PLUMBERS & STEAMFITTERS LOCAL 47 OF NORTHWEST PA RETIREMENT FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND
Measure | Date | Value |
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2015 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2015 401k financial data |
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Total transfer of assets from this plan | 2015-05-31 | $66,716,261 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $17,808 |
Total income from all sources (including contributions) | 2015-05-31 | $2,834,040 |
Total of all expenses incurred | 2015-05-31 | $1,923,778 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $1,751,144 |
Expenses. Certain deemed distributions of participant loans | 2015-05-31 | $9,366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $585,229 |
Value of total assets at end of year | 2015-05-31 | $0 |
Value of total assets at beginning of year | 2015-05-31 | $65,823,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $163,268 |
Total interest from all sources | 2015-05-31 | $15,715 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $301,987 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-05-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-05-31 | $301,987 |
Administrative expenses professional fees incurred | 2015-05-31 | $23,201 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
Participant contributions at beginning of year | 2015-05-31 | $2,642,455 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $93,072 |
Other income not declared elsewhere | 2015-05-31 | $75,068 |
Administrative expenses (other) incurred | 2015-05-31 | $101,974 |
Liabilities. Value of operating payables at beginning of year | 2015-05-31 | $17,808 |
Total non interest bearing cash at beginning of year | 2015-05-31 | $322,197 |
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 | $910,262 |
Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $65,805,999 |
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 | $10,093 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $57,496,414 |
Interest on participant loans | 2015-05-31 | $15,715 |
Value of interest in common/collective trusts at beginning of year | 2015-05-31 | $4,844,875 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $214,277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $214,277 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $1,825,229 |
Net investment gain or loss from common/collective trusts | 2015-05-31 | $30,812 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | Yes |
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 | $585,229 |
Employer contributions (assets) at beginning of year | 2015-05-31 | $210,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $1,751,144 |
Contract administrator fees | 2015-05-31 | $28,000 |
Did the plan have assets held for investment | 2015-05-31 | No |
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 | Yes |
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 | CYPHER & CYPHER |
Accountancy firm EIN | 2015-05-31 | 251385288 |
2014 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2014 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,808 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,642 |
Total income from all sources (including contributions) | 2014-12-31 | $6,367,061 |
Total of all expenses incurred | 2014-12-31 | $4,269,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,992,902 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $55,046 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,026,487 |
Value of total assets at end of year | 2014-12-31 | $65,823,807 |
Value of total assets at beginning of year | 2014-12-31 | $63,711,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $221,208 |
Total interest from all sources | 2014-12-31 | $38,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,440,866 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,440,866 |
Administrative expenses professional fees incurred | 2014-12-31 | $65,421 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $2,642,455 |
Participant contributions at beginning of year | 2014-12-31 | $2,524,653 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $93,072 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $55,636 |
Other income not declared elsewhere | 2014-12-31 | $115,191 |
Administrative expenses (other) incurred | 2014-12-31 | $82,762 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $17,808 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $3,642 |
Total non interest bearing cash at end of year | 2014-12-31 | $322,197 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $243,951 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,097,905 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $65,805,999 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $63,708,094 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $23,725 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $57,496,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $56,127,308 |
Interest on participant loans | 2014-12-31 | $38,033 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,844,875 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,374,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $214,277 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $230,421 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $230,421 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $677,698 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $68,786 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,026,487 |
Employer contributions (assets) at end of year | 2014-12-31 | $210,517 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $155,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,992,902 |
Contract administrator fees | 2014-12-31 | $49,300 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CYPHER & CYPHER |
Accountancy firm EIN | 2014-12-31 | 251385288 |
2013 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2013 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,642 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $8,245 |
Total income from all sources (including contributions) | 2013-12-31 | $13,576,280 |
Total of all expenses incurred | 2013-12-31 | $5,177,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,883,436 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $93,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,840,439 |
Value of total assets at end of year | 2013-12-31 | $63,711,736 |
Value of total assets at beginning of year | 2013-12-31 | $55,317,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $200,317 |
Total interest from all sources | 2013-12-31 | $37,916 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,121,914 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,121,914 |
Administrative expenses professional fees incurred | 2013-12-31 | $19,052 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $2,524,653 |
Participant contributions at beginning of year | 2013-12-31 | $2,506,984 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $55,636 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $37,783 |
Other income not declared elsewhere | 2013-12-31 | $117,856 |
Administrative expenses (other) incurred | 2013-12-31 | $83,436 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $3,642 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $8,245 |
Total non interest bearing cash at end of year | 2013-12-31 | $243,951 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $164,167 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,399,191 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $63,708,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $55,308,903 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $54,079 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $56,127,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $47,275,936 |
Interest on participant loans | 2013-12-31 | $37,916 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,374,225 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,012,177 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $230,421 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $176,578 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $176,578 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $9,379,312 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $78,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,840,439 |
Employer contributions (assets) at end of year | 2013-12-31 | $155,542 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $143,523 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,883,436 |
Contract administrator fees | 2013-12-31 | $43,750 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CYPHER & CYPHER |
Accountancy firm EIN | 2013-12-31 | 251385288 |
2012 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2012 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $8,245 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,018 |
Total income from all sources (including contributions) | 2012-12-31 | $7,722,456 |
Total of all expenses incurred | 2012-12-31 | $1,889,180 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,614,847 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $76,532 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,753,529 |
Value of total assets at end of year | 2012-12-31 | $55,317,148 |
Value of total assets at beginning of year | 2012-12-31 | $49,479,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $197,801 |
Total interest from all sources | 2012-12-31 | $37,427 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,249,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,249,177 |
Administrative expenses professional fees incurred | 2012-12-31 | $23,579 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $1,753,529 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $1,753,529 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $2,506,984 |
Participant contributions at beginning of year | 2012-12-31 | $2,476,213 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $37,783 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $53,773 |
Other income not declared elsewhere | 2012-12-31 | $89,492 |
Administrative expenses (other) incurred | 2012-12-31 | $99,300 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $8,245 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $4,018 |
Total non interest bearing cash at end of year | 2012-12-31 | $164,167 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $104,131 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,833,276 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $55,308,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $49,475,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $36,522 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $47,275,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $41,985,700 |
Interest on participant loans | 2012-12-31 | $37,427 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,012,177 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,592,933 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $176,578 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $141,834 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $141,834 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,496,526 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $96,305 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,753,529 |
Employer contributions (assets) at end of year | 2012-12-31 | $143,523 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $125,061 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,614,847 |
Contract administrator fees | 2012-12-31 | $38,400 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CYPHER & CYPHER |
Accountancy firm EIN | 2012-12-31 | 251385288 |
2011 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2011 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,018 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,351 |
Total income from all sources (including contributions) | 2011-12-31 | $1,873,388 |
Total of all expenses incurred | 2011-12-31 | $3,650,201 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,399,529 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $65,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,675,451 |
Value of total assets at end of year | 2011-12-31 | $49,479,645 |
Value of total assets at beginning of year | 2011-12-31 | $51,256,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $184,697 |
Total interest from all sources | 2011-12-31 | $40,856 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,438,152 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,438,152 |
Administrative expenses professional fees incurred | 2011-12-31 | $26,015 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $1,675,451 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,675,451 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $2,476,213 |
Participant contributions at beginning of year | 2011-12-31 | $2,404,578 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $53,773 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $69,192 |
Other income not declared elsewhere | 2011-12-31 | $77,298 |
Administrative expenses (other) incurred | 2011-12-31 | $93,443 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $4,018 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $4,351 |
Total non interest bearing cash at end of year | 2011-12-31 | $104,131 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $123,649 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,776,813 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $49,475,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $51,252,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $22,839 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $41,985,700 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $43,668,591 |
Interest on participant loans | 2011-12-31 | $40,856 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,592,933 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,696,718 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $141,834 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $172,867 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $172,867 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,467,231 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $108,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,675,451 |
Employer contributions (assets) at end of year | 2011-12-31 | $125,061 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $121,196 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,399,529 |
Contract administrator fees | 2011-12-31 | $42,400 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CYPHER & CYPHER |
Accountancy firm EIN | 2011-12-31 | 251385288 |
2010 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2010 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,351 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,422 |
Total income from all sources (including contributions) | 2010-12-31 | $6,366,665 |
Total of all expenses incurred | 2010-12-31 | $4,129,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,840,066 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $117,888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,494,107 |
Value of total assets at end of year | 2010-12-31 | $51,256,791 |
Value of total assets at beginning of year | 2010-12-31 | $49,019,104 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $171,953 |
Total interest from all sources | 2010-12-31 | $48,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,004,545 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,004,545 |
Administrative expenses professional fees incurred | 2010-12-31 | $26,895 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $1,494,107 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,494,107 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $2,404,578 |
Participant contributions at beginning of year | 2010-12-31 | $2,414,530 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $69,192 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $63,423 |
Other income not declared elsewhere | 2010-12-31 | $53,646 |
Administrative expenses (other) incurred | 2010-12-31 | $84,838 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $4,351 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $3,422 |
Total non interest bearing cash at end of year | 2010-12-31 | $123,649 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $154,288 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,236,758 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $51,252,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $49,015,682 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $22,120 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $43,668,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $41,858,760 |
Interest on participant loans | 2010-12-31 | $48,647 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,696,718 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,238,750 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $172,867 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $185,087 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $185,087 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,667,202 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $98,518 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,494,107 |
Employer contributions (assets) at end of year | 2010-12-31 | $121,196 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $104,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,840,066 |
Contract administrator fees | 2010-12-31 | $38,100 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | CYPHER & CYPHER |
Accountancy firm EIN | 2010-12-31 | 251385288 |
2009 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2009 401k financial data |
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Minimum employer required contribution for this plan year | 2009-12-31 | $1,259,635 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $1,259,635 |