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LOCAL UNION 1399 APPRENTICESHIP TRUST FUND 401k Plan overview

Plan NameLOCAL UNION 1399 APPRENTICESHIP TRUST FUND
Plan identification number 501

LOCAL UNION 1399 APPRENTICESHIP TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Apprenticeship and training

401k Sponsoring company profile

LOCAL UNION 1399 APPRENTICESHIP has sponsored the creation of one or more 401k plans.

Company Name:LOCAL UNION 1399 APPRENTICESHIP
Employer identification number (EIN):330375533
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION 1399 APPRENTICESHIP TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012012-01-01ROLAND D.COBB BOB DECKER2013-10-31
5012009-01-01BLAIR WEBB BARRY SWAIM2010-08-17

Plan Statistics for LOCAL UNION 1399 APPRENTICESHIP TRUST FUND

401k plan membership statisitcs for LOCAL UNION 1399 APPRENTICESHIP TRUST FUND

Measure Date Value
2012: LOCAL UNION 1399 APPRENTICESHIP TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-0154
Total number of active participants reported on line 7a of the Form 55002012-01-0158
Total of all active and inactive participants2012-01-0158
Total participants2012-01-010
2009: LOCAL UNION 1399 APPRENTICESHIP TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0156
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Total of all active and inactive participants2009-01-0144
Total participants2009-01-0144

Financial Data on LOCAL UNION 1399 APPRENTICESHIP TRUST FUND

Measure Date Value
2012 : LOCAL UNION 1399 APPRENTICESHIP TRUST FUND 2012 401k financial data
Total plan liabilities at end of year2012-12-31$3,434
Total plan liabilities at beginning of year2012-12-31$4,692
Total income from all sources2012-12-31$165,298
Expenses. Total of all expenses incurred2012-12-31$188,302
Total plan assets at end of year2012-12-31$363,776
Total plan assets at beginning of year2012-12-31$388,038
Expenses. Other expenses not covered elsewhere2012-12-31$599
Contributions received from other sources (not participants or employers)2012-12-31$37,923
Other income received2012-12-31$1,216
Net income (gross income less expenses)2012-12-31$-23,004
Net plan assets at end of year (total assets less liabilities)2012-12-31$360,342
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$383,346
Total contributions received or receivable from employer(s)2012-12-31$126,159
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$187,703
2010 : LOCAL UNION 1399 APPRENTICESHIP TRUST FUND 2010 401k financial data
Total plan liabilities at end of year2010-12-31$4,006
Total plan liabilities at beginning of year2010-12-31$2,398
Total income from all sources2010-12-31$144,539
Expenses. Total of all expenses incurred2010-12-31$252,971
Total plan assets at end of year2010-12-31$406,848
Total plan assets at beginning of year2010-12-31$513,672
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$252,971
Contributions received from other sources (not participants or employers)2010-12-31$35,330
Other income received2010-12-31$4,678
Net income (gross income less expenses)2010-12-31$-108,432
Net plan assets at end of year (total assets less liabilities)2010-12-31$402,842
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$511,274
Total contributions received or receivable from employer(s)2010-12-31$104,531

Form 5500 Responses for LOCAL UNION 1399 APPRENTICESHIP TRUST FUND

2012: LOCAL UNION 1399 APPRENTICESHIP TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION 1399 APPRENTICESHIP TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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