?>
Logo

IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameIBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST
Plan identification number 002

IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

PROFIT SHARING PLAN AND TRUST IBEW NO. 573 PENSION TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:PROFIT SHARING PLAN AND TRUST IBEW NO. 573 PENSION TRUST FUND
Employer identification number (EIN):341667617
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN C. MORSE, JR
0022016-01-01MICHAEL NEMKOVICH
0022015-01-01DOUGLAS S. MATTHEWS
0022014-01-01JOHN T. SAVAGE
0022013-01-01JOHN C MORSE JR
0022012-01-01JOHN MORRIS
0022011-01-01MARK DAVIS
0022010-01-01MARK DAVIS
0022009-01-01MARK DAVIS
0022009-01-01MARK DAVIS

Plan Statistics for IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,103
Total number of active participants reported on line 7a of the Form 55002022-01-01380
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01815
Total of all active and inactive participants2022-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,198
Number of participants with account balances2022-01-011,198
Number of employers contributing to the scheme2022-01-0139
2021: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01985
Total number of active participants reported on line 7a of the Form 55002021-01-01300
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01803
Total of all active and inactive participants2021-01-011,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,103
Number of participants with account balances2021-01-011,103
Number of employers contributing to the scheme2021-01-0140
2020: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01916
Total number of active participants reported on line 7a of the Form 55002020-01-01275
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01710
Total of all active and inactive participants2020-01-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01985
Number of participants with account balances2020-01-01985
Number of employers contributing to the scheme2020-01-0139
2019: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01510
Total number of active participants reported on line 7a of the Form 55002019-01-01220
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01696
Total of all active and inactive participants2019-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01916
Number of participants with account balances2019-01-01916
Number of employers contributing to the scheme2019-01-0134
2018: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01310
Total number of active participants reported on line 7a of the Form 55002018-01-01407
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01103
Total of all active and inactive participants2018-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01510
Number of participants with account balances2018-01-01510
Number of employers contributing to the scheme2018-01-0135
2017: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01310
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01310
Number of participants with account balances2017-01-01956
Number of employers contributing to the scheme2017-01-0128
2016: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01231
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01231
Number of participants with account balances2016-01-01915
Number of employers contributing to the scheme2016-01-0134
2015: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01227
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01227
Number of participants with account balances2015-01-01855
Number of employers contributing to the scheme2015-01-0136
2014: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01808
Total number of active participants reported on line 7a of the Form 55002014-01-01237
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01237
Number of participants with account balances2014-01-01768
Number of employers contributing to the scheme2014-01-0135
2013: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01803
Total number of active participants reported on line 7a of the Form 55002013-01-01808
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01808
Number of participants with account balances2013-01-010
Number of employers contributing to the scheme2013-01-0135
2012: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01710
Total number of active participants reported on line 7a of the Form 55002012-01-01803
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01803
Number of participants with account balances2012-01-010
Number of employers contributing to the scheme2012-01-0141
2011: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01811
Total number of active participants reported on line 7a of the Form 55002011-01-01710
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01710
Number of participants with account balances2011-01-010
Number of employers contributing to the scheme2011-01-0136
2010: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01753
Total number of active participants reported on line 7a of the Form 55002010-01-01811
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01811
Number of participants with account balances2010-01-01811
Number of employers contributing to the scheme2010-01-0143
2009: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01660
Total number of active participants reported on line 7a of the Form 55002009-01-01753
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01753
Number of participants with account balances2009-01-01753
Number of employers contributing to the scheme2009-01-0124

Financial Data on IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$194,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$425,392
Total income from all sources (including contributions)2022-12-31$-1,162,631
Total of all expenses incurred2022-12-31$2,121,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,994,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,022,424
Value of total assets at end of year2022-12-31$23,464,799
Value of total assets at beginning of year2022-12-31$26,980,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$127,548
Total interest from all sources2022-12-31$635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$32,295
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$16,205
Other income not declared elsewhere2022-12-31$321,744
Administrative expenses (other) incurred2022-12-31$7,885
Liabilities. Value of operating payables at end of year2022-12-31$194,748
Liabilities. Value of operating payables at beginning of year2022-12-31$425,392
Total non interest bearing cash at end of year2022-12-31$675,777
Total non interest bearing cash at beginning of year2022-12-31$1,163,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,284,610
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,270,051
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,554,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$72,764
Value of interest in common/collective trusts at end of year2022-12-31$2,759,483
Value of interest in common/collective trusts at beginning of year2022-12-31$2,565,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$38,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$69,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$69,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$635
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$19,719,052
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$22,791,868
Net investment gain or loss from common/collective trusts2022-12-31$211,566
Net gain/loss from 103.12 investment entities2022-12-31$-3,719,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,022,424
Employer contributions (assets) at end of year2022-12-31$265,118
Employer contributions (assets) at beginning of year2022-12-31$372,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,994,431
Contract administrator fees2022-12-31$14,604
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$853,818
Aggregate carrying amount (costs) on sale of assets2022-12-31$853,818
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2022-12-31341638235
2021 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$425,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$50,289
Total income from all sources (including contributions)2021-12-31$4,306,038
Total of all expenses incurred2021-12-31$929,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$822,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,697,160
Value of total assets at end of year2021-12-31$26,980,053
Value of total assets at beginning of year2021-12-31$23,228,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,256
Total interest from all sources2021-12-31$15
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$22,748
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,697,160
Amount contributed by the employer to the plan for this plan year2021-12-31$1,697,160
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$16,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,724
Administrative expenses (other) incurred2021-12-31$7,520
Liabilities. Value of operating payables at end of year2021-12-31$425,392
Liabilities. Value of operating payables at beginning of year2021-12-31$50,289
Total non interest bearing cash at end of year2021-12-31$1,163,822
Total non interest bearing cash at beginning of year2021-12-31$729,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,376,183
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,554,661
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,178,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$63,869
Value of interest in common/collective trusts at end of year2021-12-31$2,565,797
Value of interest in common/collective trusts at beginning of year2021-12-31$2,155,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$69,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$73,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$73,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$15
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$22,791,868
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$20,108,004
Net investment gain or loss from common/collective trusts2021-12-31$424,998
Net gain/loss from 103.12 investment entities2021-12-31$2,183,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,697,160
Employer contributions (assets) at end of year2021-12-31$372,617
Employer contributions (assets) at beginning of year2021-12-31$158,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$822,599
Contract administrator fees2021-12-31$13,119
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$503,784
Aggregate carrying amount (costs) on sale of assets2021-12-31$503,784
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2021-12-31341638235
2020 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$50,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,752
Total income from all sources (including contributions)2020-12-31$3,117,838
Total of all expenses incurred2020-12-31$1,164,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,071,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,171,166
Value of total assets at end of year2020-12-31$23,228,767
Value of total assets at beginning of year2020-12-31$21,268,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92,490
Total interest from all sources2020-12-31$451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$16,102
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,171,166
Amount contributed by the employer to the plan for this plan year2020-12-31$1,171,166
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$105,824
Administrative expenses (other) incurred2020-12-31$8,372
Liabilities. Value of operating payables at end of year2020-12-31$50,289
Liabilities. Value of operating payables at beginning of year2020-12-31$43,752
Total non interest bearing cash at end of year2020-12-31$729,214
Total non interest bearing cash at beginning of year2020-12-31$513,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,953,439
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,178,478
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,225,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$55,296
Value of interest in common/collective trusts at end of year2020-12-31$2,155,330
Value of interest in common/collective trusts at beginning of year2020-12-31$2,142,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$73,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$74,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$74,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$451
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$20,108,004
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$18,288,178
Net investment gain or loss from common/collective trusts2020-12-31$24,458
Net gain/loss from 103.12 investment entities2020-12-31$1,921,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,171,166
Employer contributions (assets) at end of year2020-12-31$158,980
Employer contributions (assets) at beginning of year2020-12-31$143,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,071,909
Contract administrator fees2020-12-31$12,720
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$613,872
Aggregate carrying amount (costs) on sale of assets2020-12-31$613,872
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2020-12-31341638235
2019 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,038
Total income from all sources (including contributions)2019-12-31$3,748,198
Total of all expenses incurred2019-12-31$1,867,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,776,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$984,434
Value of total assets at end of year2019-12-31$21,268,791
Value of total assets at beginning of year2019-12-31$19,374,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,463
Total interest from all sources2019-12-31$2,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$20,376
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$984,434
Amount contributed by the employer to the plan for this plan year2019-12-31$984,434
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$105,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,404
Administrative expenses (other) incurred2019-12-31$8,736
Liabilities. Value of operating payables at end of year2019-12-31$43,752
Liabilities. Value of operating payables at beginning of year2019-12-31$30,038
Total non interest bearing cash at end of year2019-12-31$513,679
Total non interest bearing cash at beginning of year2019-12-31$494,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,880,265
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,225,039
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,344,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$49,631
Value of interest in common/collective trusts at end of year2019-12-31$2,142,832
Value of interest in common/collective trusts at beginning of year2019-12-31$2,060,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$74,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$101,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$101,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,165
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$18,288,178
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$16,543,820
Net investment gain or loss from common/collective trusts2019-12-31$92,241
Net gain/loss from 103.12 investment entities2019-12-31$2,669,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$984,434
Employer contributions (assets) at end of year2019-12-31$143,384
Employer contributions (assets) at beginning of year2019-12-31$170,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,776,470
Contract administrator fees2019-12-31$12,720
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$953,767
Aggregate carrying amount (costs) on sale of assets2019-12-31$953,767
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2019-12-31341638235
2018 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$348,000
Total income from all sources (including contributions)2018-12-31$674,208
Total of all expenses incurred2018-12-31$865,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$775,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,335,606
Value of total assets at end of year2018-12-31$19,374,812
Value of total assets at beginning of year2018-12-31$19,884,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$90,496
Total interest from all sources2018-12-31$1,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$17,751
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,335,606
Amount contributed by the employer to the plan for this plan year2018-12-31$1,335,606
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,220
Administrative expenses (other) incurred2018-12-31$7,576
Liabilities. Value of operating payables at end of year2018-12-31$30,038
Liabilities. Value of operating payables at beginning of year2018-12-31$348,000
Total non interest bearing cash at end of year2018-12-31$494,437
Total non interest bearing cash at beginning of year2018-12-31$208,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-191,295
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,344,774
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,536,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$52,449
Value of interest in common/collective trusts at end of year2018-12-31$2,060,994
Value of interest in common/collective trusts at beginning of year2018-12-31$1,954,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$101,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$105,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$105,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,912
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$16,543,820
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$17,323,363
Net investment gain or loss from common/collective trusts2018-12-31$116,254
Net gain/loss from 103.12 investment entities2018-12-31$-779,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,335,606
Employer contributions (assets) at end of year2018-12-31$170,759
Employer contributions (assets) at beginning of year2018-12-31$291,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$775,007
Contract administrator fees2018-12-31$12,720
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$6,477
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,477
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2018-12-31341638235
2017 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$348,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$250,068
Total income from all sources (including contributions)2017-12-31$3,178,311
Total of all expenses incurred2017-12-31$1,085,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$998,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,182,811
Value of total assets at end of year2017-12-31$19,884,069
Value of total assets at beginning of year2017-12-31$17,693,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,985
Total interest from all sources2017-12-31$978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$14,554
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,182,811
Amount contributed by the employer to the plan for this plan year2017-12-31$1,182,811
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,990
Administrative expenses (other) incurred2017-12-31$9,477
Liabilities. Value of operating payables at end of year2017-12-31$348,000
Liabilities. Value of operating payables at beginning of year2017-12-31$250,068
Total non interest bearing cash at end of year2017-12-31$208,454
Total non interest bearing cash at beginning of year2017-12-31$392,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,092,476
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,536,069
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,443,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$50,234
Value of interest in common/collective trusts at end of year2017-12-31$1,954,733
Value of interest in common/collective trusts at beginning of year2017-12-31$1,833,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$105,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$109,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$109,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$978
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$17,323,363
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$15,255,892
Net investment gain or loss from common/collective trusts2017-12-31$127,050
Net gain/loss from 103.12 investment entities2017-12-31$1,867,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,182,811
Employer contributions (assets) at end of year2017-12-31$291,208
Employer contributions (assets) at beginning of year2017-12-31$99,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$998,850
Contract administrator fees2017-12-31$12,720
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$201,889
Aggregate carrying amount (costs) on sale of assets2017-12-31$201,889
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2017-12-31341638235
2016 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$250,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$76,869
Total income from all sources (including contributions)2016-12-31$2,122,726
Total of all expenses incurred2016-12-31$1,112,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,032,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$865,967
Value of total assets at end of year2016-12-31$17,693,661
Value of total assets at beginning of year2016-12-31$16,510,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,007
Total interest from all sources2016-12-31$608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$15,065
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$865,967
Amount contributed by the employer to the plan for this plan year2016-12-31$865,967
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$829
Administrative expenses (other) incurred2016-12-31$5,294
Liabilities. Value of operating payables at end of year2016-12-31$250,068
Liabilities. Value of operating payables at beginning of year2016-12-31$76,869
Total non interest bearing cash at end of year2016-12-31$392,200
Total non interest bearing cash at beginning of year2016-12-31$153,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,009,906
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,443,593
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,433,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$47,100
Value of interest in common/collective trusts at end of year2016-12-31$1,833,400
Value of interest in common/collective trusts at beginning of year2016-12-31$1,734,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$109,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$210,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$210,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$608
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$15,255,892
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$14,108,148
Net investment gain or loss from common/collective trusts2016-12-31$76,167
Net gain/loss from 103.12 investment entities2016-12-31$1,179,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$865,967
Employer contributions (assets) at end of year2016-12-31$99,418
Employer contributions (assets) at beginning of year2016-12-31$303,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,032,813
Contract administrator fees2016-12-31$12,548
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$100,975
Aggregate carrying amount (costs) on sale of assets2016-12-31$100,975
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2016-12-31341638235
2015 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$76,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$87,262
Total income from all sources (including contributions)2015-12-31$1,123,142
Total of all expenses incurred2015-12-31$1,448,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,365,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,121,703
Value of total assets at end of year2015-12-31$16,510,556
Value of total assets at beginning of year2015-12-31$16,846,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$83,022
Total interest from all sources2015-12-31$113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$17,313
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,121,703
Amount contributed by the employer to the plan for this plan year2015-12-31$1,121,703
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$628
Administrative expenses (other) incurred2015-12-31$8,084
Liabilities. Value of operating payables at end of year2015-12-31$76,869
Liabilities. Value of operating payables at beginning of year2015-12-31$87,262
Total non interest bearing cash at end of year2015-12-31$153,491
Total non interest bearing cash at beginning of year2015-12-31$550,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-325,710
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,433,687
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,759,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$45,265
Value of interest in common/collective trusts at end of year2015-12-31$1,734,079
Value of interest in common/collective trusts at beginning of year2015-12-31$1,606,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$210,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$113
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$14,108,148
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$14,393,247
Net investment gain or loss from common/collective trusts2015-12-31$34,590
Net gain/loss from 103.12 investment entities2015-12-31$-33,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,121,703
Employer contributions (assets) at end of year2015-12-31$303,862
Employer contributions (assets) at beginning of year2015-12-31$282,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,365,830
Contract administrator fees2015-12-31$12,360
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2015-12-31341638235
2014 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$87,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,032
Total income from all sources (including contributions)2014-12-31$1,901,372
Total of all expenses incurred2014-12-31$922,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$846,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,137,141
Value of total assets at end of year2014-12-31$16,846,659
Value of total assets at beginning of year2014-12-31$15,797,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,858
Total interest from all sources2014-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$13,339
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,137,141
Amount contributed by the employer to the plan for this plan year2014-12-31$1,137,141
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,296
Administrative expenses (other) incurred2014-12-31$6,169
Liabilities. Value of operating payables at end of year2014-12-31$87,262
Liabilities. Value of operating payables at beginning of year2014-12-31$16,032
Total non interest bearing cash at end of year2014-12-31$550,785
Total non interest bearing cash at beginning of year2014-12-31$303,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$978,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,759,397
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,781,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$45,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,365,107
Value of interest in common/collective trusts at end of year2014-12-31$1,606,422
Value of interest in common/collective trusts at beginning of year2014-12-31$13,884,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$14,393,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-13,332
Net investment gain or loss from common/collective trusts2014-12-31$86,267
Net gain/loss from 103.12 investment entities2014-12-31$691,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,137,141
Employer contributions (assets) at end of year2014-12-31$282,551
Employer contributions (assets) at beginning of year2014-12-31$235,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$846,133
Contract administrator fees2014-12-31$12,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$5,677,001
Aggregate carrying amount (costs) on sale of assets2014-12-31$5,677,001
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2014-12-31341638235
2013 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,031
Total income from all sources (including contributions)2013-12-31$2,863,854
Total of all expenses incurred2013-12-31$619,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$561,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,040,984
Value of total assets at end of year2013-12-31$15,797,048
Value of total assets at beginning of year2013-12-31$13,552,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,684
Total interest from all sources2013-12-31$264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$272,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$272,439
Administrative expenses professional fees incurred2013-12-31$24,570
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,040,984
Amount contributed by the employer to the plan for this plan year2013-12-31$1,040,984
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,414
Administrative expenses (other) incurred2013-12-31$9,270
Liabilities. Value of operating payables at end of year2013-12-31$16,032
Liabilities. Value of operating payables at beginning of year2013-12-31$15,031
Total non interest bearing cash at end of year2013-12-31$303,296
Total non interest bearing cash at beginning of year2013-12-31$142,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,243,994
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,781,016
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,537,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$12,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,365,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,534,795
Value of interest in common/collective trusts at end of year2013-12-31$13,884,551
Value of interest in common/collective trusts at beginning of year2013-12-31$5,190,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$522,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$522,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,659
Net investment gain or loss from common/collective trusts2013-12-31$1,527,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,040,984
Employer contributions (assets) at end of year2013-12-31$235,917
Employer contributions (assets) at beginning of year2013-12-31$151,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$561,176
Contract administrator fees2013-12-31$12,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$210,184
Aggregate carrying amount (costs) on sale of assets2013-12-31$210,184
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2013-12-31341638235
2012 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,721
Total income from all sources (including contributions)2012-12-31$2,181,864
Total of all expenses incurred2012-12-31$752,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$707,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$974,677
Value of total assets at end of year2012-12-31$13,552,053
Value of total assets at beginning of year2012-12-31$12,125,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,528
Total interest from all sources2012-12-31$412
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$259,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$259,723
Administrative expenses professional fees incurred2012-12-31$20,251
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$974,677
Amount contributed by the employer to the plan for this plan year2012-12-31$974,677
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,523
Administrative expenses (other) incurred2012-12-31$4,774
Liabilities. Value of operating payables at end of year2012-12-31$15,031
Liabilities. Value of operating payables at beginning of year2012-12-31$17,721
Total non interest bearing cash at end of year2012-12-31$142,351
Total non interest bearing cash at beginning of year2012-12-31$124,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,429,722
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,537,022
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,107,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,534,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,106,413
Value of interest in common/collective trusts at end of year2012-12-31$5,190,714
Value of interest in common/collective trusts at beginning of year2012-12-31$4,907,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$522,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$850,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$850,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$263,463
Net investment gain or loss from common/collective trusts2012-12-31$683,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$974,677
Employer contributions (assets) at end of year2012-12-31$151,331
Employer contributions (assets) at beginning of year2012-12-31$124,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$707,614
Contract administrator fees2012-12-31$12,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$860,277
Aggregate carrying amount (costs) on sale of assets2012-12-31$860,277
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2012-12-31341638235
2011 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-89,515
Total unrealized appreciation/depreciation of assets2011-12-31$-89,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,310
Total income from all sources (including contributions)2011-12-31$1,028,036
Total of all expenses incurred2011-12-31$706,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$665,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$654,478
Value of total assets at end of year2011-12-31$12,125,021
Value of total assets at beginning of year2011-12-31$11,809,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,124
Total interest from all sources2011-12-31$397
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$280,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$280,406
Administrative expenses professional fees incurred2011-12-31$12,947
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$654,478
Amount contributed by the employer to the plan for this plan year2011-12-31$654,478
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$18,559
Administrative expenses (other) incurred2011-12-31$8,548
Liabilities. Value of operating payables at end of year2011-12-31$17,721
Liabilities. Value of operating payables at beginning of year2011-12-31$24,310
Total non interest bearing cash at end of year2011-12-31$124,432
Total non interest bearing cash at beginning of year2011-12-31$191,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$321,710
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,107,300
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,785,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,106,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,195,927
Value of interest in common/collective trusts at end of year2011-12-31$4,907,129
Value of interest in common/collective trusts at beginning of year2011-12-31$4,724,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$850,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$568,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$568,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$182,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$654,478
Employer contributions (assets) at end of year2011-12-31$124,269
Employer contributions (assets) at beginning of year2011-12-31$110,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$665,202
Contract administrator fees2011-12-31$12,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$333
Aggregate carrying amount (costs) on sale of assets2011-12-31$333
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2011-12-31341638235
2010 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,221
Total income from all sources (including contributions)2010-12-31$1,889,184
Total of all expenses incurred2010-12-31$878,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$837,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$659,162
Value of total assets at end of year2010-12-31$11,809,900
Value of total assets at beginning of year2010-12-31$10,787,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,574
Total interest from all sources2010-12-31$264
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$402,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$402,120
Administrative expenses professional fees incurred2010-12-31$15,339
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$659,162
Amount contributed by the employer to the plan for this plan year2010-12-31$659,162
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$18,559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,737
Administrative expenses (other) incurred2010-12-31$4,067
Liabilities. Value of operating payables at end of year2010-12-31$24,310
Liabilities. Value of operating payables at beginning of year2010-12-31$13,221
Total non interest bearing cash at end of year2010-12-31$191,185
Total non interest bearing cash at beginning of year2010-12-31$504,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,011,140
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,785,590
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,774,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,195,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,622,212
Value of interest in common/collective trusts at end of year2010-12-31$4,724,859
Value of interest in common/collective trusts at beginning of year2010-12-31$4,114,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$568,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$402,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$402,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$217,153
Net investment gain or loss from common/collective trusts2010-12-31$610,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$659,162
Employer contributions (assets) at end of year2010-12-31$110,583
Employer contributions (assets) at beginning of year2010-12-31$129,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$837,470
Contract administrator fees2010-12-31$12,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$562,080
Aggregate carrying amount (costs) on sale of assets2010-12-31$562,080
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31YURCHYK & DAVIS CPAS, INC.
Accountancy firm EIN2010-12-31341638235
2009 : IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$1,157,559
Amount contributed by the employer to the plan for this plan year2009-12-31$1,157,559

Form 5500 Responses for IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST

2022: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION 573 PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3