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IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 401k Plan overview

Plan NameIBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN
Plan identification number 002

IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

IBEW LOCAL 683 BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL 683 BOARD OF TRUSTEES
Employer identification number (EIN):341442087
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARGARET R. STIMMEL
0022017-01-01MARGARET R. STIMMEL BRIAN DAMANT
0022016-01-01MARGARET R. STIMMEL
0022015-01-01MARGARET R. STIMMEL BRIAN DAMANT2016-10-12
0022014-01-01MARGARET R. STIMMEL BRIAN DAMANT2015-10-15
0022014-01-01MARGARET R. STIMMEL BRIAN DAMANT2015-10-22
0022013-01-01MARGARET R. STIMMEL BRIAN DAMANT2014-10-15
0022012-01-01MARGARET R. STIMMEL BRIAN DAMANT2014-08-01
0022011-01-01MARGARET R STIMMEL BRIAN DAMANT2012-10-15
0022009-01-01MARGARET R STIMMEL BRIAN D DAMANT2010-10-11
0022009-01-01MARGARET R STIMMEL BRIAN D DAMANT2010-10-14

Plan Statistics for IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN

401k plan membership statisitcs for IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN

Measure Date Value
2022: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,853
Total number of active participants reported on line 7a of the Form 55002022-01-012,422
Number of retired or separated participants receiving benefits2022-01-01129
Number of other retired or separated participants entitled to future benefits2022-01-011,385
Total of all active and inactive participants2022-01-013,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-013,943
Number of participants with account balances2022-01-013,649
Number of employers contributing to the scheme2022-01-0176
2021: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,527
Total number of active participants reported on line 7a of the Form 55002021-01-011,897
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01949
Total of all active and inactive participants2021-01-012,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,853
Number of participants with account balances2021-01-012,853
Number of employers contributing to the scheme2021-01-0172
2020: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,515
Total number of active participants reported on line 7a of the Form 55002020-01-011,675
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01846
Total of all active and inactive participants2020-01-012,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,527
Number of participants with account balances2020-01-012,527
Number of employers contributing to the scheme2020-01-0165
2019: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,909
Total number of active participants reported on line 7a of the Form 55002019-01-011,471
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01814
Total of all active and inactive participants2019-01-012,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01230
Total participants2019-01-012,515
Number of participants with account balances2019-01-012,308
Number of employers contributing to the scheme2019-01-0172
2018: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,162
Total number of active participants reported on line 7a of the Form 55002018-01-011,247
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01662
Total of all active and inactive participants2018-01-011,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,909
Number of employers contributing to the scheme2018-01-0188
2017: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,098
Total number of active participants reported on line 7a of the Form 55002017-01-012,119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-012,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,162
Number of employers contributing to the scheme2017-01-0166
2016: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,073
Total number of active participants reported on line 7a of the Form 55002016-01-012,036
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-012,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,098
Number of participants with account balances2016-01-012,098
Number of employers contributing to the scheme2016-01-0168
2015: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,146
Total number of active participants reported on line 7a of the Form 55002015-01-012,022
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-012,073
Total participants2015-01-012,073
Number of participants with account balances2015-01-012,073
Number of employers contributing to the scheme2015-01-0165
2014: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,315
Total number of active participants reported on line 7a of the Form 55002014-01-012,091
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-012,146
Total participants2014-01-012,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01200
Number of employers contributing to the scheme2014-01-0165
Number of participants with account balances2014-01-012,146
2013: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,338
Total number of active participants reported on line 7a of the Form 55002013-01-012,011
Number of retired or separated participants receiving benefits2013-01-01304
Total of all active and inactive participants2013-01-012,315
Total participants2013-01-012,315
Number of participants with account balances2013-01-012,315
Number of employers contributing to the scheme2013-01-0156
2012: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,328
Total number of active participants reported on line 7a of the Form 55002012-01-012,054
Number of other retired or separated participants entitled to future benefits2012-01-01284
Total of all active and inactive participants2012-01-012,338
Total participants2012-01-012,338
Number of participants with account balances2012-01-012,338
Number of employers contributing to the scheme2012-01-0156
2011: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,296
Total number of active participants reported on line 7a of the Form 55002011-01-012,068
Number of other retired or separated participants entitled to future benefits2011-01-01260
Total of all active and inactive participants2011-01-012,328
Total participants2011-01-012,328
Number of participants with account balances2011-01-012,328
Number of employers contributing to the scheme2011-01-0156
2009: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,053
Total number of active participants reported on line 7a of the Form 55002009-01-012,087
Number of other retired or separated participants entitled to future benefits2009-01-01191
Total of all active and inactive participants2009-01-012,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,279
Number of employers contributing to the scheme2009-01-0172

Financial Data on IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN

Measure Date Value
2022 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$529,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$234,326
Total income from all sources (including contributions)2022-12-31$-15,853,012
Total of all expenses incurred2022-12-31$11,489,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,220,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,397,639
Value of total assets at end of year2022-12-31$184,008,285
Value of total assets at beginning of year2022-12-31$211,054,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$268,480
Total interest from all sources2022-12-31$95,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$70,423
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,653,051
Participant contributions at end of year2022-12-31$1,810,017
Participant contributions at beginning of year2022-12-31$1,376,586
Participant contributions at end of year2022-12-31$143,454
Participant contributions at beginning of year2022-12-31$109,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$23,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$51,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$40,780
Other income not declared elsewhere2022-12-31$369
Administrative expenses (other) incurred2022-12-31$38,269
Liabilities. Value of operating payables at end of year2022-12-31$477,952
Liabilities. Value of operating payables at beginning of year2022-12-31$193,546
Total non interest bearing cash at end of year2022-12-31$1,608,136
Total non interest bearing cash at beginning of year2022-12-31$575,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,342,216
Value of net assets at end of year (total assets less liabilities)2022-12-31$183,478,409
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$210,820,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$79,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$123,298,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$148,840,790
Interest on participant loans2022-12-31$95,339
Value of interest in common/collective trusts at end of year2022-12-31$52,841,303
Value of interest in common/collective trusts at beginning of year2022-12-31$56,719,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,152,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,408,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,408,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,671,004
Net investment gain or loss from common/collective trusts2022-12-31$-9,675,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,744,588
Employer contributions (assets) at end of year2022-12-31$1,131,053
Employer contributions (assets) at beginning of year2022-12-31$1,020,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,220,724
Contract administrator fees2022-12-31$80,099
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BODINE PERRY, PLLC
Accountancy firm EIN2022-12-31833033790
2021 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$234,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$109,912
Total income from all sources (including contributions)2021-12-31$32,558,462
Total of all expenses incurred2021-12-31$11,761,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,482,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,426,385
Value of total assets at end of year2021-12-31$211,054,951
Value of total assets at beginning of year2021-12-31$190,133,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$279,005
Total interest from all sources2021-12-31$93,304
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,112,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,112,524
Assets. Real estate other than employer real property at end of year2021-12-31$1,726,988
Assets. Real estate other than employer real property at beginning of year2021-12-31$2,676,094
Administrative expenses professional fees incurred2021-12-31$55,015
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,376,586
Participant contributions at beginning of year2021-12-31$1,583,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,183
Other income not declared elsewhere2021-12-31$1,550
Administrative expenses (other) incurred2021-12-31$36,733
Liabilities. Value of operating payables at end of year2021-12-31$234,326
Liabilities. Value of operating payables at beginning of year2021-12-31$109,912
Total non interest bearing cash at end of year2021-12-31$575,150
Total non interest bearing cash at beginning of year2021-12-31$802,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,797,418
Value of net assets at end of year (total assets less liabilities)2021-12-31$210,820,625
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$190,023,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$113,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$148,840,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$106,100,103
Interest on participant loans2021-12-31$93,304
Value of interest in common/collective trusts at end of year2021-12-31$54,992,896
Value of interest in common/collective trusts at beginning of year2021-12-31$72,765,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,408,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,493,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,493,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,486,316
Net investment gain or loss from common/collective trusts2021-12-31$4,438,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,426,385
Employer contributions (assets) at end of year2021-12-31$1,130,184
Employer contributions (assets) at beginning of year2021-12-31$707,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,482,039
Contract administrator fees2021-12-31$73,800
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BODINE PERRY, PLLC
Accountancy firm EIN2021-12-31833033790
2020 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$16,917,030
Total unrealized appreciation/depreciation of assets2020-12-31$16,917,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$109,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$178,817
Total income from all sources (including contributions)2020-12-31$29,002,184
Total loss/gain on sale of assets2020-12-31$40,688
Total of all expenses incurred2020-12-31$10,828,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,528,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,026,513
Value of total assets at end of year2020-12-31$190,133,119
Value of total assets at beginning of year2020-12-31$172,028,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$300,059
Total interest from all sources2020-12-31$1,819,751
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,182,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,182,282
Assets. Real estate other than employer real property at end of year2020-12-31$2,676,094
Assets. Real estate other than employer real property at beginning of year2020-12-31$2,701,855
Administrative expenses professional fees incurred2020-12-31$53,121
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$1,583,834
Participant contributions at beginning of year2020-12-31$1,777,268
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,368,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$77,086
Other income not declared elsewhere2020-12-31$15,920
Administrative expenses (other) incurred2020-12-31$29,601
Liabilities. Value of operating payables at end of year2020-12-31$109,912
Liabilities. Value of operating payables at beginning of year2020-12-31$178,817
Total non interest bearing cash at end of year2020-12-31$802,065
Total non interest bearing cash at beginning of year2020-12-31$718,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,173,316
Value of net assets at end of year (total assets less liabilities)2020-12-31$190,023,207
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$171,849,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$135,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$106,100,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$88,847,092
Interest on participant loans2020-12-31$116,300
Interest earned on other investments2020-12-31$1,401,262
Income. Interest from US Government securities2020-12-31$302,189
Value of interest in common/collective trusts at end of year2020-12-31$72,765,619
Value of interest in common/collective trusts at beginning of year2020-12-31$58,382,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,493,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,715,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,715,688
Asset value of US Government securities at beginning of year2020-12-31$7,026,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,026,513
Employer contributions (assets) at end of year2020-12-31$707,646
Employer contributions (assets) at beginning of year2020-12-31$729,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,528,809
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$3,684,032
Contract administrator fees2020-12-31$82,319
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$12,902,929
Aggregate carrying amount (costs) on sale of assets2020-12-31$12,862,241
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BODINE PERRY, PLLC
Accountancy firm EIN2020-12-31854356944
2019 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,339,644
Total unrealized appreciation/depreciation of assets2019-12-31$17,339,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$178,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$147,799
Total income from all sources (including contributions)2019-12-31$30,186,954
Total loss/gain on sale of assets2019-12-31$-354,571
Total of all expenses incurred2019-12-31$9,429,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,030,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,063,543
Value of total assets at end of year2019-12-31$172,028,708
Value of total assets at beginning of year2019-12-31$151,240,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$399,761
Total interest from all sources2019-12-31$1,591,591
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,526,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,526,763
Assets. Real estate other than employer real property at end of year2019-12-31$2,701,855
Assets. Real estate other than employer real property at beginning of year2019-12-31$1,991,246
Administrative expenses professional fees incurred2019-12-31$56,784
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$1,777,268
Participant contributions at beginning of year2019-12-31$2,742,401
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,368,422
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,461,312
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$77,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$69,481
Other income not declared elsewhere2019-12-31$19,984
Administrative expenses (other) incurred2019-12-31$32,929
Liabilities. Value of operating payables at end of year2019-12-31$178,817
Liabilities. Value of operating payables at beginning of year2019-12-31$147,799
Total non interest bearing cash at end of year2019-12-31$718,583
Total non interest bearing cash at beginning of year2019-12-31$1,612,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,757,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$171,849,891
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$151,092,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$199,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$88,847,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$75,458,446
Interest on participant loans2019-12-31$149,542
Interest earned on other investments2019-12-31$1,063,678
Income. Interest from US Government securities2019-12-31$378,371
Value of interest in common/collective trusts at end of year2019-12-31$58,382,380
Value of interest in common/collective trusts at beginning of year2019-12-31$54,294,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,715,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,304,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,304,490
Asset value of US Government securities at end of year2019-12-31$7,026,779
Asset value of US Government securities at beginning of year2019-12-31$4,194,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,040,450
Employer contributions (assets) at end of year2019-12-31$729,523
Employer contributions (assets) at beginning of year2019-12-31$624,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,030,193
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,684,032
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$3,486,930
Contract administrator fees2019-12-31$110,421
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$-125,530
Aggregate carrying amount (costs) on sale of assets2019-12-31$229,041
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BODINE PERRY, LLC
Accountancy firm EIN2019-12-31412028444
2018 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-16,131,721
Total unrealized appreciation/depreciation of assets2018-12-31$-16,131,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$147,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$54,368
Total income from all sources (including contributions)2018-12-31$425,020
Total loss/gain on sale of assets2018-12-31$3,449,915
Total of all expenses incurred2018-12-31$7,475,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,136,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,862,227
Value of total assets at end of year2018-12-31$151,240,690
Value of total assets at beginning of year2018-12-31$158,197,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$339,606
Total interest from all sources2018-12-31$1,519,175
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,725,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,725,424
Assets. Real estate other than employer real property at end of year2018-12-31$1,991,246
Assets. Real estate other than employer real property at beginning of year2018-12-31$1,850,463
Administrative expenses professional fees incurred2018-12-31$67,293
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$2,742,401
Participant contributions at beginning of year2018-12-31$2,473,678
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,461,312
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,469
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$69,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$70,012
Administrative expenses (other) incurred2018-12-31$18,225
Liabilities. Value of operating payables at end of year2018-12-31$147,799
Liabilities. Value of operating payables at beginning of year2018-12-31$54,368
Total non interest bearing cash at end of year2018-12-31$1,612,974
Total non interest bearing cash at beginning of year2018-12-31$1,036,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,050,726
Value of net assets at end of year (total assets less liabilities)2018-12-31$151,092,891
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$158,143,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$175,142
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$75,458,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$86,072,299
Interest on participant loans2018-12-31$204,465
Interest earned on other investments2018-12-31$965,359
Income. Interest from US Government securities2018-12-31$348,598
Value of interest in common/collective trusts at end of year2018-12-31$54,294,257
Value of interest in common/collective trusts at beginning of year2018-12-31$52,728,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,304,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,295,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,295,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$753
Asset value of US Government securities at end of year2018-12-31$4,194,487
Asset value of US Government securities at beginning of year2018-12-31$6,311,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,829,758
Employer contributions (assets) at end of year2018-12-31$624,666
Employer contributions (assets) at beginning of year2018-12-31$562,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,136,140
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$3,486,930
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$5,796,816
Contract administrator fees2018-12-31$78,946
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,794,684
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,344,769
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BODINE PERRY, LLC
Accountancy firm EIN2018-12-31412028444
2017 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,180,248
Total unrealized appreciation/depreciation of assets2017-12-31$7,180,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$54,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$79,689
Total income from all sources (including contributions)2017-12-31$21,401,230
Total loss/gain on sale of assets2017-12-31$3,081,982
Total of all expenses incurred2017-12-31$4,711,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,391,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,585,071
Value of total assets at end of year2017-12-31$158,197,985
Value of total assets at beginning of year2017-12-31$141,534,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$320,892
Total interest from all sources2017-12-31$1,209,826
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,344,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,344,103
Assets. Real estate other than employer real property at end of year2017-12-31$1,850,463
Assets. Real estate other than employer real property at beginning of year2017-12-31$1,763,735
Administrative expenses professional fees incurred2017-12-31$63,528
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$70,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$97,893
Assets. Loans (other than to participants) at end of year2017-12-31$2,473,678
Assets. Loans (other than to participants) at beginning of year2017-12-31$2,587,375
Administrative expenses (other) incurred2017-12-31$17,723
Liabilities. Value of operating payables at end of year2017-12-31$54,368
Liabilities. Value of operating payables at beginning of year2017-12-31$79,689
Total non interest bearing cash at end of year2017-12-31$1,036,785
Total non interest bearing cash at beginning of year2017-12-31$1,769,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,689,304
Value of net assets at end of year (total assets less liabilities)2017-12-31$158,143,617
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$141,454,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$167,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$86,072,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,763,842
Interest on participant loans2017-12-31$112,002
Interest earned on other investments2017-12-31$742,363
Income. Interest from US Government securities2017-12-31$355,077
Value of interest in common/collective trusts at end of year2017-12-31$52,728,712
Value of interest in common/collective trusts at beginning of year2017-12-31$41,242,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,295,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,595,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,595,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$384
Asset value of US Government securities at end of year2017-12-31$6,311,673
Asset value of US Government securities at beginning of year2017-12-31$9,233,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,585,071
Employer contributions (assets) at end of year2017-12-31$562,457
Employer contributions (assets) at beginning of year2017-12-31$503,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,391,034
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$5,796,816
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$7,976,344
Contract administrator fees2017-12-31$71,827
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$32,407,544
Aggregate carrying amount (costs) on sale of assets2017-12-31$29,325,562
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BODINE PERRY, LLC
Accountancy firm EIN2017-12-31412028444
2016 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,971,479
Total unrealized appreciation/depreciation of assets2016-12-31$3,971,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$79,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$45,515
Total income from all sources (including contributions)2016-12-31$13,771,505
Total loss/gain on sale of assets2016-12-31$381,167
Total of all expenses incurred2016-12-31$4,675,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,365,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,193,045
Value of total assets at end of year2016-12-31$141,534,002
Value of total assets at beginning of year2016-12-31$132,404,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$310,298
Total interest from all sources2016-12-31$1,169,898
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,055,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,055,916
Assets. Real estate other than employer real property at end of year2016-12-31$1,763,735
Administrative expenses professional fees incurred2016-12-31$57,926
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$97,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$122,087
Assets. Loans (other than to participants) at end of year2016-12-31$2,587,375
Assets. Loans (other than to participants) at beginning of year2016-12-31$2,448,926
Administrative expenses (other) incurred2016-12-31$72,772
Liabilities. Value of operating payables at end of year2016-12-31$79,689
Liabilities. Value of operating payables at beginning of year2016-12-31$45,515
Total non interest bearing cash at end of year2016-12-31$1,769,195
Total non interest bearing cash at beginning of year2016-12-31$798,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,095,580
Value of net assets at end of year (total assets less liabilities)2016-12-31$141,454,313
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$132,358,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$107,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$73,763,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,742,110
Interest on participant loans2016-12-31$99,562
Interest earned on other investments2016-12-31$580,096
Income. Interest from US Government securities2016-12-31$490,024
Value of interest in common/collective trusts at end of year2016-12-31$41,242,400
Value of interest in common/collective trusts at beginning of year2016-12-31$43,437,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,595,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,816,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,816,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$216
Asset value of US Government securities at end of year2016-12-31$9,233,986
Asset value of US Government securities at beginning of year2016-12-31$8,600,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,193,045
Employer contributions (assets) at end of year2016-12-31$503,279
Employer contributions (assets) at beginning of year2016-12-31$446,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,365,627
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$7,976,344
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$8,991,795
Contract administrator fees2016-12-31$71,786
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$24,299,198
Aggregate carrying amount (costs) on sale of assets2016-12-31$23,918,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BODINE PERRY, LLC
Accountancy firm EIN2016-12-31412028444
2015 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,540,140
Total unrealized appreciation/depreciation of assets2015-12-31$-3,540,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$45,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,463
Total income from all sources (including contributions)2015-12-31$5,965,788
Total loss/gain on sale of assets2015-12-31$-34,958
Total of all expenses incurred2015-12-31$7,926,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,597,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,843,950
Value of total assets at end of year2015-12-31$132,404,248
Value of total assets at beginning of year2015-12-31$134,359,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$329,042
Total interest from all sources2015-12-31$1,084,194
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,277,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,277,384
Administrative expenses professional fees incurred2015-12-31$72,230
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$2,448,926
Participant contributions at beginning of year2015-12-31$2,495,624
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$393,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$122,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$140,405
Administrative expenses (other) incurred2015-12-31$75,773
Liabilities. Value of operating payables at end of year2015-12-31$45,515
Liabilities. Value of operating payables at beginning of year2015-12-31$40,463
Total non interest bearing cash at end of year2015-12-31$798,643
Total non interest bearing cash at beginning of year2015-12-31$1,323,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,960,562
Value of net assets at end of year (total assets less liabilities)2015-12-31$132,358,733
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$134,319,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$106,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$65,742,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$68,559,871
Interest on participant loans2015-12-31$101,487
Interest earned on other investments2015-12-31$430,864
Income. Interest from US Government securities2015-12-31$258,163
Income. Interest from corporate debt instruments2015-12-31$293,577
Value of interest in common/collective trusts at end of year2015-12-31$43,437,788
Value of interest in common/collective trusts at beginning of year2015-12-31$40,667,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,816,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,363,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,363,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$103
Asset value of US Government securities at end of year2015-12-31$8,600,469
Asset value of US Government securities at beginning of year2015-12-31$7,985,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$327,581
Net investment gain or loss from common/collective trusts2015-12-31$7,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,450,085
Employer contributions (assets) at end of year2015-12-31$446,330
Employer contributions (assets) at beginning of year2015-12-31$501,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,597,308
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$8,991,795
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$10,322,081
Contract administrator fees2015-12-31$74,910
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$13,671,988
Aggregate carrying amount (costs) on sale of assets2015-12-31$13,706,946
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31341204227
2014 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,048,952
Total unrealized appreciation/depreciation of assets2014-12-31$1,048,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$55,416
Total income from all sources (including contributions)2014-12-31$11,741,676
Total loss/gain on sale of assets2014-12-31$-56,745
Total of all expenses incurred2014-12-31$5,801,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,452,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,009,333
Value of total assets at end of year2014-12-31$134,359,758
Value of total assets at beginning of year2014-12-31$128,434,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$348,951
Total interest from all sources2014-12-31$1,013,494
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,636,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,636,972
Administrative expenses professional fees incurred2014-12-31$62,728
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$2,495,624
Participant contributions at beginning of year2014-12-31$2,535,376
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$442,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$140,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$116,338
Other income not declared elsewhere2014-12-31$37,821
Administrative expenses (other) incurred2014-12-31$85,183
Liabilities. Value of operating payables at end of year2014-12-31$40,463
Liabilities. Value of operating payables at beginning of year2014-12-31$55,416
Total non interest bearing cash at end of year2014-12-31$1,323,376
Total non interest bearing cash at beginning of year2014-12-31$1,446,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,940,015
Value of net assets at end of year (total assets less liabilities)2014-12-31$134,319,295
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$128,379,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$123,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$68,559,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$65,284,175
Interest on participant loans2014-12-31$100,096
Interest earned on other investments2014-12-31$366,850
Income. Interest from US Government securities2014-12-31$251,893
Income. Interest from corporate debt instruments2014-12-31$294,515
Value of interest in common/collective trusts at end of year2014-12-31$40,667,928
Value of interest in common/collective trusts at beginning of year2014-12-31$38,769,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,363,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,364,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,364,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$140
Asset value of US Government securities at end of year2014-12-31$7,985,637
Asset value of US Government securities at beginning of year2014-12-31$8,657,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$45,271
Net investment gain or loss from common/collective trusts2014-12-31$6,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,567,309
Employer contributions (assets) at end of year2014-12-31$501,315
Employer contributions (assets) at beginning of year2014-12-31$539,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,452,710
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$10,322,081
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$8,720,885
Contract administrator fees2014-12-31$77,183
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$19,289,954
Aggregate carrying amount (costs) on sale of assets2014-12-31$19,346,699
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31341204227
2013 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,581,187
Total unrealized appreciation/depreciation of assets2013-12-31$2,581,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$55,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$35,666
Total income from all sources (including contributions)2013-12-31$19,727,554
Total loss/gain on sale of assets2013-12-31$-367,326
Total of all expenses incurred2013-12-31$4,738,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,400,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,630,871
Value of total assets at end of year2013-12-31$128,434,696
Value of total assets at beginning of year2013-12-31$113,425,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$337,435
Total interest from all sources2013-12-31$944,085
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,264,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,264,893
Administrative expenses professional fees incurred2013-12-31$49,707
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$2,535,376
Participant contributions at beginning of year2013-12-31$2,283,439
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$289,471
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$116,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$236,029
Administrative expenses (other) incurred2013-12-31$94,440
Liabilities. Value of operating payables at end of year2013-12-31$55,416
Liabilities. Value of operating payables at beginning of year2013-12-31$35,666
Total non interest bearing cash at end of year2013-12-31$1,446,776
Total non interest bearing cash at beginning of year2013-12-31$585,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,989,531
Value of net assets at end of year (total assets less liabilities)2013-12-31$128,379,280
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$113,389,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$116,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$65,284,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$54,613,455
Interest on participant loans2013-12-31$93,260
Interest earned on other investments2013-12-31$404,106
Income. Interest from US Government securities2013-12-31$231,420
Income. Interest from corporate debt instruments2013-12-31$215,163
Value of interest in common/collective trusts at end of year2013-12-31$38,769,861
Value of interest in common/collective trusts at beginning of year2013-12-31$35,401,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,364,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,927,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,927,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$136
Asset value of US Government securities at end of year2013-12-31$8,657,750
Asset value of US Government securities at beginning of year2013-12-31$8,683,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$662,015
Net investment gain or loss from common/collective trusts2013-12-31$11,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,341,400
Employer contributions (assets) at end of year2013-12-31$539,223
Employer contributions (assets) at beginning of year2013-12-31$423,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,400,588
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$8,720,885
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$9,271,061
Contract administrator fees2013-12-31$77,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$25,476,591
Aggregate carrying amount (costs) on sale of assets2013-12-31$25,843,917
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2013-12-31341204227
2012 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,621,840
Total unrealized appreciation/depreciation of assets2012-12-31$4,621,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,103
Total income from all sources (including contributions)2012-12-31$14,141,806
Total loss/gain on sale of assets2012-12-31$51,866
Total of all expenses incurred2012-12-31$3,119,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,792,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,634,702
Value of total assets at end of year2012-12-31$113,425,415
Value of total assets at beginning of year2012-12-31$102,400,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$326,597
Total interest from all sources2012-12-31$1,154,612
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,291,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,290,627
Administrative expenses professional fees incurred2012-12-31$55,329
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$300,383
Contributions received from participants2012-12-31$7,123
Participant contributions at end of year2012-12-31$2,283,439
Participant contributions at beginning of year2012-12-31$2,379,173
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$116,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$236,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$139,525
Administrative expenses (other) incurred2012-12-31$88,179
Liabilities. Value of operating payables at end of year2012-12-31$35,666
Liabilities. Value of operating payables at beginning of year2012-12-31$33,103
Total non interest bearing cash at end of year2012-12-31$585,624
Total non interest bearing cash at beginning of year2012-12-31$1,954,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,022,284
Value of net assets at end of year (total assets less liabilities)2012-12-31$113,389,749
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$102,367,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$106,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$54,613,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$55,933,776
Interest on participant loans2012-12-31$98,063
Interest earned on other investments2012-12-31$492,526
Income. Interest from US Government securities2012-12-31$196,833
Income. Interest from corporate debt instruments2012-12-31$244,312
Value of interest in common/collective trusts at end of year2012-12-31$35,401,202
Value of interest in common/collective trusts at beginning of year2012-12-31$22,105,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,927,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,373,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,373,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$122,878
Asset value of US Government securities at end of year2012-12-31$8,683,348
Asset value of US Government securities at beginning of year2012-12-31$6,581,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,377,771
Net investment gain or loss from common/collective trusts2012-12-31$9,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,511,414
Employer contributions (assets) at end of year2012-12-31$423,261
Employer contributions (assets) at beginning of year2012-12-31$420,991
Income. Dividends from common stock2012-12-31$954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,792,925
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$9,271,061
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$10,511,631
Contract administrator fees2012-12-31$77,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$20,192,487
Aggregate carrying amount (costs) on sale of assets2012-12-31$20,140,621
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31341204227
2011 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,354,803
Total unrealized appreciation/depreciation of assets2011-12-31$-2,354,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,325
Total income from all sources (including contributions)2011-12-31$6,381,140
Total loss/gain on sale of assets2011-12-31$46,523
Total of all expenses incurred2011-12-31$3,951,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,631,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,873,777
Value of total assets at end of year2011-12-31$102,400,568
Value of total assets at beginning of year2011-12-31$99,966,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$320,612
Total interest from all sources2011-12-31$1,238,089
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,457,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,456,786
Administrative expenses professional fees incurred2011-12-31$60,571
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$295,361
Participant contributions at end of year2011-12-31$2,379,173
Participant contributions at beginning of year2011-12-31$2,091,387
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$73,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$139,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$152,758
Administrative expenses (other) incurred2011-12-31$31,251
Liabilities. Value of operating payables at end of year2011-12-31$33,102
Liabilities. Value of operating payables at beginning of year2011-12-31$28,325
Total non interest bearing cash at end of year2011-12-31$1,954,765
Total non interest bearing cash at beginning of year2011-12-31$595,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,429,247
Value of net assets at end of year (total assets less liabilities)2011-12-31$102,367,466
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$99,938,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$151,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$55,933,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$59,464,822
Interest on participant loans2011-12-31$94,992
Interest earned on other investments2011-12-31$552,532
Income. Interest from US Government securities2011-12-31$251,183
Income. Interest from corporate debt instruments2011-12-31$339,250
Value of interest in common/collective trusts at end of year2011-12-31$22,105,335
Value of interest in common/collective trusts at beginning of year2011-12-31$20,963,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,373,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,811,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,811,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$132
Asset value of US Government securities at end of year2011-12-31$6,581,671
Asset value of US Government securities at beginning of year2011-12-31$6,939,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,110,392
Net investment gain or loss from common/collective trusts2011-12-31$9,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,800,738
Employer contributions (assets) at end of year2011-12-31$420,991
Employer contributions (assets) at beginning of year2011-12-31$462,565
Income. Dividends from common stock2011-12-31$811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,631,281
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$10,511,631
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$7,484,476
Contract administrator fees2011-12-31$77,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$13,738,961
Aggregate carrying amount (costs) on sale of assets2011-12-31$13,692,438
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31341204227
2010 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,808,556
Total unrealized appreciation/depreciation of assets2010-12-31$6,808,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$53,773
Total income from all sources (including contributions)2010-12-31$13,566,248
Total loss/gain on sale of assets2010-12-31$263,503
Total of all expenses incurred2010-12-31$5,203,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,890,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,972,790
Value of total assets at end of year2010-12-31$99,966,544
Value of total assets at beginning of year2010-12-31$91,628,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$312,417
Total interest from all sources2010-12-31$745,105
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$969,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$969,924
Administrative expenses professional fees incurred2010-12-31$29,574
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31Yes
Amount of non-exempt transactions with any party-in-interest2010-12-31$247,445
Contributions received from participants2010-12-31$29,176
Participant contributions at end of year2010-12-31$2,091,387
Participant contributions at beginning of year2010-12-31$1,859,859
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$107,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$152,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$148,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$28,098
Administrative expenses (other) incurred2010-12-31$65,519
Liabilities. Value of operating payables at end of year2010-12-31$28,325
Liabilities. Value of operating payables at beginning of year2010-12-31$25,675
Total non interest bearing cash at end of year2010-12-31$595,467
Total non interest bearing cash at beginning of year2010-12-31$1,415,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,363,068
Value of net assets at end of year (total assets less liabilities)2010-12-31$99,938,219
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$91,575,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$140,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$59,464,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,310,517
Interest on participant loans2010-12-31$97,026
Income. Interest from US Government securities2010-12-31$315,153
Income. Interest from corporate debt instruments2010-12-31$332,776
Value of interest in common/collective trusts at end of year2010-12-31$20,963,967
Value of interest in common/collective trusts at beginning of year2010-12-31$20,287,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,811,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,068,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,068,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$150
Asset value of US Government securities at end of year2010-12-31$6,939,740
Asset value of US Government securities at beginning of year2010-12-31$7,474,283
Net investment gain or loss from common/collective trusts2010-12-31$806,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,836,531
Employer contributions (assets) at end of year2010-12-31$462,565
Employer contributions (assets) at beginning of year2010-12-31$327,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,890,763
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$7,484,476
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$7,735,821
Contract administrator fees2010-12-31$77,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$18,966,673
Aggregate carrying amount (costs) on sale of assets2010-12-31$18,703,170
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31341204227
2009 : IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$0

Form 5500 Responses for IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN

2022: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 683 PROFIT SHARING ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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