PLUMBERS & STEAMFITTERS, LOCAL 136 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND
| Measure | Date | Value |
|---|
| 2017 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-01-31 | $5,975,540 |
| Total of all expenses incurred | 2017-01-31 | $5,943,245 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-01-31 | $5,943,245 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-01-31 | $5,975,540 |
| Value of total assets at end of year | 2017-01-31 | $430,432 |
| Value of total assets at beginning of year | 2017-01-31 | $398,137 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-01-31 | No |
| Was this plan covered by a fidelity bond | 2017-01-31 | Yes |
| Value of fidelity bond cover | 2017-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-01-31 | No |
| Contributions received from participants | 2017-01-31 | $5,975,540 |
| Participant contributions at end of year | 2017-01-31 | $430,432 |
| Participant contributions at beginning of year | 2017-01-31 | $398,137 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-31 | No |
| Value of net income/loss | 2017-01-31 | $32,295 |
| Value of net assets at end of year (total assets less liabilities) | 2017-01-31 | $430,432 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-01-31 | $398,137 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-01-31 | $5,943,245 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-01-31 | No |
| Did the plan have assets held for investment | 2017-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-01-31 | Unqualified |
| Accountancy firm name | 2017-01-31 | PURK & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2017-01-31 | 264532849 |
| 2016 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-01-31 | $6,703,578 |
| Total of all expenses incurred | 2016-01-31 | $6,686,289 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-01-31 | $6,686,289 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-01-31 | $6,703,578 |
| Value of total assets at end of year | 2016-01-31 | $398,137 |
| Value of total assets at beginning of year | 2016-01-31 | $380,848 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-01-31 | No |
| Was this plan covered by a fidelity bond | 2016-01-31 | Yes |
| Value of fidelity bond cover | 2016-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-01-31 | No |
| Contributions received from participants | 2016-01-31 | $6,703,578 |
| Participant contributions at end of year | 2016-01-31 | $398,137 |
| Participant contributions at beginning of year | 2016-01-31 | $380,848 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-01-31 | No |
| Value of net income/loss | 2016-01-31 | $17,289 |
| Value of net assets at end of year (total assets less liabilities) | 2016-01-31 | $398,137 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-01-31 | $380,848 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-01-31 | $6,686,289 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-01-31 | No |
| Did the plan have assets held for investment | 2016-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-01-31 | Unqualified |
| Accountancy firm name | 2016-01-31 | PURK & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2016-01-31 | 264532849 |
| 2015 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-01-31 | $5,234,631 |
| Total of all expenses incurred | 2015-01-31 | $5,187,609 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-01-31 | $5,187,609 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-01-31 | $5,234,631 |
| Value of total assets at end of year | 2015-01-31 | $380,848 |
| Value of total assets at beginning of year | 2015-01-31 | $333,826 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-01-31 | No |
| Was this plan covered by a fidelity bond | 2015-01-31 | Yes |
| Value of fidelity bond cover | 2015-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-01-31 | No |
| Contributions received from participants | 2015-01-31 | $5,234,631 |
| Participant contributions at end of year | 2015-01-31 | $380,848 |
| Participant contributions at beginning of year | 2015-01-31 | $333,826 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
| Value of net income/loss | 2015-01-31 | $47,022 |
| Value of net assets at end of year (total assets less liabilities) | 2015-01-31 | $380,848 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-01-31 | $333,826 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-01-31 | $5,187,609 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-01-31 | No |
| Did the plan have assets held for investment | 2015-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-01-31 | Unqualified |
| Accountancy firm name | 2015-01-31 | PURK & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2015-01-31 | 264532849 |
| 2014 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-01-31 | $4,116,189 |
| Total of all expenses incurred | 2014-01-31 | $4,070,487 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-01-31 | $4,070,487 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-01-31 | $4,116,189 |
| Value of total assets at end of year | 2014-01-31 | $333,826 |
| Value of total assets at beginning of year | 2014-01-31 | $288,124 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-01-31 | No |
| Was this plan covered by a fidelity bond | 2014-01-31 | Yes |
| Value of fidelity bond cover | 2014-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-01-31 | No |
| Contributions received from participants | 2014-01-31 | $4,116,189 |
| Participant contributions at end of year | 2014-01-31 | $333,826 |
| Participant contributions at beginning of year | 2014-01-31 | $288,124 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-01-31 | No |
| Value of net income/loss | 2014-01-31 | $45,702 |
| Value of net assets at end of year (total assets less liabilities) | 2014-01-31 | $333,826 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-01-31 | $288,124 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-01-31 | $4,070,487 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-01-31 | No |
| Did the plan have assets held for investment | 2014-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-01-31 | Unqualified |
| Accountancy firm name | 2014-01-31 | PURK & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2014-01-31 | 264532849 |
| 2013 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-01-31 | $4,590,284 |
| Total of all expenses incurred | 2013-01-31 | $4,575,479 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-01-31 | $4,575,479 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-01-31 | $4,590,284 |
| Value of total assets at end of year | 2013-01-31 | $288,124 |
| Value of total assets at beginning of year | 2013-01-31 | $273,319 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-01-31 | No |
| Was this plan covered by a fidelity bond | 2013-01-31 | Yes |
| Value of fidelity bond cover | 2013-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-01-31 | No |
| Contributions received from participants | 2013-01-31 | $4,590,284 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
| Value of net income/loss | 2013-01-31 | $14,805 |
| Value of net assets at end of year (total assets less liabilities) | 2013-01-31 | $288,124 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-01-31 | $273,319 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-01-31 | No |
| Employer contributions (assets) at end of year | 2013-01-31 | $288,124 |
| Employer contributions (assets) at beginning of year | 2013-01-31 | $273,319 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-01-31 | $4,575,479 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-01-31 | No |
| Did the plan have assets held for investment | 2013-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-01-31 | Unqualified |
| Accountancy firm name | 2013-01-31 | PURK & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2013-01-31 | 264532849 |
