TRUSTEES OF IBEW LOCAL NO. 573 PENSION PLAN has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: IBEW LOCAL 573 PENSION PLAN 2022 401k membership |
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Current value of assets | 2022-12-31 | 56,761,883 |
Acturial value of assets for funding standard account | 2022-12-31 | 51,614,155 |
Accrued liability for plan using immediate gains methods | 2022-12-31 | 56,655,245 |
Accrued liability under unit credit cost method | 2022-12-31 | 56,655,245 |
RPA 94 current liability | 2022-12-31 | 126,528,565 |
Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 6,189,940 |
Expected release from RPA 94 current liability for plan year | 2022-12-31 | 3,864,749 |
Expected plan disbursements for the plan year | 2022-12-31 | 3,864,749 |
Current value of assets | 2022-12-31 | 56,761,883 |
Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 150 |
Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 57,127,335 |
Number of terminated vested participants | 2022-12-31 | 62 |
Current liability for terminated vested participants | 2022-12-31 | 11,962,225 |
Current liability for active participants non vested benefits | 2022-12-31 | 6,313,993 |
Current liability for active participants vested benefits | 2022-12-31 | 51,125,012 |
Total number of active articipats | 2022-12-31 | 235 |
Current liability for active participants | 2022-12-31 | 57,439,005 |
Total participant count with liabilities | 2022-12-31 | 447 |
Total current liabilitoes for participants with libailities | 2022-12-31 | 126,528,565 |
Total employer contributions in plan year | 2022-12-31 | 3,623,678 |
Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 1,867,950 |
Prior year credit balance | 2022-12-31 | 8,341,321 |
Amortization credits as of valuation date | 2022-12-31 | 1,918,401 |
Total participants, beginning-of-year | 2022-01-01 | 476 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 308 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 127 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 59 |
Total of all active and inactive participants | 2022-01-01 | 494 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 30 |
Total participants | 2022-01-01 | 524 |
Number of employers contributing to the scheme | 2022-01-01 | 39 |
2021: IBEW LOCAL 573 PENSION PLAN 2021 401k membership |
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Current value of assets | 2021-12-31 | 48,439,923 |
Acturial value of assets for funding standard account | 2021-12-31 | 47,411,006 |
Accrued liability for plan using immediate gains methods | 2021-12-31 | 54,763,992 |
Accrued liability under unit credit cost method | 2021-12-31 | 54,763,992 |
RPA 94 current liability | 2021-12-31 | 117,436,246 |
Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 2,951,960 |
Expected release from RPA 94 current liability for plan year | 2021-12-31 | 3,900,790 |
Expected plan disbursements for the plan year | 2021-12-31 | 3,900,790 |
Current value of assets | 2021-12-31 | 48,439,923 |
Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 149 |
Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 55,497,180 |
Number of terminated vested participants | 2021-12-31 | 61 |
Current liability for terminated vested participants | 2021-12-31 | 10,466,496 |
Current liability for active participants non vested benefits | 2021-12-31 | 5,495,502 |
Current liability for active participants vested benefits | 2021-12-31 | 45,977,068 |
Total number of active articipats | 2021-12-31 | 198 |
Current liability for active participants | 2021-12-31 | 51,472,570 |
Total participant count with liabilities | 2021-12-31 | 408 |
Total current liabilitoes for participants with libailities | 2021-12-31 | 117,436,246 |
Total employer contributions in plan year | 2021-12-31 | 3,092,112 |
Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 949,921 |
Prior year credit balance | 2021-12-31 | 5,675,688 |
Amortization credits as of valuation date | 2021-12-31 | 2,193,120 |
Total participants, beginning-of-year | 2021-01-01 | 455 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 257 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 125 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 62 |
Total of all active and inactive participants | 2021-01-01 | 444 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 32 |
Total participants | 2021-01-01 | 476 |
Number of employers contributing to the scheme | 2021-01-01 | 38 |
2020: IBEW LOCAL 573 PENSION PLAN 2020 401k membership |
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Current value of assets | 2020-12-31 | 45,986,157 |
Acturial value of assets for funding standard account | 2020-12-31 | 45,500,950 |
Accrued liability for plan using immediate gains methods | 2020-12-31 | 53,003,925 |
Accrued liability under unit credit cost method | 2020-12-31 | 53,003,925 |
RPA 94 current liability | 2020-12-31 | 104,716,339 |
Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 2,557,744 |
Expected release from RPA 94 current liability for plan year | 2020-12-31 | 3,770,166 |
Expected plan disbursements for the plan year | 2020-12-31 | 3,770,166 |
Current value of assets | 2020-12-31 | 45,986,157 |
Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 145 |
Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 49,911,477 |
Number of terminated vested participants | 2020-12-31 | 64 |
Current liability for terminated vested participants | 2020-12-31 | 10,063,476 |
Current liability for active participants non vested benefits | 2020-12-31 | 4,596,340 |
Current liability for active participants vested benefits | 2020-12-31 | 40,145,046 |
Total number of active articipats | 2020-12-31 | 180 |
Current liability for active participants | 2020-12-31 | 44,741,386 |
Total participant count with liabilities | 2020-12-31 | 389 |
Total current liabilitoes for participants with libailities | 2020-12-31 | 104,716,339 |
Total employer contributions in plan year | 2020-12-31 | 2,062,449 |
Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 938,729 |
Prior year credit balance | 2020-12-31 | 4,130,212 |
Amortization credits as of valuation date | 2020-12-31 | 2,193,120 |
Total participants, beginning-of-year | 2020-01-01 | 396 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 124 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 62 |
Total of all active and inactive participants | 2020-01-01 | 425 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 30 |
Total participants | 2020-01-01 | 455 |
Number of employers contributing to the scheme | 2020-01-01 | 39 |
2019: IBEW LOCAL 573 PENSION PLAN 2019 401k membership |
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Current value of assets | 2019-12-31 | 41,450,693 |
Acturial value of assets for funding standard account | 2019-12-31 | 44,236,263 |
Accrued liability for plan using immediate gains methods | 2019-12-31 | 51,017,596 |
Accrued liability under unit credit cost method | 2019-12-31 | 51,017,596 |
RPA 94 current liability | 2019-12-31 | 99,852,688 |
Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 2,473,894 |
Expected release from RPA 94 current liability for plan year | 2019-12-31 | 3,546,860 |
Expected plan disbursements for the plan year | 2019-12-31 | 3,546,860 |
Current value of assets | 2019-12-31 | 41,450,693 |
Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 135 |
Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 45,886,787 |
Number of terminated vested participants | 2019-12-31 | 66 |
Current liability for terminated vested participants | 2019-12-31 | 10,816,226 |
Current liability for active participants non vested benefits | 2019-12-31 | 4,307,867 |
Current liability for active participants vested benefits | 2019-12-31 | 38,841,808 |
Total number of active articipats | 2019-12-31 | 188 |
Current liability for active participants | 2019-12-31 | 43,149,675 |
Total participant count with liabilities | 2019-12-31 | 389 |
Total current liabilitoes for participants with libailities | 2019-12-31 | 99,852,688 |
Total employer contributions in plan year | 2019-12-31 | 2,145,667 |
Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 931,697 |
Prior year credit balance | 2019-12-31 | 2,676,297 |
Amortization credits as of valuation date | 2019-12-31 | 2,193,120 |
Total participants, beginning-of-year | 2019-01-01 | 407 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 121 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 64 |
Total of all active and inactive participants | 2019-01-01 | 369 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 27 |
Total participants | 2019-01-01 | 396 |
Number of employers contributing to the scheme | 2019-01-01 | 34 |
2018: IBEW LOCAL 573 PENSION PLAN 2018 401k membership |
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Current value of assets | 2018-12-31 | 44,238,930 |
Acturial value of assets for funding standard account | 2018-12-31 | 43,543,390 |
Accrued liability for plan using immediate gains methods | 2018-12-31 | 48,970,994 |
Accrued liability under unit credit cost method | 2018-12-31 | 48,970,994 |
RPA 94 current liability | 2018-12-31 | 97,969,203 |
Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 2,527,547 |
Expected release from RPA 94 current liability for plan year | 2018-12-31 | 3,326,701 |
Expected plan disbursements for the plan year | 2018-12-31 | 3,326,701 |
Current value of assets | 2018-12-31 | 44,238,930 |
Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 132 |
Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 43,870,388 |
Number of terminated vested participants | 2018-12-31 | 63 |
Current liability for terminated vested participants | 2018-12-31 | 10,557,936 |
Current liability for active participants non vested benefits | 2018-12-31 | 4,313,646 |
Current liability for active participants vested benefits | 2018-12-31 | 39,227,233 |
Total number of active articipats | 2018-12-31 | 189 |
Current liability for active participants | 2018-12-31 | 43,540,879 |
Total participant count with liabilities | 2018-12-31 | 384 |
Total current liabilitoes for participants with libailities | 2018-12-31 | 97,969,203 |
Total employer contributions in plan year | 2018-12-31 | 1,837,624 |
Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 943,308 |
Prior year credit balance | 2018-12-31 | 1,687,690 |
Amortization credits as of valuation date | 2018-12-31 | 2,193,120 |
Total participants, beginning-of-year | 2018-01-01 | 396 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 115 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 65 |
Total of all active and inactive participants | 2018-01-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 25 |
Total participants | 2018-01-01 | 407 |
Number of employers contributing to the scheme | 2018-01-01 | 35 |
2017: IBEW LOCAL 573 PENSION PLAN 2017 401k membership |
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Current value of assets | 2017-12-31 | 39,661,010 |
Acturial value of assets for funding standard account | 2017-12-31 | 40,960,087 |
Accrued liability for plan using immediate gains methods | 2017-12-31 | 46,819,058 |
Accrued liability under unit credit cost method | 2017-12-31 | 46,819,058 |
RPA 94 current liability | 2017-12-31 | 90,188,668 |
Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 2,293,745 |
Expected release from RPA 94 current liability for plan year | 2017-12-31 | 3,016,482 |
Expected plan disbursements for the plan year | 2017-12-31 | 3,016,482 |
Current value of assets | 2017-12-31 | 39,658,010 |
Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 123 |
Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 38,707,760 |
Number of terminated vested participants | 2017-12-31 | 66 |
Current liability for terminated vested participants | 2017-12-31 | 10,349,550 |
Current liability for active participants non vested benefits | 2017-12-31 | 3,579,442 |
Current liability for active participants vested benefits | 2017-12-31 | 37,551,916 |
Total number of active articipats | 2017-12-31 | 182 |
Current liability for active participants | 2017-12-31 | 41,131,358 |
Total participant count with liabilities | 2017-12-31 | 371 |
Total current liabilitoes for participants with libailities | 2017-12-31 | 90,188,668 |
Total employer contributions in plan year | 2017-12-31 | 2,239,461 |
Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 896,626 |
Prior year credit balance | 2017-12-31 | 604,298 |
Amortization credits as of valuation date | 2017-12-31 | 2,193,120 |
Total participants, beginning-of-year | 2017-01-01 | 375 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 110 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 63 |
Total of all active and inactive participants | 2017-01-01 | 376 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 20 |
Total participants | 2017-01-01 | 396 |
Number of employers contributing to the scheme | 2017-01-01 | 28 |
2016: IBEW LOCAL 573 PENSION PLAN 2016 401k membership |
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Current value of assets | 2016-12-31 | 37,919,252 |
Acturial value of assets for funding standard account | 2016-12-31 | 39,171,957 |
Accrued liability for plan using immediate gains methods | 2016-12-31 | 46,338,080 |
Accrued liability under unit credit cost method | 2016-12-31 | 46,338,080 |
RPA 94 current liability | 2016-12-31 | 86,374,466 |
Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 2,372,175 |
Expected release from RPA 94 current liability for plan year | 2016-12-31 | 2,833,394 |
Expected plan disbursements for the plan year | 2016-12-31 | 2,833,394 |
Current value of assets | 2016-12-31 | 37,919,252 |
Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 113 |
Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 34,450,906 |
Number of terminated vested participants | 2016-12-31 | 67 |
Current liability for terminated vested participants | 2016-12-31 | 10,239,061 |
Current liability for active participants non vested benefits | 2016-12-31 | 4,480,274 |
Current liability for active participants vested benefits | 2016-12-31 | 37,204,225 |
Total number of active articipats | 2016-12-31 | 180 |
Current liability for active participants | 2016-12-31 | 41,684,499 |
Total participant count with liabilities | 2016-12-31 | 360 |
Total current liabilitoes for participants with libailities | 2016-12-31 | 86,374,466 |
Total employer contributions in plan year | 2016-12-31 | 1,703,352 |
Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 991,578 |
Prior year credit balance | 2016-12-31 | 415,876 |
Amortization credits as of valuation date | 2016-12-31 | 2,071,535 |
Total participants, beginning-of-year | 2016-01-01 | 339 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 66 |
Total of all active and inactive participants | 2016-01-01 | 353 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 22 |
Total participants | 2016-01-01 | 375 |
Number of employers contributing to the scheme | 2016-01-01 | 34 |
2015: IBEW LOCAL 573 PENSION PLAN 2015 401k membership |
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Current value of assets | 2015-12-31 | 38,772,293 |
Acturial value of assets for funding standard account | 2015-12-31 | 37,245,477 |
Accrued liability for plan using immediate gains methods | 2015-12-31 | 44,640,814 |
Accrued liability under unit credit cost method | 2015-12-31 | 44,640,814 |
RPA 94 current liability | 2015-12-31 | 80,351,864 |
Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 2,192,891 |
Expected release from RPA 94 current liability for plan year | 2015-12-31 | 2,751,640 |
Expected plan disbursements for the plan year | 2015-12-31 | 2,751,640 |
Current value of assets | 2015-12-31 | 38,772,293 |
Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 111 |
Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 32,473,991 |
Number of terminated vested participants | 2015-12-31 | 66 |
Current liability for terminated vested participants | 2015-12-31 | 9,628,316 |
Current liability for active participants non vested benefits | 2015-12-31 | 33,728,901 |
Current liability for active participants vested benefits | 2015-12-31 | 4,520,656 |
Total number of active articipats | 2015-12-31 | 171 |
Current liability for active participants | 2015-12-31 | 38,249,557 |
Total participant count with liabilities | 2015-12-31 | 348 |
Total current liabilitoes for participants with libailities | 2015-12-31 | 80,351,864 |
Total employer contributions in plan year | 2015-12-31 | 1,704,404 |
Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 968,809 |
Prior year credit balance | 2015-12-31 | 261,821 |
Amortization credits as of valuation date | 2015-12-31 | 2,061,856 |
Total participants, beginning-of-year | 2015-01-01 | 345 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 166 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 85 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 66 |
Total of all active and inactive participants | 2015-01-01 | 317 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 22 |
Total participants | 2015-01-01 | 339 |
Number of employers contributing to the scheme | 2015-01-01 | 36 |
2014: IBEW LOCAL 573 PENSION PLAN 2014 401k membership |
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Current value of assets | 2014-12-31 | 37,549,790 |
Acturial value of assets for funding standard account | 2014-12-31 | 34,800,449 |
Accrued liability for plan using immediate gains methods | 2014-12-31 | 42,926,692 |
Accrued liability under unit credit cost method | 2014-12-31 | 42,926,692 |
RPA 94 current liability | 2014-12-31 | 76,005,212 |
Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 1,943,139 |
Expected release from RPA 94 current liability for plan year | 2014-12-31 | 2,657,637 |
Expected plan disbursements for the plan year | 2014-12-31 | 2,657,637 |
Current value of assets | 2014-12-31 | 37,549,790 |
Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 107 |
Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 31,383,035 |
Number of terminated vested participants | 2014-12-31 | 69 |
Current liability for terminated vested participants | 2014-12-31 | 10,220,829 |
Current liability for active participants non vested benefits | 2014-12-31 | 4,485,315 |
Current liability for active participants vested benefits | 2014-12-31 | 29,916,033 |
Total number of active articipats | 2014-12-31 | 170 |
Current liability for active participants | 2014-12-31 | 34,401,348 |
Total participant count with liabilities | 2014-12-31 | 346 |
Total current liabilitoes for participants with libailities | 2014-12-31 | 76,005,212 |
Total employer contributions in plan year | 2014-12-31 | 1,676,957 |
Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 875,643 |
Prior year credit balance | 2014-12-31 | 191,591 |
Amortization credits as of valuation date | 2014-12-31 | 2,003,387 |
Total participants, beginning-of-year | 2014-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 55 |
Total of all active and inactive participants | 2014-01-01 | 325 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 20 |
Total participants | 2014-01-01 | 345 |
Number of employers contributing to the scheme | 2014-01-01 | 35 |
2013: IBEW LOCAL 573 PENSION PLAN 2013 401k membership |
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Current value of assets | 2013-12-31 | 32,495,756 |
Acturial value of assets for funding standard account | 2013-12-31 | 32,495,756 |
Accrued liability for plan using immediate gains methods | 2013-12-31 | 41,455,725 |
Accrued liability under unit credit cost method | 2013-12-31 | 41,455,725 |
RPA 94 current liability | 2013-12-31 | 72,025,268 |
Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 1,471,694 |
Expected plan disbursements for the plan year | 2013-12-31 | 2,550,088 |
Current value of assets | 2013-12-31 | 32,705,756 |
Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 101 |
Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 30,211,359 |
Number of terminated vested participants | 2013-12-31 | 58 |
Current liability for terminated vested participants | 2013-12-31 | 7,403,982 |
Current liability for active participants non vested benefits | 2013-12-31 | 4,786,025 |
Current liability for active participants vested benefits | 2013-12-31 | 29,623,902 |
Total number of active articipats | 2013-12-31 | 175 |
Current liability for active participants | 2013-12-31 | 34,409,927 |
Total participant count with liabilities | 2013-12-31 | 334 |
Total current liabilitoes for participants with libailities | 2013-12-31 | 72,025,268 |
Total employer contributions in plan year | 2013-12-31 | 1,487,972 |
Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 739,595 |
Prior year credit balance | 2013-12-31 | 242,152 |
Amortization credits as of valuation date | 2013-12-31 | 1,923,504 |
Total participants, beginning-of-year | 2013-01-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 172 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 87 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 53 |
Total of all active and inactive participants | 2013-01-01 | 312 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 17 |
Total participants | 2013-01-01 | 329 |
Number of employers contributing to the scheme | 2013-01-01 | 35 |
2012: IBEW LOCAL 573 PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 322 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 53 |
Total of all active and inactive participants | 2012-01-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 16 |
Total participants | 2012-01-01 | 335 |
Number of employers contributing to the scheme | 2012-01-01 | 39 |
2011: IBEW LOCAL 573 PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 350 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 166 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 58 |
Total of all active and inactive participants | 2011-01-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 15 |
Total participants | 2011-01-01 | 322 |
Number of employers contributing to the scheme | 2011-01-01 | 36 |
2010: IBEW LOCAL 573 PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 209 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 78 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 49 |
Total of all active and inactive participants | 2010-01-01 | 336 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 14 |
Total participants | 2010-01-01 | 350 |
Number of employers contributing to the scheme | 2010-01-01 | 43 |
2009: IBEW LOCAL 573 PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 310 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 301 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 301 |
Number of employers contributing to the scheme | 2009-01-01 | 24 |
Measure | Date | Value |
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2022 : IBEW LOCAL 573 PENSION PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-229,196 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-229,196 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $382,900 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $857,015 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,132,866 |
Total of all expenses incurred | 2022-12-31 | $4,089,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,798,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,623,678 |
Value of total assets at end of year | 2022-12-31 | $50,922,256 |
Value of total assets at beginning of year | 2022-12-31 | $57,618,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $290,753 |
Total interest from all sources | 2022-12-31 | $9,988 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $61,075 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $15,655 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $5,066 |
Other income not declared elsewhere | 2022-12-31 | $919,234 |
Administrative expenses (other) incurred | 2022-12-31 | $40,057 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $382,900 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $857,015 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,091,270 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $804,210 |
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 | $-6,222,527 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $50,539,356 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $56,761,883 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $9,239,445 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $10,606,836 |
Investment advisory and management fees | 2022-12-31 | $161,753 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $5,159,924 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $4,803,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $548,837 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $578,382 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $578,382 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $9,988 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $34,390,219 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $40,168,592 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $403,667 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $-6,860,237 |
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 | $3,623,678 |
Employer contributions (assets) at end of year | 2022-12-31 | $476,906 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $652,620 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,798,908 |
Contract administrator fees | 2022-12-31 | $27,868 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $3,987,205 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $3,987,205 |
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 |
2021 : IBEW LOCAL 573 PENSION PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $3,105,834 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $3,105,834 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $857,015 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $117,401 |
Total income from all sources (including contributions) | 2021-12-31 | $12,353,979 |
Total of all expenses incurred | 2021-12-31 | $4,032,019 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,754,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,092,111 |
Value of total assets at end of year | 2021-12-31 | $57,618,898 |
Value of total assets at beginning of year | 2021-12-31 | $48,557,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $277,272 |
Total interest from all sources | 2021-12-31 | $89 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $63,415 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $5,066 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $14,933 |
Other income not declared elsewhere | 2021-12-31 | $2,646 |
Administrative expenses (other) incurred | 2021-12-31 | $33,215 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $857,015 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $117,401 |
Total non interest bearing cash at end of year | 2021-12-31 | $804,210 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $407,776 |
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 | $8,321,960 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $56,761,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $48,439,923 |
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 |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $10,606,836 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $10,998,384 |
Investment advisory and management fees | 2021-12-31 | $153,522 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $4,803,192 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,073,053 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $578,382 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $282,482 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $282,482 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $89 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $40,168,592 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $32,496,845 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $801,553 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $5,351,746 |
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 | $3,092,111 |
Employer contributions (assets) at end of year | 2021-12-31 | $652,620 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $283,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,754,747 |
Contract administrator fees | 2021-12-31 | $27,120 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $4,590,361 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $4,590,361 |
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 573 PENSION PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,228,707 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,228,707 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $117,401 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $231,050 |
Total income from all sources (including contributions) | 2020-12-31 | $6,387,353 |
Total loss/gain on sale of assets | 2020-12-31 | $210,738 |
Total of all expenses incurred | 2020-12-31 | $3,933,587 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,686,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,062,449 |
Value of total assets at end of year | 2020-12-31 | $48,557,324 |
Value of total assets at beginning of year | 2020-12-31 | $46,217,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $247,160 |
Total interest from all sources | 2020-12-31 | $1,482 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $66,148 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $14,933 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $14,688 |
Other income not declared elsewhere | 2020-12-31 | $5,253 |
Administrative expenses (other) incurred | 2020-12-31 | $29,107 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $117,401 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $231,050 |
Total non interest bearing cash at end of year | 2020-12-31 | $407,776 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,029,747 |
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 | $2,453,766 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $48,439,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $45,986,157 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $10,998,384 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $10,090,229 |
Investment advisory and management fees | 2020-12-31 | $124,785 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,073,053 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,096,994 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $282,482 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $228,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $228,975 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,482 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $32,496,845 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $30,504,810 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $49,231 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $2,829,493 |
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 | $2,062,449 |
Employer contributions (assets) at end of year | 2020-12-31 | $283,851 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $251,764 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,686,427 |
Contract administrator fees | 2020-12-31 | $27,120 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $6,836,015 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $6,625,277 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2020-12-31 | 341638235 |
2019 : IBEW LOCAL 573 PENSION PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-268,734 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-268,734 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $231,050 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $100,585 |
Total income from all sources (including contributions) | 2019-12-31 | $8,157,027 |
Total loss/gain on sale of assets | 2019-12-31 | $203,096 |
Total of all expenses incurred | 2019-12-31 | $3,621,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,384,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,145,667 |
Value of total assets at end of year | 2019-12-31 | $46,217,207 |
Value of total assets at beginning of year | 2019-12-31 | $41,551,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $237,246 |
Total interest from all sources | 2019-12-31 | $5,285 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $257,099 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $47,768 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $14,688 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $14,976 |
Other income not declared elsewhere | 2019-12-31 | $2,843 |
Administrative expenses (other) incurred | 2019-12-31 | $29,098 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $231,050 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $100,585 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,029,747 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $562,582 |
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 | $4,535,464 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $45,986,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $41,450,693 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $10,090,229 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $9,077,020 |
Investment advisory and management fees | 2019-12-31 | $133,260 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,096,994 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,786,938 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $228,975 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $236,167 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $236,167 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,285 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $30,504,810 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $26,659,760 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $186,065 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $5,625,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,145,667 |
Employer contributions (assets) at end of year | 2019-12-31 | $251,764 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $213,835 |
Income. Dividends from preferred stock | 2019-12-31 | $257,099 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,384,317 |
Contract administrator fees | 2019-12-31 | $27,120 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,656,688 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $2,453,592 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2019-12-31 | 341638235 |
2018 : IBEW LOCAL 573 PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $362,652 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $362,652 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $100,585 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $420,408 |
Total income from all sources (including contributions) | 2018-12-31 | $607,284 |
Total of all expenses incurred | 2018-12-31 | $3,395,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,155,897 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,837,624 |
Value of total assets at end of year | 2018-12-31 | $41,551,278 |
Value of total assets at beginning of year | 2018-12-31 | $44,659,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $239,624 |
Total interest from all sources | 2018-12-31 | $3,781 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $56,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $50,082 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $14,976 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $147,377 |
Administrative expenses (other) incurred | 2018-12-31 | $25,303 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $100,585 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $420,408 |
Total non interest bearing cash at end of year | 2018-12-31 | $562,582 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $655,586 |
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 | $-2,788,237 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $41,450,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $44,238,930 |
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 |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $9,077,020 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $6,417,984 |
Investment advisory and management fees | 2018-12-31 | $137,119 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,786,938 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $6,419,667 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $236,167 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $281,842 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $281,842 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,781 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $26,659,760 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $30,121,208 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $265,978 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-1,919,306 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,837,624 |
Employer contributions (assets) at end of year | 2018-12-31 | $213,835 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $615,674 |
Income. Dividends from preferred stock | 2018-12-31 | $56,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,155,897 |
Contract administrator fees | 2018-12-31 | $27,120 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $3,814,972 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $3,814,972 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2018-12-31 | 341638235 |
2017 : IBEW LOCAL 573 PENSION PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $715,431 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $715,431 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $420,408 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $50,807 |
Total income from all sources (including contributions) | 2017-12-31 | $7,774,827 |
Total of all expenses incurred | 2017-12-31 | $3,193,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,953,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,239,461 |
Value of total assets at end of year | 2017-12-31 | $44,659,338 |
Value of total assets at beginning of year | 2017-12-31 | $39,708,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $240,631 |
Total interest from all sources | 2017-12-31 | $1,405 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $45,390 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $147,377 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $178,431 |
Other income not declared elsewhere | 2017-12-31 | $1,441 |
Administrative expenses (other) incurred | 2017-12-31 | $31,571 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $420,408 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $50,807 |
Total non interest bearing cash at end of year | 2017-12-31 | $655,586 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $160,621 |
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 | $4,580,920 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $44,238,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $39,658,010 |
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 |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $6,417,984 |
Investment advisory and management fees | 2017-12-31 | $137,050 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $6,419,667 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,399,303 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $281,842 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $189,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $189,123 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,405 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $30,121,208 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $32,568,997 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $584,855 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $4,232,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 | $2,239,461 |
Employer contributions (assets) at end of year | 2017-12-31 | $615,674 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $212,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,953,276 |
Contract administrator fees | 2017-12-31 | $26,620 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $1,385,365 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,385,365 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2017-12-31 | 341638235 |
2016 : IBEW LOCAL 573 PENSION PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $50,807 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $148,880 |
Total income from all sources (including contributions) | 2016-12-31 | $4,549,111 |
Total of all expenses incurred | 2016-12-31 | $2,810,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,593,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,703,352 |
Value of total assets at end of year | 2016-12-31 | $39,708,817 |
Value of total assets at beginning of year | 2016-12-31 | $38,068,132 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $217,221 |
Total interest from all sources | 2016-12-31 | $830 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $42,939 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $178,431 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2,227 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $5,249 |
Other income not declared elsewhere | 2016-12-31 | $55 |
Administrative expenses (other) incurred | 2016-12-31 | $26,926 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $50,807 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $143,631 |
Total non interest bearing cash at end of year | 2016-12-31 | $160,621 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $67,963 |
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 | $1,738,758 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $39,658,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $37,919,252 |
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 | $121,936 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,399,303 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,581,736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $189,123 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $211,873 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $211,873 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $830 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $32,568,997 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $28,696,312 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $166,451 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $2,678,423 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,703,352 |
Employer contributions (assets) at end of year | 2016-12-31 | $212,342 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $508,021 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,593,132 |
Contract administrator fees | 2016-12-31 | $25,420 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $6,709,940 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $6,709,940 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2016-12-31 | 341638235 |
2015 : IBEW LOCAL 573 PENSION PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $148,880 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $170,994 |
Total income from all sources (including contributions) | 2015-12-31 | $1,901,569 |
Total of all expenses incurred | 2015-12-31 | $2,754,610 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,538,689 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,704,404 |
Value of total assets at end of year | 2015-12-31 | $38,068,132 |
Value of total assets at beginning of year | 2015-12-31 | $38,943,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $215,921 |
Total interest from all sources | 2015-12-31 | $122 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $39,474 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2,227 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,810 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $5,249 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $3,122 |
Other income not declared elsewhere | 2015-12-31 | $1,667 |
Administrative expenses (other) incurred | 2015-12-31 | $27,663 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $143,631 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $167,872 |
Total non interest bearing cash at end of year | 2015-12-31 | $67,963 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $104,575 |
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 | $-853,041 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $37,919,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $38,772,293 |
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 | $124,664 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,581,736 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $7,916,009 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $211,873 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $240,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $240,768 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $122 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $28,696,312 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $30,228,392 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $458,645 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $-263,269 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,704,404 |
Employer contributions (assets) at end of year | 2015-12-31 | $508,021 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $451,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,538,689 |
Contract administrator fees | 2015-12-31 | $24,120 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2015-12-31 | 341638235 |
2014 : IBEW LOCAL 573 PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $77,003 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $77,003 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $170,994 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $54,187 |
Total income from all sources (including contributions) | 2014-12-31 | $3,911,448 |
Total loss/gain on sale of assets | 2014-12-31 | $416,393 |
Total of all expenses incurred | 2014-12-31 | $2,688,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,468,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,676,957 |
Value of total assets at end of year | 2014-12-31 | $38,943,287 |
Value of total assets at beginning of year | 2014-12-31 | $37,603,977 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $220,070 |
Total interest from all sources | 2014-12-31 | $313 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,562 |
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 | $31 |
Administrative expenses professional fees incurred | 2014-12-31 | $38,022 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,810 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $16,878 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $3,122 |
Other income not declared elsewhere | 2014-12-31 | $2,084 |
Administrative expenses (other) incurred | 2014-12-31 | $17,920 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $167,872 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $54,187 |
Total non interest bearing cash at end of year | 2014-12-31 | $104,575 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $927,583 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,222,503 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $38,772,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $37,549,790 |
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 | $140,608 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $273,417 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $7,916,009 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $19,182,163 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $240,768 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,800,576 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,800,576 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $313 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $30,228,392 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-4,223 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $138,723 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $1,599,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,676,957 |
Employer contributions (assets) at end of year | 2014-12-31 | $451,733 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $284,941 |
Income. Dividends from common stock | 2014-12-31 | $4,531 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,468,875 |
Contract administrator fees | 2014-12-31 | $23,520 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $13,118,419 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $10,934,531 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $10,518,138 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2014-12-31 | 341638235 |
2013 : IBEW LOCAL 573 PENSION PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,506,121 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,506,121 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $54,187 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $86,370 |
Total income from all sources (including contributions) | 2013-12-31 | $7,537,198 |
Total loss/gain on sale of assets | 2013-12-31 | $1,528,759 |
Total of all expenses incurred | 2013-12-31 | $2,693,164 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,398,260 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,487,972 |
Value of total assets at end of year | 2013-12-31 | $37,603,977 |
Value of total assets at beginning of year | 2013-12-31 | $32,792,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $294,904 |
Total interest from all sources | 2013-12-31 | $108 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $363,987 |
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 | $200,457 |
Administrative expenses professional fees incurred | 2013-12-31 | $47,707 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $16,878 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $19,549 |
Other income not declared elsewhere | 2013-12-31 | $1,191 |
Administrative expenses (other) incurred | 2013-12-31 | $18,071 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $54,187 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $86,370 |
Total non interest bearing cash at end of year | 2013-12-31 | $927,583 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $90,322 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,844,034 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $37,549,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,705,756 |
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 | $205,606 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $273,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,916,438 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $19,182,163 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $13,303,948 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,800,576 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $643,100 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $643,100 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $108 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-257,793 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,906,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,487,972 |
Employer contributions (assets) at end of year | 2013-12-31 | $284,941 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $211,457 |
Income. Dividends from common stock | 2013-12-31 | $163,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,398,260 |
Contract administrator fees | 2013-12-31 | $23,520 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $13,118,419 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $10,607,312 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $6,112,111 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $4,583,352 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2013-12-31 | 341638235 |
2012 : IBEW LOCAL 573 PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,026,727 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,026,727 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $86,370 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $23,149 |
Total income from all sources (including contributions) | 2012-12-31 | $5,046,513 |
Total loss/gain on sale of assets | 2012-12-31 | $511,910 |
Total of all expenses incurred | 2012-12-31 | $2,706,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,413,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,373,581 |
Value of total assets at end of year | 2012-12-31 | $32,792,126 |
Value of total assets at beginning of year | 2012-12-31 | $30,388,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $292,527 |
Total interest from all sources | 2012-12-31 | $41,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $559,716 |
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 | $385,924 |
Administrative expenses professional fees incurred | 2012-12-31 | $64,176 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $19,549 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $37,901 |
Other income not declared elsewhere | 2012-12-31 | $8,867 |
Administrative expenses (other) incurred | 2012-12-31 | $18,872 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $86,370 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $23,149 |
Total non interest bearing cash at end of year | 2012-12-31 | $90,322 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $68,836 |
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 | $2,340,442 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $32,705,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $30,365,314 |
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 | $185,959 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,916,438 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,501,529 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $13,303,948 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $12,223,190 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $643,100 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $256,201 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $256,201 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $41,047 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $392,168 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,132,497 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,373,581 |
Employer contributions (assets) at end of year | 2012-12-31 | $211,457 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $172,559 |
Income. Dividends from common stock | 2012-12-31 | $173,792 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,413,544 |
Contract administrator fees | 2012-12-31 | $23,520 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $10,607,312 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $10,128,247 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $9,384,878 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $8,872,968 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2012-12-31 | 341638235 |
2011 : IBEW LOCAL 573 PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,536,217 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,536,217 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $23,150 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $25,349 |
Total income from all sources (including contributions) | 2011-12-31 | $687,067 |
Total loss/gain on sale of assets | 2011-12-31 | $622,576 |
Total of all expenses incurred | 2011-12-31 | $2,518,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,236,954 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,006,559 |
Value of total assets at end of year | 2011-12-31 | $30,388,463 |
Value of total assets at beginning of year | 2011-12-31 | $32,221,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $281,431 |
Total interest from all sources | 2011-12-31 | $113 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $455,994 |
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 | $289,447 |
Administrative expenses professional fees incurred | 2011-12-31 | $53,071 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $37,901 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $42,662 |
Other income not declared elsewhere | 2011-12-31 | $9,366 |
Administrative expenses (other) incurred | 2011-12-31 | $15,690 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $23,150 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $25,349 |
Total non interest bearing cash at end of year | 2011-12-31 | $68,836 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $58,363 |
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 | $-1,831,318 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $30,365,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,196,631 |
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 | $190,150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,501,529 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,628,273 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $12,223,190 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $12,099,327 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $256,201 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $641,453 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $641,453 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-42,292 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $170,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,006,559 |
Employer contributions (assets) at end of year | 2011-12-31 | $172,559 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $176,553 |
Income. Dividends from common stock | 2011-12-31 | $166,547 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,236,954 |
Contract administrator fees | 2011-12-31 | $22,520 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $10,128,247 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $11,575,349 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $9,986,325 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $9,363,749 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | YURCHYK & DAVIS CPA'S, INC. |
Accountancy firm EIN | 2011-12-31 | 341638235 |
2010 : IBEW LOCAL 573 PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,095,124 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,095,124 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $25,349 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $26,611 |
Total income from all sources (including contributions) | 2010-12-31 | $4,612,103 |
Total loss/gain on sale of assets | 2010-12-31 | $651,765 |
Total of all expenses incurred | 2010-12-31 | $2,197,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,961,562 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $805,753 |
Value of total assets at end of year | 2010-12-31 | $32,221,980 |
Value of total assets at beginning of year | 2010-12-31 | $29,808,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $235,998 |
Total interest from all sources | 2010-12-31 | $537 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $748,016 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $632,120 |
Administrative expenses professional fees incurred | 2010-12-31 | $21,003 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $42,662 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $33,672 |
Other income not declared elsewhere | 2010-12-31 | $23,669 |
Administrative expenses (other) incurred | 2010-12-31 | $16,819 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $25,349 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $26,611 |
Total non interest bearing cash at end of year | 2010-12-31 | $58,363 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $94,711 |
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 | $2,414,543 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $32,196,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $29,782,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
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 | $177,056 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,628,273 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,809,205 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $12,099,327 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,674,361 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $641,453 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $701,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $701,390 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $537 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $52,306 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,234,933 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Contributions received in cash from employer | 2010-12-31 | $805,753 |
Employer contributions (assets) at end of year | 2010-12-31 | $176,553 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $116,487 |
Income. Dividends from common stock | 2010-12-31 | $115,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,961,562 |
Contract administrator fees | 2010-12-31 | $21,120 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $11,575,349 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $10,378,873 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $5,872,739 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,220,974 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | YURCHYK & DAVIS CPAS, INC. |
Accountancy firm EIN | 2010-12-31 | 341638235 |