2012 : TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,511
Total of all expenses incurred2012-12-31$836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,694
Value of total assets at end of year2012-12-31$42,982
Value of total assets at beginning of year2012-12-31$33,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,322
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,694
Administrative expenses (other) incurred2012-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,675
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,982
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$786
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DEL PIZZO & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31232876586

Form 5500 Responses for TEAM CLEAN UNION 401(K) RETIREMENT PLAN

2021: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: TEAM CLEAN UNION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110922
Policy instance 1
Insurance contract or identification number110922
Number of Individuals Covered55
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,901
Total amount of fees paid to insurance companyUSD $100
Commission paid to Insurance BrokerUSD $2,901
Insurance broker organization code?3
Amount paid for insurance broker fees100
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110922
Policy instance 1
Insurance contract or identification number110922
Number of Individuals Covered56
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,807
Total amount of fees paid to insurance companyUSD $100
Commission paid to Insurance BrokerUSD $2,807
Insurance broker organization code?3
Amount paid for insurance broker fees100
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110922
Policy instance 1
Insurance contract or identification number110922
Number of Individuals Covered34
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,701
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,701
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110922
Policy instance 1
Insurance contract or identification number110922
Number of Individuals Covered46
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,427
Total amount of fees paid to insurance companyUSD $100
Commission paid to Insurance BrokerUSD $2,427
Insurance broker organization code?3
Amount paid for insurance broker fees100
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110922
Policy instance 1
Insurance contract or identification number110922
Number of Individuals Covered59
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,284
Total amount of fees paid to insurance companyUSD $300
Commission paid to Insurance BrokerUSD $2,284
Insurance broker organization code?3
Amount paid for insurance broker fees300
Insurance broker nameFERARA SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110922
Policy instance 1
Insurance contract or identification number110922
Number of Individuals Covered69
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,718
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $187
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SECURITIES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110922
Policy instance 1
Insurance contract or identification number110922
Number of Individuals Covered69
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,531
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.

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