IRON WORKERS LOCAL 392 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 392 VACATION FUND
Measure | Date | Value |
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2022 : IRON WORKERS LOCAL 392 VACATION FUND 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $786,211 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $458,073 |
Total income from all sources (including contributions) | 2022-07-31 | $779,575 |
Total of all expenses incurred | 2022-07-31 | $780,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $773,754 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-31 | $773,755 |
Value of total assets at end of year | 2022-07-31 | $792,856 |
Value of total assets at beginning of year | 2022-07-31 | $465,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-31 | $7,056 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-31 | No |
Administrative expenses professional fees incurred | 2022-07-31 | $6,500 |
Was this plan covered by a fidelity bond | 2022-07-31 | No |
If this is an individual account plan, was there a blackout period | 2022-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
Contributions received from participants | 2022-07-31 | $773,755 |
Participant contributions at end of year | 2022-07-31 | $54,466 |
Participant contributions at beginning of year | 2022-07-31 | $40,373 |
Other income not declared elsewhere | 2022-07-31 | $5,820 |
Administrative expenses (other) incurred | 2022-07-31 | $329 |
Liabilities. Value of operating payables at end of year | 2022-07-31 | $6,500 |
Liabilities. Value of operating payables at beginning of year | 2022-07-31 | $0 |
Total non interest bearing cash at end of year | 2022-07-31 | $738,390 |
Total non interest bearing cash at beginning of year | 2022-07-31 | $425,580 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
Value of net income/loss | 2022-07-31 | $-1,235 |
Value of net assets at end of year (total assets less liabilities) | 2022-07-31 | $6,645 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-07-31 | $7,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
Investment advisory and management fees | 2022-07-31 | $227 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-31 | $773,754 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-07-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2022-07-31 | $779,711 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-07-31 | $458,073 |
Did the plan have assets held for investment | 2022-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Qualified |
Accountancy firm name | 2022-07-31 | SCHEFFEL BOYLE |
Accountancy firm EIN | 2022-07-31 | 371206530 |
2021 : IRON WORKERS LOCAL 392 VACATION FUND 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $458,073 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $383,296 |
Total income from all sources (including contributions) | 2021-07-31 | $475,900 |
Total of all expenses incurred | 2021-07-31 | $467,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-07-31 | $460,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-07-31 | $461,100 |
Value of total assets at end of year | 2021-07-31 | $465,953 |
Value of total assets at beginning of year | 2021-07-31 | $383,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-07-31 | $6,920 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-07-31 | No |
Administrative expenses professional fees incurred | 2021-07-31 | $6,000 |
Was this plan covered by a fidelity bond | 2021-07-31 | No |
If this is an individual account plan, was there a blackout period | 2021-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-07-31 | No |
Contributions received from participants | 2021-07-31 | $461,100 |
Participant contributions at end of year | 2021-07-31 | $40,373 |
Participant contributions at beginning of year | 2021-07-31 | $32,677 |
Other income not declared elsewhere | 2021-07-31 | $14,800 |
Administrative expenses (other) incurred | 2021-07-31 | $797 |
Liabilities. Value of operating payables at beginning of year | 2021-07-31 | $419 |
Total non interest bearing cash at end of year | 2021-07-31 | $425,580 |
Total non interest bearing cash at beginning of year | 2021-07-31 | $350,341 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
Value of net income/loss | 2021-07-31 | $8,158 |
Value of net assets at end of year (total assets less liabilities) | 2021-07-31 | $7,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-07-31 | $-278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-07-31 | No |
Investment advisory and management fees | 2021-07-31 | $123 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-07-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-07-31 | $460,822 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-07-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2021-07-31 | $458,073 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-07-31 | $382,877 |
Did the plan have assets held for investment | 2021-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-07-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-07-31 | Unqualified |
Accountancy firm name | 2021-07-31 | SCHEFFEL BOYLE |
Accountancy firm EIN | 2021-07-31 | 371206530 |
2020 : IRON WORKERS LOCAL 392 VACATION FUND 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $383,296 |
Total income from all sources (including contributions) | 2020-07-31 | $382,877 |
Total of all expenses incurred | 2020-07-31 | $383,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-31 | $382,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-07-31 | $382,877 |
Value of total assets at end of year | 2020-07-31 | $383,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-31 | $278 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-07-31 | No |
Was this plan covered by a fidelity bond | 2020-07-31 | No |
If this is an individual account plan, was there a blackout period | 2020-07-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-07-31 | No |
Contributions received from participants | 2020-07-31 | $382,877 |
Participant contributions at end of year | 2020-07-31 | $32,677 |
Liabilities. Value of operating payables at end of year | 2020-07-31 | $419 |
Total non interest bearing cash at end of year | 2020-07-31 | $350,341 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
Value of net income/loss | 2020-07-31 | $-278 |
Value of net assets at end of year (total assets less liabilities) | 2020-07-31 | $-278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-07-31 | No |
Investment advisory and management fees | 2020-07-31 | $278 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-07-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-31 | $382,877 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-07-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2020-07-31 | $382,877 |
Did the plan have assets held for investment | 2020-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-07-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-07-31 | Unqualified |
Accountancy firm name | 2020-07-31 | SCHEFFEL BOYLE CPA'S |
Accountancy firm EIN | 2020-07-31 | 371206530 |