IBEW LOCAL UNION 129 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $8,973,774 |
| Total of all expenses incurred | 2023-12-31 | $2,819,259 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,767,491 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $15,279 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,407,875 |
| Value of total assets at end of year | 2023-12-31 | $48,424,227 |
| Value of total assets at beginning of year | 2023-12-31 | $42,269,712 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $36,489 |
| Total interest from all sources | 2023-12-31 | $35,838 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,563,070 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,563,070 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Participant contributions at end of year | 2023-12-31 | $659,073 |
| Participant contributions at beginning of year | 2023-12-31 | $629,949 |
| Other income not declared elsewhere | 2023-12-31 | $113,365 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $6,154,515 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $48,424,227 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $42,269,712 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $43,668,810 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $36,429,233 |
| Interest on participant loans | 2023-12-31 | $35,838 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $116,795 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $3,979,549 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $5,210,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $5,853,626 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,407,875 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,767,491 |
| Contract administrator fees | 2023-12-31 | $36,489 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | DGPERRY CPAS + ADVISORS |
| Accountancy firm EIN | 2023-12-31 | 833033790 |
| Total income from all sources (including contributions) | 2023-01-01 | $8,973,774 |
| Total of all expenses incurred | 2023-01-01 | $2,819,259 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,767,491 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $15,279 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,407,875 |
| Value of total assets at end of year | 2023-01-01 | $48,424,227 |
| Value of total assets at beginning of year | 2023-01-01 | $42,269,712 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $36,489 |
| Total interest from all sources | 2023-01-01 | $35,838 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,563,070 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,563,070 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Participant contributions at end of year | 2023-01-01 | $659,073 |
| Participant contributions at beginning of year | 2023-01-01 | $629,949 |
| Other income not declared elsewhere | 2023-01-01 | $113,365 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $6,154,515 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $48,424,227 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $42,269,712 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $43,668,810 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $36,429,233 |
| Interest on participant loans | 2023-01-01 | $35,838 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $116,795 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $3,979,549 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $5,210,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $5,853,626 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,407,875 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,767,491 |
| Contract administrator fees | 2023-01-01 | $36,489 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | DGPERRY CPAS + ADVISORS |
| Accountancy firm EIN | 2023-01-01 | 833033790 |
| 2022 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-7,077,616 |
| Total of all expenses incurred | 2022-12-31 | $3,842,474 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,803,139 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,532,100 |
| Value of total assets at end of year | 2022-12-31 | $42,269,712 |
| Value of total assets at beginning of year | 2022-12-31 | $53,189,802 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $39,335 |
| Total interest from all sources | 2022-12-31 | $31,625 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,447,386 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,447,386 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Participant contributions at end of year | 2022-12-31 | $629,949 |
| Participant contributions at beginning of year | 2022-12-31 | $573,709 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-10,920,090 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $42,269,712 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $53,189,802 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $36,429,233 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $47,824,927 |
| Interest on participant loans | 2022-12-31 | $31,625 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $5,210,530 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $4,791,166 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,088,727 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,532,100 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,803,139 |
| Contract administrator fees | 2022-12-31 | $39,335 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BODINE PERRY, PLLC |
| Accountancy firm EIN | 2022-12-31 | 833033790 |
| Total income from all sources (including contributions) | 2022-01-01 | $-7,077,616 |
| Total of all expenses incurred | 2022-01-01 | $3,842,474 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $3,803,139 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,532,100 |
| Value of total assets at end of year | 2022-01-01 | $42,269,712 |
| Value of total assets at beginning of year | 2022-01-01 | $53,189,802 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $39,335 |
| Total interest from all sources | 2022-01-01 | $31,625 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $2,447,386 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $2,447,386 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Participant contributions at end of year | 2022-01-01 | $629,949 |
| Participant contributions at beginning of year | 2022-01-01 | $573,709 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-10,920,090 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $42,269,712 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $53,189,802 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $36,429,233 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $47,824,927 |
| Interest on participant loans | 2022-01-01 | $31,625 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $5,210,530 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $4,791,166 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-11,088,727 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $1,532,100 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $3,803,139 |
| Contract administrator fees | 2022-01-01 | $39,335 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BODINE PERRY, PLLC |
| Accountancy firm EIN | 2022-01-01 | 833033790 |
| 2021 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $8,319,326 |
| Total of all expenses incurred | 2021-12-31 | $1,604,553 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,568,646 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,294,648 |
| Value of total assets at end of year | 2021-12-31 | $53,189,802 |
| Value of total assets at beginning of year | 2021-12-31 | $46,475,029 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $35,907 |
| Total interest from all sources | 2021-12-31 | $20,714 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,144,874 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,144,874 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Participant contributions at end of year | 2021-12-31 | $573,709 |
| Participant contributions at beginning of year | 2021-12-31 | $419,142 |
| Administrative expenses (other) incurred | 2021-12-31 | $126 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $6,714,773 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $53,189,802 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $46,475,029 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $47,824,927 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $41,849,640 |
| Interest on participant loans | 2021-12-31 | $20,714 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $4,791,166 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $4,206,247 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,859,090 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,294,648 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,568,646 |
| Contract administrator fees | 2021-12-31 | $35,781 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BODINE PERRY, PLLC |
| Accountancy firm EIN | 2021-12-31 | 833033790 |
| 2020 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $8,894,077 |
| Total of all expenses incurred | 2020-12-31 | $2,921,624 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,879,660 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,152,901 |
| Value of total assets at end of year | 2020-12-31 | $46,475,029 |
| Value of total assets at beginning of year | 2020-12-31 | $40,502,576 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $41,964 |
| Total interest from all sources | 2020-12-31 | $22,749 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,278,553 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,278,553 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Participant contributions at end of year | 2020-12-31 | $419,142 |
| Participant contributions at beginning of year | 2020-12-31 | $523,545 |
| Administrative expenses (other) incurred | 2020-12-31 | $125 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $5,972,453 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $46,475,029 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $40,502,576 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $41,849,640 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $36,613,196 |
| Interest on participant loans | 2020-12-31 | $22,749 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $4,206,247 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,365,835 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,439,874 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,152,901 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,879,660 |
| Contract administrator fees | 2020-12-31 | $41,839 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BODINE PERRY LLC |
| Accountancy firm EIN | 2020-12-31 | 412028444 |
| 2019 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $8,042,063 |
| Total of all expenses incurred | 2019-12-31 | $931,563 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $888,211 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,312,851 |
| Value of total assets at end of year | 2019-12-31 | $40,502,576 |
| Value of total assets at beginning of year | 2019-12-31 | $33,392,076 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $43,352 |
| Total interest from all sources | 2019-12-31 | $19,432 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,464,243 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,464,243 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Participant contributions at end of year | 2019-12-31 | $523,545 |
| Participant contributions at beginning of year | 2019-12-31 | $286,812 |
| Administrative expenses (other) incurred | 2019-12-31 | $125 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $7,110,500 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $40,502,576 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,392,076 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $36,613,196 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $29,945,018 |
| Interest on participant loans | 2019-12-31 | $19,432 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,365,835 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,160,246 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,245,537 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,312,851 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $888,211 |
| Contract administrator fees | 2019-12-31 | $43,227 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BODINE PERRY LLC |
| Accountancy firm EIN | 2019-12-31 | 412028444 |
| 2018 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $-572,390 |
| Total of all expenses incurred | 2018-12-31 | $836,363 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $793,979 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,145,437 |
| Value of total assets at end of year | 2018-12-31 | $33,392,076 |
| Value of total assets at beginning of year | 2018-12-31 | $34,800,829 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $42,384 |
| Total interest from all sources | 2018-12-31 | $1,434 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,686,583 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,686,583 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Participant contributions at end of year | 2018-12-31 | $286,812 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,408,753 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $33,392,076 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $34,800,829 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $29,945,018 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $34,800,829 |
| Interest on participant loans | 2018-12-31 | $1,434 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,160,246 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,405,844 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,145,437 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $793,979 |
| Contract administrator fees | 2018-12-31 | $42,384 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BODINE PERRY LLC |
| Accountancy firm EIN | 2018-12-31 | 412028444 |
| 2017 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $6,346,046 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $610,984 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $570,510 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,237,495 |
| Value of total assets at end of year | 2017-12-31 | $34,800,829 |
| Value of total assets at beginning of year | 2017-12-31 | $29,065,767 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $40,474 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,081,672 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,081,672 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $5,735,062 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $34,800,829 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $29,065,767 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $34,800,829 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $29,065,767 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,026,879 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,237,495 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $570,510 |
| Contract administrator fees | 2017-12-31 | $40,474 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2017-12-31 | 341631968 |
| 2016 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,155,329 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $791,787 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $751,803 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,239,568 |
| Value of total assets at end of year | 2016-12-31 | $29,065,767 |
| Value of total assets at beginning of year | 2016-12-31 | $26,702,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $39,984 |
| Total interest from all sources | 2016-12-31 | $41,012 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,874,749 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,874,749 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $2,363,542 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $29,065,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $26,702,225 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $29,065,767 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $26,702,225 |
| Interest earned on other investments | 2016-12-31 | $41,012 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,239,568 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $751,803 |
| Contract administrator fees | 2016-12-31 | $39,984 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2016-12-31 | 341631968 |
| 2015 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,083,362 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $1,227,900 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,134,414 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,140,184 |
| Value of total assets at end of year | 2015-12-31 | $26,702,225 |
| Value of total assets at beginning of year | 2015-12-31 | $26,846,763 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $93,486 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,869,395 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,869,395 |
| Administrative expenses professional fees incurred | 2015-12-31 | $45,473 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-144,538 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $26,702,225 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $26,846,763 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $26,702,225 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $26,846,763 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,926,217 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,140,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,134,414 |
| Contract administrator fees | 2015-12-31 | $48,013 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2015-12-31 | 341631968 |
| 2014 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,006,293 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $1,565,202 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,515,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,160,001 |
| Value of total assets at end of year | 2014-12-31 | $26,846,763 |
| Value of total assets at beginning of year | 2014-12-31 | $25,405,672 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $50,069 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,769,049 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,769,049 |
| Administrative expenses professional fees incurred | 2014-12-31 | $17,874 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,441,091 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $26,846,763 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $25,405,672 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $26,846,763 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $25,405,672 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $77,243 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,160,001 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,515,133 |
| Contract administrator fees | 2014-12-31 | $32,195 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2014-12-31 | 341631968 |
| 2013 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,477,580 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $649,023 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $590,142 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,137,287 |
| Value of total assets at end of year | 2013-12-31 | $25,405,672 |
| Value of total assets at beginning of year | 2013-12-31 | $20,577,115 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,881 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,105,626 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,105,626 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Administrative expenses (other) incurred | 2013-12-31 | $58,881 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $4,828,557 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $25,405,672 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,577,115 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $25,405,672 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $20,577,115 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,234,667 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,137,287 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $590,142 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2013-12-31 | 341631968 |
| 2012 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,537,844 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $517,560 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $465,221 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,172,774 |
| Value of total assets at end of year | 2012-12-31 | $20,577,115 |
| Value of total assets at beginning of year | 2012-12-31 | $17,556,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $52,339 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $470,877 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $470,877 |
| Administrative expenses professional fees incurred | 2012-12-31 | $52,339 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $3,020,284 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,577,115 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,556,831 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $20,577,115 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,556,831 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,894,193 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,172,774 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $465,221 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2012-12-31 | 341631968 |
| 2011 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,079,507 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $310,721 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $257,801 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,366,941 |
| Value of total assets at end of year | 2011-12-31 | $17,556,831 |
| Value of total assets at beginning of year | 2011-12-31 | $16,788,045 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $52,920 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $386,624 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $386,624 |
| Administrative expenses professional fees incurred | 2011-12-31 | $52,920 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $768,786 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,556,831 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $16,788,045 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,556,831 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,788,045 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-674,058 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,366,941 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $257,801 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2011-12-31 | 341631968 |
