PLUMBERS & PIPEFITTERS LOCAL 94 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN
401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-04-30 | $79,361 |
| Total unrealized appreciation/depreciation of assets | 2023-04-30 | $79,361 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $21,141 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $13,922 |
| Total income from all sources (including contributions) | 2023-04-30 | $5,901,734 |
| Total loss/gain on sale of assets | 2023-04-30 | $60,348 |
| Total of all expenses incurred | 2023-04-30 | $3,490,472 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $3,297,654 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $4,641,896 |
| Value of total assets at end of year | 2023-04-30 | $68,805,871 |
| Value of total assets at beginning of year | 2023-04-30 | $66,387,390 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $192,818 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $530,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-04-30 | $530,303 |
| Administrative expenses professional fees incurred | 2023-04-30 | $14,674 |
| Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
| Value of fidelity bond cover | 2023-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
| Contributions received from participants | 2023-04-30 | $1,437 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-04-30 | $76,037 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-04-30 | $84,963 |
| Other income not declared elsewhere | 2023-04-30 | $168,869 |
| Administrative expenses (other) incurred | 2023-04-30 | $58,921 |
| Liabilities. Value of operating payables at end of year | 2023-04-30 | $21,141 |
| Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $13,922 |
| Total non interest bearing cash at end of year | 2023-04-30 | $486,690 |
| Total non interest bearing cash at beginning of year | 2023-04-30 | $489,526 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Value of net income/loss | 2023-04-30 | $2,411,262 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $68,784,730 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $66,373,468 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
| Investment advisory and management fees | 2023-04-30 | $93,119 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-04-30 | $50,742,733 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-04-30 | $49,274,199 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-04-30 | $16,928,823 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-04-30 | $15,892,713 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-04-30 | $420,957 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
| Contributions received in cash from employer | 2023-04-30 | $4,640,459 |
| Employer contributions (assets) at end of year | 2023-04-30 | $571,588 |
| Employer contributions (assets) at beginning of year | 2023-04-30 | $645,989 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $3,297,654 |
| Contract administrator fees | 2023-04-30 | $26,104 |
| Did the plan have assets held for investment | 2023-04-30 | 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 | 2023-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
| Aggregate proceeds on sale of assets | 2023-04-30 | $1,803,403 |
| Aggregate carrying amount (costs) on sale of assets | 2023-04-30 | $1,743,055 |
| Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
| Accountancy firm name | 2023-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2023-04-30 | 341638235 |
| 2022 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-04-30 | $94,342 |
| Total unrealized appreciation/depreciation of assets | 2022-04-30 | $94,342 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $13,922 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $31,531 |
| Total income from all sources (including contributions) | 2022-04-30 | $307,020 |
| Total of all expenses incurred | 2022-04-30 | $3,734,401 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $3,553,943 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $4,537,779 |
| Value of total assets at end of year | 2022-04-30 | $66,387,390 |
| Value of total assets at beginning of year | 2022-04-30 | $69,832,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $180,458 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $935,486 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-04-30 | $935,486 |
| Administrative expenses professional fees incurred | 2022-04-30 | $14,592 |
| Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
| Value of fidelity bond cover | 2022-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
| Contributions received from participants | 2022-04-30 | $4,801 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-04-30 | $84,963 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-04-30 | $45,362 |
| Other income not declared elsewhere | 2022-04-30 | $191,015 |
| Administrative expenses (other) incurred | 2022-04-30 | $55,234 |
| Liabilities. Value of operating payables at end of year | 2022-04-30 | $13,922 |
| Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $31,531 |
| Total non interest bearing cash at end of year | 2022-04-30 | $489,526 |
| Total non interest bearing cash at beginning of year | 2022-04-30 | $71,883 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Value of net income/loss | 2022-04-30 | $-3,427,381 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $66,373,468 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $69,800,849 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
| Investment advisory and management fees | 2022-04-30 | $85,292 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-04-30 | $49,274,199 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-04-30 | $53,144,807 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-04-30 | $15,892,713 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-04-30 | $15,801,963 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-04-30 | $-5,451,602 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
| Contributions received in cash from employer | 2022-04-30 | $4,532,978 |
| Employer contributions (assets) at end of year | 2022-04-30 | $645,989 |
| Employer contributions (assets) at beginning of year | 2022-04-30 | $768,365 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $3,553,943 |
| Contract administrator fees | 2022-04-30 | $25,340 |
| Did the plan have assets held for investment | 2022-04-30 | 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 | 2022-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
| Accountancy firm name | 2022-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2022-04-30 | 341638235 |
| 2021 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-04-30 | $94,384 |
| Total unrealized appreciation/depreciation of assets | 2021-04-30 | $94,384 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $31,531 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $52,675 |
| Total income from all sources (including contributions) | 2021-04-30 | $18,317,888 |
| Total of all expenses incurred | 2021-04-30 | $3,510,304 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $3,325,989 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $3,948,009 |
| Value of total assets at end of year | 2021-04-30 | $69,832,380 |
| Value of total assets at beginning of year | 2021-04-30 | $55,045,940 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $184,315 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $566,280 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-04-30 | $566,280 |
| Administrative expenses professional fees incurred | 2021-04-30 | $13,019 |
| Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
| Value of fidelity bond cover | 2021-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
| Contributions received from participants | 2021-04-30 | $2,331 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-04-30 | $45,362 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-04-30 | $22,350 |
| Other income not declared elsewhere | 2021-04-30 | $186,389 |
| Administrative expenses (other) incurred | 2021-04-30 | $68,602 |
| Liabilities. Value of operating payables at end of year | 2021-04-30 | $31,531 |
| Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $52,675 |
| Total non interest bearing cash at end of year | 2021-04-30 | $71,883 |
| Total non interest bearing cash at beginning of year | 2021-04-30 | $67,751 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Value of net income/loss | 2021-04-30 | $14,807,584 |
| Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $69,800,849 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $54,993,265 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
| Investment advisory and management fees | 2021-04-30 | $78,154 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-04-30 | $53,144,807 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-04-30 | $42,520,694 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-04-30 | $15,801,963 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-04-30 | $11,906,541 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-04-30 | $13,522,826 |
| Net investment gain/loss from pooled separate accounts | 2021-04-30 | $94,384 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
| Contributions received in cash from employer | 2021-04-30 | $3,945,678 |
| Employer contributions (assets) at end of year | 2021-04-30 | $768,365 |
| Employer contributions (assets) at beginning of year | 2021-04-30 | $528,604 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $3,325,989 |
| Contract administrator fees | 2021-04-30 | $24,540 |
| Did the plan have assets held for investment | 2021-04-30 | 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 | 2021-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Disclaimer |
| Accountancy firm name | 2021-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2021-04-30 | 341638235 |
| 2020 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $52,675 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $75,632 |
| Total income from all sources (including contributions) | 2020-04-30 | $4,688,027 |
| Total of all expenses incurred | 2020-04-30 | $3,768,184 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $3,566,036 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $4,099,229 |
| Value of total assets at end of year | 2020-04-30 | $55,045,940 |
| Value of total assets at beginning of year | 2020-04-30 | $54,149,054 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $202,148 |
| Total interest from all sources | 2020-04-30 | $370,872 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-04-30 | $2,940,967 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-04-30 | $2,940,967 |
| Administrative expenses professional fees incurred | 2020-04-30 | $12,459 |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Value of fidelity bond cover | 2020-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Contributions received from participants | 2020-04-30 | $3,298 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-04-30 | $22,350 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-04-30 | $21,134 |
| Other income not declared elsewhere | 2020-04-30 | $174,310 |
| Administrative expenses (other) incurred | 2020-04-30 | $75,647 |
| Liabilities. Value of operating payables at end of year | 2020-04-30 | $52,675 |
| Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $75,632 |
| Total non interest bearing cash at end of year | 2020-04-30 | $67,751 |
| Total non interest bearing cash at beginning of year | 2020-04-30 | $330,729 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Value of net income/loss | 2020-04-30 | $919,843 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $54,993,265 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $54,073,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Investment advisory and management fees | 2020-04-30 | $90,222 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-04-30 | $42,520,694 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-04-30 | $40,817,055 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $370,872 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-04-30 | $11,906,541 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-04-30 | $12,522,510 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-04-30 | $-2,897,351 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
| Contributions received in cash from employer | 2020-04-30 | $4,095,931 |
| Employer contributions (assets) at end of year | 2020-04-30 | $528,604 |
| Employer contributions (assets) at beginning of year | 2020-04-30 | $457,626 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $3,566,036 |
| Contract administrator fees | 2020-04-30 | $23,820 |
| Did the plan have assets held for investment | 2020-04-30 | 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 | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Disclaimer |
| Accountancy firm name | 2020-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2020-04-30 | 341638235 |
| 2019 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $75,632 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $21,803 |
| Total income from all sources (including contributions) | 2019-04-30 | $7,135,994 |
| Total of all expenses incurred | 2019-04-30 | $3,357,863 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $3,155,432 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $3,757,233 |
| Value of total assets at end of year | 2019-04-30 | $54,149,054 |
| Value of total assets at beginning of year | 2019-04-30 | $50,317,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $202,431 |
| Total interest from all sources | 2019-04-30 | $272,046 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-04-30 | $3,286,399 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-04-30 | $3,286,399 |
| Administrative expenses professional fees incurred | 2019-04-30 | $12,817 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Contributions received from participants | 2019-04-30 | $491 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-04-30 | $21,134 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-04-30 | $18,891 |
| Other income not declared elsewhere | 2019-04-30 | $180,167 |
| Administrative expenses (other) incurred | 2019-04-30 | $78,548 |
| Liabilities. Value of operating payables at end of year | 2019-04-30 | $75,632 |
| Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $21,803 |
| Total non interest bearing cash at end of year | 2019-04-30 | $330,729 |
| Total non interest bearing cash at beginning of year | 2019-04-30 | $7,574 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $3,778,131 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $54,073,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $50,295,291 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Investment advisory and management fees | 2019-04-30 | $87,951 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-04-30 | $40,817,055 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-04-30 | $41,575,058 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $272,046 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-04-30 | $12,522,510 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-04-30 | $8,417,661 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-04-30 | $-359,851 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Contributions received in cash from employer | 2019-04-30 | $3,756,742 |
| Employer contributions (assets) at end of year | 2019-04-30 | $457,626 |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $297,910 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $3,155,432 |
| Contract administrator fees | 2019-04-30 | $23,115 |
| Did the plan have assets held for investment | 2019-04-30 | 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 | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Disclaimer |
| Accountancy firm name | 2019-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2019-04-30 | 341638235 |
| 2018 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $21,803 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $328,391 |
| Total income from all sources (including contributions) | 2018-04-30 | $7,297,650 |
| Total of all expenses incurred | 2018-04-30 | $1,520,261 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $1,309,907 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $3,347,734 |
| Value of total assets at end of year | 2018-04-30 | $50,317,094 |
| Value of total assets at beginning of year | 2018-04-30 | $44,846,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $210,354 |
| Total interest from all sources | 2018-04-30 | $189,539 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-04-30 | $2,925,780 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-04-30 | $2,925,780 |
| Administrative expenses professional fees incurred | 2018-04-30 | $12,500 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Contributions received from participants | 2018-04-30 | $3,475 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-04-30 | $18,891 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-04-30 | $17,917 |
| Other income not declared elsewhere | 2018-04-30 | $170,609 |
| Administrative expenses (other) incurred | 2018-04-30 | $83,257 |
| Liabilities. Value of operating payables at end of year | 2018-04-30 | $21,803 |
| Liabilities. Value of operating payables at beginning of year | 2018-04-30 | $328,391 |
| Total non interest bearing cash at end of year | 2018-04-30 | $7,574 |
| Total non interest bearing cash at beginning of year | 2018-04-30 | $158,531 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $5,777,389 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $50,295,291 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $44,517,902 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Investment advisory and management fees | 2018-04-30 | $92,142 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-04-30 | $41,575,058 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-04-30 | $38,625,094 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-30 | $8,417,661 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-30 | $5,574,202 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-30 | $5,574,202 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $189,539 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-04-30 | $663,988 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Contributions received in cash from employer | 2018-04-30 | $3,344,259 |
| Employer contributions (assets) at end of year | 2018-04-30 | $297,910 |
| Employer contributions (assets) at beginning of year | 2018-04-30 | $470,549 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $1,309,907 |
| Contract administrator fees | 2018-04-30 | $22,455 |
| Did the plan have assets held for investment | 2018-04-30 | 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 | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Disclaimer |
| Accountancy firm name | 2018-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2018-04-30 | 341638235 |
| 2017 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $328,391 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $28,252 |
| Total income from all sources (including contributions) | 2017-04-30 | $7,293,482 |
| Total of all expenses incurred | 2017-04-30 | $2,580,523 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $2,360,809 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $3,188,616 |
| Value of total assets at end of year | 2017-04-30 | $44,846,293 |
| Value of total assets at beginning of year | 2017-04-30 | $39,833,195 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $219,714 |
| Total interest from all sources | 2017-04-30 | $46,859 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-04-30 | $2,095,445 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-04-30 | $2,095,445 |
| Administrative expenses professional fees incurred | 2017-04-30 | $12,125 |
| Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
| Value of fidelity bond cover | 2017-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Contributions received from participants | 2017-04-30 | $3,029 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-04-30 | $17,917 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-04-30 | $11,043 |
| Other income not declared elsewhere | 2017-04-30 | $152,203 |
| Administrative expenses (other) incurred | 2017-04-30 | $86,172 |
| Liabilities. Value of operating payables at end of year | 2017-04-30 | $328,391 |
| Liabilities. Value of operating payables at beginning of year | 2017-04-30 | $28,252 |
| Total non interest bearing cash at end of year | 2017-04-30 | $158,531 |
| Total non interest bearing cash at beginning of year | 2017-04-30 | $196,863 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $4,712,959 |
| Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $44,517,902 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $39,804,943 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Investment advisory and management fees | 2017-04-30 | $99,622 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-04-30 | $38,625,094 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-04-30 | $34,125,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-04-30 | $5,574,202 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-04-30 | $5,257,664 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-04-30 | $5,257,664 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-04-30 | $46,859 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-04-30 | $1,810,359 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Contributions received in cash from employer | 2017-04-30 | $3,185,587 |
| Employer contributions (assets) at end of year | 2017-04-30 | $470,549 |
| Employer contributions (assets) at beginning of year | 2017-04-30 | $242,555 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $2,360,809 |
| Contract administrator fees | 2017-04-30 | $21,795 |
| Did the plan have assets held for investment | 2017-04-30 | 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 | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Disclaimer |
| Accountancy firm name | 2017-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2017-04-30 | 341638235 |
| 2016 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $28,252 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $9,453 |
| Total income from all sources (including contributions) | 2016-04-30 | $2,623,235 |
| Total of all expenses incurred | 2016-04-30 | $2,398,466 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $2,169,350 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $2,456,055 |
| Value of total assets at end of year | 2016-04-30 | $39,833,195 |
| Value of total assets at beginning of year | 2016-04-30 | $39,589,627 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $229,116 |
| Total interest from all sources | 2016-04-30 | $44,334 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $2,613,643 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-04-30 | $2,613,643 |
| Administrative expenses professional fees incurred | 2016-04-30 | $18,162 |
| Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
| Value of fidelity bond cover | 2016-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Contributions received from participants | 2016-04-30 | $4,473 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-04-30 | $11,043 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-04-30 | $7,351 |
| Other income not declared elsewhere | 2016-04-30 | $149,085 |
| Administrative expenses (other) incurred | 2016-04-30 | $81,480 |
| Liabilities. Value of operating payables at end of year | 2016-04-30 | $28,252 |
| Liabilities. Value of operating payables at beginning of year | 2016-04-30 | $9,453 |
| Total non interest bearing cash at end of year | 2016-04-30 | $196,863 |
| Total non interest bearing cash at beginning of year | 2016-04-30 | $25,795 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $224,769 |
| Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $39,804,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $39,580,174 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Investment advisory and management fees | 2016-04-30 | $108,174 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-04-30 | $34,125,070 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-04-30 | $34,131,064 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-04-30 | $5,257,664 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-04-30 | $4,960,832 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-04-30 | $4,960,832 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-04-30 | $44,334 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-04-30 | $-2,639,882 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Contributions received in cash from employer | 2016-04-30 | $2,451,582 |
| Employer contributions (assets) at end of year | 2016-04-30 | $242,555 |
| Employer contributions (assets) at beginning of year | 2016-04-30 | $464,585 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $2,169,350 |
| Contract administrator fees | 2016-04-30 | $21,300 |
| Did the plan have assets held for investment | 2016-04-30 | 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 | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Disclaimer |
| Accountancy firm name | 2016-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2016-04-30 | 341638235 |
| 2015 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $9,453 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $9,817 |
| Total income from all sources (including contributions) | 2015-04-30 | $5,572,392 |
| Total of all expenses incurred | 2015-04-30 | $4,089,162 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $3,899,580 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $2,905,535 |
| Value of total assets at end of year | 2015-04-30 | $39,589,627 |
| Value of total assets at beginning of year | 2015-04-30 | $38,106,761 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $189,582 |
| Total interest from all sources | 2015-04-30 | $38,393 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $2,106,791 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-04-30 | $2,106,791 |
| Administrative expenses professional fees incurred | 2015-04-30 | $18,522 |
| Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
| Value of fidelity bond cover | 2015-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-04-30 | $61,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-04-30 | $7,351 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-04-30 | $10,767 |
| Other income not declared elsewhere | 2015-04-30 | $170,939 |
| Administrative expenses (other) incurred | 2015-04-30 | $23,436 |
| Liabilities. Value of operating payables at end of year | 2015-04-30 | $9,453 |
| Liabilities. Value of operating payables at beginning of year | 2015-04-30 | $9,817 |
| Total non interest bearing cash at end of year | 2015-04-30 | $25,795 |
| Total non interest bearing cash at beginning of year | 2015-04-30 | $298,574 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $1,483,230 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $39,580,174 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $38,096,944 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Investment advisory and management fees | 2015-04-30 | $126,324 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-04-30 | $34,131,064 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-04-30 | $32,682,795 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-30 | $4,960,832 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-30 | $4,860,520 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-30 | $4,860,520 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-04-30 | $38,393 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-04-30 | $350,734 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
| Contributions received in cash from employer | 2015-04-30 | $2,905,535 |
| Employer contributions (assets) at end of year | 2015-04-30 | $464,585 |
| Employer contributions (assets) at beginning of year | 2015-04-30 | $254,105 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $3,838,580 |
| Contract administrator fees | 2015-04-30 | $21,300 |
| Did the plan have assets held for investment | 2015-04-30 | 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 | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Disclaimer |
| Accountancy firm name | 2015-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2015-04-30 | 341638235 |
| 2014 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $9,817 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $2,323 |
| Total income from all sources (including contributions) | 2014-04-30 | $5,410,285 |
| Total of all expenses incurred | 2014-04-30 | $2,526,966 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $2,347,264 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $2,604,194 |
| Value of total assets at end of year | 2014-04-30 | $38,106,761 |
| Value of total assets at beginning of year | 2014-04-30 | $35,215,948 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $179,702 |
| Total interest from all sources | 2014-04-30 | $124,595 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $1,053,005 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-04-30 | $1,053,005 |
| Administrative expenses professional fees incurred | 2014-04-30 | $39,381 |
| Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
| Value of fidelity bond cover | 2014-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-04-30 | $85,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-04-30 | $10,767 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-04-30 | $4,276 |
| Other income not declared elsewhere | 2014-04-30 | $201,841 |
| Administrative expenses (other) incurred | 2014-04-30 | $17,970 |
| Liabilities. Value of operating payables at end of year | 2014-04-30 | $9,817 |
| Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $2,323 |
| Total non interest bearing cash at end of year | 2014-04-30 | $298,574 |
| Total non interest bearing cash at beginning of year | 2014-04-30 | $188,139 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Value of net income/loss | 2014-04-30 | $2,883,319 |
| Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $38,096,944 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $35,213,625 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
| Investment advisory and management fees | 2014-04-30 | $101,051 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $32,682,795 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $30,463,453 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $4,860,520 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $4,425,290 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $4,425,290 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-04-30 | $124,595 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-04-30 | $1,426,650 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
| Contributions received in cash from employer | 2014-04-30 | $2,604,194 |
| Employer contributions (assets) at end of year | 2014-04-30 | $254,105 |
| Employer contributions (assets) at beginning of year | 2014-04-30 | $134,790 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $2,262,264 |
| Contract administrator fees | 2014-04-30 | $21,300 |
| Did the plan have assets held for investment | 2014-04-30 | 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 | 2014-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Disclaimer |
| Accountancy firm name | 2014-04-30 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2014-04-30 | 341638235 |
| 2013 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-04-30 | $1,696,843 |
| Total unrealized appreciation/depreciation of assets | 2013-04-30 | $1,696,843 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $2,323 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $43,701 |
| Total income from all sources (including contributions) | 2013-04-30 | $5,054,652 |
| Total of all expenses incurred | 2013-04-30 | $1,206,548 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $1,108,671 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $2,145,891 |
| Value of total assets at end of year | 2013-04-30 | $35,215,948 |
| Value of total assets at beginning of year | 2013-04-30 | $31,409,222 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $97,877 |
| Total interest from all sources | 2013-04-30 | $107,158 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $1,094,103 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-04-30 | $1,094,103 |
| Administrative expenses professional fees incurred | 2013-04-30 | $57,256 |
| Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
| Value of fidelity bond cover | 2013-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-04-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-04-30 | $2,145,891 |
| Amount contributed by the employer to the plan for this plan year | 2013-04-30 | $2,145,891 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-04-30 | $1,988 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-04-30 | $1,286 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-04-30 | $-40,957 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-04-30 | $2,288 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-04-30 | $3,303 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-04-30 | $40,957 |
| Other income not declared elsewhere | 2013-04-30 | $10,657 |
| Administrative expenses (other) incurred | 2013-04-30 | $21,421 |
| Liabilities. Value of operating payables at end of year | 2013-04-30 | $2,323 |
| Liabilities. Value of operating payables at beginning of year | 2013-04-30 | $2,744 |
| Total non interest bearing cash at end of year | 2013-04-30 | $188,139 |
| Total non interest bearing cash at beginning of year | 2013-04-30 | $246,865 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Value of net income/loss | 2013-04-30 | $3,848,104 |
| Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $35,213,625 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $31,365,521 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-04-30 | $30,463,453 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-04-30 | $27,634,228 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-04-30 | $4,425,290 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $3,369,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $3,369,294 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-04-30 | $107,158 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
| Contributions received in cash from employer | 2013-04-30 | $2,145,891 |
| Employer contributions (assets) at end of year | 2013-04-30 | $134,790 |
| Employer contributions (assets) at beginning of year | 2013-04-30 | $154,246 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $1,149,628 |
| Contract administrator fees | 2013-04-30 | $19,200 |
| 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 | 2013-04-30 | No |
| Did the plan have assets held for investment | 2013-04-30 | 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 | 2013-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Disclaimer |
| Accountancy firm name | 2013-04-30 | BRUNER-COX LLP |
| Accountancy firm EIN | 2013-04-30 | 340641962 |
| 2012 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-04-30 | $-165,386 |
| Total unrealized appreciation/depreciation of assets | 2012-04-30 | $-165,386 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $82,292 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $49,411 |
| Total income from all sources (including contributions) | 2012-04-30 | $2,643,831 |
| Total of all expenses incurred | 2012-04-30 | $1,709,573 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $1,629,547 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $1,920,982 |
| Value of total assets at end of year | 2012-04-30 | $31,447,813 |
| Value of total assets at beginning of year | 2012-04-30 | $30,480,674 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $80,026 |
| Total interest from all sources | 2012-04-30 | $18,597 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $865,985 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-04-30 | $865,985 |
| Administrative expenses professional fees incurred | 2012-04-30 | $46,715 |
| Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
| Value of fidelity bond cover | 2012-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-04-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-04-30 | $1,920,982 |
| Amount contributed by the employer to the plan for this plan year | 2012-04-30 | $1,920,982 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-04-30 | $1,286 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-04-30 | $1,296 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-04-30 | $-5,682 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-04-30 | $3,303 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-04-30 | $12,073 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-04-30 | $79,548 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-04-30 | $45,827 |
| Other income not declared elsewhere | 2012-04-30 | $3,653 |
| Administrative expenses (other) incurred | 2012-04-30 | $14,111 |
| Liabilities. Value of operating payables at end of year | 2012-04-30 | $2,744 |
| Liabilities. Value of operating payables at beginning of year | 2012-04-30 | $3,584 |
| Total non interest bearing cash at end of year | 2012-04-30 | $246,865 |
| Total non interest bearing cash at beginning of year | 2012-04-30 | $233,876 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Value of net income/loss | 2012-04-30 | $934,258 |
| Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $31,365,521 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $30,431,263 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-04-30 | $27,634,228 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-04-30 | $26,763,925 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $3,407,885 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $3,284,545 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $3,284,545 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-04-30 | $18,597 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
| Contributions received in cash from employer | 2012-04-30 | $1,920,982 |
| Employer contributions (assets) at end of year | 2012-04-30 | $154,246 |
| Employer contributions (assets) at beginning of year | 2012-04-30 | $184,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $1,635,229 |
| Contract administrator fees | 2012-04-30 | $19,200 |
| 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 | 2012-04-30 | No |
| Did the plan have assets held for investment | 2012-04-30 | 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 | 2012-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Disclaimer |
| Accountancy firm name | 2012-04-30 | BRUNER-COX LLP |
| Accountancy firm EIN | 2012-04-30 | 340641962 |
| 2011 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $49,411 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $54,901 |
| Total income from all sources (including contributions) | 2011-04-30 | $5,640,707 |
| Total of all expenses incurred | 2011-04-30 | $2,523,794 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $2,435,329 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $1,833,063 |
| Value of total assets at end of year | 2011-04-30 | $30,480,674 |
| Value of total assets at beginning of year | 2011-04-30 | $27,369,251 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $88,465 |
| Total interest from all sources | 2011-04-30 | $12,499 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $1,056,374 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-04-30 | $1,056,374 |
| Administrative expenses professional fees incurred | 2011-04-30 | $50,037 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-04-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-04-30 | $1,833,063 |
| Amount contributed by the employer to the plan for this plan year | 2011-04-30 | $1,833,063 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-04-30 | $1,296 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-04-30 | $4,258 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-04-30 | $15,831 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-04-30 | $12,073 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-04-30 | $34,701 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-04-30 | $45,827 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-04-30 | $40,410 |
| Other income not declared elsewhere | 2011-04-30 | $603 |
| Administrative expenses (other) incurred | 2011-04-30 | $19,228 |
| Liabilities. Value of operating payables at end of year | 2011-04-30 | $3,584 |
| Liabilities. Value of operating payables at beginning of year | 2011-04-30 | $14,491 |
| Total non interest bearing cash at end of year | 2011-04-30 | $233,876 |
| Total non interest bearing cash at beginning of year | 2011-04-30 | $73,498 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $3,116,913 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $30,431,263 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $27,314,350 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-04-30 | $26,763,925 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $27,054,498 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $27,054,498 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-04-30 | $12,499 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-04-30 | $3,284,545 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-04-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-04-30 | $2,738,168 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Contributions received in cash from employer | 2011-04-30 | $1,833,063 |
| Employer contributions (assets) at end of year | 2011-04-30 | $184,959 |
| Employer contributions (assets) at beginning of year | 2011-04-30 | $202,296 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $2,419,498 |
| Contract administrator fees | 2011-04-30 | $19,200 |
| 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 | 2011-04-30 | No |
| Did the plan have assets held for investment | 2011-04-30 | 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 | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Disclaimer |
| Accountancy firm name | 2011-04-30 | BRUNER-COX LLP |
| Accountancy firm EIN | 2011-04-30 | 340641962 |
| 2010 : PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-04-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-04-30 | $1,497,184 |
| Amount contributed by the employer to the plan for this plan year | 2010-04-30 | $1,497,184 |
