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IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 401k Plan overview

Plan NameIBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND
Plan identification number 002

IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401( has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401(
Employer identification number (EIN):366519755
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01WILLIAM NIESMAN2023-04-07 RICHARD HELLER2023-04-10
0022020-07-01WILLIAM NIESMAN2022-03-07 RICHARD HELLER2022-03-07
0022019-07-01WILLIAM NIESMAN2021-03-22 RICHARD HELLER2021-03-31
0022018-07-01WILLIAM W. NIESMAN2020-04-08 RICHARD HELLER2020-04-08
0022017-07-01
0022016-07-01LORI ST. CLAIR
0022015-07-01LORI ST. CLAIR LORI ST. CLAIR2017-02-10
0022014-07-01LORI ST. CLAIR
0022013-07-01LORI ST. CLAIR
0022012-07-01ROBERT PIERSON
0022011-07-01DIANE MAIHOFER
0022010-07-01DIANE MAIHOFER
0022009-07-01DIANE MAIHOFER

Plan Statistics for IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND

401k plan membership statisitcs for IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND

Measure Date Value
2021: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2021 401k membership
Total participants, beginning-of-year2021-07-011,793
Total number of active participants reported on line 7a of the Form 55002021-07-011,099
Number of retired or separated participants receiving benefits2021-07-0113
Number of other retired or separated participants entitled to future benefits2021-07-01692
Total of all active and inactive participants2021-07-011,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0115
Total participants2021-07-011,819
Number of participants with account balances2021-07-011,819
Number of employers contributing to the scheme2021-07-017
2020: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2020 401k membership
Total participants, beginning-of-year2020-07-011,783
Total number of active participants reported on line 7a of the Form 55002020-07-011,663
Number of retired or separated participants receiving benefits2020-07-0112
Number of other retired or separated participants entitled to future benefits2020-07-01101
Total of all active and inactive participants2020-07-011,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0117
Total participants2020-07-011,793
Number of participants with account balances2020-07-011,793
Number of employers contributing to the scheme2020-07-015
2019: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2019 401k membership
Total participants, beginning-of-year2019-07-011,713
Total number of active participants reported on line 7a of the Form 55002019-07-011,667
Number of retired or separated participants receiving benefits2019-07-017
Number of other retired or separated participants entitled to future benefits2019-07-01109
Total of all active and inactive participants2019-07-011,783
Total participants2019-07-011,783
Number of participants with account balances2019-07-011,783
Number of employers contributing to the scheme2019-07-015
2018: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2018 401k membership
Total participants, beginning-of-year2018-07-011,508
Total number of active participants reported on line 7a of the Form 55002018-07-011,582
Number of retired or separated participants receiving benefits2018-07-017
Number of other retired or separated participants entitled to future benefits2018-07-01124
Total of all active and inactive participants2018-07-011,713
Total participants2018-07-011,713
Number of participants with account balances2018-07-011,713
Number of employers contributing to the scheme2018-07-014
2017: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2017 401k membership
Total participants, beginning-of-year2017-07-011,745
Total number of active participants reported on line 7a of the Form 55002017-07-011,508
Number of retired or separated participants receiving benefits2017-07-017
Number of other retired or separated participants entitled to future benefits2017-07-01234
Total of all active and inactive participants2017-07-011,749
Total participants2017-07-011,749
Number of employers contributing to the scheme2017-07-014
2016: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2016 401k membership
Total participants, beginning-of-year2016-07-011,788
Total number of active participants reported on line 7a of the Form 55002016-07-011,378
Number of retired or separated participants receiving benefits2016-07-018
Number of other retired or separated participants entitled to future benefits2016-07-01359
Total of all active and inactive participants2016-07-011,745
Total participants2016-07-011,745
Number of participants with account balances2016-07-011,745
Number of employers contributing to the scheme2016-07-014
2015: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2015 401k membership
Total participants, beginning-of-year2015-07-011,918
Total number of active participants reported on line 7a of the Form 55002015-07-011,286
Number of retired or separated participants receiving benefits2015-07-019
Number of other retired or separated participants entitled to future benefits2015-07-01493
Total of all active and inactive participants2015-07-011,788
Total participants2015-07-011,788
Number of employers contributing to the scheme2015-07-013
2014: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2014 401k membership
Total participants, beginning-of-year2014-07-011,573
Total number of active participants reported on line 7a of the Form 55002014-07-011,093
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-01824
Total of all active and inactive participants2014-07-011,918
Total participants2014-07-011,918
Number of employers contributing to the scheme2014-07-012
2013: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2013 401k membership
Total participants, beginning-of-year2013-07-011,560
Total number of active participants reported on line 7a of the Form 55002013-07-01914
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-01658
Total of all active and inactive participants2013-07-011,573
Total participants2013-07-011,573
Number of employers contributing to the scheme2013-07-011
2012: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2012 401k membership
Total participants, beginning-of-year2012-07-011,649
Total number of active participants reported on line 7a of the Form 55002012-07-01922
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-01637
Total of all active and inactive participants2012-07-011,560
Total participants2012-07-011,560
Number of employers contributing to the scheme2012-07-011
2011: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2011 401k membership
Total participants, beginning-of-year2011-07-011,303
Total number of active participants reported on line 7a of the Form 55002011-07-01965
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-01683
Total of all active and inactive participants2011-07-011,649
Total participants2011-07-011,649
Number of participants with account balances2011-07-011,649
Number of employers contributing to the scheme2011-07-014
2010: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2010 401k membership
Total participants, beginning-of-year2010-07-011,521
Total number of active participants reported on line 7a of the Form 55002010-07-01837
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-01465
Total of all active and inactive participants2010-07-011,303
Total participants2010-07-011,303
Number of participants with account balances2010-07-011,303
Number of employers contributing to the scheme2010-07-014
2009: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2009 401k membership
Total participants, beginning-of-year2009-07-011,320
Total number of active participants reported on line 7a of the Form 55002009-07-011,089
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-01431
Total of all active and inactive participants2009-07-011,521
Total participants2009-07-011,521
Number of participants with account balances2009-07-011,521
Number of employers contributing to the scheme2009-07-014

Financial Data on IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND

Measure Date Value
2022 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-2,700,378
Total unrealized appreciation/depreciation of assets2022-06-30$-2,700,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$53,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$94,108
Total income from all sources (including contributions)2022-06-30$-1,892,859
Total loss/gain on sale of assets2022-06-30$220,873
Total of all expenses incurred2022-06-30$9,801,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$8,985,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$9,317,468
Value of total assets at end of year2022-06-30$108,204,749
Value of total assets at beginning of year2022-06-30$119,939,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$815,664
Total interest from all sources2022-06-30$848
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,586,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$2,428,316
Administrative expenses professional fees incurred2022-06-30$31,634
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$567,003
Participant contributions at end of year2022-06-30$56,799
Participant contributions at beginning of year2022-06-30$39,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$24,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$34,509
Other income not declared elsewhere2022-06-30$447,079
Administrative expenses (other) incurred2022-06-30$29,817
Liabilities. Value of operating payables at end of year2022-06-30$53,531
Liabilities. Value of operating payables at beginning of year2022-06-30$72,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-11,693,943
Value of net assets at end of year (total assets less liabilities)2022-06-30$108,151,218
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$119,845,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$12,598,152
Assets. partnership/joint venture interests at beginning of year2022-06-30$13,790,310
Investment advisory and management fees2022-06-30$731,142
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$59,661,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$68,321,023
Value of interest in common/collective trusts at end of year2022-06-30$21,532,798
Value of interest in common/collective trusts at beginning of year2022-06-30$20,930,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$975,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,279,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,279,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-14,175,968
Net investment gain or loss from common/collective trusts2022-06-30$2,410,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$8,750,465
Employer contributions (assets) at end of year2022-06-30$1,025,765
Employer contributions (assets) at beginning of year2022-06-30$753,018
Income. Dividends from common stock2022-06-30$158,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$8,985,420
Contract administrator fees2022-06-30$23,071
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$12,329,156
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$14,790,638
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$22,040
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$3,440,167
Aggregate carrying amount (costs) on sale of assets2022-06-30$3,219,294
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-06-30320043599
2021 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$4,393,328
Total unrealized appreciation/depreciation of assets2021-06-30$4,393,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$94,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$61,822
Total income from all sources (including contributions)2021-06-30$35,718,955
Total loss/gain on sale of assets2021-06-30$674,276
Total of all expenses incurred2021-06-30$6,647,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$5,929,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$8,949,031
Value of total assets at end of year2021-06-30$119,939,269
Value of total assets at beginning of year2021-06-30$90,835,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$717,802
Total interest from all sources2021-06-30$83
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,473,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,297,893
Administrative expenses professional fees incurred2021-06-30$33,399
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$8,494,350
Amount contributed by the employer to the plan for this plan year2021-06-30$8,494,350
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$454,681
Participant contributions at end of year2021-06-30$39,847
Participant contributions at beginning of year2021-06-30$35,177
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$34,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$46,615
Other income not declared elsewhere2021-06-30$3,378,960
Administrative expenses (other) incurred2021-06-30$24,755
Liabilities. Value of operating payables at end of year2021-06-30$72,068
Liabilities. Value of operating payables at beginning of year2021-06-30$61,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$29,071,833
Value of net assets at end of year (total assets less liabilities)2021-06-30$119,845,161
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$90,773,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$13,790,310
Assets. partnership/joint venture interests at beginning of year2021-06-30$12,672,478
Investment advisory and management fees2021-06-30$637,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$68,321,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$53,640,410
Value of interest in common/collective trusts at end of year2021-06-30$20,930,025
Value of interest in common/collective trusts at beginning of year2021-06-30$14,757,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,279,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$933,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$933,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$83
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$14,672,574
Net investment gain or loss from common/collective trusts2021-06-30$2,177,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$8,494,350
Employer contributions (assets) at end of year2021-06-30$753,018
Employer contributions (assets) at beginning of year2021-06-30$700,268
Income. Dividends from common stock2021-06-30$175,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,929,320
Contract administrator fees2021-06-30$22,522
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$14,790,638
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$8,049,097
Liabilities. Value of benefit claims payable at end of year2021-06-30$22,040
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$5,734,413
Aggregate carrying amount (costs) on sale of assets2021-06-30$5,060,137
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-06-30320043599
2020 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-625,816
Total unrealized appreciation/depreciation of assets2020-06-30$-625,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$61,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$60,669
Total income from all sources (including contributions)2020-06-30$4,381,424
Total loss/gain on sale of assets2020-06-30$-574,850
Total of all expenses incurred2020-06-30$6,734,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,029,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$8,705,883
Value of total assets at end of year2020-06-30$90,835,150
Value of total assets at beginning of year2020-06-30$93,187,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$705,271
Total interest from all sources2020-06-30$12,798
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$2,127,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,883,204
Administrative expenses professional fees incurred2020-06-30$34,373
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$515,007
Participant contributions at end of year2020-06-30$35,177
Participant contributions at beginning of year2020-06-30$41,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$46,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$26,290
Other income not declared elsewhere2020-06-30$-38,327
Administrative expenses (other) incurred2020-06-30$25,986
Liabilities. Value of operating payables at end of year2020-06-30$61,822
Liabilities. Value of operating payables at beginning of year2020-06-30$60,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-2,353,560
Value of net assets at end of year (total assets less liabilities)2020-06-30$90,773,328
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$93,126,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$12,672,478
Assets. partnership/joint venture interests at beginning of year2020-06-30$13,909,145
Investment advisory and management fees2020-06-30$622,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$53,640,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$54,166,745
Value of interest in common/collective trusts at end of year2020-06-30$14,757,713
Value of interest in common/collective trusts at beginning of year2020-06-30$14,345,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$933,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,130,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,130,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$12,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-4,443,183
Net investment gain or loss from common/collective trusts2020-06-30$-782,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$8,190,876
Employer contributions (assets) at end of year2020-06-30$700,268
Employer contributions (assets) at beginning of year2020-06-30$595,697
Income. Dividends from common stock2020-06-30$244,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,029,713
Contract administrator fees2020-06-30$21,972
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$8,049,097
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$8,972,286
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$3,747,931
Aggregate carrying amount (costs) on sale of assets2020-06-30$4,322,781
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-06-30320043599
2019 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$304,851
Total unrealized appreciation/depreciation of assets2019-06-30$304,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$60,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$41,759
Total income from all sources (including contributions)2019-06-30$11,908,251
Total loss/gain on sale of assets2019-06-30$237,115
Total of all expenses incurred2019-06-30$7,279,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$6,615,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$8,248,155
Value of total assets at end of year2019-06-30$93,187,557
Value of total assets at beginning of year2019-06-30$88,540,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$663,980
Total interest from all sources2019-06-30$11,849
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,798,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,619,419
Administrative expenses professional fees incurred2019-06-30$38,137
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$7,719,150
Amount contributed by the employer to the plan for this plan year2019-06-30$7,719,150
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$529,005
Participant contributions at end of year2019-06-30$41,372
Participant contributions at beginning of year2019-06-30$34,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$26,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$26,734
Other income not declared elsewhere2019-06-30$306,465
Administrative expenses (other) incurred2019-06-30$33,591
Liabilities. Value of operating payables at end of year2019-06-30$60,669
Liabilities. Value of operating payables at beginning of year2019-06-30$41,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,628,421
Value of net assets at end of year (total assets less liabilities)2019-06-30$93,126,888
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$88,498,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$13,909,145
Assets. partnership/joint venture interests at beginning of year2019-06-30$11,086,668
Investment advisory and management fees2019-06-30$570,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$54,166,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$51,931,088
Value of interest in common/collective trusts at end of year2019-06-30$14,345,224
Value of interest in common/collective trusts at beginning of year2019-06-30$10,873,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,130,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$5,833,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$5,833,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$11,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$426,279
Net investment gain or loss from common/collective trusts2019-06-30$575,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$7,719,150
Employer contributions (assets) at end of year2019-06-30$595,697
Employer contributions (assets) at beginning of year2019-06-30$517,565
Income. Dividends from common stock2019-06-30$178,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$6,615,850
Contract administrator fees2019-06-30$21,972
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$8,972,286
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$8,236,870
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$2,437,129
Aggregate carrying amount (costs) on sale of assets2019-06-30$2,200,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-06-30320043599
2018 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$311,741
Total unrealized appreciation/depreciation of assets2018-06-30$311,741
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$41,759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$78,291
Total income from all sources (including contributions)2018-06-30$13,400,851
Total loss/gain on sale of assets2018-06-30$598,696
Total of all expenses incurred2018-06-30$6,095,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$5,408,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$8,139,245
Value of total assets at end of year2018-06-30$88,540,226
Value of total assets at beginning of year2018-06-30$81,271,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$687,226
Total interest from all sources2018-06-30$8,206
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,446,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,308,497
Administrative expenses professional fees incurred2018-06-30$35,703
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$7,659,437
Amount contributed by the employer to the plan for this plan year2018-06-30$7,659,437
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$479,808
Participant contributions at end of year2018-06-30$34,682
Participant contributions at beginning of year2018-06-30$41,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$26,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$15,760
Other income not declared elsewhere2018-06-30$1,267,085
Administrative expenses (other) incurred2018-06-30$24,404
Liabilities. Value of operating payables at end of year2018-06-30$41,759
Liabilities. Value of operating payables at beginning of year2018-06-30$78,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$7,305,419
Value of net assets at end of year (total assets less liabilities)2018-06-30$88,498,467
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$81,193,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$11,086,668
Assets. partnership/joint venture interests at beginning of year2018-06-30$12,105,884
Investment advisory and management fees2018-06-30$605,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$51,931,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$52,434,585
Value of interest in common/collective trusts at end of year2018-06-30$10,873,562
Value of interest in common/collective trusts at beginning of year2018-06-30$4,921,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$5,833,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,476,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,476,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$8,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,674,240
Net investment gain or loss from common/collective trusts2018-06-30$-44,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$7,659,437
Employer contributions (assets) at end of year2018-06-30$517,565
Employer contributions (assets) at beginning of year2018-06-30$690,725
Income. Dividends from common stock2018-06-30$137,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,408,206
Contract administrator fees2018-06-30$21,704
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$8,236,870
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$9,585,911
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$4,545,283
Aggregate carrying amount (costs) on sale of assets2018-06-30$3,946,587
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-06-30320043599
2017 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$215,528
Total unrealized appreciation/depreciation of assets2017-06-30$215,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$78,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$29,220
Total income from all sources (including contributions)2017-06-30$16,046,745
Total loss/gain on sale of assets2017-06-30$11,194
Total of all expenses incurred2017-06-30$6,339,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$5,877,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$7,380,050
Value of total assets at end of year2017-06-30$81,271,339
Value of total assets at beginning of year2017-06-30$71,514,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$461,597
Total interest from all sources2017-06-30$1,969
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,251,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,223,900
Administrative expenses professional fees incurred2017-06-30$51,965
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$406,409
Participant contributions at end of year2017-06-30$41,024
Participant contributions at beginning of year2017-06-30$38,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$15,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$4,295
Other income not declared elsewhere2017-06-30$1,552,337
Administrative expenses (other) incurred2017-06-30$30,587
Liabilities. Value of operating payables at end of year2017-06-30$78,291
Liabilities. Value of operating payables at beginning of year2017-06-30$29,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$9,707,307
Value of net assets at end of year (total assets less liabilities)2017-06-30$81,193,048
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$71,485,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$12,105,884
Assets. partnership/joint venture interests at beginning of year2017-06-30$14,040,319
Investment advisory and management fees2017-06-30$357,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$52,434,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$52,002,765
Value of interest in common/collective trusts at end of year2017-06-30$4,921,228
Value of interest in common/collective trusts at beginning of year2017-06-30$4,716,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,476,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$99,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$99,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$5,426,498
Net investment gain or loss from common/collective trusts2017-06-30$207,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$6,973,641
Employer contributions (assets) at end of year2017-06-30$690,725
Employer contributions (assets) at beginning of year2017-06-30$614,054
Income. Dividends from common stock2017-06-30$27,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,877,841
Contract administrator fees2017-06-30$21,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$9,585,911
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$173,603
Aggregate carrying amount (costs) on sale of assets2017-06-30$162,409
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-06-30320043599
2016 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$29,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$87,944
Total income from all sources (including contributions)2016-06-30$5,586,069
Total of all expenses incurred2016-06-30$3,898,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,608,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$7,339,929
Value of total assets at end of year2016-06-30$71,514,961
Value of total assets at beginning of year2016-06-30$69,886,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$290,295
Total interest from all sources2016-06-30$7,731
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$2,759,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$2,759,886
Administrative expenses professional fees incurred2016-06-30$49,715
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$6,954,697
Amount contributed by the employer to the plan for this plan year2016-06-30$6,954,697
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$385,232
Participant contributions at end of year2016-06-30$38,068
Participant contributions at beginning of year2016-06-30$26,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$4,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$4,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$2,773
Other income not declared elsewhere2016-06-30$-415,662
Administrative expenses (other) incurred2016-06-30$41,775
Liabilities. Value of operating payables at end of year2016-06-30$29,220
Liabilities. Value of operating payables at beginning of year2016-06-30$33,324
Total non interest bearing cash at beginning of year2016-06-30$310,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,687,207
Value of net assets at end of year (total assets less liabilities)2016-06-30$71,485,741
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$69,798,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$14,040,319
Assets. partnership/joint venture interests at beginning of year2016-06-30$13,524,793
Investment advisory and management fees2016-06-30$177,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$52,002,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$48,646,216
Value of interest in common/collective trusts at end of year2016-06-30$4,716,258
Value of interest in common/collective trusts at beginning of year2016-06-30$6,842,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$99,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$7,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-4,685,307
Net investment gain or loss from common/collective trusts2016-06-30$579,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$6,954,697
Employer contributions (assets) at end of year2016-06-30$614,054
Employer contributions (assets) at beginning of year2016-06-30$532,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,608,567
Contract administrator fees2016-06-30$21,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$51,847
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-06-30320043599
2015 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$87,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$30,662
Total income from all sources (including contributions)2015-06-30$8,586,006
Total of all expenses incurred2015-06-30$3,310,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,992,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$7,149,172
Value of total assets at end of year2015-06-30$69,886,478
Value of total assets at beginning of year2015-06-30$64,553,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$318,660
Total interest from all sources2015-06-30$1
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,294,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,294,952
Administrative expenses professional fees incurred2015-06-30$35,792
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$6,800,847
Amount contributed by the employer to the plan for this plan year2015-06-30$6,800,847
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$348,325
Participant contributions at end of year2015-06-30$26,028
Participant contributions at beginning of year2015-06-30$24,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$4,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$3,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$2,773
Other income not declared elsewhere2015-06-30$729,797
Administrative expenses (other) incurred2015-06-30$33,721
Liabilities. Value of operating payables at end of year2015-06-30$33,324
Liabilities. Value of operating payables at beginning of year2015-06-30$25,516
Total non interest bearing cash at end of year2015-06-30$310,335
Total non interest bearing cash at beginning of year2015-06-30$139,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$5,275,297
Value of net assets at end of year (total assets less liabilities)2015-06-30$69,798,534
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$64,523,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$13,524,793
Assets. partnership/joint venture interests at beginning of year2015-06-30$11,753,780
Investment advisory and management fees2015-06-30$227,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$48,646,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$45,976,205
Value of interest in common/collective trusts at end of year2015-06-30$6,842,479
Value of interest in common/collective trusts at beginning of year2015-06-30$6,208,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-2,230,509
Net investment gain or loss from common/collective trusts2015-06-30$642,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,800,847
Employer contributions (assets) at end of year2015-06-30$532,108
Employer contributions (assets) at beginning of year2015-06-30$448,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,992,049
Contract administrator fees2015-06-30$21,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$51,847
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$5,146
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-06-30320043599
2014 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$30,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$192,601
Total income from all sources (including contributions)2014-06-30$15,004,447
Total loss/gain on sale of assets2014-06-30$132,946
Total of all expenses incurred2014-06-30$3,308,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,802,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$6,000,874
Value of total assets at end of year2014-06-30$64,553,899
Value of total assets at beginning of year2014-06-30$53,019,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$505,373
Total interest from all sources2014-06-30$232,289
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$925,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$925,147
Administrative expenses professional fees incurred2014-06-30$26,726
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$5,685,165
Amount contributed by the employer to the plan for this plan year2014-06-30$5,685,165
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$315,709
Participant contributions at end of year2014-06-30$24,085
Participant contributions at beginning of year2014-06-30$25,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$3,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$159,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$146,475
Other income not declared elsewhere2014-06-30$1,099,584
Administrative expenses (other) incurred2014-06-30$28,065
Liabilities. Value of operating payables at end of year2014-06-30$25,516
Liabilities. Value of operating payables at beginning of year2014-06-30$46,126
Total non interest bearing cash at end of year2014-06-30$139,282
Total non interest bearing cash at beginning of year2014-06-30$35,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$11,696,371
Value of net assets at end of year (total assets less liabilities)2014-06-30$64,523,237
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$52,826,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$11,753,780
Investment advisory and management fees2014-06-30$429,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$45,976,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$35,388,864
Income. Interest from US Government securities2014-06-30$2,370
Income. Interest from corporate debt instruments2014-06-30$229,868
Value of interest in common/collective trusts at end of year2014-06-30$6,208,022
Value of interest in common/collective trusts at beginning of year2014-06-30$5,547,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$51
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$58,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$5,945,582
Net investment gain or loss from common/collective trusts2014-06-30$668,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,685,165
Employer contributions (assets) at end of year2014-06-30$448,931
Employer contributions (assets) at beginning of year2014-06-30$438,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,802,703
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$11,366,592
Contract administrator fees2014-06-30$21,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$5,146
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$12,861,713
Aggregate carrying amount (costs) on sale of assets2014-06-30$12,728,767
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-06-30320043599
2013 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-223,721
Total unrealized appreciation/depreciation of assets2013-06-30$-223,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$192,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$37,877
Total income from all sources (including contributions)2013-06-30$11,283,778
Total loss/gain on sale of assets2013-06-30$14,911
Total of all expenses incurred2013-06-30$2,091,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,858,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,979,758
Value of total assets at end of year2013-06-30$53,019,467
Value of total assets at beginning of year2013-06-30$43,672,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$232,904
Total interest from all sources2013-06-30$577,163
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$848,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$848,156
Administrative expenses professional fees incurred2013-06-30$33,925
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$5,676,631
Amount contributed by the employer to the plan for this plan year2013-06-30$5,676,631
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$303,127
Participant contributions at end of year2013-06-30$25,101
Participant contributions at beginning of year2013-06-30$21,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$159,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$107,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$146,475
Administrative expenses (other) incurred2013-06-30$25,725
Liabilities. Value of operating payables at end of year2013-06-30$46,126
Liabilities. Value of operating payables at beginning of year2013-06-30$37,877
Total non interest bearing cash at end of year2013-06-30$35,172
Total non interest bearing cash at beginning of year2013-06-30$49,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$9,192,344
Value of net assets at end of year (total assets less liabilities)2013-06-30$52,826,866
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$43,634,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$152,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$35,388,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$31,319,398
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$576,966
Value of interest in common/collective trusts at end of year2013-06-30$5,547,496
Value of interest in common/collective trusts at beginning of year2013-06-30$5,174,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$197
Asset value of US Government securities at end of year2013-06-30$58,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,706,855
Net investment gain or loss from common/collective trusts2013-06-30$380,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,676,631
Employer contributions (assets) at end of year2013-06-30$438,274
Employer contributions (assets) at beginning of year2013-06-30$384,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,858,530
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$11,366,592
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$6,616,675
Contract administrator fees2013-06-30$21,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$5,124,498
Aggregate carrying amount (costs) on sale of assets2013-06-30$5,109,587
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-06-30320043599
2012 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$166,643
Total unrealized appreciation/depreciation of assets2012-06-30$166,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$37,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$39,311
Total income from all sources (including contributions)2012-06-30$6,388,535
Total loss/gain on sale of assets2012-06-30$29,056
Total of all expenses incurred2012-06-30$2,387,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,186,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,642,908
Value of total assets at end of year2012-06-30$43,672,399
Value of total assets at beginning of year2012-06-30$39,673,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$200,972
Total interest from all sources2012-06-30$467,342
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$811,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$811,789
Administrative expenses professional fees incurred2012-06-30$30,233
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$5,372,501
Amount contributed by the employer to the plan for this plan year2012-06-30$5,372,501
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$270,407
Participant contributions at end of year2012-06-30$21,232
Participant contributions at beginning of year2012-06-30$25,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$107,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$160,541
Administrative expenses (other) incurred2012-06-30$27,090
Liabilities. Value of operating payables at end of year2012-06-30$37,877
Liabilities. Value of operating payables at beginning of year2012-06-30$39,311
Total non interest bearing cash at end of year2012-06-30$49,109
Total non interest bearing cash at beginning of year2012-06-30$414,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$4,000,808
Value of net assets at end of year (total assets less liabilities)2012-06-30$43,634,522
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$39,633,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$122,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$31,319,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$24,254,258
Income. Interest from US Government securities2012-06-30$604
Income. Interest from corporate debt instruments2012-06-30$466,738
Value of interest in common/collective trusts at end of year2012-06-30$5,174,297
Value of interest in common/collective trusts at beginning of year2012-06-30$2,669,667
Asset value of US Government securities at end of year2012-06-30$0
Asset value of US Government securities at beginning of year2012-06-30$354,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,195,164
Net investment gain or loss from common/collective trusts2012-06-30$465,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,372,501
Employer contributions (assets) at end of year2012-06-30$384,076
Employer contributions (assets) at beginning of year2012-06-30$574,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,186,755
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$6,616,675
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$11,219,654
Contract administrator fees2012-06-30$21,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$9,443,032
Aggregate carrying amount (costs) on sale of assets2012-06-30$9,413,976
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-06-30320043599
2011 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$181,235
Total unrealized appreciation/depreciation of assets2011-06-30$181,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$39,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$44,679
Total income from all sources (including contributions)2011-06-30$11,210,979
Total loss/gain on sale of assets2011-06-30$233,027
Total of all expenses incurred2011-06-30$4,500,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,288,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,526,225
Value of total assets at end of year2011-06-30$39,673,025
Value of total assets at beginning of year2011-06-30$32,967,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$211,513
Total interest from all sources2011-06-30$745,499
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$361,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$361,743
Administrative expenses professional fees incurred2011-06-30$29,296
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$4,345,953
Amount contributed by the employer to the plan for this plan year2011-06-30$4,345,953
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$180,272
Participant contributions at end of year2011-06-30$25,986
Participant contributions at beginning of year2011-06-30$10,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$160,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$250,086
Other income not declared elsewhere2011-06-30$179
Administrative expenses (other) incurred2011-06-30$24,689
Liabilities. Value of operating payables at end of year2011-06-30$39,311
Liabilities. Value of operating payables at beginning of year2011-06-30$44,679
Total non interest bearing cash at end of year2011-06-30$414,521
Total non interest bearing cash at beginning of year2011-06-30$319,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$6,710,715
Value of net assets at end of year (total assets less liabilities)2011-06-30$39,633,714
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$32,922,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$137,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$24,254,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$11,777,304
Income. Interest from US Government securities2011-06-30$7,098
Income. Interest from corporate debt instruments2011-06-30$738,401
Value of interest in common/collective trusts at end of year2011-06-30$2,669,667
Value of interest in common/collective trusts at beginning of year2011-06-30$2,118,066
Asset value of US Government securities at end of year2011-06-30$354,329
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,611,470
Net investment gain or loss from common/collective trusts2011-06-30$551,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,345,953
Employer contributions (assets) at end of year2011-06-30$574,069
Employer contributions (assets) at beginning of year2011-06-30$424,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,288,751
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$11,219,654
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$18,067,110
Contract administrator fees2011-06-30$20,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$15,455,630
Aggregate carrying amount (costs) on sale of assets2011-06-30$15,222,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-06-30320043599
2010 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$3,905,683
Amount contributed by the employer to the plan for this plan year2010-06-30$3,905,683

Form 5500 Responses for IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND

2021: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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