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IBEW LOCAL NO. 82 401 K PLAN 401k Plan overview

Plan NameIBEW LOCAL NO. 82 401 K PLAN
Plan identification number 003

IBEW LOCAL NO. 82 401 K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

IBEW LOCAL NO. 82 401 K PLAN ELECTRICAL WORKERS LOCAL NO. 82 has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL NO. 82 401 K PLAN ELECTRICAL WORKERS LOCAL NO. 82
Employer identification number (EIN):310329975
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL NO. 82 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01GREGORY J. GUST2023-04-11 CARTER HARRISON2023-04-11
0032020-07-01GREGORY J. GUST2022-05-15 CARTER HARRISON2022-05-17
0032020-07-01GREGORY J. GUST2022-04-05 CARTER HARRISON2022-04-07
0032019-07-01GREGORY J. GUST2021-04-01 CARTER HARRISON2021-04-01
0032018-07-01GREGORY J. GUST2020-04-28 CARTER HARRISON2020-04-28
0032017-07-01MICHAEL A. PERRY2019-03-31 CURTIS M. EVANS2019-03-28
0032016-07-01ROGER VANDERHORST MICHAEL PERRY2018-03-27
0032015-07-01ROGER VANDERHORST ERIC GRAY2017-03-04
0032014-07-01ROGER VANDERHORST ERIC GRAY2016-03-03
0032013-07-01NICHOLAS COMSTOCK - LABOR TRUSTEE THEODORE L. MICHEL - EMPL. TRUSTEE2015-02-28
0032012-07-01NICHOLAS COMSTOCK - LABOR TRUSTEE THEODORE L. MICHEL - EMPL. TRUSTEE2014-02-10
0032011-07-01NICHOLAS COMSTOCK - LABOR TRUSTEE THEODORE L. MICHEL - EMPL. TRUSTEE2013-03-23
0032009-07-01MIKE PERRY - LABOR TRUSTEE DANAL NEAL - EMPLOYER TRUSTEE2011-02-11

Plan Statistics for IBEW LOCAL NO. 82 401 K PLAN

401k plan membership statisitcs for IBEW LOCAL NO. 82 401 K PLAN

Measure Date Value
2021: IBEW LOCAL NO. 82 401 K PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01156
Total number of active participants reported on line 7a of the Form 55002021-07-01115
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0169
Total of all active and inactive participants2021-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01184
Number of participants with account balances2021-07-01184
Number of employers contributing to the scheme2021-07-0119
2020: IBEW LOCAL NO. 82 401 K PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01150
Total number of active participants reported on line 7a of the Form 55002020-07-01102
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0154
Total of all active and inactive participants2020-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01156
Number of participants with account balances2020-07-01150
Number of employers contributing to the scheme2020-07-0128
2019: IBEW LOCAL NO. 82 401 K PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01181
Total number of active participants reported on line 7a of the Form 55002019-07-01101
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0149
Total of all active and inactive participants2019-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01150
Number of participants with account balances2019-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-0111
2018: IBEW LOCAL NO. 82 401 K PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01157
Total number of active participants reported on line 7a of the Form 55002018-07-01134
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0147
Total of all active and inactive participants2018-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01181
Number of participants with account balances2018-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0110
Number of employers contributing to the scheme2018-07-0114
2017: IBEW LOCAL NO. 82 401 K PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01153
Total number of active participants reported on line 7a of the Form 55002017-07-01107
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0150
Total of all active and inactive participants2017-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01157
Number of participants with account balances2017-07-01157
Number of employers contributing to the scheme2017-07-0116
2016: IBEW LOCAL NO. 82 401 K PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01145
Total number of active participants reported on line 7a of the Form 55002016-07-0188
Number of other retired or separated participants entitled to future benefits2016-07-0165
Total of all active and inactive participants2016-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01153
Number of participants with account balances2016-07-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0116
2015: IBEW LOCAL NO. 82 401 K PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01157
Total number of active participants reported on line 7a of the Form 55002015-07-0168
Number of other retired or separated participants entitled to future benefits2015-07-0177
Total of all active and inactive participants2015-07-01145
Total participants2015-07-01145
Number of participants with account balances2015-07-01145
Number of employers contributing to the scheme2015-07-0152
2014: IBEW LOCAL NO. 82 401 K PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01722
Total number of active participants reported on line 7a of the Form 55002014-07-0182
Number of other retired or separated participants entitled to future benefits2014-07-0175
Total of all active and inactive participants2014-07-01157
Total participants2014-07-01157
Number of participants with account balances2014-07-01157
Number of employers contributing to the scheme2014-07-0142
2013: IBEW LOCAL NO. 82 401 K PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01687
Total number of active participants reported on line 7a of the Form 55002013-07-01608
Number of other retired or separated participants entitled to future benefits2013-07-01114
Total of all active and inactive participants2013-07-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01722
Number of participants with account balances2013-07-01181
Number of employers contributing to the scheme2013-07-0136
2012: IBEW LOCAL NO. 82 401 K PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01701
Total number of active participants reported on line 7a of the Form 55002012-07-01642
Number of other retired or separated participants entitled to future benefits2012-07-0145
Total of all active and inactive participants2012-07-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01687
Number of participants with account balances2012-07-01188
Number of employers contributing to the scheme2012-07-010
2011: IBEW LOCAL NO. 82 401 K PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01706
Total number of active participants reported on line 7a of the Form 55002011-07-01645
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0156
Total of all active and inactive participants2011-07-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01701
Number of participants with account balances2011-07-01194
Number of employers contributing to the scheme2011-07-010
2009: IBEW LOCAL NO. 82 401 K PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01844
Total number of active participants reported on line 7a of the Form 55002009-07-01726
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01120
Total of all active and inactive participants2009-07-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01846
Number of participants with account balances2009-07-01200
Number of employers contributing to the scheme2009-07-010

Financial Data on IBEW LOCAL NO. 82 401 K PLAN

Measure Date Value
2022 : IBEW LOCAL NO. 82 401 K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$4,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,355
Total income from all sources (including contributions)2022-06-30$-876,222
Total loss/gain on sale of assets2022-06-30$399,215
Total of all expenses incurred2022-06-30$957,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$881,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$509,048
Value of total assets at end of year2022-06-30$9,751,450
Value of total assets at beginning of year2022-06-30$11,582,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$76,382
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$411,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$411,390
Administrative expenses professional fees incurred2022-06-30$20,901
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$509,048
Participant contributions at end of year2022-06-30$47,508
Participant contributions at beginning of year2022-06-30$37,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$2,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$2,932
Administrative expenses (other) incurred2022-06-30$6,939
Liabilities. Value of operating payables at end of year2022-06-30$4,368
Liabilities. Value of operating payables at beginning of year2022-06-30$1,355
Total non interest bearing cash at end of year2022-06-30$84,381
Total non interest bearing cash at beginning of year2022-06-30$59,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,833,785
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,747,082
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,580,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$6,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,609,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$11,415,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$7,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$66,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$66,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,195,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$881,181
Contract administrator fees2022-06-30$42,504
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$1,089,464
Aggregate carrying amount (costs) on sale of assets2022-06-30$690,249
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-06-30310800053
2021 : IBEW LOCAL NO. 82 401 K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,197
Total income from all sources (including contributions)2021-06-30$3,799,850
Total loss/gain on sale of assets2021-06-30$1,043,723
Total of all expenses incurred2021-06-30$2,717,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,646,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$432,167
Value of total assets at end of year2021-06-30$11,582,222
Value of total assets at beginning of year2021-06-30$10,500,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$71,024
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$322,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$322,823
Administrative expenses professional fees incurred2021-06-30$17,895
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$432,167
Participant contributions at end of year2021-06-30$37,248
Participant contributions at beginning of year2021-06-30$34,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$2,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$2,932
Administrative expenses (other) incurred2021-06-30$5,551
Liabilities. Value of operating payables at end of year2021-06-30$1,355
Liabilities. Value of operating payables at beginning of year2021-06-30$1,197
Total non interest bearing cash at end of year2021-06-30$59,783
Total non interest bearing cash at beginning of year2021-06-30$45,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,081,917
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,580,867
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,498,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$6,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$11,415,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$10,332,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$66,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$83,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$83,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,001,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,646,909
Contract administrator fees2021-06-30$41,268
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$3,710,080
Aggregate carrying amount (costs) on sale of assets2021-06-30$2,666,357
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-06-30310800053
2020 : IBEW LOCAL NO. 82 401 K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,874
Total income from all sources (including contributions)2020-06-30$807,289
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$434,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$361,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$473,132
Value of total assets at end of year2020-06-30$10,500,147
Value of total assets at beginning of year2020-06-30$10,127,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$72,694
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$275,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$275,079
Administrative expenses professional fees incurred2020-06-30$18,556
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$473,132
Participant contributions at end of year2020-06-30$34,905
Participant contributions at beginning of year2020-06-30$40,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$2,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$3,310
Administrative expenses (other) incurred2020-06-30$8,341
Liabilities. Value of operating payables at end of year2020-06-30$1,197
Liabilities. Value of operating payables at beginning of year2020-06-30$1,874
Total non interest bearing cash at end of year2020-06-30$45,746
Total non interest bearing cash at beginning of year2020-06-30$71,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$373,182
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,498,950
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,125,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$5,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$10,332,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$9,986,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$83,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$26,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$26,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$59,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$361,413
Contract administrator fees2020-06-30$40,068
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-06-30310800053
2019 : IBEW LOCAL NO. 82 401 K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,116
Total income from all sources (including contributions)2019-06-30$1,167,167
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$995,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$920,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$497,595
Value of total assets at end of year2019-06-30$10,127,642
Value of total assets at beginning of year2019-06-30$9,955,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$74,674
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$243,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$243,834
Administrative expenses professional fees incurred2019-06-30$20,901
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$497,595
Participant contributions at end of year2019-06-30$40,413
Participant contributions at beginning of year2019-06-30$31,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$3,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$3,310
Administrative expenses (other) incurred2019-06-30$8,570
Liabilities. Value of operating payables at end of year2019-06-30$1,874
Liabilities. Value of operating payables at beginning of year2019-06-30$1,116
Total non interest bearing cash at end of year2019-06-30$71,622
Total non interest bearing cash at beginning of year2019-06-30$28,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$171,635
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,125,768
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,954,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$6,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$9,986,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,880,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$26,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$12,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$12,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$425,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$920,858
Contract administrator fees2019-06-30$38,520
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-06-30310800053
2018 : IBEW LOCAL NO. 82 401 K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$4,260
Total income from all sources (including contributions)2018-06-30$1,441,320
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$761,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$690,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$393,721
Value of total assets at end of year2018-06-30$9,955,249
Value of total assets at beginning of year2018-06-30$9,278,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$70,774
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$192,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$192,365
Administrative expenses professional fees incurred2018-06-30$20,319
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$393,721
Participant contributions at end of year2018-06-30$31,361
Participant contributions at beginning of year2018-06-30$28,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$3,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$3,280
Administrative expenses (other) incurred2018-06-30$9,054
Liabilities. Value of operating payables at end of year2018-06-30$1,116
Liabilities. Value of operating payables at beginning of year2018-06-30$4,260
Total non interest bearing cash at end of year2018-06-30$28,218
Total non interest bearing cash at beginning of year2018-06-30$19,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$679,623
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,954,133
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,274,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$4,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,880,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$9,214,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$12,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$11,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$11,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$855,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$690,923
Contract administrator fees2018-06-30$37,195
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-06-30310800053
2017 : IBEW LOCAL NO. 82 401 K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$4,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$26,421
Total income from all sources (including contributions)2017-06-30$1,643,497
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,214,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,138,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$400,939
Value of total assets at end of year2017-06-30$9,278,770
Value of total assets at beginning of year2017-06-30$8,871,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$75,478
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$183,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$183,890
Administrative expenses professional fees incurred2017-06-30$26,177
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$400,939
Participant contributions at end of year2017-06-30$28,920
Participant contributions at beginning of year2017-06-30$37,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$3,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$35,437
Administrative expenses (other) incurred2017-06-30$6,802
Liabilities. Value of operating payables at end of year2017-06-30$4,260
Liabilities. Value of operating payables at beginning of year2017-06-30$26,421
Total non interest bearing cash at end of year2017-06-30$19,978
Total non interest bearing cash at beginning of year2017-06-30$26,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$429,176
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,274,510
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$8,845,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$3,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$9,214,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,758,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$11,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$13,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$13,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,058,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,138,843
Contract administrator fees2017-06-30$38,614
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-06-30310800053
2016 : IBEW LOCAL NO. 82 401 K PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$26,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,010
Total income from all sources (including contributions)2016-06-30$564,630
Total of all expenses incurred2016-06-30$656,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$587,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$491,402
Value of total assets at end of year2016-06-30$8,871,755
Value of total assets at beginning of year2016-06-30$8,944,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$68,653
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$165,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$165,403
Administrative expenses professional fees incurred2016-06-30$16,390
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$491,402
Participant contributions at end of year2016-06-30$37,185
Participant contributions at beginning of year2016-06-30$31,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$35,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$47,928
Administrative expenses (other) incurred2016-06-30$10,623
Liabilities. Value of operating payables at end of year2016-06-30$26,421
Liabilities. Value of operating payables at beginning of year2016-06-30$8,010
Total non interest bearing cash at end of year2016-06-30$26,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-91,526
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,845,334
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,936,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$3,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$8,758,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,832,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$13,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$32,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$32,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-92,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$587,503
Contract administrator fees2016-06-30$37,995
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30LUBLIN SUSSMAN GROUP, LLP
Accountancy firm EIN2016-06-30341087273
2015 : IBEW LOCAL NO. 82 401 K PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$8,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,382
Total income from all sources (including contributions)2015-06-30$776,799
Total of all expenses incurred2015-06-30$218,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$122,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$388,830
Value of total assets at end of year2015-06-30$8,944,870
Value of total assets at beginning of year2015-06-30$8,380,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$96,001
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$242,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$242,275
Administrative expenses professional fees incurred2015-06-30$25,650
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$388,830
Participant contributions at end of year2015-06-30$31,970
Participant contributions at beginning of year2015-06-30$22,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$47,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$22,246
Administrative expenses (other) incurred2015-06-30$27,346
Liabilities. Value of operating payables at end of year2015-06-30$8,010
Liabilities. Value of operating payables at beginning of year2015-06-30$2,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$558,506
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,936,860
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,378,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$3,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,832,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$8,053,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$32,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$282,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$282,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$145,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$122,292
Contract administrator fees2015-06-30$39,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30LUBLIN SUSSMAN GROUP, LLP
Accountancy firm EIN2015-06-30341087273
2014 : IBEW LOCAL NO. 82 401 K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$12,361
Total income from all sources (including contributions)2014-06-30$1,617,640
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$788,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$739,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$349,240
Value of total assets at end of year2014-06-30$8,380,736
Value of total assets at beginning of year2014-06-30$7,561,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$48,704
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$230,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$230,848
Administrative expenses professional fees incurred2014-06-30$17,754
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$349,240
Participant contributions at end of year2014-06-30$22,180
Participant contributions at beginning of year2014-06-30$19,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$22,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$21,190
Administrative expenses (other) incurred2014-06-30$4,904
Liabilities. Value of operating payables at end of year2014-06-30$2,382
Liabilities. Value of operating payables at beginning of year2014-06-30$12,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$829,304
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,378,354
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,549,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$6,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$8,053,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,470,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$282,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$50,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$50,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,037,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$739,632
Contract administrator fees2014-06-30$19,087
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2014-06-30310800053
2013 : IBEW LOCAL NO. 82 401 K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$12,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$9,328
Total income from all sources (including contributions)2013-06-30$1,350,612
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$149,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$80,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$364,331
Value of total assets at end of year2013-06-30$7,561,411
Value of total assets at beginning of year2013-06-30$6,356,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$69,045
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$273,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$273,707
Administrative expenses professional fees incurred2013-06-30$14,038
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$364,331
Participant contributions at end of year2013-06-30$19,794
Participant contributions at beginning of year2013-06-30$26,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$21,190
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$18,741
Administrative expenses (other) incurred2013-06-30$10,211
Liabilities. Value of operating payables at end of year2013-06-30$12,361
Liabilities. Value of operating payables at beginning of year2013-06-30$9,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,201,380
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,549,050
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,347,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$7,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,470,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$6,268,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$50,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$43,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$43,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$712,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$80,187
Contract administrator fees2013-06-30$36,955
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2013-06-30310800053
2012 : IBEW LOCAL NO. 82 401 K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$9,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$19,933
Total income from all sources (including contributions)2012-06-30$449,787
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$254,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$189,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$372,394
Value of total assets at end of year2012-06-30$6,356,998
Value of total assets at beginning of year2012-06-30$6,172,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$65,782
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$130,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$130,391
Administrative expenses professional fees incurred2012-06-30$26,269
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$372,394
Participant contributions at end of year2012-06-30$26,135
Participant contributions at beginning of year2012-06-30$24,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$18,741
Administrative expenses (other) incurred2012-06-30$8,718
Liabilities. Value of operating payables at end of year2012-06-30$9,328
Liabilities. Value of operating payables at beginning of year2012-06-30$19,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$194,880
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,347,670
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,152,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$7,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$6,268,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$6,128,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$43,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$19,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$19,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-52,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$189,125
Contract administrator fees2012-06-30$23,448
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2012-06-30310800053
2011 : IBEW LOCAL NO. 82 401 K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$19,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$9,902
Total income from all sources (including contributions)2011-06-30$1,621,318
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$412,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$349,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$360,559
Value of total assets at end of year2011-06-30$6,172,723
Value of total assets at beginning of year2011-06-30$4,954,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$63,005
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$123,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$123,278
Administrative expenses professional fees incurred2011-06-30$11,819
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$360,559
Participant contributions at end of year2011-06-30$24,761
Participant contributions at beginning of year2011-06-30$26,830
Administrative expenses (other) incurred2011-06-30$6,366
Liabilities. Value of operating payables at end of year2011-06-30$19,933
Liabilities. Value of operating payables at beginning of year2011-06-30$9,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,208,355
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,152,790
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,944,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$22,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$6,128,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$4,919,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$19,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$8,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$8,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,137,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$349,958
Contract administrator fees2011-06-30$22,508
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2011-06-30310800053
2010 : IBEW LOCAL NO. 82 401 K PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for IBEW LOCAL NO. 82 401 K PLAN

2021: IBEW LOCAL NO. 82 401 K PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL NO. 82 401 K PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL NO. 82 401 K PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL NO. 82 401 K PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL NO. 82 401 K PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL NO. 82 401 K PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL NO. 82 401 K PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL NO. 82 401 K PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL NO. 82 401 K PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL NO. 82 401 K PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL NO. 82 401 K PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL NO. 82 401 K PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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