IBEW LOCAL 38 401(K) RETIREMENT PL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL 38 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $510,958 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $510,958 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $238,034 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $230,669 |
| Total income from all sources (including contributions) | 2023-12-31 | $30,229,287 |
| Total of all expenses incurred | 2023-12-31 | $11,407,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $10,639,361 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $185,959 |
| Value of total corrective distributions | 2023-12-31 | $24,600 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $12,263,646 |
| Value of total assets at end of year | 2023-12-31 | $146,515,890 |
| Value of total assets at beginning of year | 2023-12-31 | $127,686,539 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $557,381 |
| Total interest from all sources | 2023-12-31 | $61,169 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $484,298 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $484,298 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $6,236,467 |
| Participant contributions at end of year | 2023-12-31 | $2,113,273 |
| Participant contributions at beginning of year | 2023-12-31 | $1,736,944 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $6,473 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $111,225 |
| Other income not declared elsewhere | 2023-12-31 | $281,609 |
| Administrative expenses (other) incurred | 2023-12-31 | $24,534 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $238,034 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $230,669 |
| Total non interest bearing cash at end of year | 2023-12-31 | $8,646 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $6,115 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $18,821,986 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $146,277,856 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $127,455,870 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $26,984,987 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $21,807,329 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $23,663,831 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $25,227,602 |
| Interest on participant loans | 2023-12-31 | $61,169 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $93,687,875 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $78,797,250 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $50,805 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $74 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $74 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,665,950 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $12,961,657 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $6,027,179 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $10,639,361 |
| Contract administrator fees | 2023-12-31 | $103,546 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2023-12-31 | 341638235 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $510,958 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $510,958 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $238,034 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $230,669 |
| Total income from all sources (including contributions) | 2023-01-01 | $30,229,287 |
| Total of all expenses incurred | 2023-01-01 | $11,407,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $10,639,361 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $185,959 |
| Value of total corrective distributions | 2023-01-01 | $24,600 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $12,263,646 |
| Value of total assets at end of year | 2023-01-01 | $146,515,890 |
| Value of total assets at beginning of year | 2023-01-01 | $127,686,539 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $557,381 |
| Total interest from all sources | 2023-01-01 | $61,169 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $484,298 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $484,298 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $6,236,467 |
| Participant contributions at end of year | 2023-01-01 | $2,113,273 |
| Participant contributions at beginning of year | 2023-01-01 | $1,736,944 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $6,473 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $111,225 |
| Other income not declared elsewhere | 2023-01-01 | $281,609 |
| Administrative expenses (other) incurred | 2023-01-01 | $24,534 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $238,034 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $230,669 |
| Total non interest bearing cash at end of year | 2023-01-01 | $8,646 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $6,115 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $18,821,986 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $146,277,856 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $127,455,870 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $26,984,987 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $21,807,329 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $23,663,831 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $25,227,602 |
| Interest on participant loans | 2023-01-01 | $61,169 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $93,687,875 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $78,797,250 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $50,805 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $3,665,950 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $12,961,657 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $6,027,179 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $10,639,361 |
| Contract administrator fees | 2023-01-01 | $103,546 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2023-01-01 | 341638235 |
| 2022 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $434,012 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $434,012 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $230,669 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $17,675 |
| Total income from all sources (including contributions) | 2022-12-31 | $-7,191,304 |
| Total of all expenses incurred | 2022-12-31 | $9,389,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,775,257 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $56,213 |
| Value of total corrective distributions | 2022-12-31 | $33,072 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,655,913 |
| Value of total assets at end of year | 2022-12-31 | $127,686,539 |
| Value of total assets at beginning of year | 2022-12-31 | $144,054,245 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $524,854 |
| Total interest from all sources | 2022-12-31 | $40,022 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $448,205 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $448,205 |
| Administrative expenses professional fees incurred | 2022-12-31 | $22,672 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $5,988,268 |
| Participant contributions at end of year | 2022-12-31 | $1,736,944 |
| Participant contributions at beginning of year | 2022-12-31 | $1,571,987 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $111,225 |
| Other income not declared elsewhere | 2022-12-31 | $127,403 |
| Administrative expenses (other) incurred | 2022-12-31 | $351,013 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $230,669 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $17,675 |
| Total non interest bearing cash at end of year | 2022-12-31 | $6,115 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $128,967 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-16,580,700 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $127,455,870 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $144,036,570 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,807,329 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,201,603 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $25,227,602 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $24,661,011 |
| Interest on participant loans | 2022-12-31 | $40,022 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $78,797,250 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $92,490,603 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $74 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $74 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $74 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,455,881 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-14,440,978 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $4,667,645 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,775,257 |
| Contract administrator fees | 2022-12-31 | $111,169 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2022-12-31 | 341638235 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $434,012 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $434,012 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $230,669 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $17,675 |
| Total income from all sources (including contributions) | 2022-01-01 | $-7,191,304 |
| Total of all expenses incurred | 2022-01-01 | $9,389,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $8,775,257 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $56,213 |
| Value of total corrective distributions | 2022-01-01 | $33,072 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $10,655,913 |
| Value of total assets at end of year | 2022-01-01 | $127,686,539 |
| Value of total assets at beginning of year | 2022-01-01 | $144,054,245 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $524,854 |
| Total interest from all sources | 2022-01-01 | $40,022 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $448,205 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $448,205 |
| Administrative expenses professional fees incurred | 2022-01-01 | $22,672 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $5,988,268 |
| Participant contributions at end of year | 2022-01-01 | $1,736,944 |
| Participant contributions at beginning of year | 2022-01-01 | $1,571,987 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $111,225 |
| Other income not declared elsewhere | 2022-01-01 | $127,403 |
| Administrative expenses (other) incurred | 2022-01-01 | $351,013 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $230,669 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $17,675 |
| Total non interest bearing cash at end of year | 2022-01-01 | $6,115 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $128,967 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-16,580,700 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $127,455,870 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $144,036,570 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $21,807,329 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $25,201,603 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $25,227,602 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $24,661,011 |
| Interest on participant loans | 2022-01-01 | $40,022 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $78,797,250 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $92,490,603 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $74 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-4,455,881 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-14,440,978 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $4,667,645 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $8,775,257 |
| Contract administrator fees | 2022-01-01 | $111,169 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2022-01-01 | 341638235 |
| 2021 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $17,675 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $16,762 |
| Total income from all sources (including contributions) | 2021-12-31 | $21,607,890 |
| Total of all expenses incurred | 2021-12-31 | $9,420,419 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,117,867 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $48,290 |
| Value of total corrective distributions | 2021-12-31 | $14,140 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,321,535 |
| Value of total assets at end of year | 2021-12-31 | $144,054,245 |
| Value of total assets at beginning of year | 2021-12-31 | $131,865,861 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $240,122 |
| Total interest from all sources | 2021-12-31 | $455,352 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $508,380 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $508,380 |
| Administrative expenses professional fees incurred | 2021-12-31 | $23,604 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $5,314,036 |
| Participant contributions at end of year | 2021-12-31 | $1,571,987 |
| Participant contributions at beginning of year | 2021-12-31 | $1,388,437 |
| Administrative expenses (other) incurred | 2021-12-31 | $54,682 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $17,675 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $16,762 |
| Total non interest bearing cash at end of year | 2021-12-31 | $128,967 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $332,310 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $12,187,471 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $144,036,570 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $131,849,099 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,201,603 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,384,848 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $24,661,011 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $27,810,211 |
| Interest on participant loans | 2021-12-31 | $44,511 |
| Interest earned on other investments | 2021-12-31 | $410,841 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $92,490,603 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $81,949,981 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $74 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $74 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $74 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,184,899 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $10,137,724 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,007,499 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,117,867 |
| Contract administrator fees | 2021-12-31 | $121,836 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2021-12-31 | 341638235 |
| 2020 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $445,470 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $445,470 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $16,762 |
| Total income from all sources (including contributions) | 2020-12-31 | $17,498,243 |
| Total of all expenses incurred | 2020-12-31 | $8,677,547 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,281,413 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $115,536 |
| Value of total corrective distributions | 2020-12-31 | $46,188 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,822,117 |
| Value of total assets at end of year | 2020-12-31 | $131,865,861 |
| Value of total assets at beginning of year | 2020-12-31 | $123,028,403 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $234,410 |
| Total interest from all sources | 2020-12-31 | $48,389 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $572,053 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $572,053 |
| Administrative expenses professional fees incurred | 2020-12-31 | $28,231 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $4,513,095 |
| Participant contributions at end of year | 2020-12-31 | $1,388,437 |
| Participant contributions at beginning of year | 2020-12-31 | $1,306,968 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $8,049 |
| Other income not declared elsewhere | 2020-12-31 | $21,519 |
| Administrative expenses (other) incurred | 2020-12-31 | $47,149 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $16,762 |
| Total non interest bearing cash at end of year | 2020-12-31 | $332,310 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $579,884 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $8,820,696 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $131,849,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $123,028,403 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $40,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,384,848 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $18,704,011 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $27,810,211 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $23,779,693 |
| Interest on participant loans | 2020-12-31 | $48,389 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $81,949,981 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $78,649,798 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $74 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,623,128 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $8,965,567 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,309,022 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,281,413 |
| Contract administrator fees | 2020-12-31 | $119,030 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2020-12-31 | 341638235 |
| 2019 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $21,074,319 |
| Total income from all sources (including contributions) | 2019-12-31 | $21,074,319 |
| Total of all expenses incurred | 2019-12-31 | $5,929,086 |
| Total of all expenses incurred | 2019-12-31 | $5,929,086 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,520,806 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,520,806 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $129,242 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $129,242 |
| Value of total corrective distributions | 2019-12-31 | $24,755 |
| Value of total corrective distributions | 2019-12-31 | $24,755 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,727,424 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,727,424 |
| Value of total assets at end of year | 2019-12-31 | $123,028,403 |
| Value of total assets at end of year | 2019-12-31 | $123,028,403 |
| Value of total assets at beginning of year | 2019-12-31 | $107,883,170 |
| Value of total assets at beginning of year | 2019-12-31 | $107,883,170 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $254,283 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $254,283 |
| Total interest from all sources | 2019-12-31 | $499,325 |
| Total interest from all sources | 2019-12-31 | $499,325 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $493,851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $493,851 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $493,851 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $493,851 |
| Administrative expenses professional fees incurred | 2019-12-31 | $20,082 |
| Administrative expenses professional fees incurred | 2019-12-31 | $20,082 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $4,727,424 |
| Contributions received from participants | 2019-12-31 | $4,727,424 |
| Participant contributions at end of year | 2019-12-31 | $1,306,968 |
| Participant contributions at end of year | 2019-12-31 | $1,306,968 |
| Participant contributions at beginning of year | 2019-12-31 | $1,430,643 |
| Participant contributions at beginning of year | 2019-12-31 | $1,430,643 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $8,049 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $8,049 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $18,386 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $18,386 |
| Other income not declared elsewhere | 2019-12-31 | $84,399 |
| Other income not declared elsewhere | 2019-12-31 | $84,399 |
| Administrative expenses (other) incurred | 2019-12-31 | $87,832 |
| Administrative expenses (other) incurred | 2019-12-31 | $87,832 |
| Total non interest bearing cash at end of year | 2019-12-31 | $579,884 |
| Total non interest bearing cash at end of year | 2019-12-31 | $579,884 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $757,906 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $757,906 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $15,145,233 |
| Value of net income/loss | 2019-12-31 | $15,145,233 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $123,028,403 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $123,028,403 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,883,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,883,170 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $40,032 |
| Investment advisory and management fees | 2019-12-31 | $40,032 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $18,704,011 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $18,704,011 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,728,307 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,728,307 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $23,779,693 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $23,779,693 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $24,196,956 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $24,196,956 |
| Interest on participant loans | 2019-12-31 | $55,455 |
| Interest on participant loans | 2019-12-31 | $55,455 |
| Interest earned on other investments | 2019-12-31 | $443,870 |
| Interest earned on other investments | 2019-12-31 | $443,870 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $78,649,798 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $78,649,798 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $70,750,972 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $70,750,972 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,905,073 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,905,073 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $13,364,247 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $13,364,247 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,520,806 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,520,806 |
| Contract administrator fees | 2019-12-31 | $106,337 |
| Contract administrator fees | 2019-12-31 | $106,337 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm name | 2019-12-31 | YURCHYK & DAVIS CPA'S, INC. |
| Accountancy firm EIN | 2019-12-31 | 341638235 |
| Accountancy firm EIN | 2019-12-31 | 341638235 |
| 2018 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-2,379,253 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $8,925,772 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,748,679 |
| Value of total corrective distributions | 2018-12-31 | $6,357 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,454,530 |
| Value of total assets at end of year | 2018-12-31 | $107,883,170 |
| Value of total assets at beginning of year | 2018-12-31 | $119,188,195 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $170,736 |
| Total interest from all sources | 2018-12-31 | $57,140 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,807,876 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,807,876 |
| Administrative expenses professional fees incurred | 2018-12-31 | $19,945 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $4,452,494 |
| Participant contributions at end of year | 2018-12-31 | $1,053,994 |
| Participant contributions at beginning of year | 2018-12-31 | $1,302,915 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $18,386 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $27,131 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,036 |
| Other income not declared elsewhere | 2018-12-31 | $232,505 |
| Administrative expenses (other) incurred | 2018-12-31 | $17,780 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
| Total non interest bearing cash at end of year | 2018-12-31 | $757,906 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $684,073 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-11,305,025 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $107,883,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $119,188,195 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $40,266 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,728,307 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $92,910,010 |
| Interest on participant loans | 2018-12-31 | $57,140 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $70,750,972 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $24,196,956 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $23,918,486 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-11,486,856 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $555,552 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Employer contributions (assets) at end of year | 2018-12-31 | $376,649 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $345,580 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,748,679 |
| Contract administrator fees | 2018-12-31 | $92,745 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2018-12-31 | 341310124 |
| 2017 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $17,055 |
| Total income from all sources (including contributions) | 2017-12-31 | $17,582,093 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $4,811,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,582,159 |
| Value of total corrective distributions | 2017-12-31 | $57,689 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,506,630 |
| Value of total assets at end of year | 2017-12-31 | $119,188,195 |
| Value of total assets at beginning of year | 2017-12-31 | $106,434,701 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $171,696 |
| Total interest from all sources | 2017-12-31 | $61,208 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,821,036 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,821,036 |
| Administrative expenses professional fees incurred | 2017-12-31 | $24,631 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $0 |
| Participant contributions at end of year | 2017-12-31 | $1,302,915 |
| Participant contributions at beginning of year | 2017-12-31 | $1,404,561 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $27,131 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $78,316 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $24,448 |
| Other income not declared elsewhere | 2017-12-31 | $233,402 |
| Administrative expenses (other) incurred | 2017-12-31 | $22,760 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $17,055 |
| Total non interest bearing cash at end of year | 2017-12-31 | $684,073 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $587,438 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $12,770,549 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $119,188,195 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $106,417,646 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $40,305 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $92,910,010 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $104,124,142 |
| Interest on participant loans | 2017-12-31 | $61,208 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $23,918,486 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $10,959,817 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,482,182 |
| Employer contributions (assets) at end of year | 2017-12-31 | $345,580 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $240,244 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,582,159 |
| Contract administrator fees | 2017-12-31 | $84,000 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | REA & ASSOC |
| Accountancy firm EIN | 2017-12-31 | 341310124 |
| 2016 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $17,055 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $11,084,729 |
| Total of all expenses incurred | 2016-12-31 | $5,157,127 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,987,645 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $-8,160 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,520,148 |
| Value of total assets at end of year | 2016-12-31 | $106,434,701 |
| Value of total assets at beginning of year | 2016-12-31 | $100,490,044 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $177,642 |
| Total interest from all sources | 2016-12-31 | $54,514 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,085,336 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,085,336 |
| Administrative expenses professional fees incurred | 2016-12-31 | $34,751 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $3,506,474 |
| Participant contributions at end of year | 2016-12-31 | $1,404,561 |
| Participant contributions at beginning of year | 2016-12-31 | $1,199,060 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $78,316 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $67,576 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $13,674 |
| Other income not declared elsewhere | 2016-12-31 | $170,294 |
| Administrative expenses (other) incurred | 2016-12-31 | $15,455 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $17,055 |
| Total non interest bearing cash at end of year | 2016-12-31 | $587,438 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $589,594 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $5,927,602 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $106,417,646 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $100,490,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $40,735 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $104,124,142 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $98,344,867 |
| Interest on participant loans | 2016-12-31 | $54,514 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,254,437 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Employer contributions (assets) at end of year | 2016-12-31 | $240,244 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $288,947 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,987,645 |
| Contract administrator fees | 2016-12-31 | $86,701 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | TRAMER SHORE AND ZWICK CPAS |
| Accountancy firm EIN | 2016-12-31 | 341595557 |
| 2015 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,273 |
| Total income from all sources (including contributions) | 2015-12-31 | $2,788,326 |
| Total of all expenses incurred | 2015-12-31 | $3,729,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,553,217 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $35,922 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,282,357 |
| Value of total assets at end of year | 2015-12-31 | $100,490,044 |
| Value of total assets at beginning of year | 2015-12-31 | $101,439,942 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $140,812 |
| Total interest from all sources | 2015-12-31 | $46,257 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,107,327 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,107,327 |
| Administrative expenses professional fees incurred | 2015-12-31 | $18,055 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $3,274,010 |
| Participant contributions at end of year | 2015-12-31 | $1,199,060 |
| Participant contributions at beginning of year | 2015-12-31 | $1,031,749 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $67,576 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $132,900 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,347 |
| Other income not declared elsewhere | 2015-12-31 | $181,593 |
| Administrative expenses (other) incurred | 2015-12-31 | $15,003 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $8,273 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-941,625 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $100,490,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $101,431,669 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $40,580 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $98,344,867 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $99,532,561 |
| Interest on participant loans | 2015-12-31 | $46,257 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $589,594 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $490,683 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $490,683 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,829,208 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Employer contributions (assets) at end of year | 2015-12-31 | $288,947 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $252,049 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,553,217 |
| Contract administrator fees | 2015-12-31 | $67,174 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | TRAMER SHORE AND ZWICK CPAS |
| Accountancy firm EIN | 2015-12-31 | 341595557 |
| 2014 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $8,273 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $10,230,852 |
| Total of all expenses incurred | 2014-12-31 | $4,267,704 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,107,917 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $44,146 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,120,202 |
| Value of total assets at end of year | 2014-12-31 | $101,439,942 |
| Value of total assets at beginning of year | 2014-12-31 | $95,468,521 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $115,641 |
| Total interest from all sources | 2014-12-31 | $41,744 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,485,958 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,485,958 |
| Administrative expenses professional fees incurred | 2014-12-31 | $26,212 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $3,118,411 |
| Participant contributions at end of year | 2014-12-31 | $1,031,749 |
| Participant contributions at beginning of year | 2014-12-31 | $765,424 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $132,900 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $113,005 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,791 |
| Other income not declared elsewhere | 2014-12-31 | $243,009 |
| Administrative expenses (other) incurred | 2014-12-31 | $13,217 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $8,273 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $5,963,148 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $101,431,669 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $95,468,521 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $30,350 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $99,532,561 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $93,994,010 |
| Interest on participant loans | 2014-12-31 | $41,744 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $490,683 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $373,954 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $373,954 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,339,939 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Employer contributions (assets) at end of year | 2014-12-31 | $252,049 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $222,128 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,107,917 |
| Contract administrator fees | 2014-12-31 | $45,862 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | TRAMER SHORE AND ZWICK CPAS |
| Accountancy firm EIN | 2014-12-31 | 341595557 |
| 2013 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $16,774,121 |
| Total of all expenses incurred | 2013-12-31 | $3,213,272 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,875,397 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $252,361 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,036,797 |
| Value of total assets at end of year | 2013-12-31 | $95,468,521 |
| Value of total assets at beginning of year | 2013-12-31 | $81,907,672 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $85,514 |
| Total interest from all sources | 2013-12-31 | $42,778 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,055,102 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,055,102 |
| Administrative expenses professional fees incurred | 2013-12-31 | $18,892 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $3,033,212 |
| Participant contributions at end of year | 2013-12-31 | $765,424 |
| Participant contributions at beginning of year | 2013-12-31 | $1,134,105 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $113,005 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $56,559 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,585 |
| Other income not declared elsewhere | 2013-12-31 | $213,889 |
| Administrative expenses (other) incurred | 2013-12-31 | $12,978 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $13,560,849 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $95,468,521 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $81,907,672 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $20,509 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $93,994,010 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $80,143,333 |
| Interest on participant loans | 2013-12-31 | $42,778 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $373,954 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $275,813 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $275,813 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $10,425,555 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Employer contributions (assets) at end of year | 2013-12-31 | $222,128 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $297,862 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,875,397 |
| Contract administrator fees | 2013-12-31 | $33,135 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | TRAMER SHORE AND ZWICK CPAS |
| Accountancy firm EIN | 2013-12-31 | 341595557 |
| 2012 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $8,000 |
| Total income from all sources (including contributions) | 2012-12-31 | $10,503,665 |
| Total of all expenses incurred | 2012-12-31 | $3,366,578 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,102,785 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $147,936 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,173,172 |
| Value of total assets at end of year | 2012-12-31 | $81,907,672 |
| Value of total assets at beginning of year | 2012-12-31 | $74,778,585 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $115,857 |
| Total interest from all sources | 2012-12-31 | $54,215 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,784,769 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,784,769 |
| Administrative expenses professional fees incurred | 2012-12-31 | $20,222 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $3,169,764 |
| Participant contributions at end of year | 2012-12-31 | $1,134,105 |
| Participant contributions at beginning of year | 2012-12-31 | $1,431,959 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $56,559 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $68,965 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $3,408 |
| Other income not declared elsewhere | 2012-12-31 | $149,255 |
| Administrative expenses (other) incurred | 2012-12-31 | $16,106 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $8,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $7,137,087 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $81,907,672 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $74,770,585 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $20,435 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $80,143,333 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $72,815,547 |
| Interest on participant loans | 2012-12-31 | $54,215 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $275,813 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $201,919 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $201,919 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,342,254 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Employer contributions (assets) at end of year | 2012-12-31 | $297,862 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $260,195 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,102,785 |
| Contract administrator fees | 2012-12-31 | $59,094 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | TRAMER SHORE AND ZWICK CPAS |
| Accountancy firm EIN | 2012-12-31 | 341595557 |
| 2011 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $11,950 |
| Total income from all sources (including contributions) | 2011-12-31 | $3,757,251 |
| Total of all expenses incurred | 2011-12-31 | $3,403,651 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,138,114 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $186,377 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,050,053 |
| Value of total assets at end of year | 2011-12-31 | $74,778,585 |
| Value of total assets at beginning of year | 2011-12-31 | $74,428,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $79,160 |
| Total interest from all sources | 2011-12-31 | $68,250 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,078,323 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,078,323 |
| Administrative expenses professional fees incurred | 2011-12-31 | $12,361 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $3,015,967 |
| Participant contributions at end of year | 2011-12-31 | $1,431,959 |
| Participant contributions at beginning of year | 2011-12-31 | $1,353,621 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $68,965 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $62,329 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $34,086 |
| Other income not declared elsewhere | 2011-12-31 | $138,585 |
| Administrative expenses (other) incurred | 2011-12-31 | $12,949 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $8,000 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $11,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $353,600 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $74,770,585 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $74,416,985 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $25,774 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $72,815,547 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $72,675,418 |
| Interest on participant loans | 2011-12-31 | $68,004 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $201,919 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $113,661 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $113,661 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $246 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,577,960 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Employer contributions (assets) at end of year | 2011-12-31 | $260,195 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $223,906 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,138,114 |
| Contract administrator fees | 2011-12-31 | $28,076 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | TRAMER SHORE AND ZWICK CPAS |
| Accountancy firm EIN | 2011-12-31 | 341595557 |
| 2010 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $11,950 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $16,700 |
| Total income from all sources (including contributions) | 2010-12-31 | $10,582,180 |
| Total of all expenses incurred | 2010-12-31 | $4,388,423 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,089,589 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $218,449 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,848,232 |
| Value of total assets at end of year | 2010-12-31 | $74,428,935 |
| Value of total assets at beginning of year | 2010-12-31 | $68,239,928 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $80,385 |
| Total interest from all sources | 2010-12-31 | $67,833 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $16,319 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $2,848,232 |
| Participant contributions at end of year | 2010-12-31 | $1,353,621 |
| Participant contributions at beginning of year | 2010-12-31 | $1,263,096 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $62,329 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $37,058 |
| Other income not declared elsewhere | 2010-12-31 | $123,946 |
| Administrative expenses (other) incurred | 2010-12-31 | $12,247 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $11,950 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $16,700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $6,193,757 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $74,416,985 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $68,223,228 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | Yes |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $22,473 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $72,675,418 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $66,647,691 |
| Interest on participant loans | 2010-12-31 | $67,621 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $113,661 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $63,188 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $63,188 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $212 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $7,542,169 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Employer contributions (assets) at end of year | 2010-12-31 | $223,906 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $228,895 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,089,589 |
| Contract administrator fees | 2010-12-31 | $29,346 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | TRAMER SHORE AND ZWICK CPAS |
| Accountancy firm EIN | 2010-12-31 | 341595557 |
