TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND
401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND
Measure | Date | Value |
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2023: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2023 401k membership |
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Current value of assets | 2023-02-28 | 134,620,085 |
Acturial value of assets for funding standard account | 2023-02-28 | 128,026,748 |
Accrued liability for plan using immediate gains methods | 2023-02-28 | 143,422,650 |
Accrued liability under unit credit cost method | 2023-02-28 | 143,422,650 |
RPA 94 current liability | 2023-02-28 | 326,638,046 |
Expected increase in current liability due to benefits accruing during the plan year | 2023-02-28 | 12,403,863 |
Expected release from RPA 94 current liability for plan year | 2023-02-28 | 9,446,125 |
Expected plan disbursements for the plan year | 2023-02-28 | 9,446,125 |
Current value of assets | 2023-02-28 | 134,620,085 |
Number of retired participants and beneficiaries receiving payment | 2023-02-28 | 374 |
Current liability for retired participants and beneficiaries receiving payment | 2023-02-28 | 149,015,895 |
Number of terminated vested participants | 2023-02-28 | 123 |
Current liability for terminated vested participants | 2023-02-28 | 24,518,323 |
Current liability for active participants non vested benefits | 2023-02-28 | 4,940,574 |
Current liability for active participants vested benefits | 2023-02-28 | 148,163,254 |
Total number of active articipats | 2023-02-28 | 443 |
Current liability for active participants | 2023-02-28 | 153,103,828 |
Total participant count with liabilities | 2023-02-28 | 940 |
Total current liabilitoes for participants with libailities | 2023-02-28 | 326,638,046 |
Total employer contributions in plan year | 2023-02-28 | 8,190,999 |
Prior year funding deficiency | 2023-02-28 | 0 |
Employer’s normal cost for plan year as of valuation date | 2023-02-28 | 3,662,585 |
Prior year credit balance | 2023-02-28 | 7,051,467 |
Amortization credits as of valuation date | 2023-02-28 | 869,710 |
2022: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2022 401k membership |
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Total participants, beginning-of-year | 2022-03-01 | 940 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 476 |
Number of retired or separated participants receiving benefits | 2022-03-01 | 318 |
Number of other retired or separated participants entitled to future benefits | 2022-03-01 | 123 |
Total of all active and inactive participants | 2022-03-01 | 917 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-03-01 | 74 |
Total participants | 2022-03-01 | 991 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-03-01 | 12 |
Number of employers contributing to the scheme | 2022-03-01 | 45 |
Current value of assets | 2022-02-28 | 127,272,383 |
Acturial value of assets for funding standard account | 2022-02-28 | 118,380,765 |
Accrued liability for plan using immediate gains methods | 2022-02-28 | 138,501,110 |
Accrued liability under unit credit cost method | 2022-02-28 | 138,501,110 |
RPA 94 current liability | 2022-02-28 | 298,308,326 |
Expected increase in current liability due to benefits accruing during the plan year | 2022-02-28 | 9,447,531 |
Expected release from RPA 94 current liability for plan year | 2022-02-28 | 8,803,164 |
Expected plan disbursements for the plan year | 2022-02-28 | 8,803,164 |
Current value of assets | 2022-02-28 | 127,272,383 |
Number of retired participants and beneficiaries receiving payment | 2022-02-28 | 363 |
Current liability for retired participants and beneficiaries receiving payment | 2022-02-28 | 132,985,984 |
Number of terminated vested participants | 2022-02-28 | 120 |
Current liability for terminated vested participants | 2022-02-28 | 22,266,137 |
Current liability for active participants non vested benefits | 2022-02-28 | 3,727,576 |
Current liability for active participants vested benefits | 2022-02-28 | 139,328,629 |
Total number of active articipats | 2022-02-28 | 435 |
Current liability for active participants | 2022-02-28 | 143,056,205 |
Total participant count with liabilities | 2022-02-28 | 918 |
Total current liabilitoes for participants with libailities | 2022-02-28 | 298,308,326 |
Total employer contributions in plan year | 2022-02-28 | 7,904,406 |
Total employee contributions in plan year | 2022-02-28 | 0 |
Prior year funding deficiency | 2022-02-28 | 0 |
Employer’s normal cost for plan year as of valuation date | 2022-02-28 | 3,367,735 |
Prior year credit balance | 2022-02-28 | 6,450,527 |
Amortization credits as of valuation date | 2022-02-28 | 700,656 |
2021: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2021 401k membership |
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Total participants, beginning-of-year | 2021-03-01 | 918 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 443 |
Number of retired or separated participants receiving benefits | 2021-03-01 | 296 |
Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 123 |
Total of all active and inactive participants | 2021-03-01 | 862 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-03-01 | 78 |
Total participants | 2021-03-01 | 940 |
Number of employers contributing to the scheme | 2021-03-01 | 41 |
Current value of assets | 2021-02-28 | 107,471,211 |
Acturial value of assets for funding standard account | 2021-02-28 | 108,463,784 |
Accrued liability for plan using immediate gains methods | 2021-02-28 | 133,945,094 |
Accrued liability under unit credit cost method | 2021-02-28 | 133,945,094 |
RPA 94 current liability | 2021-02-28 | 266,402,213 |
Expected increase in current liability due to benefits accruing during the plan year | 2021-02-28 | 8,698,545 |
Expected release from RPA 94 current liability for plan year | 2021-02-28 | 8,360,048 |
Expected plan disbursements for the plan year | 2021-02-28 | 8,360,048 |
Current value of assets | 2021-02-28 | 107,471,211 |
Number of retired participants and beneficiaries receiving payment | 2021-02-28 | 367 |
Current liability for retired participants and beneficiaries receiving payment | 2021-02-28 | 122,373,960 |
Number of terminated vested participants | 2021-02-28 | 112 |
Current liability for terminated vested participants | 2021-02-28 | 17,910,077 |
Current liability for active participants non vested benefits | 2021-02-28 | 3,659,201 |
Current liability for active participants vested benefits | 2021-02-28 | 122,458,975 |
Total number of active articipats | 2021-02-28 | 467 |
Current liability for active participants | 2021-02-28 | 126,118,176 |
Total participant count with liabilities | 2021-02-28 | 946 |
Total current liabilitoes for participants with libailities | 2021-02-28 | 266,402,213 |
Total employer contributions in plan year | 2021-02-28 | 7,186,474 |
Total employee contributions in plan year | 2021-02-28 | 0 |
Prior year funding deficiency | 2021-02-28 | 0 |
Employer’s normal cost for plan year as of valuation date | 2021-02-28 | 3,168,081 |
Prior year credit balance | 2021-02-28 | 6,718,504 |
Amortization credits as of valuation date | 2021-02-28 | 359,089 |
2020: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2020 401k membership |
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Total participants, beginning-of-year | 2020-03-01 | 946 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 435 |
Number of retired or separated participants receiving benefits | 2020-03-01 | 288 |
Number of other retired or separated participants entitled to future benefits | 2020-03-01 | 120 |
Total of all active and inactive participants | 2020-03-01 | 843 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-03-01 | 75 |
Total participants | 2020-03-01 | 918 |
Number of employers contributing to the scheme | 2020-03-01 | 44 |
Current value of assets | 2020-02-29 | 100,801,874 |
Acturial value of assets for funding standard account | 2020-02-29 | 102,490,079 |
Accrued liability for plan using immediate gains methods | 2020-02-29 | 128,113,909 |
Accrued liability under unit credit cost method | 2020-02-29 | 128,113,909 |
RPA 94 current liability | 2020-02-29 | 248,657,972 |
Expected increase in current liability due to benefits accruing during the plan year | 2020-02-29 | 8,653,629 |
Expected release from RPA 94 current liability for plan year | 2020-02-29 | 7,773,791 |
Expected plan disbursements for the plan year | 2020-02-29 | 7,773,791 |
Current value of assets | 2020-02-29 | 100,801,874 |
Number of retired participants and beneficiaries receiving payment | 2020-02-29 | 365 |
Current liability for retired participants and beneficiaries receiving payment | 2020-02-29 | 110,844,082 |
Number of terminated vested participants | 2020-02-29 | 114 |
Current liability for terminated vested participants | 2020-02-29 | 16,315,920 |
Current liability for active participants non vested benefits | 2020-02-29 | 3,348,424 |
Current liability for active participants vested benefits | 2020-02-29 | 118,149,546 |
Total number of active articipats | 2020-02-29 | 451 |
Current liability for active participants | 2020-02-29 | 121,497,970 |
Total participant count with liabilities | 2020-02-29 | 930 |
Total current liabilitoes for participants with libailities | 2020-02-29 | 248,657,972 |
Total employer contributions in plan year | 2020-02-29 | 7,578,799 |
Total employee contributions in plan year | 2020-02-29 | 0 |
Prior year funding deficiency | 2020-02-29 | 0 |
Employer’s normal cost for plan year as of valuation date | 2020-02-29 | 3,424,875 |
Prior year credit balance | 2020-02-29 | 6,353,439 |
Amortization credits as of valuation date | 2020-02-29 | 617,912 |
2019: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2019 401k membership |
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Total participants, beginning-of-year | 2019-03-01 | 963 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 467 |
Number of retired or separated participants receiving benefits | 2019-03-01 | 293 |
Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 112 |
Total of all active and inactive participants | 2019-03-01 | 872 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-03-01 | 74 |
Total participants | 2019-03-01 | 946 |
Number of employers contributing to the scheme | 2019-03-01 | 50 |
Current value of assets | 2019-02-28 | 97,943,433 |
Acturial value of assets for funding standard account | 2019-02-28 | 96,333,062 |
Accrued liability for plan using immediate gains methods | 2019-02-28 | 120,490,825 |
Accrued liability under unit credit cost method | 2019-02-28 | 120,490,825 |
RPA 94 current liability | 2019-02-28 | 234,100,983 |
Expected increase in current liability due to benefits accruing during the plan year | 2019-02-28 | 8,315,680 |
Expected release from RPA 94 current liability for plan year | 2019-02-28 | 6,987,658 |
Expected plan disbursements for the plan year | 2019-02-28 | 6,987,658 |
Current value of assets | 2019-02-28 | 97,943,433 |
Number of retired participants and beneficiaries receiving payment | 2019-02-28 | 347 |
Current liability for retired participants and beneficiaries receiving payment | 2019-02-28 | 96,722,750 |
Number of terminated vested participants | 2019-02-28 | 110 |
Current liability for terminated vested participants | 2019-02-28 | 14,824,587 |
Current liability for active participants non vested benefits | 2019-02-28 | 3,891,424 |
Current liability for active participants vested benefits | 2019-02-28 | 118,662,222 |
Total number of active articipats | 2019-02-28 | 458 |
Current liability for active participants | 2019-02-28 | 122,553,646 |
Total participant count with liabilities | 2019-02-28 | 915 |
Total current liabilitoes for participants with libailities | 2019-02-28 | 234,100,983 |
Total employer contributions in plan year | 2019-02-28 | 7,262,851 |
Total employee contributions in plan year | 2019-02-28 | 0 |
Prior year funding deficiency | 2019-02-28 | 0 |
Employer’s normal cost for plan year as of valuation date | 2019-02-28 | 3,414,485 |
Prior year credit balance | 2019-02-28 | 5,924,852 |
Amortization credits as of valuation date | 2019-02-28 | 617,914 |
2018: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2018 401k membership |
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Total participants, beginning-of-year | 2018-03-01 | 933 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 493 |
Number of retired or separated participants receiving benefits | 2018-03-01 | 293 |
Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 121 |
Total of all active and inactive participants | 2018-03-01 | 907 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-03-01 | 56 |
Total participants | 2018-03-01 | 963 |
Number of employers contributing to the scheme | 2018-03-01 | 46 |
Current value of assets | 2018-02-28 | 87,913,576 |
Acturial value of assets for funding standard account | 2018-02-28 | 88,240,452 |
Accrued liability for plan using immediate gains methods | 2018-02-28 | 114,999,040 |
Accrued liability under unit credit cost method | 2018-02-28 | 114,999,040 |
RPA 94 current liability | 2018-02-28 | 222,472,685 |
Expected increase in current liability due to benefits accruing during the plan year | 2018-02-28 | 8,071,698 |
Expected release from RPA 94 current liability for plan year | 2018-02-28 | 6,355,514 |
Expected plan disbursements for the plan year | 2018-02-28 | 6,355,514 |
Current value of assets | 2018-02-28 | 87,913,576 |
Number of retired participants and beneficiaries receiving payment | 2018-02-28 | 334 |
Current liability for retired participants and beneficiaries receiving payment | 2018-02-28 | 87,064,065 |
Number of terminated vested participants | 2018-02-28 | 118 |
Current liability for terminated vested participants | 2018-02-28 | 16,849,934 |
Current liability for active participants non vested benefits | 2018-02-28 | 2,076,464 |
Current liability for active participants vested benefits | 2018-02-28 | 116,482,222 |
Total number of active articipats | 2018-02-28 | 448 |
Current liability for active participants | 2018-02-28 | 118,558,686 |
Total participant count with liabilities | 2018-02-28 | 900 |
Total current liabilitoes for participants with libailities | 2018-02-28 | 222,472,685 |
Total employer contributions in plan year | 2018-02-28 | 7,583,527 |
Total employee contributions in plan year | 2018-02-28 | 0 |
Prior year funding deficiency | 2018-02-28 | 0 |
Employer’s normal cost for plan year as of valuation date | 2018-02-28 | 3,220,102 |
Prior year credit balance | 2018-02-28 | 5,040,930 |
Amortization credits as of valuation date | 2018-02-28 | 607,365 |
2017: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2017 401k membership |
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Total participants, beginning-of-year | 2017-03-01 | 913 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 477 |
Number of retired or separated participants receiving benefits | 2017-03-01 | 286 |
Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 114 |
Total of all active and inactive participants | 2017-03-01 | 877 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-03-01 | 56 |
Total participants | 2017-03-01 | 933 |
Number of employers contributing to the scheme | 2017-03-01 | 43 |
Current value of assets | 2017-02-28 | 76,455,795 |
Acturial value of assets for funding standard account | 2017-02-28 | 81,307,941 |
Accrued liability for plan using immediate gains methods | 2017-02-28 | 109,640,203 |
Accrued liability under unit credit cost method | 2017-02-28 | 109,640,203 |
RPA 94 current liability | 2017-02-28 | 206,007,967 |
Expected increase in current liability due to benefits accruing during the plan year | 2017-02-28 | 6,995,119 |
Expected release from RPA 94 current liability for plan year | 2017-02-28 | 6,152,776 |
Expected plan disbursements for the plan year | 2017-02-28 | 6,152,776 |
Current value of assets | 2017-02-28 | 76,455,795 |
Number of retired participants and beneficiaries receiving payment | 2017-02-28 | 332 |
Current liability for retired participants and beneficiaries receiving payment | 2017-02-28 | 84,125,170 |
Number of terminated vested participants | 2017-02-28 | 120 |
Current liability for terminated vested participants | 2017-02-28 | 17,528,527 |
Current liability for active participants non vested benefits | 2017-02-28 | 1,734,560 |
Current liability for active participants vested benefits | 2017-02-28 | 102,619,710 |
Total number of active articipats | 2017-02-28 | 420 |
Current liability for active participants | 2017-02-28 | 104,354,270 |
Total participant count with liabilities | 2017-02-28 | 872 |
Total current liabilitoes for participants with libailities | 2017-02-28 | 206,007,967 |
Total employer contributions in plan year | 2017-02-28 | 6,701,589 |
Total employee contributions in plan year | 2017-02-28 | 0 |
Prior year funding deficiency | 2017-02-28 | 0 |
Employer’s normal cost for plan year as of valuation date | 2017-02-28 | 2,949,264 |
Prior year credit balance | 2017-02-28 | 3,304,822 |
Amortization credits as of valuation date | 2017-02-28 | 2,148,790 |
2016: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2016 401k membership |
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Total participants, beginning-of-year | 2016-03-01 | 963 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 462 |
Number of retired or separated participants receiving benefits | 2016-03-01 | 267 |
Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 124 |
Total of all active and inactive participants | 2016-03-01 | 853 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-03-01 | 60 |
Total participants | 2016-03-01 | 913 |
Number of employers contributing to the scheme | 2016-03-01 | 45 |
Current value of assets | 2016-02-29 | 79,374,987 |
Acturial value of assets for funding standard account | 2016-02-29 | 76,774,798 |
Accrued liability for plan using immediate gains methods | 2016-02-29 | 103,945,330 |
Accrued liability under unit credit cost method | 2016-02-29 | 103,945,330 |
RPA 94 current liability | 2016-02-29 | 190,914,790 |
Expected increase in current liability due to benefits accruing during the plan year | 2016-02-29 | 6,468,370 |
Expected release from RPA 94 current liability for plan year | 2016-02-29 | 5,704,951 |
Expected plan disbursements for the plan year | 2016-02-29 | 5,704,951 |
Current value of assets | 2016-02-29 | 79,374,987 |
Number of retired participants and beneficiaries receiving payment | 2016-02-29 | 314 |
Current liability for retired participants and beneficiaries receiving payment | 2016-02-29 | 76,452,417 |
Number of terminated vested participants | 2016-02-29 | 132 |
Current liability for terminated vested participants | 2016-02-29 | 17,698,672 |
Current liability for active participants non vested benefits | 2016-02-29 | 928,729 |
Current liability for active participants vested benefits | 2016-02-29 | 95,834,972 |
Total number of active articipats | 2016-02-29 | 433 |
Current liability for active participants | 2016-02-29 | 96,763,701 |
Total participant count with liabilities | 2016-02-29 | 879 |
Total current liabilitoes for participants with libailities | 2016-02-29 | 190,914,790 |
Total employer contributions in plan year | 2016-02-29 | 5,763,792 |
Total employee contributions in plan year | 2016-02-29 | 0 |
Prior year funding deficiency | 2016-02-29 | 0 |
Employer’s normal cost for plan year as of valuation date | 2016-02-29 | 2,660,975 |
Prior year credit balance | 2016-02-29 | 2,068,769 |
Amortization credits as of valuation date | 2016-02-29 | 2,148,792 |
2015: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2015 401k membership |
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Total participants, beginning-of-year | 2015-03-01 | 868 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 508 |
Number of retired or separated participants receiving benefits | 2015-03-01 | 266 |
Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 128 |
Total of all active and inactive participants | 2015-03-01 | 902 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-03-01 | 61 |
Total participants | 2015-03-01 | 963 |
Number of employers contributing to the scheme | 2015-03-01 | 48 |
Current value of assets | 2015-02-28 | 74,086,108 |
Acturial value of assets for funding standard account | 2015-02-28 | 70,921,219 |
Accrued liability for plan using immediate gains methods | 2015-02-28 | 99,684,170 |
Accrued liability under unit credit cost method | 2015-02-28 | 99,684,170 |
RPA 94 current liability | 2015-02-28 | 179,369,955 |
Expected increase in current liability due to benefits accruing during the plan year | 2015-02-28 | 6,191,344 |
Expected release from RPA 94 current liability for plan year | 2015-02-28 | 5,042,473 |
Expected plan disbursements for the plan year | 2015-02-28 | 5,042,473 |
Current value of assets | 2015-02-28 | 74,086,108 |
Number of retired participants and beneficiaries receiving payment | 2015-02-28 | 313 |
Current liability for retired participants and beneficiaries receiving payment | 2015-02-28 | 71,101,011 |
Number of terminated vested participants | 2015-02-28 | 128 |
Current liability for terminated vested participants | 2015-02-28 | 16,481,986 |
Current liability for active participants non vested benefits | 2015-02-28 | 214,536 |
Current liability for active participants vested benefits | 2015-02-28 | 91,572,422 |
Total number of active articipats | 2015-02-28 | 414 |
Current liability for active participants | 2015-02-28 | 91,786,958 |
Total participant count with liabilities | 2015-02-28 | 855 |
Total current liabilitoes for participants with libailities | 2015-02-28 | 179,369,955 |
Total employer contributions in plan year | 2015-02-28 | 4,658,969 |
Total employee contributions in plan year | 2015-02-28 | 0 |
Prior year funding deficiency | 2015-02-28 | 0 |
Employer’s normal cost for plan year as of valuation date | 2015-02-28 | 2,865,666 |
Prior year credit balance | 2015-02-28 | 2,378,188 |
Amortization credits as of valuation date | 2015-02-28 | 1,941,102 |
2014: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2014 401k membership |
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Total participants, beginning-of-year | 2014-03-01 | 868 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 434 |
Number of retired or separated participants receiving benefits | 2014-03-01 | 243 |
Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 136 |
Total of all active and inactive participants | 2014-03-01 | 813 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-03-01 | 55 |
Total participants | 2014-03-01 | 868 |
Number of employers contributing to the scheme | 2014-03-01 | 46 |
Current value of assets | 2014-02-28 | 66,505,496 |
Acturial value of assets for funding standard account | 2014-02-28 | 65,516,470 |
Accrued liability for plan using immediate gains methods | 2014-02-28 | 94,301,711 |
Accrued liability under unit credit cost method | 2014-02-28 | 94,301,711 |
RPA 94 current liability | 2014-02-28 | 168,242,897 |
Expected increase in current liability due to benefits accruing during the plan year | 2014-02-28 | 5,973,591 |
Expected release from RPA 94 current liability for plan year | 2014-02-28 | 4,613,040 |
Expected plan disbursements for the plan year | 2014-02-28 | 4,613,040 |
Current value of assets | 2014-02-28 | 66,505,496 |
Number of retired participants and beneficiaries receiving payment | 2014-02-28 | 302 |
Current liability for retired participants and beneficiaries receiving payment | 2014-02-28 | 64,591,969 |
Number of terminated vested participants | 2014-02-28 | 123 |
Current liability for terminated vested participants | 2014-02-28 | 14,317,155 |
Current liability for active participants non vested benefits | 2014-02-28 | 186,932 |
Current liability for active participants vested benefits | 2014-02-28 | 89,146,841 |
Total number of active articipats | 2014-02-28 | 411 |
Current liability for active participants | 2014-02-28 | 89,333,773 |
Total participant count with liabilities | 2014-02-28 | 836 |
Total current liabilitoes for participants with libailities | 2014-02-28 | 168,242,897 |
Total employer contributions in plan year | 2014-02-28 | 4,254,743 |
Total employee contributions in plan year | 2014-02-28 | 0 |
Prior year funding deficiency | 2014-02-28 | 0 |
Employer’s normal cost for plan year as of valuation date | 2014-02-28 | 2,803,676 |
Prior year credit balance | 2014-02-28 | 1,865,876 |
Amortization credits as of valuation date | 2014-02-28 | 3,115,269 |
2013: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2013 401k membership |
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Total participants, beginning-of-year | 2013-03-01 | 848 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 414 |
Number of retired or separated participants receiving benefits | 2013-03-01 | 255 |
Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 136 |
Total of all active and inactive participants | 2013-03-01 | 805 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 63 |
Total participants | 2013-03-01 | 868 |
Number of employers contributing to the scheme | 2013-03-01 | 40 |
2012: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2012 401k membership |
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Total participants, beginning-of-year | 2012-03-01 | 839 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 411 |
Number of retired or separated participants receiving benefits | 2012-03-01 | 241 |
Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 131 |
Total of all active and inactive participants | 2012-03-01 | 783 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 65 |
Total participants | 2012-03-01 | 848 |
Number of employers contributing to the scheme | 2012-03-01 | 37 |
2011: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2011 401k membership |
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Total participants, beginning-of-year | 2011-03-01 | 822 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 411 |
Number of retired or separated participants receiving benefits | 2011-03-01 | 232 |
Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 124 |
Total of all active and inactive participants | 2011-03-01 | 767 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 72 |
Total participants | 2011-03-01 | 839 |
Number of employers contributing to the scheme | 2011-03-01 | 44 |
2010: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2010 401k membership |
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Total participants, beginning-of-year | 2010-03-01 | 830 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 422 |
Number of retired or separated participants receiving benefits | 2010-03-01 | 226 |
Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 103 |
Total of all active and inactive participants | 2010-03-01 | 751 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-03-01 | 71 |
Total participants | 2010-03-01 | 822 |
Number of employers contributing to the scheme | 2010-03-01 | 44 |
2009: PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-03-01 | 851 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 458 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 209 |
Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 95 |
Total of all active and inactive participants | 2009-03-01 | 762 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 68 |
Total participants | 2009-03-01 | 830 |
Number of employers contributing to the scheme | 2009-03-01 | 61 |
Measure | Date | Value |
---|
2023 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2023 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-02-28 | $-19,962 |
Total unrealized appreciation/depreciation of assets | 2023-02-28 | $-19,962 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-02-28 | $102,799 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-02-28 | $215,673 |
Total income from all sources (including contributions) | 2023-02-28 | $-1,107,880 |
Total loss/gain on sale of assets | 2023-02-28 | $0 |
Total of all expenses incurred | 2023-02-28 | $10,118,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-02-28 | $9,595,852 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-02-28 | $8,190,999 |
Value of total assets at end of year | 2023-02-28 | $123,496,165 |
Value of total assets at beginning of year | 2023-02-28 | $134,835,758 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-02-28 | $522,987 |
Total interest from all sources | 2023-02-28 | $4,208 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-02-28 | $1,458,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-02-28 | $1,458,316 |
Assets. Real estate other than employer real property at end of year | 2023-02-28 | $3,380,038 |
Administrative expenses professional fees incurred | 2023-02-28 | $85,644 |
Was this plan covered by a fidelity bond | 2023-02-28 | Yes |
Value of fidelity bond cover | 2023-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-02-28 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-02-28 | $4,024 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-02-28 | $4,325 |
Other income not declared elsewhere | 2023-02-28 | $2,721 |
Administrative expenses (other) incurred | 2023-02-28 | $86,607 |
Liabilities. Value of operating payables at end of year | 2023-02-28 | $102,799 |
Liabilities. Value of operating payables at beginning of year | 2023-02-28 | $215,673 |
Total non interest bearing cash at end of year | 2023-02-28 | $1,314,613 |
Total non interest bearing cash at beginning of year | 2023-02-28 | $1,301,978 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-28 | No |
Value of net income/loss | 2023-02-28 | $-11,226,719 |
Value of net assets at end of year (total assets less liabilities) | 2023-02-28 | $123,393,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-02-28 | $134,620,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-02-28 | No |
Assets. partnership/joint venture interests at end of year | 2023-02-28 | $7,328,775 |
Assets. partnership/joint venture interests at beginning of year | 2023-02-28 | $4,126,667 |
Investment advisory and management fees | 2023-02-28 | $310,736 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-02-28 | $86,535,842 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-02-28 | $97,710,242 |
Value of interest in common/collective trusts at end of year | 2023-02-28 | $18,792,795 |
Value of interest in common/collective trusts at beginning of year | 2023-02-28 | $26,108,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-02-28 | $95,755 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-02-28 | $98,464 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-02-28 | $98,464 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-02-28 | $4,208 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-02-28 | $5,313,238 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-02-28 | $4,738,713 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-02-28 | $-9,140,065 |
Net investment gain or loss from common/collective trusts | 2023-02-28 | $-1,652,052 |
Net gain/loss from 103.12 investment entities | 2023-02-28 | $47,955 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-02-28 | No |
Contributions received in cash from employer | 2023-02-28 | $8,190,999 |
Employer contributions (assets) at end of year | 2023-02-28 | $731,085 |
Employer contributions (assets) at beginning of year | 2023-02-28 | $746,788 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-02-28 | $9,595,852 |
Contract administrator fees | 2023-02-28 | $40,000 |
Did the plan have assets held for investment | 2023-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-02-28 | No |
Aggregate proceeds on sale of assets | 2023-02-28 | $21,392,383 |
Aggregate carrying amount (costs) on sale of assets | 2023-02-28 | $21,392,383 |
Opinion of an independent qualified public accountant for this plan | 2023-02-28 | Unqualified |
Accountancy firm name | 2023-02-28 | LEGACY PROFESSIONALS |
Accountancy firm EIN | 2023-02-28 | 320043599 |
2022 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-02-28 | $879,879 |
Total unrealized appreciation/depreciation of assets | 2022-02-28 | $879,879 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $215,673 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $591,606 |
Total income from all sources (including contributions) | 2022-02-28 | $16,830,376 |
Total loss/gain on sale of assets | 2022-02-28 | $5,854 |
Total of all expenses incurred | 2022-02-28 | $9,482,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-02-28 | $8,964,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-02-28 | $7,904,406 |
Value of total assets at end of year | 2022-02-28 | $134,835,758 |
Value of total assets at beginning of year | 2022-02-28 | $127,863,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-02-28 | $517,801 |
Total interest from all sources | 2022-02-28 | $57 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-02-28 | $2,102,999 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-02-28 | $2,102,999 |
Administrative expenses professional fees incurred | 2022-02-28 | $65,148 |
Was this plan covered by a fidelity bond | 2022-02-28 | Yes |
Value of fidelity bond cover | 2022-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-02-28 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-02-28 | $4,325 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-02-28 | $752,683 |
Other income not declared elsewhere | 2022-02-28 | $5,318 |
Administrative expenses (other) incurred | 2022-02-28 | $88,237 |
Liabilities. Value of operating payables at end of year | 2022-02-28 | $215,673 |
Liabilities. Value of operating payables at beginning of year | 2022-02-28 | $591,606 |
Total non interest bearing cash at end of year | 2022-02-28 | $1,301,978 |
Total non interest bearing cash at beginning of year | 2022-02-28 | $1,615,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
Value of net income/loss | 2022-02-28 | $7,347,702 |
Value of net assets at end of year (total assets less liabilities) | 2022-02-28 | $134,620,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-02-28 | $127,272,383 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-02-28 | No |
Assets. partnership/joint venture interests at end of year | 2022-02-28 | $4,126,667 |
Assets. partnership/joint venture interests at beginning of year | 2022-02-28 | $3,456,070 |
Investment advisory and management fees | 2022-02-28 | $324,416 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-02-28 | $97,710,242 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-02-28 | $91,233,844 |
Value of interest in common/collective trusts at end of year | 2022-02-28 | $26,108,581 |
Value of interest in common/collective trusts at beginning of year | 2022-02-28 | $24,667,625 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-02-28 | $98,464 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-02-28 | $1,668,285 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-02-28 | $1,668,285 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-02-28 | $57 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-02-28 | $4,738,713 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-02-28 | $3,553,915 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-02-28 | $4,973,401 |
Net investment gain or loss from common/collective trusts | 2022-02-28 | $838,873 |
Net gain/loss from 103.12 investment entities | 2022-02-28 | $119,589 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-02-28 | No |
Contributions received in cash from employer | 2022-02-28 | $7,904,406 |
Employer contributions (assets) at end of year | 2022-02-28 | $746,788 |
Employer contributions (assets) at beginning of year | 2022-02-28 | $916,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-02-28 | $8,964,873 |
Contract administrator fees | 2022-02-28 | $40,000 |
Did the plan have assets held for investment | 2022-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-02-28 | No |
Aggregate proceeds on sale of assets | 2022-02-28 | $7,548,645 |
Aggregate carrying amount (costs) on sale of assets | 2022-02-28 | $7,542,791 |
Opinion of an independent qualified public accountant for this plan | 2022-02-28 | Unqualified |
Accountancy firm name | 2022-02-28 | LEGACY PROFESSIONALS |
Accountancy firm EIN | 2022-02-28 | 320043599 |
2021 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-02-28 | $97,650 |
Total unrealized appreciation/depreciation of assets | 2021-02-28 | $97,650 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $591,606 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $229,975 |
Total income from all sources (including contributions) | 2021-02-28 | $28,508,497 |
Total loss/gain on sale of assets | 2021-02-28 | $-4,176 |
Total of all expenses incurred | 2021-02-28 | $8,707,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-02-28 | $8,243,795 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-02-28 | $7,186,474 |
Value of total assets at end of year | 2021-02-28 | $127,863,989 |
Value of total assets at beginning of year | 2021-02-28 | $107,701,186 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-02-28 | $463,530 |
Total interest from all sources | 2021-02-28 | $176 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-02-28 | $1,637,859 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-02-28 | $1,637,859 |
Administrative expenses professional fees incurred | 2021-02-28 | $51,951 |
Was this plan covered by a fidelity bond | 2021-02-28 | Yes |
Value of fidelity bond cover | 2021-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-02-28 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-02-28 | $752,683 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-02-28 | $2,255 |
Other income not declared elsewhere | 2021-02-28 | $1,748 |
Administrative expenses (other) incurred | 2021-02-28 | $83,784 |
Liabilities. Value of operating payables at end of year | 2021-02-28 | $591,606 |
Liabilities. Value of operating payables at beginning of year | 2021-02-28 | $229,975 |
Total non interest bearing cash at end of year | 2021-02-28 | $1,615,190 |
Total non interest bearing cash at beginning of year | 2021-02-28 | $1,269,273 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
Value of net income/loss | 2021-02-28 | $19,801,172 |
Value of net assets at end of year (total assets less liabilities) | 2021-02-28 | $127,272,383 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-02-28 | $107,471,211 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-02-28 | No |
Assets. partnership/joint venture interests at end of year | 2021-02-28 | $3,456,070 |
Assets. partnership/joint venture interests at beginning of year | 2021-02-28 | $3,638,668 |
Investment advisory and management fees | 2021-02-28 | $287,795 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-02-28 | $91,233,844 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-02-28 | $74,291,139 |
Interest earned on other investments | 2021-02-28 | $110 |
Value of interest in common/collective trusts at end of year | 2021-02-28 | $24,667,625 |
Value of interest in common/collective trusts at beginning of year | 2021-02-28 | $24,851,890 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-02-28 | $1,668,285 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-02-28 | $22,724 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-02-28 | $22,724 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-02-28 | $66 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-02-28 | $3,553,915 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-02-28 | $2,864,631 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-02-28 | $19,088,310 |
Net investment gain or loss from common/collective trusts | 2021-02-28 | $452,584 |
Net gain/loss from 103.12 investment entities | 2021-02-28 | $47,872 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-02-28 | No |
Contributions received in cash from employer | 2021-02-28 | $7,186,474 |
Employer contributions (assets) at end of year | 2021-02-28 | $916,377 |
Employer contributions (assets) at beginning of year | 2021-02-28 | $760,606 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-02-28 | $8,243,795 |
Contract administrator fees | 2021-02-28 | $40,000 |
Did the plan have assets held for investment | 2021-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-02-28 | No |
Aggregate proceeds on sale of assets | 2021-02-28 | $4,978,720 |
Aggregate carrying amount (costs) on sale of assets | 2021-02-28 | $4,982,896 |
Opinion of an independent qualified public accountant for this plan | 2021-02-28 | Unqualified |
Accountancy firm name | 2021-02-28 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2021-02-28 | 320043599 |
2020 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-02-29 | $234,343 |
Total unrealized appreciation/depreciation of assets | 2020-02-29 | $234,343 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $229,975 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $134,070 |
Total income from all sources (including contributions) | 2020-02-29 | $14,960,058 |
Total loss/gain on sale of assets | 2020-02-29 | $0 |
Total of all expenses incurred | 2020-02-29 | $8,290,721 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $7,796,874 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $7,404,595 |
Value of total assets at end of year | 2020-02-29 | $107,701,186 |
Value of total assets at beginning of year | 2020-02-29 | $100,935,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $493,847 |
Total interest from all sources | 2020-02-29 | $3,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-02-29 | $1,719,247 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-02-29 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-02-29 | $1,719,247 |
Administrative expenses professional fees incurred | 2020-02-29 | $101,451 |
Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
Value of fidelity bond cover | 2020-02-29 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-02-29 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-02-29 | $2,322 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-02-29 | $2,255 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-02-29 | $24,806 |
Other income not declared elsewhere | 2020-02-29 | $174,719 |
Administrative expenses (other) incurred | 2020-02-29 | $77,325 |
Liabilities. Value of operating payables at end of year | 2020-02-29 | $229,975 |
Liabilities. Value of operating payables at beginning of year | 2020-02-29 | $134,070 |
Total non interest bearing cash at end of year | 2020-02-29 | $1,269,273 |
Total non interest bearing cash at beginning of year | 2020-02-29 | $1,247,837 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
Value of net income/loss | 2020-02-29 | $6,669,337 |
Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $107,471,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $100,801,874 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
Assets. partnership/joint venture interests at end of year | 2020-02-29 | $3,638,668 |
Assets. partnership/joint venture interests at beginning of year | 2020-02-29 | $3,441,732 |
Investment advisory and management fees | 2020-02-29 | $271,838 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-02-29 | $74,291,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-02-29 | $74,221,886 |
Interest earned on other investments | 2020-02-29 | $481 |
Value of interest in common/collective trusts at end of year | 2020-02-29 | $24,851,890 |
Value of interest in common/collective trusts at beginning of year | 2020-02-29 | $21,269,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-02-29 | $22,724 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-02-29 | $82,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-02-29 | $82,210 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-02-29 | $3,092 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-02-29 | $2,864,631 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-02-29 | $3,383,998 |
Net investment gain or loss from common/collective trusts | 2020-02-29 | $1,981,916 |
Net gain/loss from 103.12 investment entities | 2020-02-29 | $57,667 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
Contributions received in cash from employer | 2020-02-29 | $7,404,595 |
Employer contributions (assets) at end of year | 2020-02-29 | $760,606 |
Employer contributions (assets) at beginning of year | 2020-02-29 | $647,498 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-02-29 | $7,794,552 |
Contract administrator fees | 2020-02-29 | $43,233 |
Did the plan have assets held for investment | 2020-02-29 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
Aggregate proceeds on sale of assets | 2020-02-29 | $6,115,067 |
Aggregate carrying amount (costs) on sale of assets | 2020-02-29 | $6,115,067 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | No |
Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Unqualified |
Accountancy firm name | 2020-02-29 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2020-02-29 | 320043599 |
2019 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2019 401k financial data |
---|
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-02-28 | 722812 |
2018 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-02-28 | $43,241 |
Total unrealized appreciation/depreciation of assets | 2018-02-28 | $43,241 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $194,796 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $609,511 |
Total income from all sources (including contributions) | 2018-02-28 | $16,927,692 |
Total loss/gain on sale of assets | 2018-02-28 | $0 |
Total of all expenses incurred | 2018-02-28 | $6,897,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-02-28 | $6,512,887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-02-28 | $6,860,715 |
Value of total assets at end of year | 2018-02-28 | $98,138,229 |
Value of total assets at beginning of year | 2018-02-28 | $88,523,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-02-28 | $384,948 |
Total interest from all sources | 2018-02-28 | $4,607 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-02-28 | $1,648,208 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-02-28 | $1,648,208 |
Administrative expenses professional fees incurred | 2018-02-28 | $78,445 |
Was this plan covered by a fidelity bond | 2018-02-28 | Yes |
Value of fidelity bond cover | 2018-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-02-28 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-02-28 | $11,607 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-02-28 | $48,110 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-02-28 | $22,678 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-02-28 | $23,768 |
Other income not declared elsewhere | 2018-02-28 | $738,948 |
Administrative expenses (other) incurred | 2018-02-28 | $51,721 |
Liabilities. Value of operating payables at end of year | 2018-02-28 | $194,796 |
Liabilities. Value of operating payables at beginning of year | 2018-02-28 | $585,743 |
Total non interest bearing cash at end of year | 2018-02-28 | $2,572,743 |
Total non interest bearing cash at beginning of year | 2018-02-28 | $2,071,662 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
Value of net income/loss | 2018-02-28 | $10,029,857 |
Value of net assets at end of year (total assets less liabilities) | 2018-02-28 | $97,943,433 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-02-28 | $87,913,576 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-02-28 | No |
Assets. partnership/joint venture interests at end of year | 2018-02-28 | $3,183,612 |
Assets. partnership/joint venture interests at beginning of year | 2018-02-28 | $0 |
Investment advisory and management fees | 2018-02-28 | $215,182 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-02-28 | $71,814,454 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-02-28 | $63,385,046 |
Value of interest in common/collective trusts at end of year | 2018-02-28 | $19,800,153 |
Value of interest in common/collective trusts at beginning of year | 2018-02-28 | $22,033,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-02-28 | $63,938 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-02-28 | $159,523 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-02-28 | $159,523 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-02-28 | $4,607 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-02-28 | $6,914,355 |
Net investment gain or loss from common/collective trusts | 2018-02-28 | $717,618 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-02-28 | No |
Contributions received in cash from employer | 2018-02-28 | $6,860,715 |
Employer contributions (assets) at end of year | 2018-02-28 | $655,219 |
Employer contributions (assets) at beginning of year | 2018-02-28 | $851,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-02-28 | $6,501,280 |
Contract administrator fees | 2018-02-28 | $39,600 |
Did the plan have assets held for investment | 2018-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-02-28 | No |
Aggregate proceeds on sale of assets | 2018-02-28 | $15,349,334 |
Aggregate carrying amount (costs) on sale of assets | 2018-02-28 | $15,349,334 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2018-02-28 | Unqualified |
Accountancy firm name | 2018-02-28 | LEGACY PROFESSIONALS, LLP |
Accountancy firm EIN | 2018-02-28 | 320043599 |
2017 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $609,511 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $111,199 |
Total income from all sources (including contributions) | 2017-02-28 | $17,781,301 |
Total loss/gain on sale of assets | 2017-02-28 | $0 |
Total of all expenses incurred | 2017-02-28 | $6,323,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-02-28 | $5,960,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-02-28 | $6,701,589 |
Value of total assets at end of year | 2017-02-28 | $88,523,087 |
Value of total assets at beginning of year | 2017-02-28 | $76,566,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-02-28 | $362,771 |
Total interest from all sources | 2017-02-28 | $603 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-02-28 | $1,432,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-02-28 | $1,432,893 |
Administrative expenses professional fees incurred | 2017-02-28 | $49,317 |
Was this plan covered by a fidelity bond | 2017-02-28 | Yes |
Value of fidelity bond cover | 2017-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-02-28 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-02-28 | $11,636 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-02-28 | $22,678 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-02-28 | $2,042 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-02-28 | $23,768 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-02-28 | $14,897 |
Other income not declared elsewhere | 2017-02-28 | $48 |
Administrative expenses (other) incurred | 2017-02-28 | $53,682 |
Liabilities. Value of operating payables at end of year | 2017-02-28 | $585,743 |
Liabilities. Value of operating payables at beginning of year | 2017-02-28 | $96,302 |
Total non interest bearing cash at end of year | 2017-02-28 | $2,071,662 |
Total non interest bearing cash at beginning of year | 2017-02-28 | $1,494,272 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
Value of net income/loss | 2017-02-28 | $11,457,783 |
Value of net assets at end of year (total assets less liabilities) | 2017-02-28 | $87,913,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-02-28 | $76,455,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-02-28 | No |
Investment advisory and management fees | 2017-02-28 | $220,172 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-02-28 | $63,385,046 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-02-28 | $53,452,806 |
Value of interest in common/collective trusts at end of year | 2017-02-28 | $22,033,134 |
Value of interest in common/collective trusts at beginning of year | 2017-02-28 | $21,089,547 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-02-28 | $159,523 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-02-28 | $920 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-02-28 | $920 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-02-28 | $603 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-02-28 | $8,657,332 |
Net investment gain or loss from common/collective trusts | 2017-02-28 | $988,836 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-02-28 | No |
Contributions received in cash from employer | 2017-02-28 | $6,701,589 |
Employer contributions (assets) at end of year | 2017-02-28 | $851,044 |
Employer contributions (assets) at beginning of year | 2017-02-28 | $527,405 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-02-28 | $5,949,111 |
Contract administrator fees | 2017-02-28 | $39,600 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-02-28 | No |
Did the plan have assets held for investment | 2017-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-02-28 | No |
Aggregate proceeds on sale of assets | 2017-02-28 | $5,300,399 |
Aggregate carrying amount (costs) on sale of assets | 2017-02-28 | $5,300,399 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2017-02-28 | Unqualified |
Accountancy firm name | 2017-02-28 | LEGACY PROFESSIONALS, LLP |
Accountancy firm EIN | 2017-02-28 | 320043599 |
2016 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-02-29 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $111,199 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $82,893 |
Total income from all sources (including contributions) | 2016-02-29 | $3,106,917 |
Total loss/gain on sale of assets | 2016-02-29 | $0 |
Total of all expenses incurred | 2016-02-29 | $6,026,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-02-29 | $5,649,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-02-29 | $5,763,792 |
Value of total assets at end of year | 2016-02-29 | $76,566,992 |
Value of total assets at beginning of year | 2016-02-29 | $79,457,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-02-29 | $376,395 |
Total interest from all sources | 2016-02-29 | $67 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-02-29 | $1,658,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-02-29 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-02-29 | $1,658,015 |
Administrative expenses professional fees incurred | 2016-02-29 | $74,025 |
Was this plan covered by a fidelity bond | 2016-02-29 | Yes |
Value of fidelity bond cover | 2016-02-29 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-02-29 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-02-29 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-02-29 | $9,828 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-02-29 | $2,042 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-02-29 | $2,149 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-02-29 | $14,897 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-02-29 | $19,523 |
Other income not declared elsewhere | 2016-02-29 | $27,855 |
Administrative expenses (other) incurred | 2016-02-29 | $49,842 |
Liabilities. Value of operating payables at end of year | 2016-02-29 | $96,302 |
Liabilities. Value of operating payables at beginning of year | 2016-02-29 | $63,370 |
Total non interest bearing cash at end of year | 2016-02-29 | $1,494,272 |
Total non interest bearing cash at beginning of year | 2016-02-29 | $1,165,307 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
Value of net income/loss | 2016-02-29 | $-2,919,194 |
Value of net assets at end of year (total assets less liabilities) | 2016-02-29 | $76,455,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-02-29 | $79,374,987 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-02-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-02-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-02-29 | No |
Investment advisory and management fees | 2016-02-29 | $212,928 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-02-29 | $53,452,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-02-29 | $57,130,631 |
Value of interest in common/collective trusts at end of year | 2016-02-29 | $21,089,547 |
Value of interest in common/collective trusts at beginning of year | 2016-02-29 | $20,201,968 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-02-29 | $920 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-02-29 | $440,437 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-02-29 | $440,437 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-02-29 | $67 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-02-29 | $-5,935,840 |
Net investment gain or loss from common/collective trusts | 2016-02-29 | $1,593,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-02-29 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-02-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-02-29 | No |
Contributions received in cash from employer | 2016-02-29 | $5,763,792 |
Employer contributions (assets) at end of year | 2016-02-29 | $527,405 |
Employer contributions (assets) at beginning of year | 2016-02-29 | $517,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-02-29 | $5,639,888 |
Contract administrator fees | 2016-02-29 | $39,600 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-02-29 | No |
Did the plan have assets held for investment | 2016-02-29 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-02-29 | No |
Aggregate proceeds on sale of assets | 2016-02-29 | $1,440,312 |
Aggregate carrying amount (costs) on sale of assets | 2016-02-29 | $1,440,312 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-02-29 | No |
Opinion of an independent qualified public accountant for this plan | 2016-02-29 | Unqualified |
Accountancy firm name | 2016-02-29 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2016-02-29 | 320043599 |
2015 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-02-28 | $82,893 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-02-28 | $117,940 |
Total income from all sources (including contributions) | 2015-02-28 | $10,930,992 |
Total loss/gain on sale of assets | 2015-02-28 | $0 |
Total of all expenses incurred | 2015-02-28 | $5,642,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-02-28 | $5,285,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-02-28 | $4,658,969 |
Value of total assets at end of year | 2015-02-28 | $79,457,880 |
Value of total assets at beginning of year | 2015-02-28 | $74,204,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-02-28 | $357,026 |
Total interest from all sources | 2015-02-28 | $41 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-02-28 | $1,862,320 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-02-28 | $1,862,320 |
Administrative expenses professional fees incurred | 2015-02-28 | $80,179 |
Was this plan covered by a fidelity bond | 2015-02-28 | Yes |
Value of fidelity bond cover | 2015-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-02-28 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-02-28 | $8,684 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-02-28 | $2,149 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-02-28 | $2,065 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-02-28 | $19,523 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-02-28 | $33,636 |
Other income not declared elsewhere | 2015-02-28 | $39,993 |
Administrative expenses (other) incurred | 2015-02-28 | $42,301 |
Liabilities. Value of operating payables at end of year | 2015-02-28 | $63,370 |
Liabilities. Value of operating payables at beginning of year | 2015-02-28 | $84,304 |
Total non interest bearing cash at end of year | 2015-02-28 | $1,165,307 |
Total non interest bearing cash at beginning of year | 2015-02-28 | $825,469 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
Value of net income/loss | 2015-02-28 | $5,288,879 |
Value of net assets at end of year (total assets less liabilities) | 2015-02-28 | $79,374,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-02-28 | $74,086,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-02-28 | No |
Investment advisory and management fees | 2015-02-28 | $195,288 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-02-28 | $57,130,631 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-02-28 | $63,266,159 |
Value of interest in common/collective trusts at end of year | 2015-02-28 | $20,201,968 |
Value of interest in common/collective trusts at beginning of year | 2015-02-28 | $9,255,644 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-02-28 | $440,437 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-02-28 | $479,919 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-02-28 | $479,919 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-02-28 | $41 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-02-28 | $2,833,947 |
Net investment gain or loss from common/collective trusts | 2015-02-28 | $1,535,722 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-02-28 | No |
Contributions received in cash from employer | 2015-02-28 | $4,658,969 |
Employer contributions (assets) at end of year | 2015-02-28 | $517,388 |
Employer contributions (assets) at beginning of year | 2015-02-28 | $374,792 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-02-28 | $5,276,403 |
Contract administrator fees | 2015-02-28 | $39,258 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-02-28 | No |
Did the plan have assets held for investment | 2015-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-02-28 | No |
Aggregate proceeds on sale of assets | 2015-02-28 | $19,069,262 |
Aggregate carrying amount (costs) on sale of assets | 2015-02-28 | $19,069,262 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2015-02-28 | Unqualified |
Accountancy firm name | 2015-02-28 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2015-02-28 | 320043599 |
2014 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $117,940 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $110,751 |
Total income from all sources (including contributions) | 2014-02-28 | $12,670,445 |
Total loss/gain on sale of assets | 2014-02-28 | $0 |
Total of all expenses incurred | 2014-02-28 | $5,089,833 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-28 | $4,791,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-28 | $4,254,743 |
Value of total assets at end of year | 2014-02-28 | $74,204,048 |
Value of total assets at beginning of year | 2014-02-28 | $66,616,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-02-28 | $298,324 |
Total interest from all sources | 2014-02-28 | $47 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-02-28 | $1,860,241 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-02-28 | $1,860,241 |
Administrative expenses professional fees incurred | 2014-02-28 | $64,528 |
Was this plan covered by a fidelity bond | 2014-02-28 | Yes |
Value of fidelity bond cover | 2014-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-02-28 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-02-28 | $9,288 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-02-28 | $2,065 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-02-28 | $227,519 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-02-28 | $33,636 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-02-28 | $47,924 |
Other income not declared elsewhere | 2014-02-28 | $101,987 |
Administrative expenses (other) incurred | 2014-02-28 | $34,482 |
Liabilities. Value of operating payables at end of year | 2014-02-28 | $84,304 |
Liabilities. Value of operating payables at beginning of year | 2014-02-28 | $62,827 |
Total non interest bearing cash at end of year | 2014-02-28 | $825,469 |
Total non interest bearing cash at beginning of year | 2014-02-28 | $783,928 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
Value of net income/loss | 2014-02-28 | $7,580,612 |
Value of net assets at end of year (total assets less liabilities) | 2014-02-28 | $74,086,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-02-28 | $66,505,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-02-28 | No |
Investment advisory and management fees | 2014-02-28 | $160,305 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-02-28 | $63,266,159 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-02-28 | $56,423,501 |
Value of interest in common/collective trusts at end of year | 2014-02-28 | $9,255,644 |
Value of interest in common/collective trusts at beginning of year | 2014-02-28 | $8,260,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-02-28 | $479,919 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-02-28 | $408,019 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-02-28 | $408,019 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-02-28 | $47 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-02-28 | $5,426,626 |
Net investment gain or loss from common/collective trusts | 2014-02-28 | $1,026,801 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-02-28 | No |
Contributions received in cash from employer | 2014-02-28 | $4,254,743 |
Employer contributions (assets) at end of year | 2014-02-28 | $374,792 |
Employer contributions (assets) at beginning of year | 2014-02-28 | $513,136 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-02-28 | $4,782,221 |
Contract administrator fees | 2014-02-28 | $39,009 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-02-28 | No |
Did the plan have assets held for investment | 2014-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-28 | No |
Aggregate proceeds on sale of assets | 2014-02-28 | $12,126,523 |
Aggregate carrying amount (costs) on sale of assets | 2014-02-28 | $12,126,523 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2014-02-28 | Unqualified |
Accountancy firm name | 2014-02-28 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2014-02-28 | 320043599 |
2013 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-02-28 | $110,751 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-02-28 | $51,555 |
Total income from all sources (including contributions) | 2013-02-28 | $10,189,891 |
Total loss/gain on sale of assets | 2013-02-28 | $58,389 |
Total of all expenses incurred | 2013-02-28 | $4,741,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-02-28 | $4,461,740 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-02-28 | $4,703,059 |
Value of total assets at end of year | 2013-02-28 | $66,616,247 |
Value of total assets at beginning of year | 2013-02-28 | $61,109,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-02-28 | $280,190 |
Total interest from all sources | 2013-02-28 | $339 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-02-28 | $2,135,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-02-28 | $2,135,071 |
Administrative expenses professional fees incurred | 2013-02-28 | $69,392 |
Was this plan covered by a fidelity bond | 2013-02-28 | Yes |
Value of fidelity bond cover | 2013-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-02-28 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2013-02-28 | $1,856,726 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-02-28 | $227,519 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-02-28 | $113,406 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-02-28 | $47,924 |
Other income not declared elsewhere | 2013-02-28 | $67,350 |
Administrative expenses (other) incurred | 2013-02-28 | $57,427 |
Liabilities. Value of operating payables at end of year | 2013-02-28 | $62,827 |
Liabilities. Value of operating payables at beginning of year | 2013-02-28 | $51,555 |
Total non interest bearing cash at end of year | 2013-02-28 | $783,928 |
Total non interest bearing cash at beginning of year | 2013-02-28 | $-8,786 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
Value of net income/loss | 2013-02-28 | $5,447,961 |
Value of net assets at end of year (total assets less liabilities) | 2013-02-28 | $66,505,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-02-28 | $61,057,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-02-28 | No |
Investment advisory and management fees | 2013-02-28 | $114,957 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-02-28 | $56,423,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-02-28 | $49,059,657 |
Value of interest in common/collective trusts at end of year | 2013-02-28 | $8,260,144 |
Value of interest in common/collective trusts at beginning of year | 2013-02-28 | $6,654,044 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-02-28 | $408,019 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-02-28 | $1,103,609 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-02-28 | $1,103,609 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-02-28 | $339 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-02-28 | $1,911,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-02-28 | $2,669,230 |
Net investment gain or loss from common/collective trusts | 2013-02-28 | $556,453 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-02-28 | No |
Contributions received in cash from employer | 2013-02-28 | $4,703,059 |
Employer contributions (assets) at end of year | 2013-02-28 | $513,136 |
Employer contributions (assets) at beginning of year | 2013-02-28 | $418,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-02-28 | $4,461,740 |
Contract administrator fees | 2013-02-28 | $38,414 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-02-28 | No |
Did the plan have assets held for investment | 2013-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-02-28 | No |
Aggregate proceeds on sale of assets | 2013-02-28 | $12,627,691 |
Aggregate carrying amount (costs) on sale of assets | 2013-02-28 | $12,569,302 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2013-02-28 | Unqualified |
Accountancy firm name | 2013-02-28 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2013-02-28 | 320043599 |
2012 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-02-29 | $-94,693 |
Total unrealized appreciation/depreciation of assets | 2012-02-29 | $-94,693 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-02-29 | $51,555 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-02-29 | $40,785 |
Total income from all sources (including contributions) | 2012-02-29 | $6,435,095 |
Total loss/gain on sale of assets | 2012-02-29 | $-117,364 |
Total of all expenses incurred | 2012-02-29 | $4,684,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-02-29 | $4,407,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-02-29 | $4,335,562 |
Value of total assets at end of year | 2012-02-29 | $61,109,090 |
Value of total assets at beginning of year | 2012-02-29 | $59,347,861 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-02-29 | $277,045 |
Total interest from all sources | 2012-02-29 | $396 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-02-29 | $1,353,764 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-02-29 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-02-29 | $1,353,764 |
Administrative expenses professional fees incurred | 2012-02-29 | $80,641 |
Was this plan covered by a fidelity bond | 2012-02-29 | Yes |
Value of fidelity bond cover | 2012-02-29 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-02-29 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-02-29 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-02-29 | $1,856,726 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-02-29 | $2,801,841 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-02-29 | $113,406 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-02-29 | $11,309 |
Other income not declared elsewhere | 2012-02-29 | $41,752 |
Administrative expenses (other) incurred | 2012-02-29 | $43,650 |
Liabilities. Value of operating payables at end of year | 2012-02-29 | $51,555 |
Liabilities. Value of operating payables at beginning of year | 2012-02-29 | $40,785 |
Total non interest bearing cash at end of year | 2012-02-29 | $-8,786 |
Total non interest bearing cash at beginning of year | 2012-02-29 | $-19,583 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
Value of net income/loss | 2012-02-29 | $1,750,459 |
Value of net assets at end of year (total assets less liabilities) | 2012-02-29 | $61,057,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-02-29 | $59,307,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-02-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-02-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-02-29 | No |
Investment advisory and management fees | 2012-02-29 | $114,765 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-02-29 | $49,059,657 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-02-29 | $46,379,239 |
Value of interest in common/collective trusts at end of year | 2012-02-29 | $6,654,044 |
Value of interest in common/collective trusts at beginning of year | 2012-02-29 | $5,902,383 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-02-29 | $1,103,609 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-02-29 | $1,129,594 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-02-29 | $1,129,594 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-02-29 | $396 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-02-29 | $1,911,498 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-02-29 | $2,862,918 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-02-29 | $164,119 |
Net investment gain or loss from common/collective trusts | 2012-02-29 | $751,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-02-29 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-02-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-02-29 | No |
Contributions received in cash from employer | 2012-02-29 | $4,335,562 |
Employer contributions (assets) at end of year | 2012-02-29 | $418,936 |
Employer contributions (assets) at beginning of year | 2012-02-29 | $280,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-02-29 | $4,407,591 |
Contract administrator fees | 2012-02-29 | $37,989 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-02-29 | No |
Did the plan have assets held for investment | 2012-02-29 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-02-29 | No |
Aggregate proceeds on sale of assets | 2012-02-29 | $11,944,462 |
Aggregate carrying amount (costs) on sale of assets | 2012-02-29 | $12,061,826 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-02-29 | No |
Opinion of an independent qualified public accountant for this plan | 2012-02-29 | Unqualified |
Accountancy firm name | 2012-02-29 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2012-02-29 | 320043599 |
2011 : PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-02-28 | $71,816 |
Total unrealized appreciation/depreciation of assets | 2011-02-28 | $71,816 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-02-28 | $40,785 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-02-28 | $48,845 |
Total income from all sources (including contributions) | 2011-02-28 | $11,738,070 |
Total loss/gain on sale of assets | 2011-02-28 | $67,924 |
Total of all expenses incurred | 2011-02-28 | $3,967,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-02-28 | $3,702,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-02-28 | $3,775,089 |
Value of total assets at end of year | 2011-02-28 | $59,347,861 |
Value of total assets at beginning of year | 2011-02-28 | $51,584,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-02-28 | $264,993 |
Total interest from all sources | 2011-02-28 | $379 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-02-28 | $1,714,909 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-02-28 | $1,714,909 |
Administrative expenses professional fees incurred | 2011-02-28 | $82,321 |
Was this plan covered by a fidelity bond | 2011-02-28 | Yes |
Value of fidelity bond cover | 2011-02-28 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-02-28 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-02-28 | $2,801,841 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-02-28 | $1,637,102 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-02-28 | $11,309 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-02-28 | $46,229 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-02-28 | $1,393 |
Other income not declared elsewhere | 2011-02-28 | $36,458 |
Administrative expenses (other) incurred | 2011-02-28 | $39,638 |
Liabilities. Value of operating payables at end of year | 2011-02-28 | $40,785 |
Liabilities. Value of operating payables at beginning of year | 2011-02-28 | $47,452 |
Total non interest bearing cash at end of year | 2011-02-28 | $-19,583 |
Total non interest bearing cash at beginning of year | 2011-02-28 | $203,402 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
Value of net income/loss | 2011-02-28 | $7,770,972 |
Value of net assets at end of year (total assets less liabilities) | 2011-02-28 | $59,307,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-02-28 | $51,536,104 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-02-28 | No |
Investment advisory and management fees | 2011-02-28 | $106,121 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-02-28 | $46,379,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-02-28 | $43,228,265 |
Value of interest in common/collective trusts at end of year | 2011-02-28 | $5,902,383 |
Value of interest in common/collective trusts at beginning of year | 2011-02-28 | $4,053,879 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-02-28 | $1,129,594 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-02-28 | $442,204 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-02-28 | $442,204 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-02-28 | $379 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-02-28 | $2,862,918 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-02-28 | $1,705,375 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-02-28 | $5,519,622 |
Net investment gain or loss from common/collective trusts | 2011-02-28 | $319,330 |
Net gain/loss from 103.12 investment entities | 2011-02-28 | $232,543 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-02-28 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-02-28 | No |
Contributions received in cash from employer | 2011-02-28 | $3,775,089 |
Employer contributions (assets) at end of year | 2011-02-28 | $280,160 |
Employer contributions (assets) at beginning of year | 2011-02-28 | $268,493 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-02-28 | $3,702,105 |
Contract administrator fees | 2011-02-28 | $36,913 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-02-28 | No |
Did the plan have assets held for investment | 2011-02-28 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-02-28 | No |
Aggregate proceeds on sale of assets | 2011-02-28 | $7,285,000 |
Aggregate carrying amount (costs) on sale of assets | 2011-02-28 | $7,217,076 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2011-02-28 | Unqualified |
Accountancy firm name | 2011-02-28 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2011-02-28 | 320043599 |