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TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 401k Plan overview

Plan NameTEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN
Plan identification number 001

TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

TRUSTEES OF TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN
Employer identification number (EIN):363980892
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES GLIMCO2023-10-11 HENRY GARDUNIO2023-10-11
0012021-01-01JAMES GLIMCO2022-09-28 HENRY GARDUNIO2022-09-29
0012020-01-01JAMES GLIMCO2021-10-06 HENRY GARDUNIO2021-10-12
0012019-01-01JAMES GLIMCO2020-10-12 HENRY GARDUNIO2020-10-14
0012018-01-01JAMES GLIMCO2019-10-07 HENRY GARDUNIO2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01UNION TRUSTEE JAMES GLIMCO EMPLOYER TRUSTEE BARRY SILVERSTEIN2013-10-16
0012011-01-01UNION TRUSTEE JAMES GLIMCO EMPLOYER TRUSTEE BARRY SILVERSTEIN2012-10-15
0012009-01-01UNION TRUSTEE JAMES GLIMCO EMPLOYER TRUSTEE BARRY SILVERSTEIN2010-11-29
0012009-01-01UNION TRUSTEE JAMES GLIMCO EMPLOYER TRUSTEE BARRY SILVERSTEIN2010-10-08

Plan Statistics for TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN

Measure Date Value
2022: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,504
Total number of active participants reported on line 7a of the Form 55002022-01-012,024
Number of other retired or separated participants entitled to future benefits2022-01-012,259
Total of all active and inactive participants2022-01-014,283
Total participants2022-01-014,283
Number of participants with account balances2022-01-014,092
Number of employers contributing to the scheme2022-01-0112
2021: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,804
Total number of active participants reported on line 7a of the Form 55002021-01-011,236
Number of other retired or separated participants entitled to future benefits2021-01-012,268
Total of all active and inactive participants2021-01-013,504
Total participants2021-01-013,504
Number of participants with account balances2021-01-013,504
Number of employers contributing to the scheme2021-01-0112
2020: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,702
Total number of active participants reported on line 7a of the Form 55002020-01-01674
Number of other retired or separated participants entitled to future benefits2020-01-012,130
Total of all active and inactive participants2020-01-012,804
Total participants2020-01-012,804
Number of participants with account balances2020-01-012,804
Number of employers contributing to the scheme2020-01-0111
2019: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,696
Total number of active participants reported on line 7a of the Form 55002019-01-01634
Number of other retired or separated participants entitled to future benefits2019-01-012,068
Total of all active and inactive participants2019-01-012,702
Total participants2019-01-012,702
Number of participants with account balances2019-01-012,702
Number of employers contributing to the scheme2019-01-019
2018: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,587
Total number of active participants reported on line 7a of the Form 55002018-01-01666
Number of other retired or separated participants entitled to future benefits2018-01-012,030
Total of all active and inactive participants2018-01-012,696
Total participants2018-01-012,696
Number of participants with account balances2018-01-012,696
Number of employers contributing to the scheme2018-01-019
2017: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,528
Total number of active participants reported on line 7a of the Form 55002017-01-01638
Number of other retired or separated participants entitled to future benefits2017-01-011,949
Total of all active and inactive participants2017-01-012,587
Total participants2017-01-012,587
Number of participants with account balances2017-01-012,587
Number of employers contributing to the scheme2017-01-019
2016: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,421
Total number of active participants reported on line 7a of the Form 55002016-01-01656
Number of other retired or separated participants entitled to future benefits2016-01-011,872
Total of all active and inactive participants2016-01-012,528
Total participants2016-01-012,528
Number of participants with account balances2016-01-012,528
Number of employers contributing to the scheme2016-01-019
2015: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,345
Total number of active participants reported on line 7a of the Form 55002015-01-01600
Number of other retired or separated participants entitled to future benefits2015-01-011,821
Total of all active and inactive participants2015-01-012,421
Total participants2015-01-012,421
Number of participants with account balances2015-01-012,421
Number of employers contributing to the scheme2015-01-017
2014: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,285
Total number of active participants reported on line 7a of the Form 55002014-01-01575
Number of other retired or separated participants entitled to future benefits2014-01-011,770
Total of all active and inactive participants2014-01-012,345
Total participants2014-01-012,345
Number of participants with account balances2014-01-012,345
Number of employers contributing to the scheme2014-01-017
2013: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,387
Total number of active participants reported on line 7a of the Form 55002013-01-01555
Number of other retired or separated participants entitled to future benefits2013-01-011,730
Total of all active and inactive participants2013-01-012,285
Total participants2013-01-012,285
Number of participants with account balances2013-01-012,285
Number of employers contributing to the scheme2013-01-017
2012: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,244
Total number of active participants reported on line 7a of the Form 55002012-01-01549
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,838
Total of all active and inactive participants2012-01-012,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,387
Number of participants with account balances2012-01-012,387
Number of employers contributing to the scheme2012-01-017
2011: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,215
Total number of active participants reported on line 7a of the Form 55002011-01-01550
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,694
Total of all active and inactive participants2011-01-012,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,244
Number of participants with account balances2011-01-012,244
Number of employers contributing to the scheme2011-01-018
2009: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,235
Total number of active participants reported on line 7a of the Form 55002009-01-01478
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,699
Total of all active and inactive participants2009-01-012,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,177
Number of participants with account balances2009-01-012,177
Number of employers contributing to the scheme2009-01-018

Financial Data on TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN

Measure Date Value
2022 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-454,070
Total unrealized appreciation/depreciation of assets2022-12-31$-454,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$42,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$52,029
Total income from all sources (including contributions)2022-12-31$-158,022
Total loss/gain on sale of assets2022-12-31$-109,028
Total of all expenses incurred2022-12-31$624,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$406,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$723,126
Value of total assets at end of year2022-12-31$5,543,149
Value of total assets at beginning of year2022-12-31$6,335,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$218,367
Total interest from all sources2022-12-31$5,871
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$210,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$177,581
Administrative expenses professional fees incurred2022-12-31$28,708
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$42,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$52,029
Administrative expenses (other) incurred2022-12-31$76,812
Total non interest bearing cash at end of year2022-12-31$224,263
Total non interest bearing cash at beginning of year2022-12-31$71,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-782,405
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,500,876
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,283,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$63,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,136,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,437,697
Income. Interest from US Government securities2022-12-31$2,036
Income. Interest from corporate debt instruments2022-12-31$2,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$91,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$173,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$173,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$937
Asset value of US Government securities at end of year2022-12-31$128,995
Asset value of US Government securities at beginning of year2022-12-31$126,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-534,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$723,126
Income. Dividends from common stock2022-12-31$33,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$406,016
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$109,391
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$126,743
Contract administrator fees2022-12-31$49,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,851,389
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,397,665
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$527,405
Aggregate carrying amount (costs) on sale of assets2022-12-31$636,433
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$328,669
Total unrealized appreciation/depreciation of assets2021-12-31$328,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$52,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$146
Total income from all sources (including contributions)2021-12-31$1,201,450
Total loss/gain on sale of assets2021-12-31$64,440
Total of all expenses incurred2021-12-31$426,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$228,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$561,973
Value of total assets at end of year2021-12-31$6,335,310
Value of total assets at beginning of year2021-12-31$5,508,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$198,038
Total interest from all sources2021-12-31$6,061
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$202,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$170,951
Administrative expenses professional fees incurred2021-12-31$8,381
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$561,973
Amount contributed by the employer to the plan for this plan year2021-12-31$561,973
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$52,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$146
Administrative expenses (other) incurred2021-12-31$72,050
Total non interest bearing cash at end of year2021-12-31$71,931
Total non interest bearing cash at beginning of year2021-12-31$45,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$775,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,283,281
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,508,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$63,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,437,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,014,760
Income. Interest from US Government securities2021-12-31$1,731
Income. Interest from corporate debt instruments2021-12-31$4,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$173,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$93,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$93,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$28
Asset value of US Government securities at end of year2021-12-31$126,355
Asset value of US Government securities at beginning of year2021-12-31$108,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$561,973
Income. Dividends from common stock2021-12-31$31,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$228,403
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$126,743
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$156,187
Contract administrator fees2021-12-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,397,665
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,087,214
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$646,718
Aggregate carrying amount (costs) on sale of assets2021-12-31$582,278
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$341,353
Total unrealized appreciation/depreciation of assets2020-12-31$341,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$146
Total income from all sources (including contributions)2020-12-31$1,021,203
Total loss/gain on sale of assets2020-12-31$-27,389
Total of all expenses incurred2020-12-31$474,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$283,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$456,377
Value of total assets at end of year2020-12-31$5,508,418
Value of total assets at beginning of year2020-12-31$4,961,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$190,504
Total interest from all sources2020-12-31$7,533
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$116,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$89,437
Administrative expenses professional fees incurred2020-12-31$21,561
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$456,377
Amount contributed by the employer to the plan for this plan year2020-12-31$456,377
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$146
Administrative expenses (other) incurred2020-12-31$62,101
Total non interest bearing cash at end of year2020-12-31$45,908
Total non interest bearing cash at beginning of year2020-12-31$10,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$546,842
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,508,272
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,961,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$52,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,014,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,760,201
Income. Interest from US Government securities2020-12-31$1,940
Income. Interest from corporate debt instruments2020-12-31$4,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$93,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$190,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$190,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$794
Asset value of US Government securities at end of year2020-12-31$108,826
Asset value of US Government securities at beginning of year2020-12-31$117,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$127,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$456,377
Income. Dividends from common stock2020-12-31$26,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$283,857
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$156,187
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$135,458
Contract administrator fees2020-12-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,087,214
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,745,951
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$528,051
Aggregate carrying amount (costs) on sale of assets2020-12-31$555,440
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-12-31470900880
2019 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$362,618
Total unrealized appreciation/depreciation of assets2019-12-31$362,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$159
Total income from all sources (including contributions)2019-12-31$1,204,866
Total loss/gain on sale of assets2019-12-31$53,271
Total of all expenses incurred2019-12-31$387,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$487,708
Value of total assets at end of year2019-12-31$4,961,430
Value of total assets at beginning of year2019-12-31$4,143,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,684
Total interest from all sources2019-12-31$9,907
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$131,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$102,787
Administrative expenses professional fees incurred2019-12-31$20,048
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$487,708
Amount contributed by the employer to the plan for this plan year2019-12-31$487,708
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$159
Administrative expenses (other) incurred2019-12-31$20,459
Total non interest bearing cash at end of year2019-12-31$10,905
Total non interest bearing cash at beginning of year2019-12-31$35,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$817,641
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,961,430
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,143,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,760,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,334,889
Income. Interest from US Government securities2019-12-31$2,163
Income. Interest from corporate debt instruments2019-12-31$4,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$190,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$178,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$178,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,113
Asset value of US Government securities at end of year2019-12-31$117,000
Asset value of US Government securities at beginning of year2019-12-31$116,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$160,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$487,708
Income. Dividends from common stock2019-12-31$28,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,541
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$135,458
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$129,323
Contract administrator fees2019-12-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,745,951
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,347,261
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$451,128
Aggregate carrying amount (costs) on sale of assets2019-12-31$397,857
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-12-31470900880
2018 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-130,980
Total unrealized appreciation/depreciation of assets2018-12-31$-130,980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,082
Total income from all sources (including contributions)2018-12-31$308,251
Total loss/gain on sale of assets2018-12-31$19,585
Total of all expenses incurred2018-12-31$307,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$176,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$469,173
Value of total assets at end of year2018-12-31$4,143,948
Value of total assets at beginning of year2018-12-31$4,145,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$130,861
Total interest from all sources2018-12-31$10,695
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$114,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$88,276
Administrative expenses professional fees incurred2018-12-31$18,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$469,173
Amount contributed by the employer to the plan for this plan year2018-12-31$469,173
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,082
Administrative expenses (other) incurred2018-12-31$10,997
Total non interest bearing cash at end of year2018-12-31$35,403
Total non interest bearing cash at beginning of year2018-12-31$103,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$416
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,143,789
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,143,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$47,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,334,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,177,705
Income. Interest from US Government securities2018-12-31$2,552
Income. Interest from corporate debt instruments2018-12-31$6,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$178,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$75,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$75,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,985
Asset value of US Government securities at end of year2018-12-31$116,630
Asset value of US Government securities at beginning of year2018-12-31$154,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-174,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$469,173
Income. Dividends from common stock2018-12-31$26,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$176,974
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$129,323
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$192,980
Contract administrator fees2018-12-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,347,261
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,438,978
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$821,349
Aggregate carrying amount (costs) on sale of assets2018-12-31$801,764
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-12-31470900880
2017 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$227,254
Total unrealized appreciation/depreciation of assets2017-12-31$227,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,082
Total income from all sources (including contributions)2017-12-31$895,168
Total loss/gain on sale of assets2017-12-31$13,982
Total of all expenses incurred2017-12-31$311,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$187,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$450,388
Value of total assets at end of year2017-12-31$4,145,455
Value of total assets at beginning of year2017-12-31$3,559,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$123,498
Total interest from all sources2017-12-31$10,583
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$106,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$77,487
Administrative expenses professional fees incurred2017-12-31$18,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$450,388
Amount contributed by the employer to the plan for this plan year2017-12-31$450,388
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,663
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,082
Administrative expenses (other) incurred2017-12-31$12,810
Total non interest bearing cash at end of year2017-12-31$103,624
Total non interest bearing cash at beginning of year2017-12-31$66,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$583,839
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,143,373
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,559,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$42,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,177,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,767,994
Income. Interest from US Government securities2017-12-31$3,099
Income. Interest from corporate debt instruments2017-12-31$6,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$75,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$141,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$141,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$726
Asset value of US Government securities at end of year2017-12-31$154,217
Asset value of US Government securities at beginning of year2017-12-31$190,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$86,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$450,388
Income. Dividends from common stock2017-12-31$29,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$187,831
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$192,980
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$200,001
Contract administrator fees2017-12-31$49,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,438,978
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,186,640
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$389,892
Aggregate carrying amount (costs) on sale of assets2017-12-31$375,910
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2017-12-31470900880
2016 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$94,620
Total unrealized appreciation/depreciation of assets2016-12-31$94,620
Total income from all sources (including contributions)2016-12-31$639,362
Total loss/gain on sale of assets2016-12-31$-9,557
Total of all expenses incurred2016-12-31$343,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$229,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$396,834
Value of total assets at end of year2016-12-31$3,559,534
Value of total assets at beginning of year2016-12-31$3,263,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$114,084
Total interest from all sources2016-12-31$10,425
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$72,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$50,008
Administrative expenses professional fees incurred2016-12-31$23,393
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$396,834
Amount contributed by the employer to the plan for this plan year2016-12-31$396,834
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,787
Administrative expenses (other) incurred2016-12-31$15,715
Total non interest bearing cash at end of year2016-12-31$66,440
Total non interest bearing cash at beginning of year2016-12-31$54,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$295,659
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,559,534
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,263,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$37,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,767,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,608,977
Income. Interest from US Government securities2016-12-31$3,200
Income. Interest from corporate debt instruments2016-12-31$7,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$141,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$81,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$81,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$168
Asset value of US Government securities at end of year2016-12-31$190,706
Asset value of US Government securities at beginning of year2016-12-31$203,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$74,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$396,834
Income. Dividends from common stock2016-12-31$22,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$229,619
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$200,001
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$226,567
Contract administrator fees2016-12-31$37,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,186,640
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,086,139
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$459,540
Aggregate carrying amount (costs) on sale of assets2016-12-31$469,097
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2016-12-31470900880
2015 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-175,989
Total unrealized appreciation/depreciation of assets2015-12-31$-175,989
Total income from all sources (including contributions)2015-12-31$299,521
Total loss/gain on sale of assets2015-12-31$137,178
Total of all expenses incurred2015-12-31$282,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$162,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$391,269
Value of total assets at end of year2015-12-31$3,263,875
Value of total assets at beginning of year2015-12-31$3,246,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$119,216
Total interest from all sources2015-12-31$11,211
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$69,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$48,223
Administrative expenses professional fees incurred2015-12-31$40,694
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$391,269
Amount contributed by the employer to the plan for this plan year2015-12-31$391,269
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,055
Administrative expenses (other) incurred2015-12-31$7,563
Total non interest bearing cash at end of year2015-12-31$54,212
Total non interest bearing cash at beginning of year2015-12-31$34,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$17,357
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,263,875
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,246,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$35,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,608,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,373,661
Income. Interest from US Government securities2015-12-31$3,352
Income. Interest from corporate debt instruments2015-12-31$7,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$81,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$114,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$114,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$17
Asset value of US Government securities at end of year2015-12-31$203,454
Asset value of US Government securities at beginning of year2015-12-31$247,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-133,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$391,269
Income. Dividends from common stock2015-12-31$21,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$162,948
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$226,567
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$186,064
Contract administrator fees2015-12-31$35,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,086,139
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,287,129
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$608,125
Aggregate carrying amount (costs) on sale of assets2015-12-31$470,947
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2015-12-31470900880
2014 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$15,298
Total unrealized appreciation/depreciation of assets2014-12-31$15,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,558
Total income from all sources (including contributions)2014-12-31$485,573
Total loss/gain on sale of assets2014-12-31$20,501
Total of all expenses incurred2014-12-31$280,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$176,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$408,615
Value of total assets at end of year2014-12-31$3,246,518
Value of total assets at beginning of year2014-12-31$3,045,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$104,325
Total interest from all sources2014-12-31$11,801
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$81,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$62,137
Administrative expenses professional fees incurred2014-12-31$28,623
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$408,615
Amount contributed by the employer to the plan for this plan year2014-12-31$408,615
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,558
Administrative expenses (other) incurred2014-12-31$5,458
Total non interest bearing cash at end of year2014-12-31$34,607
Total non interest bearing cash at beginning of year2014-12-31$25,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$204,837
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,246,518
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,041,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$34,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,373,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,269,419
Income. Interest from US Government securities2014-12-31$5,649
Income. Interest from corporate debt instruments2014-12-31$6,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$114,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$67,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$67,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Asset value of US Government securities at end of year2014-12-31$247,049
Asset value of US Government securities at beginning of year2014-12-31$214,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-52,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$408,615
Income. Dividends from common stock2014-12-31$19,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$176,411
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$186,064
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$164,243
Contract administrator fees2014-12-31$35,711
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,287,129
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,300,886
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,007,444
Aggregate carrying amount (costs) on sale of assets2014-12-31$986,943
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2014-12-31470900880
2013 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$221,806
Total unrealized appreciation/depreciation of assets2013-12-31$221,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,558
Total income from all sources (including contributions)2013-12-31$704,286
Total loss/gain on sale of assets2013-12-31$88,625
Total of all expenses incurred2013-12-31$198,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$118,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$338,607
Value of total assets at end of year2013-12-31$3,045,239
Value of total assets at beginning of year2013-12-31$2,535,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,954
Total interest from all sources2013-12-31$12,785
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$62,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$46,369
Administrative expenses professional fees incurred2013-12-31$12,125
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$338,607
Amount contributed by the employer to the plan for this plan year2013-12-31$338,607
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,558
Administrative expenses (other) incurred2013-12-31$3,975
Total non interest bearing cash at end of year2013-12-31$25,753
Total non interest bearing cash at beginning of year2013-12-31$65,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$505,697
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,041,681
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,535,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$30,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,269,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$890,842
Income. Interest from US Government securities2013-12-31$6,086
Income. Interest from corporate debt instruments2013-12-31$6,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$67,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$84,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$84,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Asset value of US Government securities at end of year2013-12-31$214,659
Asset value of US Government securities at beginning of year2013-12-31$233,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-20,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$338,607
Income. Dividends from common stock2013-12-31$16,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$118,635
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$164,243
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$221,748
Contract administrator fees2013-12-31$33,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,300,886
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,034,658
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,125,160
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,036,535
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2013-12-31470900880
2012 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$83,668
Total unrealized appreciation/depreciation of assets2012-12-31$83,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$250
Total income from all sources (including contributions)2012-12-31$565,232
Total loss/gain on sale of assets2012-12-31$18,294
Total of all expenses incurred2012-12-31$213,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$127,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$350,500
Value of total assets at end of year2012-12-31$2,535,984
Value of total assets at beginning of year2012-12-31$2,184,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$86,492
Total interest from all sources2012-12-31$19,817
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$18,960
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$350,500
Amount contributed by the employer to the plan for this plan year2012-12-31$350,500
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$250
Administrative expenses (other) incurred2012-12-31$7,150
Total non interest bearing cash at end of year2012-12-31$65,598
Total non interest bearing cash at beginning of year2012-12-31$113,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$351,582
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,535,984
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,184,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$26,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$890,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$576,417
Income. Interest from US Government securities2012-12-31$7,470
Income. Interest from corporate debt instruments2012-12-31$12,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$84,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$75,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$75,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$28
Asset value of US Government securities at end of year2012-12-31$233,295
Asset value of US Government securities at beginning of year2012-12-31$243,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$68,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$350,500
Income. Dividends from common stock2012-12-31$24,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$127,158
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$221,748
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$300,079
Contract administrator fees2012-12-31$33,495
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,034,658
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$869,207
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$658,446
Aggregate carrying amount (costs) on sale of assets2012-12-31$640,152
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-12-31470900880
2011 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-42,753
Total unrealized appreciation/depreciation of assets2011-12-31$-42,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,032
Total income from all sources (including contributions)2011-12-31$285,041
Total loss/gain on sale of assets2011-12-31$-8,154
Total of all expenses incurred2011-12-31$168,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$92,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$306,185
Value of total assets at end of year2011-12-31$2,184,652
Value of total assets at beginning of year2011-12-31$2,069,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75,440
Total interest from all sources2011-12-31$25,060
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$17,100
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$306,185
Amount contributed by the employer to the plan for this plan year2011-12-31$306,185
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,078
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,032
Administrative expenses (other) incurred2011-12-31$5,130
Total non interest bearing cash at end of year2011-12-31$113,525
Total non interest bearing cash at beginning of year2011-12-31$43,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$116,786
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,184,402
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,067,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$23,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$576,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$103,641
Income. Interest from US Government securities2011-12-31$9,149
Income. Interest from corporate debt instruments2011-12-31$15,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$75,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$147,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$147,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$36
Asset value of US Government securities at end of year2011-12-31$243,361
Asset value of US Government securities at beginning of year2011-12-31$418,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$306,185
Income. Dividends from common stock2011-12-31$21,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$92,815
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$300,079
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$482,640
Contract administrator fees2011-12-31$29,374
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$869,207
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$862,632
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,107,194
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,115,348
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DIGIOVANNI, MCLAREN & ASSOC, PC
Accountancy firm EIN2011-12-31364173708
2010 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$124,105
Total unrealized appreciation/depreciation of assets2010-12-31$124,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,032
Total income from all sources (including contributions)2010-12-31$474,047
Total loss/gain on sale of assets2010-12-31$-2,646
Total of all expenses incurred2010-12-31$238,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$164,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$287,851
Value of total assets at end of year2010-12-31$2,069,648
Value of total assets at beginning of year2010-12-31$1,832,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$74,005
Total interest from all sources2010-12-31$40,402
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$13,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$18,104
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$287,851
Amount contributed by the employer to the plan for this plan year2010-12-31$287,851
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,032
Administrative expenses (other) incurred2010-12-31$3,785
Total non interest bearing cash at end of year2010-12-31$43,541
Total non interest bearing cash at beginning of year2010-12-31$21,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$235,064
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,067,616
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,832,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$103,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$101,553
Income. Interest from US Government securities2010-12-31$16,584
Income. Interest from corporate debt instruments2010-12-31$23,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$147,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$109,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$109,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$104
Asset value of US Government securities at end of year2010-12-31$418,729
Asset value of US Government securities at beginning of year2010-12-31$376,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$287,851
Income. Dividends from common stock2010-12-31$13,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,978
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$482,640
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$495,183
Contract administrator fees2010-12-31$33,201
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$862,632
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$712,939
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$575,880
Aggregate carrying amount (costs) on sale of assets2010-12-31$578,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DIGIOVANNI, MCLAREN & ASSOC, PC
Accountancy firm EIN2010-12-31364173708
2009 : TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$288,267
Amount contributed by the employer to the plan for this plan year2009-12-31$288,267

Form 5500 Responses for TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN

2022: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS LOCAL 777 SEVERANCE AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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