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PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 401k Plan overview

Plan NamePLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN
Plan identification number 001

PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PLUMBERS AND PIPEFITTERS LOCAL 551 has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS AND PIPEFITTERS LOCAL 551
Employer identification number (EIN):371136405
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01CLINT WALKER2023-04-03 ROY ROSS2023-04-03
0012020-07-01CLINT WALKER2022-03-31 ROY ROSS2022-03-31
0012019-07-01CLINT WALKER2021-04-05 ROY ROSS2021-04-05
0012018-07-01CLINT WALKER2020-04-09 ROY ROSS2020-04-09
0012017-07-01ERIC PERKINS2019-03-29 ROY ROSS2019-03-29
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01ERIC PERKINS
0012012-07-01ERIC PERKINS
0012011-07-01ERIC PERKINS
0012010-07-01ERIC PERKINS
0012009-07-01ERIC PERKINS
0012007-07-01THOMAS CALIPER DWIGHT HOWTON2010-04-15
0012006-07-01THOMAS CALIPER DWIGHT HOWTON2010-04-15
0012005-07-01THOMAS CALIPER DWIGHT HOWTON2010-04-15
0012004-07-01THOMAS CALIPER DWIGHT HOWTON2010-04-15
0012003-07-01THOMAS CALIPER DWIGHT HOWTON2010-04-15

Plan Statistics for PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

401k plan membership statisitcs for PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

Measure Date Value
2021: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01181
Total number of active participants reported on line 7a of the Form 55002021-07-01121
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0169
Total of all active and inactive participants2021-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01190
Number of participants with account balances2021-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-0141
2020: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01174
Total number of active participants reported on line 7a of the Form 55002020-07-01113
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0168
Total of all active and inactive participants2020-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01181
Number of participants with account balances2020-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Number of employers contributing to the scheme2020-07-0141
2019: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01181
Total number of active participants reported on line 7a of the Form 55002019-07-01104
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0168
Total of all active and inactive participants2019-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01174
Number of participants with account balances2019-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-0141
2018: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01180
Total number of active participants reported on line 7a of the Form 55002018-07-01105
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0176
Total of all active and inactive participants2018-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01181
Number of participants with account balances2018-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-017
Number of employers contributing to the scheme2018-07-0141
2017: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01179
Total number of active participants reported on line 7a of the Form 55002017-07-01110
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0170
Total of all active and inactive participants2017-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01180
Number of participants with account balances2017-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-0141
2016: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01185
Total number of active participants reported on line 7a of the Form 55002016-07-01109
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0170
Total of all active and inactive participants2016-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01179
Number of participants with account balances2016-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
Number of employers contributing to the scheme2016-07-0141
2015: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01186
Total number of active participants reported on line 7a of the Form 55002015-07-01117
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0168
Total of all active and inactive participants2015-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01185
Number of participants with account balances2015-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
Number of employers contributing to the scheme2015-07-0141
2014: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01188
Total number of active participants reported on line 7a of the Form 55002014-07-01113
Number of retired or separated participants receiving benefits2014-07-015
Number of other retired or separated participants entitled to future benefits2014-07-0168
Total of all active and inactive participants2014-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01186
Number of participants with account balances2014-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
Number of employers contributing to the scheme2014-07-0122
2013: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01197
Total number of active participants reported on line 7a of the Form 55002013-07-01120
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-0164
Total of all active and inactive participants2013-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01188
Number of participants with account balances2013-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
Number of employers contributing to the scheme2013-07-0120
2012: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01203
Total number of active participants reported on line 7a of the Form 55002012-07-01138
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0159
Total of all active and inactive participants2012-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01197
Number of participants with account balances2012-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
Number of employers contributing to the scheme2012-07-0120
2011: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01198
Total number of active participants reported on line 7a of the Form 55002011-07-01143
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0160
Total of all active and inactive participants2011-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01203
Number of participants with account balances2011-07-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-0132
2010: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01175
Total number of active participants reported on line 7a of the Form 55002010-07-01134
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0164
Total of all active and inactive participants2010-07-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01198
Number of participants with account balances2010-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-016
Number of employers contributing to the scheme2010-07-0132
2009: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01180
Total number of active participants reported on line 7a of the Form 55002009-07-01131
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0144
Total of all active and inactive participants2009-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01175
Number of participants with account balances2009-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017
Number of employers contributing to the scheme2009-07-0132
2007: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01184
Total number of active participants reported on line 7a of the Form 55002007-07-01136
Number of other retired or separated participants entitled to future benefits2007-07-0147
Total of all active and inactive participants2007-07-01183
Total participants2007-07-01183
Number of participants with account balances2007-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-017
2006: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-01183
Total number of active participants reported on line 7a of the Form 55002006-07-01135
Number of retired or separated participants receiving benefits2006-07-012
Number of other retired or separated participants entitled to future benefits2006-07-0147
Total of all active and inactive participants2006-07-01184
Total participants2006-07-01184
Number of participants with account balances2006-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-012
2005: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2005 401k membership
Total participants, beginning-of-year2005-07-01190
Total number of active participants reported on line 7a of the Form 55002005-07-01134
Number of retired or separated participants receiving benefits2005-07-012
Number of other retired or separated participants entitled to future benefits2005-07-0147
Total of all active and inactive participants2005-07-01183
Total participants2005-07-01183
Number of participants with account balances2005-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-07-015
2004: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2004 401k membership
Total participants, beginning-of-year2004-07-01190
Total number of active participants reported on line 7a of the Form 55002004-07-01150
Number of retired or separated participants receiving benefits2004-07-012
Number of other retired or separated participants entitled to future benefits2004-07-0138
Total of all active and inactive participants2004-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-07-010
Total participants2004-07-01190
Number of participants with account balances2004-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-07-010
2003: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2003 401k membership
Total participants, beginning-of-year2003-07-01187
Total number of active participants reported on line 7a of the Form 55002003-07-01151
Number of retired or separated participants receiving benefits2003-07-011
Number of other retired or separated participants entitled to future benefits2003-07-0138
Total of all active and inactive participants2003-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-07-010
Total participants2003-07-01190
Number of participants with account balances2003-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-07-010

Financial Data on PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

Measure Date Value
2022 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-3,207,400
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,595,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,437,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,339,076
Value of total assets at end of year2022-06-30$30,232,459
Value of total assets at beginning of year2022-06-30$35,035,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$158,465
Total interest from all sources2022-06-30$219
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$373,793
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$373,793
Administrative expenses professional fees incurred2022-06-30$6,752
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$67,907
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$64,460
Administrative expenses (other) incurred2022-06-30$63,754
Total non interest bearing cash at end of year2022-06-30$300,106
Total non interest bearing cash at beginning of year2022-06-30$241,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,803,335
Value of net assets at end of year (total assets less liabilities)2022-06-30$30,232,459
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$35,035,794
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
Investment advisory and management fees2022-06-30$31,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$28,494,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$34,364,839
Value of interest in common/collective trusts at end of year2022-06-30$1,438,174
Value of interest in common/collective trusts at beginning of year2022-06-30$429,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-4,920,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
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$1,206,709
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,437,470
Contract administrator fees2022-06-30$56,672
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
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$0
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
Liabilities. Value of acquisition indebtedness at end of year2022-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GRABEL, SCHNIEDERS, HOLLMAN & CO PC
Accountancy firm EIN2022-06-30431171178
2021 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$5,040
Total income from all sources (including contributions)2021-06-30$8,659,707
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,316,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,183,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,094,059
Value of total assets at end of year2021-06-30$35,035,794
Value of total assets at beginning of year2021-06-30$27,698,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$133,028
Total interest from all sources2021-06-30$22
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$378,459
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$378,459
Administrative expenses professional fees incurred2021-06-30$17,480
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$56,829
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Administrative expenses (other) incurred2021-06-30$79,207
Total non interest bearing cash at end of year2021-06-30$241,509
Total non interest bearing cash at beginning of year2021-06-30$0
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
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$7,342,742
Value of net assets at end of year (total assets less liabilities)2021-06-30$35,035,794
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$27,693,052
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
Investment advisory and management fees2021-06-30$36,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$34,364,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$25,497,925
Value of interest in common/collective trusts at end of year2021-06-30$429,446
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,471,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,471,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$7,182,023
Net investment gain or loss from common/collective trusts2021-06-30$5,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
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$1,037,230
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,183,937
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$728,253
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$5,040
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
Liabilities. Value of acquisition indebtedness at end of year2021-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30GRABEL, SCHNIEDERS, HOLLMAN & CO PC
Accountancy firm EIN2021-06-30431171178
2020 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$2,934
Total unrealized appreciation/depreciation of assets2020-06-30$2,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$5,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,238,011
Total loss/gain on sale of assets2020-06-30$11,542
Total of all expenses incurred2020-06-30$2,788,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,670,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$918,267
Value of total assets at end of year2020-06-30$27,698,092
Value of total assets at beginning of year2020-06-30$29,243,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$118,676
Total interest from all sources2020-06-30$20
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$823,933
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$810,202
Administrative expenses professional fees incurred2020-06-30$12,717
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
Administrative expenses (other) incurred2020-06-30$8,097
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-1,550,933
Value of net assets at end of year (total assets less liabilities)2020-06-30$27,693,052
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$29,243,985
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
Investment advisory and management fees2020-06-30$29,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$25,497,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$28,215,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,471,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$257,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$257,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-518,685
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$918,267
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Income. Dividends from common stock2020-06-30$13,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,670,268
Contract administrator fees2020-06-30$68,272
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$728,253
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$770,840
Liabilities. Value of benefit claims payable at end of year2020-06-30$5,040
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
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$223,887
Aggregate carrying amount (costs) on sale of assets2020-06-30$212,345
Liabilities. Value of acquisition indebtedness at end of year2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
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 name2020-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2020-06-30431555780
2019 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$84,927
Total unrealized appreciation/depreciation of assets2019-06-30$84,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,864,413
Total loss/gain on sale of assets2019-06-30$-163
Total of all expenses incurred2019-06-30$2,337,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,235,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,147,462
Value of total assets at end of year2019-06-30$29,243,985
Value of total assets at beginning of year2019-06-30$28,717,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$102,109
Total interest from all sources2019-06-30$33
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$764,525
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$751,877
Administrative expenses professional fees incurred2019-06-30$7,142
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$1,581
Administrative expenses (other) incurred2019-06-30$32,593
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$49,533
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$526,601
Value of net assets at end of year (total assets less liabilities)2019-06-30$29,243,985
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$28,717,384
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
Investment advisory and management fees2019-06-30$49,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$28,215,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$27,696,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$257,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$385,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$385,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$866,048
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$1,147,462
Income. Dividends from common stock2019-06-30$12,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,235,703
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$0
Contract administrator fees2019-06-30$12,660
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$770,840
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$586,159
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$161,970
Aggregate carrying amount (costs) on sale of assets2019-06-30$162,133
Liabilities. Value of acquisition indebtedness at end of year2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2019-06-30431555780
2018 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-2,013,232
Total unrealized appreciation/depreciation of assets2018-06-30$-2,013,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$22,735
Total income from all sources (including contributions)2018-06-30$3,551,779
Total loss/gain on sale of assets2018-06-30$4,706,668
Total of all expenses incurred2018-06-30$860,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$718,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,283,787
Value of total assets at end of year2018-06-30$28,717,384
Value of total assets at beginning of year2018-06-30$26,048,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$141,615
Total interest from all sources2018-06-30$25
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$608,835
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$471,098
Administrative expenses professional fees incurred2018-06-30$17,347
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$427,472
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$149,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$22,664
Other income not declared elsewhere2018-06-30$1,401
Administrative expenses (other) incurred2018-06-30$32,361
Total non interest bearing cash at end of year2018-06-30$49,533
Total non interest bearing cash at beginning of year2018-06-30$1,376
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$2,691,258
Value of net assets at end of year (total assets less liabilities)2018-06-30$28,717,384
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$26,026,126
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
Investment advisory and management fees2018-06-30$12,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$27,696,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$12,618,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$385,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$407,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$407,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$25
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-1,035,705
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$856,315
Income. Dividends from common stock2018-06-30$137,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$568,913
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$7,409
Contract administrator fees2018-06-30$79,247
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$586,159
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$12,991,457
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 appraiser2018-06-30No
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$22,823,492
Aggregate carrying amount (costs) on sale of assets2018-06-30$18,116,824
Liabilities. Value of acquisition indebtedness at end of year2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$22,735
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 name2018-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2018-06-30431555780
2017 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,498,268
Total unrealized appreciation/depreciation of assets2017-06-30$1,498,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$22,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,754,780
Total loss/gain on sale of assets2017-06-30$1,177,725
Total of all expenses incurred2017-06-30$898,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$762,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,306,866
Value of total assets at end of year2017-06-30$26,048,861
Value of total assets at beginning of year2017-06-30$22,169,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$136,139
Total interest from all sources2017-06-30$3,549
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$563,711
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$370,505
Administrative expenses professional fees incurred2017-06-30$6,960
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
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$408,444
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$46,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$22,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$1,056
Administrative expenses (other) incurred2017-06-30$32,916
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$3,856,303
Value of net assets at end of year (total assets less liabilities)2017-06-30$26,026,126
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$22,169,823
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
Investment advisory and management fees2017-06-30$83,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$12,618,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,071,550
Income. Interest from corporate debt instruments2017-06-30$3,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$407,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$181,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$181,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$289
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$203,605
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$898,422
Employer contributions (assets) at end of year2017-06-30$1,376
Employer contributions (assets) at beginning of year2017-06-30$0
Income. Dividends from common stock2017-06-30$193,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$716,121
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$7,409
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$78,308
Contract administrator fees2017-06-30$12,945
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$12,991,457
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$10,838,073
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 appraiser2017-06-30No
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$15,328,462
Aggregate carrying amount (costs) on sale of assets2017-06-30$14,150,737
Liabilities. Value of acquisition indebtedness at end of year2017-06-30$22,735
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2017-06-30431555780
2016 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-48,569
Total unrealized appreciation/depreciation of assets2016-06-30$-48,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,002,076
Total loss/gain on sale of assets2016-06-30$-537,328
Total of all expenses incurred2016-06-30$3,550,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,418,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,365,832
Value of total assets at end of year2016-06-30$22,169,823
Value of total assets at beginning of year2016-06-30$24,718,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$131,858
Total interest from all sources2016-06-30$6,056
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$582,195
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$384,441
Administrative expenses professional fees incurred2016-06-30$6,253
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$386,144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$81,796
Other income not declared elsewhere2016-06-30$719
Administrative expenses (other) incurred2016-06-30$32,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,548,292
Value of net assets at end of year (total assets less liabilities)2016-06-30$22,169,823
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$24,718,115
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
Investment advisory and management fees2016-06-30$80,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,071,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$12,003,064
Income. Interest from corporate debt instruments2016-06-30$4,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$181,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$462,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$462,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$1,937
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-366,829
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$979,688
Income. Dividends from common stock2016-06-30$197,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,336,714
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$78,308
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$129,737
Contract administrator fees2016-06-30$11,872
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$10,838,073
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$12,122,460
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 appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$16,130,093
Aggregate carrying amount (costs) on sale of assets2016-06-30$16,667,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2016-06-30431555780
2015 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-425,613
Total unrealized appreciation/depreciation of assets2015-06-30$-425,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,362,303
Total loss/gain on sale of assets2015-06-30$1,412,364
Total of all expenses incurred2015-06-30$908,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$771,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,172,275
Value of total assets at end of year2015-06-30$24,718,115
Value of total assets at beginning of year2015-06-30$23,264,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$137,649
Total interest from all sources2015-06-30$10,659
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$584,881
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$373,775
Administrative expenses professional fees incurred2015-06-30$6,455
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$124,864
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$80,607
Other income not declared elsewhere2015-06-30$3,725
Administrative expenses (other) incurred2015-06-30$32,440
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$1,453,447
Value of net assets at end of year (total assets less liabilities)2015-06-30$24,718,115
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$23,264,668
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
Investment advisory and management fees2015-06-30$86,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$12,003,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$9,197,022
Income. Interest from US Government securities2015-06-30$2,875
Income. Interest from corporate debt instruments2015-06-30$5,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$462,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,469,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,469,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$2,556
Asset value of US Government securities at end of year2015-06-30$0
Asset value of US Government securities at beginning of year2015-06-30$101,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-395,988
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$1,047,411
Income. Dividends from common stock2015-06-30$211,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$690,600
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$129,737
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$158,400
Contract administrator fees2015-06-30$11,976
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$12,122,460
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$12,337,614
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 appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$24,285,682
Aggregate carrying amount (costs) on sale of assets2015-06-30$22,873,318
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 name2015-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2015-06-30431555780
2014 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$859,609
Total unrealized appreciation/depreciation of assets2014-06-30$859,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,480,668
Total loss/gain on sale of assets2014-06-30$1,524,902
Total of all expenses incurred2014-06-30$1,753,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,620,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,283,252
Value of total assets at end of year2014-06-30$23,264,668
Value of total assets at beginning of year2014-06-30$20,537,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$132,889
Total interest from all sources2014-06-30$8,333
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$531,579
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$141,063
Administrative expenses professional fees incurred2014-06-30$6,683
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$480,995
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$54,615
Other income not declared elsewhere2014-06-30$991
Administrative expenses (other) incurred2014-06-30$35,432
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$2,727,317
Value of net assets at end of year (total assets less liabilities)2014-06-30$23,264,668
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$20,537,351
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
Investment advisory and management fees2014-06-30$78,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$9,197,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$8,288,496
Income. Interest from US Government securities2014-06-30$2,875
Income. Interest from corporate debt instruments2014-06-30$5,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,469,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$553,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$553,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$170
Asset value of US Government securities at end of year2014-06-30$101,675
Asset value of US Government securities at beginning of year2014-06-30$104,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$272,002
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$802,257
Income. Dividends from common stock2014-06-30$390,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,565,847
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$158,400
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$211,465
Contract administrator fees2014-06-30$12,444
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$12,337,614
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$11,380,282
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 appraiser2014-06-30No
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$17,988,699
Aggregate carrying amount (costs) on sale of assets2014-06-30$16,463,797
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 name2014-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2014-06-30431555780
2013 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$621,923
Total unrealized appreciation/depreciation of assets2013-06-30$621,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,472,825
Total loss/gain on sale of assets2013-06-30$1,422,521
Total of all expenses incurred2013-06-30$1,336,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,205,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,075,822
Value of total assets at end of year2013-06-30$20,537,351
Value of total assets at beginning of year2013-06-30$18,400,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$131,230
Total interest from all sources2013-06-30$10,660
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$597,439
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$391,033
Administrative expenses professional fees incurred2013-06-30$7,171
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$255,592
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$139,213
Other income not declared elsewhere2013-06-30$2,110
Administrative expenses (other) incurred2013-06-30$32,895
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$2,136,543
Value of net assets at end of year (total assets less liabilities)2013-06-30$20,537,351
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$18,400,808
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$78,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$8,288,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,533,903
Income. Interest from corporate debt instruments2013-06-30$10,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$553,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$780,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$780,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$6
Asset value of US Government securities at end of year2013-06-30$104,045
Asset value of US Government securities at beginning of year2013-06-30$106,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$-257,650
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$820,230
Income. Dividends from common stock2013-06-30$206,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,065,839
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$211,465
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$343,337
Contract administrator fees2013-06-30$12,756
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$11,380,282
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$9,637,256
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$18,599,432
Aggregate carrying amount (costs) on sale of assets2013-06-30$17,176,911
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2013-06-30431555780
2012 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-83,746
Total unrealized appreciation/depreciation of assets2012-06-30$-83,746
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$2,028,521
Total loss/gain on sale of assets2012-06-30$36,086
Total of all expenses incurred2012-06-30$1,202,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,078,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,673,448
Value of total assets at end of year2012-06-30$18,400,808
Value of total assets at beginning of year2012-06-30$17,574,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$123,706
Total interest from all sources2012-06-30$10,569
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$409,604
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$272,191
Administrative expenses professional fees incurred2012-06-30$6,963
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$54,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$468,620
Other income not declared elsewhere2012-06-30$2,107
Administrative expenses (other) incurred2012-06-30$33,882
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$826,399
Value of net assets at end of year (total assets less liabilities)2012-06-30$18,400,808
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$17,574,409
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$72,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,533,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$7,276,868
Income. Interest from US Government securities2012-06-30$2,489
Income. Interest from corporate debt instruments2012-06-30$8,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$780,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$823,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$823,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$63
Asset value of US Government securities at end of year2012-06-30$106,165
Asset value of US Government securities at beginning of year2012-06-30$78,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-19,547
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$1,619,223
Income. Dividends from common stock2012-06-30$137,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$609,796
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$343,337
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$235,561
Contract administrator fees2012-06-30$10,710
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$9,637,256
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$9,159,635
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$19,251,530
Aggregate carrying amount (costs) on sale of assets2012-06-30$19,215,444
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 plan2012-06-30Qualified
Accountancy firm name2012-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2012-06-30431555780
2011 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$896,121
Total unrealized appreciation/depreciation of assets2011-06-30$896,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,803,449
Total loss/gain on sale of assets2011-06-30$903,951
Total of all expenses incurred2011-06-30$562,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$438,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,172,608
Value of total assets at end of year2011-06-30$17,574,409
Value of total assets at beginning of year2011-06-30$14,333,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$124,187
Total interest from all sources2011-06-30$8,824
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$334,269
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$248,431
Administrative expenses professional fees incurred2011-06-30$11,079
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$19,488
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$347,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$134,795
Other income not declared elsewhere2011-06-30$3,745
Administrative expenses (other) incurred2011-06-30$35,555
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$3,241,257
Value of net assets at end of year (total assets less liabilities)2011-06-30$17,574,409
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$14,333,152
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$67,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$7,276,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$7,669,581
Income. Interest from US Government securities2011-06-30$1,821
Income. Interest from corporate debt instruments2011-06-30$6,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$823,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$500,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$500,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$48
Asset value of US Government securities at end of year2011-06-30$78,977
Asset value of US Government securities at beginning of year2011-06-30$77,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$483,931
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$825,271
Income. Dividends from preferred stock2011-06-30$2,494
Income. Dividends from common stock2011-06-30$83,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$303,210
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$235,561
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$128,688
Contract administrator fees2011-06-30$9,675
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$9,159,635
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$5,937,900
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$15,202,491
Aggregate carrying amount (costs) on sale of assets2011-06-30$14,298,540
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 plan2011-06-30Qualified
Accountancy firm name2011-06-30MICHAEL CUMMINS CPA PC
Accountancy firm EIN2011-06-30431555780
2010 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

2021: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 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: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 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: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 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: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 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: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 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: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 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: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2007: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2007 form 5500 responses
2007-07-01Type of plan entityMulti-employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement - TrustYes
2006: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2006 form 5500 responses
2006-07-01Type of plan entityMulti-employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planYes
2006-07-01Plan funding arrangement – TrustYes
2006-07-01Plan benefit arrangement - TrustYes
2005: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2005 form 5500 responses
2005-07-01Type of plan entityMulti-employer plan
2005-07-01Submission has been amendedNo
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planYes
2005-07-01Plan funding arrangement – TrustYes
2005-07-01Plan benefit arrangement - TrustYes
2004: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2004 form 5500 responses
2004-07-01Type of plan entityMulti-employer plan
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planYes
2004-07-01Plan funding arrangement – TrustYes
2004-07-01Plan benefit arrangement - TrustYes
2003: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2003 form 5500 responses
2003-07-01Type of plan entityMulti-employer plan
2003-07-01Submission has been amendedNo
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planYes
2003-07-01Plan funding arrangement – TrustYes
2003-07-01Plan benefit arrangement - TrustYes

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