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SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 001

SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

TRUSTEES SHEET METAL WORKERS LOCAL NO. 20 DEFINED CONTRIBUTION PENSION has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES SHEET METAL WORKERS LOCAL NO. 20 DEFINED CONTRIBUTION PENSION
Employer identification number (EIN):352062343
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JAMES PARKS CHARLES GRAVES2019-07-23
0012017-01-01JAMES PARKS CHARLES GRAVES2018-07-26
0012016-01-01JAMES PARKS CHARLES GRAVES2017-07-26
0012015-01-01JAMES PARKS CHARLES GRAVES2016-07-22
0012014-01-01JAMES PARKS CHARLES GRAVES2015-07-16
0012013-01-01JAMES PARKS CHARLES GRAVES2014-07-25
0012012-01-01JAMES PARKS CHARLES GRAVES2013-07-19
0012011-01-01JAMES PARKS CHARLES GRAVES2012-10-09
0012010-01-01GARY PIERSON PHILLIP GILLESPIE2011-09-20
0012009-01-01CHARLES GRAVES GARY PIERSON2010-10-11
0012009-01-012010-10-08 GARY PIERSON2010-10-08

Plan Statistics for SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,690
Total number of active participants reported on line 7a of the Form 55002022-01-012,484
Number of other retired or separated participants entitled to future benefits2022-01-011,343
Total of all active and inactive participants2022-01-013,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-013,837
Number of participants with account balances2022-01-013,837
Number of employers contributing to the scheme2022-01-01165
2021: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,554
Total number of active participants reported on line 7a of the Form 55002021-01-012,457
Number of other retired or separated participants entitled to future benefits2021-01-011,217
Total of all active and inactive participants2021-01-013,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0116
Total participants2021-01-013,690
Number of participants with account balances2021-01-013,690
Number of employers contributing to the scheme2021-01-01165
2020: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,601
Total number of active participants reported on line 7a of the Form 55002020-01-012,435
Number of other retired or separated participants entitled to future benefits2020-01-011,118
Total of all active and inactive participants2020-01-013,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-013,554
Number of participants with account balances2020-01-013,554
Number of employers contributing to the scheme2020-01-01161
2019: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,384
Total number of active participants reported on line 7a of the Form 55002019-01-012,699
Number of other retired or separated participants entitled to future benefits2019-01-01899
Total of all active and inactive participants2019-01-013,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-013,601
Number of participants with account balances2019-01-013,601
Number of employers contributing to the scheme2019-01-01156
2018: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,294
Total number of active participants reported on line 7a of the Form 55002018-01-012,477
Number of other retired or separated participants entitled to future benefits2018-01-01907
Total of all active and inactive participants2018-01-013,384
Total participants2018-01-013,384
Number of participants with account balances2018-01-013,384
Number of employers contributing to the scheme2018-01-01169
2017: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,175
Total number of active participants reported on line 7a of the Form 55002017-01-012,385
Number of other retired or separated participants entitled to future benefits2017-01-01909
Total of all active and inactive participants2017-01-013,294
Total participants2017-01-013,294
Number of participants with account balances2017-01-013,294
Number of employers contributing to the scheme2017-01-01167
2016: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,227
Total number of active participants reported on line 7a of the Form 55002016-01-012,202
Number of other retired or separated participants entitled to future benefits2016-01-01973
Total of all active and inactive participants2016-01-013,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,175
Number of participants with account balances2016-01-013,175
Number of employers contributing to the scheme2016-01-01172
2015: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,297
Total number of active participants reported on line 7a of the Form 55002015-01-012,304
Number of other retired or separated participants entitled to future benefits2015-01-01915
Total of all active and inactive participants2015-01-013,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-013,227
Number of participants with account balances2015-01-013,227
Number of employers contributing to the scheme2015-01-01174
2014: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,311
Total number of active participants reported on line 7a of the Form 55002014-01-012,364
Number of other retired or separated participants entitled to future benefits2014-01-01923
Total of all active and inactive participants2014-01-013,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-013,297
Number of participants with account balances2014-01-013,297
Number of employers contributing to the scheme2014-01-01185
2013: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,248
Total number of active participants reported on line 7a of the Form 55002013-01-012,180
Number of other retired or separated participants entitled to future benefits2013-01-011,125
Total of all active and inactive participants2013-01-013,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-013,311
Number of participants with account balances2013-01-013,311
Number of employers contributing to the scheme2013-01-01182
2012: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,280
Total number of active participants reported on line 7a of the Form 55002012-01-012,425
Number of other retired or separated participants entitled to future benefits2012-01-01822
Total of all active and inactive participants2012-01-013,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,248
Number of participants with account balances2012-01-013,248
Number of employers contributing to the scheme2012-01-01177
2011: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,968
Total number of active participants reported on line 7a of the Form 55002011-01-012,571
Total of all active and inactive participants2011-01-012,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-012,592
Number of participants with account balances2011-01-013,280
Number of employers contributing to the scheme2011-01-01158
2010: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,888
Total number of active participants reported on line 7a of the Form 55002010-01-013,953
Total of all active and inactive participants2010-01-013,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115
Total participants2010-01-013,968
Number of participants with account balances2010-01-013,634
Number of employers contributing to the scheme2010-01-01164
2009: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,816
Total number of active participants reported on line 7a of the Form 55002009-01-013,883
Total of all active and inactive participants2009-01-013,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-013,888
Number of participants with account balances2009-01-013,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014
Number of employers contributing to the scheme2009-01-01170

Financial Data on SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$92,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$106,772
Total income from all sources (including contributions)2022-12-31$-10,181,807
Total of all expenses incurred2022-12-31$5,221,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,811,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,175,936
Value of total assets at end of year2022-12-31$83,162,627
Value of total assets at beginning of year2022-12-31$98,580,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$410,653
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,282,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,282,166
Administrative expenses professional fees incurred2022-12-31$38,464
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$40,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$10,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$22,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,071
Other income not declared elsewhere2022-12-31$148
Administrative expenses (other) incurred2022-12-31$122,565
Liabilities. Value of operating payables at end of year2022-12-31$64,754
Liabilities. Value of operating payables at beginning of year2022-12-31$42,143
Total non interest bearing cash at end of year2022-12-31$628,040
Total non interest bearing cash at beginning of year2022-12-31$570,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,403,701
Value of net assets at end of year (total assets less liabilities)2022-12-31$83,069,737
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,473,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$87,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,149,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,938,716
Value of interest in common/collective trusts at end of year2022-12-31$50,085,922
Value of interest in common/collective trusts at beginning of year2022-12-31$55,904,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,940,973
Net investment gain or loss from common/collective trusts2022-12-31$-9,699,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,168,944
Employer contributions (assets) at end of year2022-12-31$253,379
Employer contributions (assets) at beginning of year2022-12-31$154,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,811,241
Contract administrator fees2022-12-31$162,433
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,665
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$38,558
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$5,031
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,453
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$106,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$130,600
Total income from all sources (including contributions)2021-12-31$14,652,823
Total of all expenses incurred2021-12-31$4,460,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,044,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,931,480
Value of total assets at end of year2021-12-31$98,580,210
Value of total assets at beginning of year2021-12-31$88,411,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$415,402
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,302,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,302,514
Administrative expenses professional fees incurred2021-12-31$24,904
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,931,364
Amount contributed by the employer to the plan for this plan year2021-12-31$3,931,364
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$116
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$10,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$17,545
Administrative expenses (other) incurred2021-12-31$135,304
Liabilities. Value of operating payables at end of year2021-12-31$42,143
Liabilities. Value of operating payables at beginning of year2021-12-31$47,939
Total non interest bearing cash at end of year2021-12-31$570,696
Total non interest bearing cash at beginning of year2021-12-31$264,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,192,602
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,473,438
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$88,280,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$91,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,938,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,991,711
Value of interest in common/collective trusts at end of year2021-12-31$55,904,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,418,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,931,364
Employer contributions (assets) at end of year2021-12-31$154,534
Employer contributions (assets) at beginning of year2021-12-31$142,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,044,819
Contract administrator fees2021-12-31$163,772
Liabilities. Value of benefit claims payable at end of year2021-12-31$38,558
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$65,116
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,453
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$2,450
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$130,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$741,217
Total income from all sources (including contributions)2020-12-31$12,585,738
Total of all expenses incurred2020-12-31$2,841,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,400,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,813,132
Value of total assets at end of year2020-12-31$88,411,436
Value of total assets at beginning of year2020-12-31$79,277,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$441,112
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,295,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,295,963
Administrative expenses professional fees incurred2020-12-31$36,669
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,690,362
Amount contributed by the employer to the plan for this plan year2020-12-31$3,690,362
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$122,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$203,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$17,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$41,734
Other income not declared elsewhere2020-12-31$350
Administrative expenses (other) incurred2020-12-31$140,021
Liabilities. Value of operating payables at end of year2020-12-31$47,939
Liabilities. Value of operating payables at beginning of year2020-12-31$24,282
Total non interest bearing cash at end of year2020-12-31$264,286
Total non interest bearing cash at beginning of year2020-12-31$562,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,744,217
Value of net assets at end of year (total assets less liabilities)2020-12-31$88,280,836
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$78,536,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$75,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$87,991,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$78,387,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,476,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,690,362
Employer contributions (assets) at end of year2020-12-31$142,356
Employer contributions (assets) at beginning of year2020-12-31$117,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,400,409
Contract administrator fees2020-12-31$188,537
Liabilities. Value of benefit claims payable at end of year2020-12-31$65,116
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$675,201
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$2,450
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$4,715
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$741,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$938,699
Total income from all sources (including contributions)2019-12-31$14,970,226
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,266,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,976,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,634,547
Value of total assets at end of year2019-12-31$79,277,836
Value of total assets at beginning of year2019-12-31$67,771,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$290,262
Total interest from all sources2019-12-31$17,563
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,356,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,356,721
Administrative expenses professional fees incurred2019-12-31$26,448
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,634,547
Amount contributed by the employer to the plan for this plan year2019-12-31$3,634,547
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$203,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$131,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$41,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$30,592
Other income not declared elsewhere2019-12-31$780
Administrative expenses (other) incurred2019-12-31$150,382
Liabilities. Value of operating payables at end of year2019-12-31$24,282
Liabilities. Value of operating payables at beginning of year2019-12-31$2,628
Total non interest bearing cash at end of year2019-12-31$562,258
Total non interest bearing cash at beginning of year2019-12-31$491,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,703,912
Value of net assets at end of year (total assets less liabilities)2019-12-31$78,536,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,832,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$72,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$78,387,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$66,646,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$353,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$353,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,960,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,634,547
Employer contributions (assets) at end of year2019-12-31$117,679
Employer contributions (assets) at beginning of year2019-12-31$139,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,976,052
Contract administrator fees2019-12-31$41,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at end of year2019-12-31$675,201
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$905,479
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,715
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$7,999
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$84,417,137
Aggregate carrying amount (costs) on sale of assets2019-12-31$84,417,137
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$938,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$515,533
Total income from all sources (including contributions)2018-12-31$775,529
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,099,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,839,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,312,600
Value of total assets at end of year2018-12-31$67,771,406
Value of total assets at beginning of year2018-12-31$69,672,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$260,200
Total interest from all sources2018-12-31$11,484
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,885,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,885,280
Administrative expenses professional fees incurred2018-12-31$19,289
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,312,600
Amount contributed by the employer to the plan for this plan year2018-12-31$3,312,600
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$131,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$89,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$30,592
Other income not declared elsewhere2018-12-31$61
Administrative expenses (other) incurred2018-12-31$130,760
Liabilities. Value of operating payables at end of year2018-12-31$2,628
Liabilities. Value of operating payables at beginning of year2018-12-31$2,670
Total non interest bearing cash at end of year2018-12-31$491,670
Total non interest bearing cash at beginning of year2018-12-31$181,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,324,233
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,832,707
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$69,156,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$69,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$66,646,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,838,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$353,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,404,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,404,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,433,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,312,600
Employer contributions (assets) at end of year2018-12-31$139,584
Employer contributions (assets) at beginning of year2018-12-31$150,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,839,562
Contract administrator fees2018-12-31$40,188
Liabilities. Value of benefit claims payable at end of year2018-12-31$905,479
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$512,863
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$7,999
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$7,418
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$15,865,539
Aggregate carrying amount (costs) on sale of assets2018-12-31$15,865,539
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$515,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$283,267
Total income from all sources (including contributions)2017-12-31$10,988,820
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,244,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,018,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,069,731
Value of total assets at end of year2017-12-31$69,672,473
Value of total assets at beginning of year2017-12-31$60,696,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$226,107
Total interest from all sources2017-12-31$3,902
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,399,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,399,663
Administrative expenses professional fees incurred2017-12-31$20,271
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,069,731
Amount contributed by the employer to the plan for this plan year2017-12-31$3,069,731
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$89,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$64,054
Other income not declared elsewhere2017-12-31$1,426
Administrative expenses (other) incurred2017-12-31$103,403
Liabilities. Value of operating payables at end of year2017-12-31$2,670
Liabilities. Value of operating payables at beginning of year2017-12-31$14,710
Total non interest bearing cash at end of year2017-12-31$181,023
Total non interest bearing cash at beginning of year2017-12-31$152,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,743,902
Value of net assets at end of year (total assets less liabilities)2017-12-31$69,156,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$60,413,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$63,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$64,838,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$57,567,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,404,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,789,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,789,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,514,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,069,731
Employer contributions (assets) at end of year2017-12-31$150,578
Employer contributions (assets) at beginning of year2017-12-31$111,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,018,811
Contract administrator fees2017-12-31$38,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$512,863
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$268,557
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$7,418
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$10,859
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,470,248
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,470,248
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION 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$283,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$474,455
Total income from all sources (including contributions)2016-12-31$7,329,036
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,505,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,282,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,890,262
Value of total assets at end of year2016-12-31$60,696,305
Value of total assets at beginning of year2016-12-31$56,063,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$222,784
Total interest from all sources2016-12-31$654
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,462,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,462,907
Administrative expenses professional fees incurred2016-12-31$21,442
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,890,262
Amount contributed by the employer to the plan for this plan year2016-12-31$2,890,262
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$64,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$51,750
Other income not declared elsewhere2016-12-31$2,188
Administrative expenses (other) incurred2016-12-31$105,190
Liabilities. Value of operating payables at end of year2016-12-31$14,710
Liabilities. Value of operating payables at beginning of year2016-12-31$19,958
Total non interest bearing cash at end of year2016-12-31$152,377
Total non interest bearing cash at beginning of year2016-12-31$312,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,823,583
Value of net assets at end of year (total assets less liabilities)2016-12-31$60,413,038
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$55,589,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$57,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$57,567,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$51,706,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,789,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,866,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,866,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,973,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,890,262
Employer contributions (assets) at end of year2016-12-31$111,728
Employer contributions (assets) at beginning of year2016-12-31$118,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,282,669
Contract administrator fees2016-12-31$38,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$268,557
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$454,497
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$10,859
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$8,885
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$11,883,752
Aggregate carrying amount (costs) on sale of assets2016-12-31$11,883,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION 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$474,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$313,998
Total income from all sources (including contributions)2015-12-31$2,310,765
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,456,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,209,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,750,685
Value of total assets at end of year2015-12-31$56,063,910
Value of total assets at beginning of year2015-12-31$56,049,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$246,376
Total interest from all sources2015-12-31$821
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,228,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,228,177
Administrative expenses professional fees incurred2015-12-31$21,976
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,750,685
Amount contributed by the employer to the plan for this plan year2015-12-31$2,750,685
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$51,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$53,417
Other income not declared elsewhere2015-12-31$580
Administrative expenses (other) incurred2015-12-31$128,908
Liabilities. Value of operating payables at end of year2015-12-31$19,958
Liabilities. Value of operating payables at beginning of year2015-12-31$16,155
Total non interest bearing cash at end of year2015-12-31$312,280
Total non interest bearing cash at beginning of year2015-12-31$154,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-145,553
Value of net assets at end of year (total assets less liabilities)2015-12-31$55,589,455
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,735,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$55,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$51,706,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$50,296,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,866,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,420,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,420,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,669,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,750,685
Employer contributions (assets) at end of year2015-12-31$118,742
Employer contributions (assets) at beginning of year2015-12-31$105,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,209,942
Contract administrator fees2015-12-31$39,528
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$454,497
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$297,843
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$8,885
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$17,140
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$12,421,732
Aggregate carrying amount (costs) on sale of assets2015-12-31$12,421,732
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$313,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,166,534
Total income from all sources (including contributions)2014-12-31$4,989,729
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,822,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,605,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,607,793
Value of total assets at end of year2014-12-31$56,049,006
Value of total assets at beginning of year2014-12-31$53,734,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$216,484
Total interest from all sources2014-12-31$2,583
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,042,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,042,142
Administrative expenses professional fees incurred2014-12-31$19,487
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,568,707
Amount contributed by the employer to the plan for this plan year2014-12-31$2,568,707
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$53,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$35,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$885,512
Other income not declared elsewhere2014-12-31$1,001
Administrative expenses (other) incurred2014-12-31$103,343
Liabilities. Value of operating payables at end of year2014-12-31$16,155
Liabilities. Value of operating payables at beginning of year2014-12-31$5,303
Total non interest bearing cash at end of year2014-12-31$154,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,167,376
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,735,008
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,567,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$54,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$50,296,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,286,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,420,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,256,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,256,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,336,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,568,707
Employer contributions (assets) at end of year2014-12-31$105,879
Employer contributions (assets) at beginning of year2014-12-31$133,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,605,869
Contract administrator fees2014-12-31$39,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$297,843
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$275,719
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$17,140
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$21,417
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,740,581
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,740,581
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,166,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,182
Total income from all sources (including contributions)2013-12-31$9,001,989
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,756,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,550,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,613,001
Value of total assets at end of year2013-12-31$53,734,166
Value of total assets at beginning of year2013-12-31$45,325,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$206,375
Total interest from all sources2013-12-31$102,957
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$532,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$532,124
Administrative expenses professional fees incurred2013-12-31$23,856
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,613,001
Amount contributed by the employer to the plan for this plan year2013-12-31$2,613,001
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,082,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$35,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$177,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$885,512
Other income not declared elsewhere2013-12-31$37,233
Administrative expenses (other) incurred2013-12-31$112,854
Liabilities. Value of operating payables at end of year2013-12-31$5,303
Liabilities. Value of operating payables at beginning of year2013-12-31$3,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,245,583
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,567,632
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,322,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$37,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,286,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,844,569
Interest earned on other investments2013-12-31$99,984
Value of interest in common/collective trusts at beginning of year2013-12-31$997,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,256,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$59,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$59,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,570,253
Net investment gain or loss from common/collective trusts2013-12-31$146,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,613,001
Employer contributions (assets) at end of year2013-12-31$133,084
Employer contributions (assets) at beginning of year2013-12-31$137,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,550,031
Contract administrator fees2013-12-31$32,271
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at end of year2013-12-31$275,719
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$21,417
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$25,289
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$93,799,657
Aggregate carrying amount (costs) on sale of assets2013-12-31$93,799,657
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,063
Total income from all sources (including contributions)2012-12-31$7,621,607
Total of all expenses incurred2012-12-31$1,694,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,521,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,620,168
Value of total assets at end of year2012-12-31$45,325,231
Value of total assets at beginning of year2012-12-31$39,410,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$173,235
Total interest from all sources2012-12-31$89,774
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,100,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,100,836
Administrative expenses professional fees incurred2012-12-31$24,469
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,620,168
Amount contributed by the employer to the plan for this plan year2012-12-31$2,620,168
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,082,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$177,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,332
Other income not declared elsewhere2012-12-31$103,044
Administrative expenses (other) incurred2012-12-31$115,848
Liabilities. Value of operating payables at end of year2012-12-31$3,182
Liabilities. Value of operating payables at beginning of year2012-12-31$15,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,927,109
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,322,049
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,394,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$32,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,844,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,145,268
Interest earned on other investments2012-12-31$89,737
Value of interest in common/collective trusts at end of year2012-12-31$997,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$59,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$80,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$80,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,574,587
Net investment gain or loss from common/collective trusts2012-12-31$133,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,620,168
Employer contributions (assets) at end of year2012-12-31$137,470
Employer contributions (assets) at beginning of year2012-12-31$144,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,521,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$25,289
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$30,833
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,594
Total income from all sources (including contributions)2011-12-31$2,017,351
Total of all expenses incurred2011-12-31$1,609,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,400,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,727,457
Value of total assets at end of year2011-12-31$39,410,003
Value of total assets at beginning of year2011-12-31$39,002,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$209,154
Total interest from all sources2011-12-31$142
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,634,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,634,986
Administrative expenses professional fees incurred2011-12-31$25,447
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,726,923
Amount contributed by the employer to the plan for this plan year2011-12-31$2,726,923
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$534
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$18,556
Other income not declared elsewhere2011-12-31$67,259
Administrative expenses (other) incurred2011-12-31$144,698
Liabilities. Value of operating payables at end of year2011-12-31$15,063
Liabilities. Value of operating payables at beginning of year2011-12-31$14,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$407,493
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,394,940
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,987,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$39,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$39,145,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,698,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$80,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$116,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$116,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,412,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,726,923
Employer contributions (assets) at end of year2011-12-31$144,088
Employer contributions (assets) at beginning of year2011-12-31$146,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,400,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$30,833
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$22,724
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$59,366
Total income from all sources (including contributions)2010-12-31$6,775,094
Total of all expenses incurred2010-12-31$1,260,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,067,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,733,222
Value of total assets at end of year2010-12-31$39,002,041
Value of total assets at beginning of year2010-12-31$33,531,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$193,083
Total interest from all sources2010-12-31$351
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$673,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$673,793
Administrative expenses professional fees incurred2010-12-31$25,846
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,612,623
Amount contributed by the employer to the plan for this plan year2010-12-31$2,612,623
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$120,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$18,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,954
Other income not declared elsewhere2010-12-31$64,604
Administrative expenses (other) incurred2010-12-31$133,233
Liabilities. Value of operating payables at end of year2010-12-31$14,594
Liabilities. Value of operating payables at beginning of year2010-12-31$59,366
Total non interest bearing cash at beginning of year2010-12-31$198,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,514,922
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,987,447
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,472,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$34,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,698,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,190,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$116,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,303,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,612,623
Employer contributions (assets) at end of year2010-12-31$146,382
Employer contributions (assets) at beginning of year2010-12-31$121,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,067,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$22,724
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$6,250
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599
2009 : SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,729,235
Amount contributed by the employer to the plan for this plan year2009-12-31$2,729,235

Form 5500 Responses for SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN

2022: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL UNION NO 20 DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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