401k Plan data: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND plan

IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 401k Plan overview

Plan Name	IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND
Plan identification number	002

IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND TRUSTEES

Employer identification number (EIN): 311516748

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 UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JOHN KELLAMIS
002 2017-01-01 JOHN KELLAMIS CHARLES ZITTLE
002 2017-01-01 JOHN KELLAMIS CHARLES ZITTLE
002 2016-01-01 MICHAEL MIGHT
002 2015-01-01 MICHAEL MIGHT
002 2014-01-01 MICHAEL D. KAMMER
002 2013-01-01 ROLAND SEGUIN
002 2012-01-01 MICHAEL KAMMER
002 2011-01-01 MARK DOUGLAS, SR.
002 2009-01-01 MARK DOUGLAS, SR.

Plan Statistics for IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND

401k plan membership statisitcs for IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND

Measure Date Value
2022: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,302
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,121
Number of retired or separated participants receiving benefits 2022-01-01 254
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 1,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,389
Number of participants with account balances 2022-01-01 420
Number of employers contributing to the scheme 2022-01-01 69
2021: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,289
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,135
Number of retired or separated participants receiving benefits 2021-01-01 66
Number of other retired or separated participants entitled to future benefits 2021-01-01 98
Total of all active and inactive participants 2021-01-01 1,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 1,302
Number of participants with account balances 2021-01-01 409
Number of employers contributing to the scheme 2021-01-01 63
2020: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,532
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,134
Number of retired or separated participants receiving benefits 2020-01-01 65
Number of other retired or separated participants entitled to future benefits 2020-01-01 90
Total of all active and inactive participants 2020-01-01 1,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,289
Number of participants with account balances 2020-01-01 387
Number of employers contributing to the scheme 2020-01-01 66
2019: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,469
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,389
Number of retired or separated participants receiving benefits 2019-01-01 63
Number of other retired or separated participants entitled to future benefits 2019-01-01 79
Total of all active and inactive participants 2019-01-01 1,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,532
Number of participants with account balances 2019-01-01 1,530
Number of employers contributing to the scheme 2019-01-01 58
2018: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,393
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,325
Number of retired or separated participants receiving benefits 2018-01-01 53
Number of other retired or separated participants entitled to future benefits 2018-01-01 89
Total of all active and inactive participants 2018-01-01 1,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 1,469
Number of participants with account balances 2018-01-01 1,456
Number of employers contributing to the scheme 2018-01-01 60
2017: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,364
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,271
Number of retired or separated participants receiving benefits 2017-01-01 54
Number of other retired or separated participants entitled to future benefits 2017-01-01 68
Total of all active and inactive participants 2017-01-01 1,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,393
Number of participants with account balances 2017-01-01 1,386
Number of employers contributing to the scheme 2017-01-01 57
2016: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,301
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,260
Number of retired or separated participants receiving benefits 2016-01-01 52
Number of other retired or separated participants entitled to future benefits 2016-01-01 50
Total of all active and inactive participants 2016-01-01 1,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 1,364
Number of participants with account balances 2016-01-01 1,358
Number of employers contributing to the scheme 2016-01-01 57
2015: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 273
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 276
Number of participants with account balances 2015-01-01 272
Number of employers contributing to the scheme 2015-01-01 57
2014: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 245
Number of retired or separated participants receiving benefits 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 51
Total of all active and inactive participants 2014-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 306
Number of participants with account balances 2014-01-01 268
Number of employers contributing to the scheme 2014-01-01 61
2013: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 220
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 66
Total of all active and inactive participants 2013-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 292
Number of participants with account balances 2013-01-01 255
Number of employers contributing to the scheme 2013-01-01 62
2012: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 220
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 62
Total of all active and inactive participants 2012-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 287
Number of participants with account balances 2012-01-01 249
Number of employers contributing to the scheme 2012-01-01 59
2011: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 215
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 61
Total of all active and inactive participants 2011-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 278
Number of participants with account balances 2011-01-01 241
Number of employers contributing to the scheme 2011-01-01 58
2009: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 219
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 53
Total of all active and inactive participants 2009-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 274
Number of participants with account balances 2009-01-01 240
Number of employers contributing to the scheme 2009-01-01 29

Measure	Date	Value
2022: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,302
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,121
Number of retired or separated participants receiving benefits	2022-01-01	254
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	1,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,389
Number of participants with account balances	2022-01-01	420
Number of employers contributing to the scheme	2022-01-01	69
2021: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,289
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,135
Number of retired or separated participants receiving benefits	2021-01-01	66
Number of other retired or separated participants entitled to future benefits	2021-01-01	98
Total of all active and inactive participants	2021-01-01	1,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	1,302
Number of participants with account balances	2021-01-01	409
Number of employers contributing to the scheme	2021-01-01	63
2020: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,532
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,134
Number of retired or separated participants receiving benefits	2020-01-01	65
Number of other retired or separated participants entitled to future benefits	2020-01-01	90
Total of all active and inactive participants	2020-01-01	1,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,289
Number of participants with account balances	2020-01-01	387
Number of employers contributing to the scheme	2020-01-01	66
2019: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,469
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,389
Number of retired or separated participants receiving benefits	2019-01-01	63
Number of other retired or separated participants entitled to future benefits	2019-01-01	79
Total of all active and inactive participants	2019-01-01	1,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,532
Number of participants with account balances	2019-01-01	1,530
Number of employers contributing to the scheme	2019-01-01	58
2018: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,393
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,325
Number of retired or separated participants receiving benefits	2018-01-01	53
Number of other retired or separated participants entitled to future benefits	2018-01-01	89
Total of all active and inactive participants	2018-01-01	1,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	1,469
Number of participants with account balances	2018-01-01	1,456
Number of employers contributing to the scheme	2018-01-01	60
2017: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,364
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,271
Number of retired or separated participants receiving benefits	2017-01-01	54
Number of other retired or separated participants entitled to future benefits	2017-01-01	68
Total of all active and inactive participants	2017-01-01	1,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,393
Number of participants with account balances	2017-01-01	1,386
Number of employers contributing to the scheme	2017-01-01	57
2016: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,301
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,260
Number of retired or separated participants receiving benefits	2016-01-01	52
Number of other retired or separated participants entitled to future benefits	2016-01-01	50
Total of all active and inactive participants	2016-01-01	1,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	1,364
Number of participants with account balances	2016-01-01	1,358
Number of employers contributing to the scheme	2016-01-01	57
2015: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	273
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	276
Number of participants with account balances	2015-01-01	272
Number of employers contributing to the scheme	2015-01-01	57
2014: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	245
Number of retired or separated participants receiving benefits	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	51
Total of all active and inactive participants	2014-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	306
Number of participants with account balances	2014-01-01	268
Number of employers contributing to the scheme	2014-01-01	61
2013: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	220
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	66
Total of all active and inactive participants	2013-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	292
Number of participants with account balances	2013-01-01	255
Number of employers contributing to the scheme	2013-01-01	62
2012: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	220
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	62
Total of all active and inactive participants	2012-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	287
Number of participants with account balances	2012-01-01	249
Number of employers contributing to the scheme	2012-01-01	59
2011: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	215
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	61
Total of all active and inactive participants	2011-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	278
Number of participants with account balances	2011-01-01	241
Number of employers contributing to the scheme	2011-01-01	58
2009: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	219
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	53
Total of all active and inactive participants	2009-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	274
Number of participants with account balances	2009-01-01	240
Number of employers contributing to the scheme	2009-01-01	29

Financial Data on IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND

Measure	Date	Value
2022 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,937,630
Total of all expenses incurred	2022-12-31	$1,191,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,123,646
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-5,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,386,031
Value of total assets at end of year	2022-12-31	$26,635,100
Value of total assets at beginning of year	2022-12-31	$30,764,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$73,148
Total interest from all sources	2022-12-31	$247,043
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$597,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$597,517
Administrative expenses professional fees incurred	2022-12-31	$33,616
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,386,031
Participant contributions at end of year	2022-12-31	$394,486
Participant contributions at beginning of year	2022-12-31	$395,470
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$578
Other income not declared elsewhere	2022-12-31	$67,873
Administrative expenses (other) incurred	2022-12-31	$28,661
Total non interest bearing cash at end of year	2022-12-31	$84,547
Total non interest bearing cash at beginning of year	2022-12-31	$51,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,129,277
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,635,100
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,764,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,614,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,161,362
Interest on participant loans	2022-12-31	$31,903
Interest earned on other investments	2022-12-31	$215,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,541,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,155,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,236,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,123,646
Contract administrator fees	2022-12-31	$7,121
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2022-12-31	341638235
2021 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,487,498
Total of all expenses incurred	2021-12-31	$883,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$745,565
Expenses. Certain deemed distributions of participant loans	2021-12-31	$48,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,310,451
Value of total assets at end of year	2021-12-31	$30,764,377
Value of total assets at beginning of year	2021-12-31	$26,160,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$90,292
Total interest from all sources	2021-12-31	$207,183
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,245,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,245,232
Administrative expenses professional fees incurred	2021-12-31	$49,378
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,310,451
Participant contributions at end of year	2021-12-31	$395,470
Participant contributions at beginning of year	2021-12-31	$369,470
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$7,289
Other income not declared elsewhere	2021-12-31	$78,120
Administrative expenses (other) incurred	2021-12-31	$34,069
Total non interest bearing cash at end of year	2021-12-31	$51,592
Total non interest bearing cash at beginning of year	2021-12-31	$25,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,603,500
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,764,377
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,160,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,161,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,866,197
Interest on participant loans	2021-12-31	$20,594
Interest earned on other investments	2021-12-31	$186,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,155,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,892,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,646,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$745,565
Contract administrator fees	2021-12-31	$6,845
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2021-12-31	341638235
2020 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,959,461
Total of all expenses incurred	2020-12-31	$628,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$534,193
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,385,539
Value of total assets at end of year	2020-12-31	$26,160,877
Value of total assets at beginning of year	2020-12-31	$21,829,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$89,749
Total interest from all sources	2020-12-31	$216,584
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$838,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$838,357
Administrative expenses professional fees incurred	2020-12-31	$51,021
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,385,539
Participant contributions at end of year	2020-12-31	$369,470
Participant contributions at beginning of year	2020-12-31	$365,897
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$7,289
Other income not declared elsewhere	2020-12-31	$65,278
Administrative expenses (other) incurred	2020-12-31	$32,615
Total non interest bearing cash at end of year	2020-12-31	$25,551
Total non interest bearing cash at beginning of year	2020-12-31	$29,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,330,885
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,160,877
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,829,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,866,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,087,441
Interest on participant loans	2020-12-31	$20,784
Interest earned on other investments	2020-12-31	$195,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,892,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,347,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,453,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$534,193
Contract administrator fees	2020-12-31	$6,113
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2020-12-31	341638235
2019 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,176,606
Total of all expenses incurred	2019-12-31	$473,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$425,989
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-38,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,312,919
Value of total assets at end of year	2019-12-31	$21,829,992
Value of total assets at beginning of year	2019-12-31	$17,126,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$85,149
Total interest from all sources	2019-12-31	$152,955
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$517,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$517,232
Administrative expenses professional fees incurred	2019-12-31	$47,861
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,312,919
Participant contributions at end of year	2019-12-31	$365,897
Participant contributions at beginning of year	2019-12-31	$208,774
Other income not declared elsewhere	2019-12-31	$60,165
Administrative expenses (other) incurred	2019-12-31	$30,961
Total non interest bearing cash at end of year	2019-12-31	$29,408
Total non interest bearing cash at beginning of year	2019-12-31	$29,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,703,506
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,829,992
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,126,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,087,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,150,395
Interest on participant loans	2019-12-31	$17,792
Interest earned on other investments	2019-12-31	$135,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,347,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,738,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,133,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$425,989
Contract administrator fees	2019-12-31	$6,327
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2019-12-31	341638235
2018 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$779,286
Total of all expenses incurred	2018-12-31	$544,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$480,856
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-7,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,332,044
Value of total assets at end of year	2018-12-31	$17,126,486
Value of total assets at beginning of year	2018-12-31	$16,891,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$70,875
Total interest from all sources	2018-12-31	$134,407
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$811,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$811,546
Administrative expenses professional fees incurred	2018-12-31	$37,673
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,332,044
Participant contributions at end of year	2018-12-31	$208,774
Participant contributions at beginning of year	2018-12-31	$297,966
Other income not declared elsewhere	2018-12-31	$57,302
Administrative expenses (other) incurred	2018-12-31	$27,022
Total non interest bearing cash at end of year	2018-12-31	$29,090
Total non interest bearing cash at beginning of year	2018-12-31	$19,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$234,890
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,126,486
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$16,891,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,150,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,097,049
Interest on participant loans	2018-12-31	$12,903
Interest earned on other investments	2018-12-31	$121,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,738,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,476,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,556,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$480,856
Contract administrator fees	2018-12-31	$6,180
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2018-12-31	341638235
2017 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,187,841
Total of all expenses incurred	2017-12-31	$239,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$162,990
Value of total corrective distributions	2017-12-31	$8,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$978,751
Value of total assets at end of year	2017-12-31	$16,891,596
Value of total assets at beginning of year	2017-12-31	$13,943,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$68,005
Total interest from all sources	2017-12-31	$108,926
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$699,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$699,322
Administrative expenses professional fees incurred	2017-12-31	$34,862
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$897,527
Participant contributions at end of year	2017-12-31	$297,966
Participant contributions at beginning of year	2017-12-31	$252,695
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$81,224
Other income not declared elsewhere	2017-12-31	$51,581
Administrative expenses (other) incurred	2017-12-31	$27,038
Total non interest bearing cash at end of year	2017-12-31	$19,636
Total non interest bearing cash at beginning of year	2017-12-31	$14,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,948,031
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,891,596
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,943,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,097,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,609,545
Interest on participant loans	2017-12-31	$12,776
Interest earned on other investments	2017-12-31	$96,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,476,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,067,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,349,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$162,990
Contract administrator fees	2017-12-31	$6,105
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2017-12-31	341638235
2016 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,949,993
Total of all expenses incurred	2016-12-31	$373,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$309,615
Expenses. Certain deemed distributions of participant loans	2016-12-31	$113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$970,536
Value of total assets at end of year	2016-12-31	$13,943,565
Value of total assets at beginning of year	2016-12-31	$12,366,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$63,592
Total interest from all sources	2016-12-31	$70,394
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$199,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$199,626
Administrative expenses professional fees incurred	2016-12-31	$52,647
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$970,536
Participant contributions at end of year	2016-12-31	$252,695
Participant contributions at beginning of year	2016-12-31	$250,814
Other income not declared elsewhere	2016-12-31	$44,241
Administrative expenses (other) incurred	2016-12-31	$5,070
Total non interest bearing cash at end of year	2016-12-31	$14,087
Total non interest bearing cash at beginning of year	2016-12-31	$12,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,576,673
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,943,565
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,366,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,609,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,549,773
Interest on participant loans	2016-12-31	$10,735
Interest earned on other investments	2016-12-31	$59,659
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,295,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,067,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,258,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$668,923
Net investment gain or loss from common/collective trusts	2016-12-31	$-3,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$309,615
Contract administrator fees	2016-12-31	$5,875
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2016-12-31	341638235
2015 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$674,160
Total of all expenses incurred	2015-12-31	$527,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$424,262
Expenses. Certain deemed distributions of participant loans	2015-12-31	$44,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$820,908
Value of total assets at end of year	2015-12-31	$12,366,892
Value of total assets at beginning of year	2015-12-31	$12,220,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$59,238
Total interest from all sources	2015-12-31	$11,709
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$54,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$54,607
Administrative expenses professional fees incurred	2015-12-31	$48,550
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$820,908
Participant contributions at end of year	2015-12-31	$250,814
Participant contributions at beginning of year	2015-12-31	$224,652
Other income not declared elsewhere	2015-12-31	$43,798
Administrative expenses (other) incurred	2015-12-31	$4,635
Total non interest bearing cash at end of year	2015-12-31	$12,552
Total non interest bearing cash at beginning of year	2015-12-31	$12,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$146,316
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,366,892
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,220,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,549,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,632,308
Interest on participant loans	2015-12-31	$11,709
Value of interest in common/collective trusts at end of year	2015-12-31	$3,295,020
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,350,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,258,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-121,644
Net investment gain or loss from common/collective trusts	2015-12-31	$-135,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$424,262
Contract administrator fees	2015-12-31	$6,053
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2015-12-31	341638235
2014 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,362,353
Total of all expenses incurred	2014-12-31	$484,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$407,364
Expenses. Certain deemed distributions of participant loans	2014-12-31	$24,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$740,530
Value of total assets at end of year	2014-12-31	$12,220,576
Value of total assets at beginning of year	2014-12-31	$11,342,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$52,339
Total interest from all sources	2014-12-31	$15,696
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$674,547
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	$674,547
Administrative expenses professional fees incurred	2014-12-31	$45,153
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
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$740,530
Amount contributed by the employer to the plan for this plan year	2014-12-31	$740,530
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$740,530
Participant contributions at end of year	2014-12-31	$224,652
Participant contributions at beginning of year	2014-12-31	$227,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$21
Other income not declared elsewhere	2014-12-31	$44,122
Administrative expenses (other) incurred	2014-12-31	$2,791
Total non interest bearing cash at end of year	2014-12-31	$12,865
Total non interest bearing cash at beginning of year	2014-12-31	$1,945
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	$877,656
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,220,576
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,342,920
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,632,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,280,052
Interest on participant loans	2014-12-31	$15,696
Value of interest in common/collective trusts at end of year	2014-12-31	$5,350,751
Value of interest in common/collective trusts at beginning of year	2014-12-31	$4,833,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-338,473
Net investment gain or loss from common/collective trusts	2014-12-31	$225,931
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$407,364
Contract administrator fees	2014-12-31	$4,395
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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2014-12-31	341638235
2013 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$132
Total income from all sources (including contributions)	2013-12-31	$2,779,935
Total of all expenses incurred	2013-12-31	$171,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$104,740
Expenses. Certain deemed distributions of participant loans	2013-12-31	$5,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$751,451
Value of total assets at end of year	2013-12-31	$11,342,920
Value of total assets at beginning of year	2013-12-31	$8,734,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$61,281
Total interest from all sources	2013-12-31	$15,390
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$540,752
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	$540,752
Administrative expenses professional fees incurred	2013-12-31	$55,146
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
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$751,451
Amount contributed by the employer to the plan for this plan year	2013-12-31	$751,451
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$751,451
Participant contributions at end of year	2013-12-31	$227,054
Participant contributions at beginning of year	2013-12-31	$220,077
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$21
Other income not declared elsewhere	2013-12-31	$43,627
Administrative expenses (other) incurred	2013-12-31	$549
Liabilities. Value of operating payables at beginning of year	2013-12-31	$132
Total non interest bearing cash at end of year	2013-12-31	$1,945
Total non interest bearing cash at beginning of year	2013-12-31	$1,021
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	$2,608,113
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,342,920
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,734,807
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	$1,284
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,280,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,492,394
Interest on participant loans	2013-12-31	$15,390
Value of interest in common/collective trusts at end of year	2013-12-31	$4,833,848
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,021,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$750,914
Net investment gain or loss from common/collective trusts	2013-12-31	$677,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$104,740
Contract administrator fees	2013-12-31	$4,302
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2013-12-31	341638235
2012 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$132
Total income from all sources (including contributions)	2012-12-31	$1,667,995
Total of all expenses incurred	2012-12-31	$454,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$409,796
Expenses. Certain deemed distributions of participant loans	2012-12-31	$5,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$677,554
Value of total assets at end of year	2012-12-31	$8,734,939
Value of total assets at beginning of year	2012-12-31	$7,521,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$38,887
Total interest from all sources	2012-12-31	$14,469
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$184,565
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	$184,565
Administrative expenses professional fees incurred	2012-12-31	$14,342
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	$677,554
Amount contributed by the employer to the plan for this plan year	2012-12-31	$677,554
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$677,554
Participant contributions at end of year	2012-12-31	$220,077
Participant contributions at beginning of year	2012-12-31	$182,930
Other income not declared elsewhere	2012-12-31	$19,612
Administrative expenses (other) incurred	2012-12-31	$131
Liabilities. Value of operating payables at end of year	2012-12-31	$132
Liabilities. Value of operating payables at beginning of year	2012-12-31	$132
Total non interest bearing cash at end of year	2012-12-31	$1,021
Total non interest bearing cash at beginning of year	2012-12-31	$2,181
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	$1,213,480
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,734,807
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,521,327
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	$20,019
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,492,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,656,884
Interest on participant loans	2012-12-31	$14,469
Value of interest in common/collective trusts at end of year	2012-12-31	$4,021,447
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,679,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$449,374
Net investment gain or loss from common/collective trusts	2012-12-31	$322,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$409,796
Contract administrator fees	2012-12-31	$4,395
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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2012-12-31	341638235
2011 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,940
Total income from all sources (including contributions)	2011-12-31	$495,592
Total of all expenses incurred	2011-12-31	$230,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$195,611
Expenses. Certain deemed distributions of participant loans	2011-12-31	$17,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$689,838
Value of total assets at end of year	2011-12-31	$7,521,459
Value of total assets at beginning of year	2011-12-31	$7,257,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,251
Total interest from all sources	2011-12-31	$13,241
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$294,752
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	$294,752
Administrative expenses professional fees incurred	2011-12-31	$8,449
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$689,838
Amount contributed by the employer to the plan for this plan year	2011-12-31	$689,838
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$689,838
Participant contributions at end of year	2011-12-31	$182,930
Participant contributions at beginning of year	2011-12-31	$149,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,940
Other income not declared elsewhere	2011-12-31	$3,230
Administrative expenses (other) incurred	2011-12-31	$280
Liabilities. Value of operating payables at end of year	2011-12-31	$132
Total non interest bearing cash at end of year	2011-12-31	$2,181
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	$265,534
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,521,327
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,255,793
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	$4,337
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,656,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,790,953
Interest on participant loans	2011-12-31	$13,241
Value of interest in common/collective trusts at end of year	2011-12-31	$3,679,464
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,317,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-443,099
Net investment gain or loss from common/collective trusts	2011-12-31	$-62,370
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$195,611
Contract administrator fees	2011-12-31	$4,185
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2011-12-31	341638235
2010 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,940
Total income from all sources (including contributions)	2010-12-31	$1,212,698
Total of all expenses incurred	2010-12-31	$280,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$238,658
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$586,950
Value of total assets at end of year	2010-12-31	$7,257,733
Value of total assets at beginning of year	2010-12-31	$6,323,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$37,909
Total interest from all sources	2010-12-31	$12,149
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$70,505
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	$70,505
Administrative expenses professional fees incurred	2010-12-31	$29,027
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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	$586,950
Amount contributed by the employer to the plan for this plan year	2010-12-31	$586,950
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$586,950
Participant contributions at end of year	2010-12-31	$149,376
Participant contributions at beginning of year	2010-12-31	$142,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,940
Other income not declared elsewhere	2010-12-31	$895
Administrative expenses (other) incurred	2010-12-31	$1,990
Total non interest bearing cash at beginning of year	2010-12-31	$1,309
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	$932,157
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,255,793
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,323,636
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	$2,821
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,790,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,461,848
Interest on participant loans	2010-12-31	$12,149
Value of interest in common/collective trusts at end of year	2010-12-31	$3,317,404
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,718,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$260,340
Net investment gain or loss from common/collective trusts	2010-12-31	$281,859
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$238,658
Contract administrator fees	2010-12-31	$4,071
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	YURCHYK & DAVIS CPAS, INC.
Accountancy firm EIN	2010-12-31	341638235
2009 : IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$515,054
Amount contributed by the employer to the plan for this plan year	2009-12-31	$515,054

Form 5500 Responses for IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND

2022: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780803-02

Policy instance

Insurance contract or identification number	780803-02
Number of Individuals Covered	1389
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61716-2

Policy instance

Insurance contract or identification number	MR 61716-2
Number of Individuals Covered	1302
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61716-2

Policy instance

Insurance contract or identification number	MR 61716-2
Number of Individuals Covered	387
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61716

Policy instance

Insurance contract or identification number	MR 61716
Number of Individuals Covered	351
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61716

Policy instance

Insurance contract or identification number	MR 61716
Number of Individuals Covered	330
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61716

Policy instance

Insurance contract or identification number	MR 61716
Number of Individuals Covered	306
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	IBEW LOCAL UNION 306 401 (K) WAGE REDUCTION RETIREMENT FUND TRUSTEES
Employer identification number (EIN):	311516748
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors