UNITED ASSOCIATION OF PLUMBERS LOCAL 360 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS LOCAL 360 PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: PLUMBERS LOCAL 360 PENSION PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-12-31 | 31,171,721 |
| Acturial value of assets for funding standard account | 2022-12-31 | 31,171,721 |
| Accrued liabiliy under entry age normal method | 2022-12-31 | 30,314,765 |
| Normal cost under entry age normal method | 2022-12-31 | 478,188 |
| Accrued liability under unit credit cost method | 2022-12-31 | 26,695,469 |
| RPA 94 current liability | 2022-12-31 | 55,190,641 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 2,191,110 |
| Expected release from RPA 94 current liability for plan year | 2022-12-31 | 1,389,636 |
| Expected plan disbursements for the plan year | 2022-12-31 | 1,389,636 |
| Current value of assets | 2022-12-31 | 31,171,721 |
| Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 94 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 19,305,008 |
| Number of terminated vested participants | 2022-12-31 | 39 |
| Current liability for terminated vested participants | 2022-12-31 | 5,792,645 |
| Current liability for active participants non vested benefits | 2022-12-31 | 323,337 |
| Current liability for active participants vested benefits | 2022-12-31 | 29,769,651 |
| Total number of active articipats | 2022-12-31 | 114 |
| Current liability for active participants | 2022-12-31 | 30,092,988 |
| Total participant count with liabilities | 2022-12-31 | 247 |
| Total current liabilitoes for participants with libailities | 2022-12-31 | 55,190,641 |
| Total employer contributions in plan year | 2022-12-31 | 1,225,271 |
| Total employee contributions in plan year | 2022-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 792,536 |
| Prior year credit balance | 2022-12-31 | 4,170,143 |
| Total participants, beginning-of-year | 2022-01-01 | 249 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 121 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 88 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 40 |
| Total of all active and inactive participants | 2022-01-01 | 249 |
| Total participants | 2022-01-01 | 249 |
| Number of employers contributing to the scheme | 2022-01-01 | 47 |
| 2021: PLUMBERS LOCAL 360 PENSION PLAN 2021 401k membership |
|---|
| Current value of assets | 2021-12-31 | 27,473,833 |
| Acturial value of assets for funding standard account | 2021-12-31 | 27,473,833 |
| Accrued liabiliy under entry age normal method | 2021-12-31 | 27,595,414 |
| Normal cost under entry age normal method | 2021-12-31 | 455,269 |
| Accrued liability under unit credit cost method | 2021-12-31 | 24,111,675 |
| RPA 94 current liability | 2021-12-31 | 47,750,861 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 1,895,733 |
| Expected release from RPA 94 current liability for plan year | 2021-12-31 | 1,330,787 |
| Expected plan disbursements for the plan year | 2021-12-31 | 1,330,787 |
| Current value of assets | 2021-12-31 | 27,473,833 |
| Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 98 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 17,186,027 |
| Number of terminated vested participants | 2021-12-31 | 34 |
| Current liability for terminated vested participants | 2021-12-31 | 4,677,306 |
| Current liability for active participants non vested benefits | 2021-12-31 | 263,288 |
| Current liability for active participants vested benefits | 2021-12-31 | 25,624,240 |
| Total number of active articipats | 2021-12-31 | 116 |
| Current liability for active participants | 2021-12-31 | 25,887,528 |
| Total participant count with liabilities | 2021-12-31 | 248 |
| Total current liabilitoes for participants with libailities | 2021-12-31 | 47,750,861 |
| Total employer contributions in plan year | 2021-12-31 | 1,230,844 |
| Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 794,621 |
| Prior year credit balance | 2021-12-31 | 3,504,125 |
| Total participants, beginning-of-year | 2021-01-01 | 248 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 114 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 94 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 39 |
| Total of all active and inactive participants | 2021-01-01 | 247 |
| Total participants | 2021-01-01 | 247 |
| Number of employers contributing to the scheme | 2021-01-01 | 45 |
| 2020: PLUMBERS LOCAL 360 PENSION PLAN 2020 401k membership |
|---|
| Current value of assets | 2020-12-31 | 23,321,757 |
| Acturial value of assets for funding standard account | 2020-12-31 | 23,321,757 |
| Accrued liabiliy under entry age normal method | 2020-12-31 | 26,656,992 |
| Normal cost under entry age normal method | 2020-12-31 | 459,351 |
| Accrued liability under unit credit cost method | 2020-12-31 | 23,138,067 |
| RPA 94 current liability | 2020-12-31 | 41,920,746 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 1,651,759 |
| Expected release from RPA 94 current liability for plan year | 2020-12-31 | 1,330,787 |
| Expected plan disbursements for the plan year | 2020-12-31 | 1,330,787 |
| Current value of assets | 2020-12-31 | 23,321,757 |
| Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 98 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 16,073,545 |
| Number of terminated vested participants | 2020-12-31 | 33 |
| Current liability for terminated vested participants | 2020-12-31 | 3,584,709 |
| Current liability for active participants non vested benefits | 2020-12-31 | 193,919 |
| Current liability for active participants vested benefits | 2020-12-31 | 22,068,573 |
| Total number of active articipats | 2020-12-31 | 114 |
| Current liability for active participants | 2020-12-31 | 22,262,492 |
| Total participant count with liabilities | 2020-12-31 | 245 |
| Total current liabilitoes for participants with libailities | 2020-12-31 | 41,920,746 |
| Total employer contributions in plan year | 2020-12-31 | 1,045,319 |
| Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 1,116,859 |
| Prior year credit balance | 2020-12-31 | 3,383,045 |
| Total participants, beginning-of-year | 2020-01-01 | 245 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 116 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 98 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 34 |
| Total of all active and inactive participants | 2020-01-01 | 248 |
| Total participants | 2020-01-01 | 248 |
| Number of employers contributing to the scheme | 2020-01-01 | 44 |
| 2019: PLUMBERS LOCAL 360 PENSION PLAN 2019 401k membership |
|---|
| Current value of assets | 2019-12-31 | 19,880,760 |
| Acturial value of assets for funding standard account | 2019-12-31 | 19,880,760 |
| Accrued liabiliy under entry age normal method | 2019-12-31 | 27,004,275 |
| Normal cost under entry age normal method | 2019-12-31 | 352,694 |
| Accrued liability under unit credit cost method | 2019-12-31 | 22,640,006 |
| RPA 94 current liability | 2019-12-31 | 41,210,727 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 1,478,440 |
| Expected release from RPA 94 current liability for plan year | 2019-12-31 | 1,305,037 |
| Expected plan disbursements for the plan year | 2019-12-31 | 1,305,037 |
| Current value of assets | 2019-12-31 | 19,880,760 |
| Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 96 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 16,689,749 |
| Number of terminated vested participants | 2019-12-31 | 37 |
| Current liability for terminated vested participants | 2019-12-31 | 4,040,216 |
| Current liability for active participants non vested benefits | 2019-12-31 | 127,311 |
| Current liability for active participants vested benefits | 2019-12-31 | 20,353,451 |
| Total number of active articipats | 2019-12-31 | 112 |
| Current liability for active participants | 2019-12-31 | 20,480,762 |
| Total participant count with liabilities | 2019-12-31 | 245 |
| Total current liabilitoes for participants with libailities | 2019-12-31 | 41,210,727 |
| Total employer contributions in plan year | 2019-12-31 | 1,012,272 |
| Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 1,378,170 |
| Prior year credit balance | 2019-12-31 | 3,563,002 |
| Total participants, beginning-of-year | 2019-01-01 | 245 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 114 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 98 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 33 |
| Total of all active and inactive participants | 2019-01-01 | 245 |
| Total participants | 2019-01-01 | 245 |
| Number of employers contributing to the scheme | 2019-01-01 | 47 |
| 2018: PLUMBERS LOCAL 360 PENSION PLAN 2018 401k membership |
|---|
| Current value of assets | 2018-12-31 | 21,629,702 |
| Acturial value of assets for funding standard account | 2018-12-31 | 21,629,702 |
| Accrued liabiliy under entry age normal method | 2018-12-31 | 25,550,447 |
| Normal cost under entry age normal method | 2018-12-31 | 304,541 |
| Accrued liability under unit credit cost method | 2018-12-31 | 22,459,005 |
| RPA 94 current liability | 2018-12-31 | 40,354,880 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 1,111,742 |
| Expected release from RPA 94 current liability for plan year | 2018-12-31 | 1,287,132 |
| Expected plan disbursements for the plan year | 2018-12-31 | 1,287,132 |
| Current value of assets | 2018-12-31 | 21,629,702 |
| Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 96 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 17,093,637 |
| Number of terminated vested participants | 2018-12-31 | 37 |
| Current liability for terminated vested participants | 2018-12-31 | 3,426,698 |
| Current liability for active participants non vested benefits | 2018-12-31 | 118,368 |
| Current liability for active participants vested benefits | 2018-12-31 | 19,716,177 |
| Total number of active articipats | 2018-12-31 | 107 |
| Current liability for active participants | 2018-12-31 | 19,834,545 |
| Total participant count with liabilities | 2018-12-31 | 240 |
| Total current liabilitoes for participants with libailities | 2018-12-31 | 40,354,880 |
| Total employer contributions in plan year | 2018-12-31 | 995,438 |
| Total employee contributions in plan year | 2018-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 1,010,482 |
| Prior year credit balance | 2018-12-31 | 3,379,744 |
| Total participants, beginning-of-year | 2018-01-01 | 240 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 112 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 96 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 37 |
| Total of all active and inactive participants | 2018-01-01 | 245 |
| Total participants | 2018-01-01 | 245 |
| Number of employers contributing to the scheme | 2018-01-01 | 45 |
| 2017: PLUMBERS LOCAL 360 PENSION PLAN 2017 401k membership |
|---|
| Current value of assets | 2017-12-31 | 19,142,502 |
| Acturial value of assets for funding standard account | 2017-12-31 | 19,142,502 |
| Accrued liabiliy under entry age normal method | 2017-12-31 | 24,731,863 |
| Normal cost under entry age normal method | 2017-12-31 | 332,351 |
| Accrued liability under unit credit cost method | 2017-12-31 | 20,881,428 |
| RPA 94 current liability | 2017-12-31 | 37,124,793 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 1,362,090 |
| Expected release from RPA 94 current liability for plan year | 2017-12-31 | 1,057,920 |
| Expected plan disbursements for the plan year | 2017-12-31 | 1,057,920 |
| Current value of assets | 2017-12-31 | 19,142,502 |
| Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 87 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 12,759,613 |
| Number of terminated vested participants | 2017-12-31 | 37 |
| Current liability for terminated vested participants | 2017-12-31 | 3,193,184 |
| Current liability for active participants non vested benefits | 2017-12-31 | 56,422 |
| Current liability for active participants vested benefits | 2017-12-31 | 21,115,574 |
| Total number of active articipats | 2017-12-31 | 112 |
| Current liability for active participants | 2017-12-31 | 21,171,996 |
| Total participant count with liabilities | 2017-12-31 | 236 |
| Total current liabilitoes for participants with libailities | 2017-12-31 | 37,124,793 |
| Total employer contributions in plan year | 2017-12-31 | 882,289 |
| Total employee contributions in plan year | 2017-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 1,247,155 |
| Prior year credit balance | 2017-12-31 | 3,559,244 |
| Total participants, beginning-of-year | 2017-01-01 | 236 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 107 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 96 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 37 |
| Total of all active and inactive participants | 2017-01-01 | 240 |
| Total participants | 2017-01-01 | 240 |
| Number of employers contributing to the scheme | 2017-01-01 | 43 |
| 2016: PLUMBERS LOCAL 360 PENSION PLAN 2016 401k membership |
|---|
| Current value of assets | 2016-12-31 | 18,197,922 |
| Acturial value of assets for funding standard account | 2016-12-31 | 18,197,922 |
| Accrued liabiliy under entry age normal method | 2016-12-31 | 22,726,292 |
| Normal cost under entry age normal method | 2016-12-31 | 302,642 |
| Accrued liability under unit credit cost method | 2016-12-31 | 19,434,756 |
| RPA 94 current liability | 2016-12-31 | 36,154,927 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 1,114,542 |
| Expected release from RPA 94 current liability for plan year | 2016-12-31 | 1,018,331 |
| Expected plan disbursements for the plan year | 2016-12-31 | 1,018,331 |
| Current value of assets | 2016-12-31 | 18,206,767 |
| Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 84 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 13,114,679 |
| Number of terminated vested participants | 2016-12-31 | 37 |
| Current liability for terminated vested participants | 2016-12-31 | 3,192,535 |
| Current liability for active participants non vested benefits | 2016-12-31 | 10,204 |
| Current liability for active participants vested benefits | 2016-12-31 | 19,837,509 |
| Total number of active articipats | 2016-12-31 | 111 |
| Current liability for active participants | 2016-12-31 | 19,847,713 |
| Total participant count with liabilities | 2016-12-31 | 232 |
| Total current liabilitoes for participants with libailities | 2016-12-31 | 36,154,927 |
| Total employer contributions in plan year | 2016-12-31 | 1,007,395 |
| Total employee contributions in plan year | 2016-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 1,089,935 |
| Prior year credit balance | 2016-12-31 | 3,449,811 |
| Total participants, beginning-of-year | 2016-01-01 | 229 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 112 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 87 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 37 |
| Total of all active and inactive participants | 2016-01-01 | 236 |
| Total participants | 2016-01-01 | 236 |
| Number of employers contributing to the scheme | 2016-01-01 | 41 |
| 2015: PLUMBERS LOCAL 360 PENSION PLAN 2015 401k membership |
|---|
| Current value of assets | 2015-12-31 | 18,645,062 |
| Acturial value of assets for funding standard account | 2015-12-31 | 18,645,062 |
| Accrued liabiliy under entry age normal method | 2015-12-31 | 21,003,285 |
| Normal cost under entry age normal method | 2015-12-31 | 325,106 |
| Accrued liability under unit credit cost method | 2015-12-31 | 17,904,692 |
| RPA 94 current liability | 2015-12-31 | 32,476,223 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 1,059,909 |
| Expected release from RPA 94 current liability for plan year | 2015-12-31 | 998,907 |
| Expected plan disbursements for the plan year | 2015-12-31 | 998,907 |
| Current value of assets | 2015-12-31 | 18,645,062 |
| Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 83 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 11,955,998 |
| Number of terminated vested participants | 2015-12-31 | 35 |
| Current liability for terminated vested participants | 2015-12-31 | 2,703,546 |
| Current liability for active participants non vested benefits | 2015-12-31 | 28,168 |
| Current liability for active participants vested benefits | 2015-12-31 | 17,788,511 |
| Total number of active articipats | 2015-12-31 | 114 |
| Current liability for active participants | 2015-12-31 | 17,816,679 |
| Total participant count with liabilities | 2015-12-31 | 232 |
| Total current liabilitoes for participants with libailities | 2015-12-31 | 32,476,223 |
| Total employer contributions in plan year | 2015-12-31 | 824,566 |
| Total employee contributions in plan year | 2015-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 871,101 |
| Prior year credit balance | 2015-12-31 | 3,304,058 |
| Total participants, beginning-of-year | 2015-01-01 | 232 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 108 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 84 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 37 |
| Total of all active and inactive participants | 2015-01-01 | 229 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 229 |
| Number of employers contributing to the scheme | 2015-01-01 | 49 |
| 2014: PLUMBERS LOCAL 360 PENSION PLAN 2014 401k membership |
|---|
| Current value of assets | 2014-12-31 | 17,678,351 |
| Acturial value of assets for funding standard account | 2014-12-31 | 17,678,351 |
| Accrued liabiliy under entry age normal method | 2014-12-31 | 20,514,470 |
| Normal cost under entry age normal method | 2014-12-31 | 313,250 |
| Accrued liability under unit credit cost method | 2014-12-31 | 17,519,912 |
| RPA 94 current liability | 2014-12-31 | 31,796,554 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 890,088 |
| Expected release from RPA 94 current liability for plan year | 2014-12-31 | 1,015,574 |
| Expected plan disbursements for the plan year | 2014-12-31 | 1,015,574 |
| Current value of assets | 2014-12-31 | 17,678,351 |
| Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 86 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 12,926,632 |
| Number of terminated vested participants | 2014-12-31 | 35 |
| Current liability for terminated vested participants | 2014-12-31 | 3,062,495 |
| Current liability for active participants non vested benefits | 2014-12-31 | 87,017 |
| Current liability for active participants vested benefits | 2014-12-31 | 15,720,410 |
| Total number of active articipats | 2014-12-31 | 114 |
| Current liability for active participants | 2014-12-31 | 15,807,427 |
| Total participant count with liabilities | 2014-12-31 | 235 |
| Total current liabilitoes for participants with libailities | 2014-12-31 | 31,796,554 |
| Total employer contributions in plan year | 2014-12-31 | 845,885 |
| Total employee contributions in plan year | 2014-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 866,435 |
| Prior year credit balance | 2014-12-31 | 3,142,719 |
| Total participants, beginning-of-year | 2014-01-01 | 235 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 114 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 83 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 34 |
| Total of all active and inactive participants | 2014-01-01 | 231 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 232 |
| Number of employers contributing to the scheme | 2014-01-01 | 48 |
| 2013: PLUMBERS LOCAL 360 PENSION PLAN 2013 401k membership |
|---|
| Current value of assets | 2013-12-31 | 15,487,891 |
| Acturial value of assets for funding standard account | 2013-12-31 | 15,487,891 |
| Accrued liabiliy under entry age normal method | 2013-12-31 | 20,088,243 |
| Normal cost under entry age normal method | 2013-12-31 | 352,851 |
| Accrued liability under unit credit cost method | 2013-12-31 | 16,791,209 |
| RPA 94 current liability | 2013-12-31 | 29,878,304 |
| Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 967,082 |
| Expected plan disbursements for the plan year | 2013-12-31 | 910,146 |
| Current value of assets | 2013-12-31 | 15,487,891 |
| Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 84 |
| Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 12,374,121 |
| Number of terminated vested participants | 2013-12-31 | 30 |
| Current liability for terminated vested participants | 2013-12-31 | 2,302,088 |
| Current liability for active participants non vested benefits | 2013-12-31 | 60,365 |
| Current liability for active participants vested benefits | 2013-12-31 | 15,141,731 |
| Total number of active articipats | 2013-12-31 | 122 |
| Current liability for active participants | 2013-12-31 | 15,202,096 |
| Total participant count with liabilities | 2013-12-31 | 236 |
| Total current liabilitoes for participants with libailities | 2013-12-31 | 29,878,305 |
| Total employer contributions in plan year | 2013-12-31 | 763,664 |
| Total employee contributions in plan year | 2013-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 1,086,353 |
| Prior year credit balance | 2013-12-31 | 3,290,744 |
| Total participants, beginning-of-year | 2013-01-01 | 238 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 114 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 86 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 35 |
| Total of all active and inactive participants | 2013-01-01 | 235 |
| Total participants | 2013-01-01 | 235 |
| Number of employers contributing to the scheme | 2013-01-01 | 43 |
| 2012: PLUMBERS LOCAL 360 PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 238 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 131 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 26 |
| Total of all active and inactive participants | 2012-01-01 | 238 |
| Total participants | 2012-01-01 | 238 |
| Number of employers contributing to the scheme | 2012-01-01 | 48 |
| 2011: PLUMBERS LOCAL 360 PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 238 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 132 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
| Total of all active and inactive participants | 2011-01-01 | 238 |
| Total participants | 2011-01-01 | 238 |
| Number of employers contributing to the scheme | 2011-01-01 | 37 |
| 2009: PLUMBERS LOCAL 360 PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 226 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 132 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 78 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 25 |
| Total of all active and inactive participants | 2009-01-01 | 235 |
| Total participants | 2009-01-01 | 235 |
| Number of employers contributing to the scheme | 2009-01-01 | 40 |
| Measure | Date | Value |
|---|
| 2022 : PLUMBERS LOCAL 360 PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-300 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-300 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,519 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $14,722 |
| Total income from all sources (including contributions) | 2022-12-31 | $-4,279,588 |
| Total of all expenses incurred | 2022-12-31 | $1,515,723 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,379,643 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,225,271 |
| Value of total assets at end of year | 2022-12-31 | $25,384,929 |
| Value of total assets at beginning of year | 2022-12-31 | $31,186,443 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $136,080 |
| Total interest from all sources | 2022-12-31 | $159 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $417,680 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $417,680 |
| Administrative expenses professional fees incurred | 2022-12-31 | $63,260 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $27,904 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $25,917 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $6,468 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $6,468 |
| Administrative expenses (other) incurred | 2022-12-31 | $51,320 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $2,051 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $8,254 |
| Total non interest bearing cash at end of year | 2022-12-31 | $87,341 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $94,974 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-5,795,311 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $25,376,410 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $31,171,721 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $21,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,323,877 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $27,090,302 |
| Income. Interest from US Government securities | 2022-12-31 | $159 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,720,032 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,743,334 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $60,447 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $80,347 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $80,347 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
| Asset value of US Government securities at end of year | 2022-12-31 | $2,849 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $3,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,899,095 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-23,303 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,225,271 |
| Employer contributions (assets) at end of year | 2022-12-31 | $162,479 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $147,207 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,379,643 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $637 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ANDERS MINKLER HUBER HELM LLP |
| Accountancy firm EIN | 2022-12-31 | 430831507 |
| 2021 : PLUMBERS LOCAL 360 PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-167 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-167 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $14,722 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $9,575 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,197,884 |
| Total of all expenses incurred | 2021-12-31 | $1,499,996 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,373,024 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,230,844 |
| Value of total assets at end of year | 2021-12-31 | $31,186,443 |
| Value of total assets at beginning of year | 2021-12-31 | $27,483,408 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $126,972 |
| Total interest from all sources | 2021-12-31 | $206 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $584,846 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $584,846 |
| Administrative expenses professional fees incurred | 2021-12-31 | $52,418 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $25,917 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $52,184 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $6,468 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,593 |
| Administrative expenses (other) incurred | 2021-12-31 | $53,054 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $8,254 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $7,982 |
| Total non interest bearing cash at end of year | 2021-12-31 | $94,974 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $103,613 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,697,888 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $31,171,721 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $27,473,833 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $21,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $27,090,302 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $23,828,940 |
| Income. Interest from US Government securities | 2021-12-31 | $200 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,743,334 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,272,962 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $80,347 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $49,425 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $49,425 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $6 |
| Asset value of US Government securities at end of year | 2021-12-31 | $3,725 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $4,827 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,911,783 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $470,372 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,230,844 |
| Employer contributions (assets) at end of year | 2021-12-31 | $147,207 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $170,093 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,373,024 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $637 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $1,364 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ANDERS MINKLER HUBER HELM LLP |
| Accountancy firm EIN | 2021-12-31 | 430831507 |
| 2020 : PLUMBERS LOCAL 360 PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $691 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $691 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $9,575 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $5,310 |
| Total income from all sources (including contributions) | 2020-12-31 | $5,748,840 |
| Total of all expenses incurred | 2020-12-31 | $1,596,764 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,474,074 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,045,319 |
| Value of total assets at end of year | 2020-12-31 | $27,483,408 |
| Value of total assets at beginning of year | 2020-12-31 | $23,327,067 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $122,690 |
| Total interest from all sources | 2020-12-31 | $286 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $390,540 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $390,540 |
| Administrative expenses professional fees incurred | 2020-12-31 | $43,591 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $52,184 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $39,121 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,593 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,593 |
| Administrative expenses (other) incurred | 2020-12-31 | $57,599 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $7,982 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $3,717 |
| Total non interest bearing cash at end of year | 2020-12-31 | $103,613 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $121 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $4,152,076 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $27,473,833 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,321,757 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $21,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $23,828,940 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $20,693,946 |
| Income. Interest from US Government securities | 2020-12-31 | $279 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,272,962 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,292,580 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $49,425 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $160,053 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $160,053 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $7 |
| Asset value of US Government securities at end of year | 2020-12-31 | $4,827 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $5,568 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,330,621 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $-18,617 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,045,319 |
| Employer contributions (assets) at end of year | 2020-12-31 | $170,093 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $129,211 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,474,074 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $1,364 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $6,467 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | ANDERS MINKLER HUBER HELM LLP |
| Accountancy firm EIN | 2020-12-31 | 430831507 |
| 2019 : PLUMBERS LOCAL 360 PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-955,822 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-955,822 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,310 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $13,562 |
| Total income from all sources (including contributions) | 2019-12-31 | $4,896,917 |
| Total loss/gain on sale of assets | 2019-12-31 | $350,636 |
| Total of all expenses incurred | 2019-12-31 | $1,455,920 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,323,935 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,012,272 |
| Value of total assets at end of year | 2019-12-31 | $23,327,067 |
| Value of total assets at beginning of year | 2019-12-31 | $19,894,322 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $131,985 |
| Total interest from all sources | 2019-12-31 | $102,455 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $400,700 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $382,213 |
| Administrative expenses professional fees incurred | 2019-12-31 | $48,728 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $39,121 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $156,968 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,593 |
| Administrative expenses (other) incurred | 2019-12-31 | $59,468 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $3,717 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $13,562 |
| Total non interest bearing cash at end of year | 2019-12-31 | $121 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $98,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,440,997 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $23,321,757 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,880,760 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $23,789 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $20,693,946 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,918,021 |
| Income. Interest from US Government securities | 2019-12-31 | $38,721 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $59,162 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,292,580 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $747,439 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $160,053 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $312,715 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $312,715 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $4,572 |
| Asset value of US Government securities at end of year | 2019-12-31 | $5,568 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $3,333,163 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,942,536 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $44,140 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,012,272 |
| Employer contributions (assets) at end of year | 2019-12-31 | $129,211 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $177,469 |
| Income. Dividends from common stock | 2019-12-31 | $18,487 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,323,935 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $2,867,034 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $2,279,624 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $6,467 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $3,790 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $9,993,473 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $9,642,837 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | ANDERS MINKLER HUBER HELM LLP |
| Accountancy firm EIN | 2019-12-31 | 430831507 |
| 2018 : PLUMBERS LOCAL 360 PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $233,453 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $233,453 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $13,562 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $18,202 |
| Total income from all sources (including contributions) | 2018-12-31 | $-208,073 |
| Total loss/gain on sale of assets | 2018-12-31 | $335,341 |
| Total of all expenses incurred | 2018-12-31 | $1,540,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,408,952 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $995,438 |
| Value of total assets at end of year | 2018-12-31 | $19,894,322 |
| Value of total assets at beginning of year | 2018-12-31 | $21,647,904 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $131,917 |
| Total interest from all sources | 2018-12-31 | $200,303 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $289,829 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $244,436 |
| Administrative expenses professional fees incurred | 2018-12-31 | $39,205 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $156,968 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $67,727 |
| Other income not declared elsewhere | 2018-12-31 | $17,187 |
| Administrative expenses (other) incurred | 2018-12-31 | $53,138 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $13,562 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $18,202 |
| Total non interest bearing cash at end of year | 2018-12-31 | $98,099 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $95,874 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,748,942 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,880,760 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,629,702 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $39,574 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,918,021 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,283,939 |
| Income. Interest from US Government securities | 2018-12-31 | $89,809 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $102,952 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $747,439 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $697,025 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $312,715 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $698,799 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $698,799 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $7,542 |
| Asset value of US Government securities at end of year | 2018-12-31 | $3,333,163 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $3,108,502 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,329,038 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $49,414 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $995,438 |
| Employer contributions (assets) at end of year | 2018-12-31 | $177,469 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $135,452 |
| Income. Dividends from common stock | 2018-12-31 | $45,393 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,408,952 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $2,867,034 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $2,662,893 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $2,279,624 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $2,891,376 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $3,790 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $6,317 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $4,995,325 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $4,659,984 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | ANDERS MINKLER HUBER HELM LLP |
| Accountancy firm EIN | 2018-12-31 | 430831507 |
| 2017 : PLUMBERS LOCAL 360 PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $406,761 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $406,761 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $18,202 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $35,296 |
| Total income from all sources (including contributions) | 2017-12-31 | $3,780,281 |
| Total loss/gain on sale of assets | 2017-12-31 | $443,310 |
| Total of all expenses incurred | 2017-12-31 | $1,293,081 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,169,750 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $881,036 |
| Value of total assets at end of year | 2017-12-31 | $21,647,904 |
| Value of total assets at beginning of year | 2017-12-31 | $19,177,798 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $123,331 |
| Total interest from all sources | 2017-12-31 | $173,788 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $264,172 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $202,222 |
| Administrative expenses professional fees incurred | 2017-12-31 | $36,579 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $34,953 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $67,727 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $74,297 |
| Other income not declared elsewhere | 2017-12-31 | $16,822 |
| Administrative expenses (other) incurred | 2017-12-31 | $47,326 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $18,202 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $35,296 |
| Total non interest bearing cash at end of year | 2017-12-31 | $95,874 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $86 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $2,487,200 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $21,629,702 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,142,502 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $39,426 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,283,939 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,656,418 |
| Income. Interest from US Government securities | 2017-12-31 | $84,341 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $85,313 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $697,025 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $660,479 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $698,799 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $513,672 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $513,672 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,134 |
| Asset value of US Government securities at end of year | 2017-12-31 | $3,108,502 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $3,439,196 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,556,846 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $37,546 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $881,036 |
| Employer contributions (assets) at end of year | 2017-12-31 | $135,452 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $127,567 |
| Income. Dividends from common stock | 2017-12-31 | $61,950 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,169,750 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $2,662,893 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $2,193,836 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $2,891,376 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $2,512,247 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $6,317 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $6,673,195 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $6,229,885 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | ANDERS MINKLER HUBER & HELM LLP |
| Accountancy firm EIN | 2017-12-31 | 430831507 |
| 2016 : PLUMBERS LOCAL 360 PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $104,154 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $104,154 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $35,296 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $41,655 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,090,302 |
| Total of all expenses incurred | 2016-12-31 | $1,154,567 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,042,779 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,007,395 |
| Value of total assets at end of year | 2016-12-31 | $19,177,798 |
| Value of total assets at beginning of year | 2016-12-31 | $18,248,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $111,788 |
| Total interest from all sources | 2016-12-31 | $128,332 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $239,314 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $198,503 |
| Administrative expenses professional fees incurred | 2016-12-31 | $32,277 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $150,599 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $74,297 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $94,574 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $6,249 |
| Other income not declared elsewhere | 2016-12-31 | $374 |
| Administrative expenses (other) incurred | 2016-12-31 | $44,121 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $35,296 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $35,406 |
| Total non interest bearing cash at end of year | 2016-12-31 | $86 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $15 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $935,735 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $19,142,502 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,206,767 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $35,390 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,656,418 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,150,077 |
| Income. Interest from US Government securities | 2016-12-31 | $70,359 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $57,935 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $660,479 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $611,461 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $513,672 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $285,608 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $285,608 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $38 |
| Asset value of US Government securities at end of year | 2016-12-31 | $3,439,196 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $3,952,218 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $610,733 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,007,395 |
| Employer contributions (assets) at end of year | 2016-12-31 | $127,567 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $106,126 |
| Income. Dividends from common stock | 2016-12-31 | $40,811 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,042,779 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $2,193,836 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $1,896,924 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $2,512,247 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $2,151,419 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | MENGWASSER MARTIN LALL & CLARK PC |
| Accountancy firm EIN | 2016-12-31 | 431564913 |
| 2015 : PLUMBERS LOCAL 360 PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-958,669 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-958,669 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $41,655 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $77,340 |
| Total income from all sources (including contributions) | 2015-12-31 | $687,877 |
| Total of all expenses incurred | 2015-12-31 | $1,129,043 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,010,671 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $824,566 |
| Value of total assets at end of year | 2015-12-31 | $18,248,422 |
| Value of total assets at beginning of year | 2015-12-31 | $18,725,273 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $118,372 |
| Total interest from all sources | 2015-12-31 | $144,778 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $225,517 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $173,682 |
| Administrative expenses professional fees incurred | 2015-12-31 | $36,842 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $146,076 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $94,574 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $156,445 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $6,249 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $46,114 |
| Other income not declared elsewhere | 2015-12-31 | $2,407 |
| Administrative expenses (other) incurred | 2015-12-31 | $46,432 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $35,406 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $31,226 |
| Total non interest bearing cash at end of year | 2015-12-31 | $15 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $3 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-441,166 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,206,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,647,933 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $35,098 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,150,077 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,750,860 |
| Income. Interest from US Government securities | 2015-12-31 | $106,270 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $36,994 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $611,461 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $545,923 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $285,608 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $836,189 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $836,189 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,514 |
| Asset value of US Government securities at end of year | 2015-12-31 | $3,952,218 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $4,549,548 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $449,278 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $824,566 |
| Employer contributions (assets) at end of year | 2015-12-31 | $106,126 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $133,172 |
| Income. Dividends from common stock | 2015-12-31 | $51,835 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,010,671 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $1,896,924 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $685,692 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $2,151,419 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $3,067,302 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $139 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MENGWASSER MARTIN LALL & CLARK PC |
| Accountancy firm EIN | 2015-12-31 | 431564913 |
| 2014 : PLUMBERS LOCAL 360 PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $301,486 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $301,486 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $31,226 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $33,088 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,089,147 |
| Total of all expenses incurred | 2014-12-31 | $1,122,436 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,008,586 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $845,885 |
| Value of total assets at end of year | 2014-12-31 | $18,676,288 |
| Value of total assets at beginning of year | 2014-12-31 | $17,711,439 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $113,850 |
| Total interest from all sources | 2014-12-31 | $175,377 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $212,831 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $212,831 |
| Administrative expenses professional fees incurred | 2014-12-31 | $38,808 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $118,517 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $107,460 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $58,457 |
| Administrative expenses (other) incurred | 2014-12-31 | $40,194 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $31,226 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $33,088 |
| Total non interest bearing cash at end of year | 2014-12-31 | $3 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $75,970 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $966,711 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $18,645,062 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,678,351 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $34,848 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,593,912 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,287,949 |
| Income. Interest from US Government securities | 2014-12-31 | $142,344 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $31,529 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $702,871 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $638,989 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $836,189 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $665,083 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $665,083 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,504 |
| Asset value of US Government securities at end of year | 2014-12-31 | $4,549,548 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $4,089,147 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $553,568 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $845,885 |
| Employer contributions (assets) at end of year | 2014-12-31 | $133,172 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $82,991 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,008,586 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $685,692 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $783,503 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $3,067,302 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $3,028,401 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $139 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $949 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MENGWASSER MARTIN LALL & CLARK PC |
| Accountancy firm EIN | 2014-12-31 | 431564913 |
| 2013 : PLUMBERS LOCAL 360 PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-29,344 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-29,344 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $33,088 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $39,871 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,290,199 |
| Total of all expenses incurred | 2013-12-31 | $1,099,739 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $967,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $763,664 |
| Value of total assets at end of year | 2013-12-31 | $17,711,439 |
| Value of total assets at beginning of year | 2013-12-31 | $15,527,762 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $131,883 |
| Total interest from all sources | 2013-12-31 | $174,262 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $214,452 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $39,527 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $56,646 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $58,457 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $87,666 |
| Administrative expenses (other) incurred | 2013-12-31 | $41,113 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $33,088 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $39,871 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $2,190,460 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,678,351 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,487,891 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $51,243 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,287,949 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,291,033 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $638,989 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $596,288 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $741,053 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $590,552 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $590,552 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $174,262 |
| Asset value of US Government securities at end of year | 2013-12-31 | $4,089,147 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $3,771,098 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,167,164 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $1 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $763,664 |
| Employer contributions (assets) at end of year | 2013-12-31 | $82,991 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $177,027 |
| Income. Dividends from common stock | 2013-12-31 | $214,452 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $967,856 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $783,503 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $1,116,650 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $3,028,401 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $6,895,689 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $949 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $1,759 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MENGWASSER MARTIN LALL & CLARK PC |
| Accountancy firm EIN | 2013-12-31 | 431564913 |
| 2012 : PLUMBERS LOCAL 360 PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $551,307 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $551,307 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $35,871 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $34,274 |
| Total income from all sources (including contributions) | 2012-12-31 | $2,415,902 |
| Total of all expenses incurred | 2012-12-31 | $1,051,114 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $910,146 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $875,478 |
| Value of total assets at end of year | 2012-12-31 | $15,523,762 |
| Value of total assets at beginning of year | 2012-12-31 | $14,157,377 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $140,968 |
| Total interest from all sources | 2012-12-31 | $186,828 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $202,885 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $41,242 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $84,443 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $59,470 |
| Administrative expenses (other) incurred | 2012-12-31 | $39,981 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $35,871 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $34,274 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,364,788 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,487,891 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,123,103 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $59,745 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,291,033 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,515,511 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $596,288 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $576,602 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $590,552 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $615,276 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $615,276 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $186,828 |
| Asset value of US Government securities at end of year | 2012-12-31 | $3,771,098 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $3,283,595 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $599,121 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $283 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $875,478 |
| Employer contributions (assets) at end of year | 2012-12-31 | $173,027 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $144,464 |
| Income. Dividends from common stock | 2012-12-31 | $202,885 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $910,146 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $1,116,650 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $1,189,747 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $6,895,689 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $5,767,559 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $4,982 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $5,153 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MENGWASSER MARTIN LALL & CLARK PC |
| Accountancy firm EIN | 2012-12-31 | 431564913 |
| 2011 : PLUMBERS LOCAL 360 PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-486,694 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-486,694 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $34,274 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $35,315 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,438,076 |
| Total of all expenses incurred | 2011-12-31 | $989,171 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $857,285 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,283,622 |
| Value of total assets at end of year | 2011-12-31 | $14,157,377 |
| Value of total assets at beginning of year | 2011-12-31 | $13,709,513 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $131,886 |
| Total interest from all sources | 2011-12-31 | $209,677 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $163,892 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $31,892 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $59,470 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $51,573 |
| Administrative expenses (other) incurred | 2011-12-31 | $44,459 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $34,274 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $35,315 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $448,905 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $14,123,103 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,674,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,515,511 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,203,444 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $576,602 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $367,736 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $615,276 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $586,333 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $586,333 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $209,677 |
| Asset value of US Government securities at end of year | 2011-12-31 | $3,283,595 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $4,063,107 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $214,796 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $52,783 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,283,622 |
| Employer contributions (assets) at end of year | 2011-12-31 | $144,464 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $222,718 |
| Income. Dividends from common stock | 2011-12-31 | $163,892 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $857,285 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $1,189,747 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $1,567,043 |
| Contract administrator fees | 2011-12-31 | $55,535 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $5,767,559 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $5,641,371 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $5,153 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $6,188 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MENGWASSER MARTIN LAAL & CLARK PC |
| Accountancy firm EIN | 2011-12-31 | 431564913 |
| 2010 : PLUMBERS LOCAL 360 PENSION PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $796,878 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $796,878 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $35,315 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $31,667 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,584,469 |
| Total of all expenses incurred | 2010-12-31 | $917,121 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $769,558 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,295,884 |
| Value of total assets at end of year | 2010-12-31 | $13,709,513 |
| Value of total assets at beginning of year | 2010-12-31 | $12,038,517 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $147,563 |
| Total interest from all sources | 2010-12-31 | $203,947 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $131,826 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $36,816 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $51,573 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $45,175 |
| Administrative expenses (other) incurred | 2010-12-31 | $60,113 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $35,315 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $31,667 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,667,348 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $13,674,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $12,006,850 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,203,444 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,931,639 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $367,736 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $322,825 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $586,333 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $573,325 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $573,325 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $203,947 |
| Asset value of US Government securities at end of year | 2010-12-31 | $4,063,107 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $2,165,859 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $111,023 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $44,911 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,295,884 |
| Employer contributions (assets) at end of year | 2010-12-31 | $222,718 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $181,944 |
| Income. Dividends from common stock | 2010-12-31 | $131,826 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $769,558 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $1,567,043 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $1,698,331 |
| Contract administrator fees | 2010-12-31 | $50,634 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $5,641,371 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $5,113,622 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $6,188 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $5,797 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MENGWASSER MARTIN LALL & CLARK PC |
| Accountancy firm EIN | 2010-12-31 | 431564913 |
| 2009 : PLUMBERS LOCAL 360 PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
