401k Plan data: DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST plan

DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST 401k Plan overview

Plan Name	DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST
Plan identification number	002

DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY has sponsored the creation of one or more 401k plans.

Company Name: IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY

Employer identification number (EIN): 310557391

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 PENNY BROWN 2017-06-21
002 2015-01-01 PENNY BROWN 2016-09-19
002 2014-01-01 PENNY BROWN 2015-10-03
002 2013-01-01 LORI RAYOME 2014-10-03
002 2012-01-01 STEPHANIE PYLES 2013-10-11
002 2011-01-01 WILLIAM WOODWARD 2012-10-05
002 2010-01-01 EDWARD JAUCH 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	PENNY BROWN	2017-06-21
002	2015-01-01	PENNY BROWN	2016-09-19
002	2014-01-01	PENNY BROWN	2015-10-03
002	2013-01-01	LORI RAYOME	2014-10-03
002	2012-01-01	STEPHANIE PYLES	2013-10-11
002	2011-01-01	WILLIAM WOODWARD	2012-10-05
002	2010-01-01	EDWARD JAUCH	2011-10-11

Financial Data on DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST

Measure	Date	Value
2025 : DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-05	5466
Net assets as of the end of the plan year	2025-08-05	1311606
Total assets as of the beginning of the plan year	2025-08-05	1088140
Value of plan covered by a fidelity bond	2025-08-05	50000
Participant contributions to plan in this plan year	2025-08-05	46979
Other expenses paid from plan in this plan year	2025-08-05	118
Other income to plan in this plan year	2025-08-05	106758
Plan net income in this plan year	2025-08-05	223466
Net assets as of the end of the plan year	2025-08-05	1311606
Net assets as of the beginning of the plan year	2025-08-05	1088140
Value of funding deficiency	2025-08-05	0
Value of employer contributions paid	2025-08-05	75195
Employer contributions to plan in this plan year	2025-08-05	75195
2024 : DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-07	12878
Net assets as of the end of the plan year	2024-10-07	1088140
Total assets as of the beginning of the plan year	2024-10-07	883060
Value of plan covered by a fidelity bond	2024-10-07	50000
Participant contributions to plan in this plan year	2024-10-07	46944
Other income to plan in this plan year	2024-10-07	93279
Plan net income in this plan year	2024-10-07	205080
Net assets as of the end of the plan year	2024-10-07	1088140
Net assets as of the beginning of the plan year	2024-10-07	883060
Value of funding deficiency	2024-10-07	0
Value of employer contributions paid	2024-10-07	77735
Employer contributions to plan in this plan year	2024-10-07	77735
2022 : DEFINED CONTRIBUTION PENSION PLAN OF IRON WORKERS BENEFIT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-09	10843
Net assets as of the end of the plan year	2022-05-09	923933
Total assets as of the beginning of the plan year	2022-05-09	756018
Value of plan covered by a fidelity bond	2022-05-09	50000
Participant contributions to plan in this plan year	2022-05-09	20839
Other income to plan in this plan year	2022-05-09	94550
Plan net income in this plan year	2022-05-09	167915
Net assets as of the end of the plan year	2022-05-09	923933
Net assets as of the beginning of the plan year	2022-05-09	756018
Value of funding deficiency	2022-05-09	0
Value of employer contributions paid	2022-05-09	63369
Employer contributions to plan in this plan year	2022-05-09	63369

Potentially related plans

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Company Name:	IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY
Employer identification number (EIN):	310557391
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction