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PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 401k Plan overview

Plan NamePLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN
Plan identification number 002

PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

PLUMBERS AND PIPEFITTERS LOCAL 553 has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS AND PIPEFITTERS LOCAL 553
Employer identification number (EIN):371413229
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRAD BEST2023-10-09 HERBERT H. FROHOCK, III2023-10-09
0022021-01-01BRAD BEST2022-10-07 HERBERT H. FROHOCK, III2022-10-07
0022020-01-01BRAD BEST2021-10-08 HERBERT H. FROHOCK, III2021-10-08
0022019-01-01BRAD BEST2020-09-30 HERBERT H. FROHOCK, III2020-09-30
0022018-01-01BRAD BEST2019-10-09 HERBERT H. FROHOCK, III2019-10-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01CHRISTOPHER STANLEY
0022013-01-01CHRISTOPHER STANLEY
0022012-01-01LAWRENCE GRAHAM
0022011-01-01LAWRENCE GRAHAM
0022010-01-01LAWRENCE GRAHAM
0022009-01-01LAWRENCE GRAHAM

Plan Statistics for PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN

401k plan membership statisitcs for PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN

Measure Date Value
2022: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01431
Total number of active participants reported on line 7a of the Form 55002022-01-01237
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-01163
Total of all active and inactive participants2022-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01431
Number of participants with account balances2022-01-01431
Number of employers contributing to the scheme2022-01-0138
2021: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01422
Total number of active participants reported on line 7a of the Form 55002021-01-01254
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-01146
Total of all active and inactive participants2021-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01431
Number of participants with account balances2021-01-01431
Number of employers contributing to the scheme2021-01-0131
2020: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01418
Total number of active participants reported on line 7a of the Form 55002020-01-01373
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01422
Number of participants with account balances2020-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0132
2019: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01415
Total number of active participants reported on line 7a of the Form 55002019-01-01380
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01418
Number of participants with account balances2019-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0137
2018: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01418
Total number of active participants reported on line 7a of the Form 55002018-01-01374
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01415
Number of participants with account balances2018-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
Number of employers contributing to the scheme2018-01-0132
2017: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01389
Total number of active participants reported on line 7a of the Form 55002017-01-01367
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01418
Number of participants with account balances2017-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0144
2016: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01208
Total number of active participants reported on line 7a of the Form 55002016-01-01222
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01165
Total of all active and inactive participants2016-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01389
Number of participants with account balances2016-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0143
2015: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01208
Number of participants with account balances2015-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0142
2014: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01223
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01217
Number of participants with account balances2014-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0137
2013: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01208
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01223
Number of participants with account balances2013-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0149
2012: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01189
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01208
Number of participants with account balances2012-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0149
2011: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01206
Total number of active participants reported on line 7a of the Form 55002011-01-01194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01211
Number of participants with account balances2011-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0142
2010: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01204
Total number of active participants reported on line 7a of the Form 55002010-01-01187
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01206
Number of participants with account balances2010-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0148
2009: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01199
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01204
Number of participants with account balances2009-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0150

Financial Data on PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN

Measure Date Value
2022 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$132,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$156,592
Total income from all sources (including contributions)2022-12-31$-12,521,925
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,628,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,559,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,276,193
Value of total assets at end of year2022-12-31$74,028,812
Value of total assets at beginning of year2022-12-31$90,203,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,308
Total interest from all sources2022-12-31$1,152
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$887,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$887,683
Administrative expenses professional fees incurred2022-12-31$35,004
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,706,092
Participant contributions at end of year2022-12-31$136,654
Participant contributions at beginning of year2022-12-31$110,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$14,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$35,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$17,485
Other income not declared elsewhere2022-12-31$3,955
Administrative expenses (other) incurred2022-12-31$32,572
Liabilities. Value of operating payables at end of year2022-12-31$97,334
Liabilities. Value of operating payables at beginning of year2022-12-31$139,107
Total non interest bearing cash at end of year2022-12-31$666,038
Total non interest bearing cash at beginning of year2022-12-31$429,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,150,800
Value of net assets at end of year (total assets less liabilities)2022-12-31$73,896,132
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$90,046,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$64,837,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$80,494,842
Interest earned on other investments2022-12-31$1,152
Value of interest in common/collective trusts at end of year2022-12-31$8,165,839
Value of interest in common/collective trusts at beginning of year2022-12-31$8,998,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,825,580
Net investment gain or loss from common/collective trusts2022-12-31$134,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,570,101
Employer contributions (assets) at end of year2022-12-31$208,938
Employer contributions (assets) at beginning of year2022-12-31$170,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,559,567
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2022-12-31430831507
2021 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$156,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$247,181
Total income from all sources (including contributions)2021-12-31$14,282,244
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,219,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,135,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,894,326
Value of total assets at end of year2021-12-31$90,203,524
Value of total assets at beginning of year2021-12-31$83,231,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,367
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,036,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,036,050
Administrative expenses professional fees incurred2021-12-31$39,434
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,501,666
Participant contributions at end of year2021-12-31$110,406
Participant contributions at beginning of year2021-12-31$116,871
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$18,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$17,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$35,464
Administrative expenses (other) incurred2021-12-31$43,711
Liabilities. Value of operating payables at end of year2021-12-31$139,107
Liabilities. Value of operating payables at beginning of year2021-12-31$211,717
Total non interest bearing cash at end of year2021-12-31$429,070
Total non interest bearing cash at beginning of year2021-12-31$296,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,062,590
Value of net assets at end of year (total assets less liabilities)2021-12-31$90,046,932
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,984,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$80,494,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,039,951
Value of interest in common/collective trusts at end of year2021-12-31$8,998,789
Value of interest in common/collective trusts at beginning of year2021-12-31$9,598,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,249,024
Net investment gain or loss from common/collective trusts2021-12-31$102,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,390,770
Employer contributions (assets) at end of year2021-12-31$170,066
Employer contributions (assets) at beginning of year2021-12-31$160,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,135,287
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$247,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$115,086
Total income from all sources (including contributions)2020-12-31$15,394,509
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,852,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,786,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,643,071
Value of total assets at end of year2020-12-31$83,231,523
Value of total assets at beginning of year2020-12-31$69,557,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,692
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$979,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$979,424
Administrative expenses professional fees incurred2020-12-31$25,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,424,743
Participant contributions at end of year2020-12-31$116,871
Participant contributions at beginning of year2020-12-31$96,474
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$134,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$18,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$35,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$32,401
Other income not declared elsewhere2020-12-31$11,637,993
Administrative expenses (other) incurred2020-12-31$40,092
Liabilities. Value of operating payables at end of year2020-12-31$211,717
Liabilities. Value of operating payables at beginning of year2020-12-31$82,685
Total non interest bearing cash at end of year2020-12-31$296,887
Total non interest bearing cash at beginning of year2020-12-31$314,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,542,119
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,984,342
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,442,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,039,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,470,645
Value of interest in common/collective trusts at end of year2020-12-31$9,598,907
Value of interest in common/collective trusts at beginning of year2020-12-31$7,554,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$134,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,083,526
Employer contributions (assets) at end of year2020-12-31$160,584
Employer contributions (assets) at beginning of year2020-12-31$112,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,786,698
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$115,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$130,173
Total income from all sources (including contributions)2019-12-31$15,165,761
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,385,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,303,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,734,431
Value of total assets at end of year2019-12-31$69,557,309
Value of total assets at beginning of year2019-12-31$56,792,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,860
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$829,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$829,434
Administrative expenses professional fees incurred2019-12-31$36,727
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,479,477
Participant contributions at end of year2019-12-31$96,474
Participant contributions at beginning of year2019-12-31$89,552
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$32,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$20,046
Administrative expenses (other) incurred2019-12-31$45,068
Liabilities. Value of operating payables at end of year2019-12-31$82,685
Liabilities. Value of operating payables at beginning of year2019-12-31$110,127
Total non interest bearing cash at end of year2019-12-31$314,302
Total non interest bearing cash at beginning of year2019-12-31$187,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,779,842
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,442,223
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,662,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,470,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,337,387
Value of interest in common/collective trusts at end of year2019-12-31$7,554,934
Value of interest in common/collective trusts at beginning of year2019-12-31$8,095,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,564,783
Net investment gain or loss from common/collective trusts2019-12-31$37,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,222,337
Employer contributions (assets) at end of year2019-12-31$112,450
Employer contributions (assets) at beginning of year2019-12-31$76,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,303,059
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$130,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$143,103
Total income from all sources (including contributions)2018-12-31$-382,103
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,608,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,558,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,346,360
Value of total assets at end of year2018-12-31$56,792,554
Value of total assets at beginning of year2018-12-31$61,796,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,190
Total interest from all sources2018-12-31$1,469
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$729,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$729,296
Administrative expenses professional fees incurred2018-12-31$23,515
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,357,161
Participant contributions at end of year2018-12-31$89,552
Participant contributions at beginning of year2018-12-31$101,706
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$20,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,038
Administrative expenses (other) incurred2018-12-31$26,675
Liabilities. Value of operating payables at end of year2018-12-31$110,127
Liabilities. Value of operating payables at beginning of year2018-12-31$137,065
Total non interest bearing cash at end of year2018-12-31$187,038
Total non interest bearing cash at beginning of year2018-12-31$219,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,990,912
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,662,381
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,653,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,337,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,968,351
Value of interest in common/collective trusts at end of year2018-12-31$8,095,138
Value of interest in common/collective trusts at beginning of year2018-12-31$8,373,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,616,307
Net investment gain or loss from common/collective trusts2018-12-31$157,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$960,011
Employer contributions (assets) at end of year2018-12-31$76,856
Employer contributions (assets) at beginning of year2018-12-31$130,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,558,619
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$134,561
Total unrealized appreciation/depreciation of assets2017-12-31$134,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$143,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,679
Total income from all sources (including contributions)2017-12-31$10,583,391
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,292,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,188,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,095,788
Value of total assets at end of year2017-12-31$61,796,396
Value of total assets at beginning of year2017-12-31$55,386,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$104,190
Total interest from all sources2017-12-31$10,938
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$722,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$722,972
Administrative expenses professional fees incurred2017-12-31$59,273
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,297,145
Participant contributions at end of year2017-12-31$101,706
Participant contributions at beginning of year2017-12-31$91,666
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$28,935,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$19,456
Administrative expenses (other) incurred2017-12-31$32,499
Liabilities. Value of operating payables at end of year2017-12-31$137,065
Liabilities. Value of operating payables at beginning of year2017-12-31$4,223
Total non interest bearing cash at end of year2017-12-31$219,980
Total non interest bearing cash at beginning of year2017-12-31$83,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,290,406
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,653,293
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,362,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,968,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,232,741
Value of interest in common/collective trusts at end of year2017-12-31$8,373,122
Value of interest in common/collective trusts at beginning of year2017-12-31$6,042,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,467,369
Net investment gain or loss from common/collective trusts2017-12-31$151,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$798,643
Employer contributions (assets) at end of year2017-12-31$130,181
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,188,795
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$28,934,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,198
Total income from all sources (including contributions)2016-12-31$4,393,880
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,109,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,090,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,474,784
Value of total assets at end of year2016-12-31$55,386,566
Value of total assets at beginning of year2016-12-31$24,174,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,149
Total interest from all sources2016-12-31$82
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$350,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$350,220
Administrative expenses professional fees incurred2016-12-31$-267
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,235,936
Participant contributions at end of year2016-12-31$91,666
Participant contributions at beginning of year2016-12-31$89,364
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,238,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$28,935,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$19,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$22,598
Administrative expenses (other) incurred2016-12-31$19,416
Liabilities. Value of operating payables at end of year2016-12-31$4,223
Liabilities. Value of operating payables at beginning of year2016-12-31$8,600
Total non interest bearing cash at end of year2016-12-31$83,797
Total non interest bearing cash at beginning of year2016-12-31$1,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,284,368
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,362,887
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,143,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,232,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,496,738
Value of interest in common/collective trusts at end of year2016-12-31$6,042,478
Value of interest in common/collective trusts at beginning of year2016-12-31$4,586,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$82
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,481,236
Net investment gain or loss from common/collective trusts2016-12-31$87,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,090,363
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,337
Total income from all sources (including contributions)2015-12-31$1,687,433
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,389,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,341,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,683,779
Value of total assets at end of year2015-12-31$24,174,907
Value of total assets at beginning of year2015-12-31$23,870,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,846
Total interest from all sources2015-12-31$111
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$22,780
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,234,087
Participant contributions at end of year2015-12-31$89,364
Participant contributions at beginning of year2015-12-31$74,716
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$449,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$22,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$16,981
Other income not declared elsewhere2015-12-31$137
Administrative expenses (other) incurred2015-12-31$25,066
Liabilities. Value of operating payables at end of year2015-12-31$8,600
Liabilities. Value of operating payables at beginning of year2015-12-31$7,356
Total non interest bearing cash at end of year2015-12-31$1,478
Total non interest bearing cash at beginning of year2015-12-31$1,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$297,924
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,143,709
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,845,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,496,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,761,105
Value of interest in common/collective trusts at end of year2015-12-31$4,586,295
Value of interest in common/collective trusts at beginning of year2015-12-31$4,031,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-75,728
Net investment gain or loss from common/collective trusts2015-12-31$79,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,341,663
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,015
Total income from all sources (including contributions)2014-12-31$2,564,304
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$707,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$666,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,305,802
Value of total assets at end of year2014-12-31$23,870,122
Value of total assets at beginning of year2014-12-31$21,997,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,014
Total interest from all sources2014-12-31$95
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$10,497
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,191,194
Participant contributions at end of year2014-12-31$74,716
Participant contributions at beginning of year2014-12-31$76,139
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$114,608
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$16,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,207
Other income not declared elsewhere2014-12-31$18,815
Administrative expenses (other) incurred2014-12-31$30,517
Liabilities. Value of operating payables at end of year2014-12-31$7,356
Liabilities. Value of operating payables at beginning of year2014-12-31$6,808
Total non interest bearing cash at end of year2014-12-31$1,311
Total non interest bearing cash at beginning of year2014-12-31$8,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,856,941
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,845,785
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,988,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,761,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,059,430
Value of interest in common/collective trusts at end of year2014-12-31$4,031,971
Value of interest in common/collective trusts at beginning of year2014-12-31$3,852,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$95
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,060,543
Net investment gain or loss from common/collective trusts2014-12-31$179,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$666,349
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WOLFE NILGES NAHORSKI PC
Accountancy firm EIN2014-12-31431236296
2013 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,800
Total income from all sources (including contributions)2013-12-31$4,498,997
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,540,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,508,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,163,793
Value of total assets at end of year2013-12-31$21,997,859
Value of total assets at beginning of year2013-12-31$19,036,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,259
Total interest from all sources2013-12-31$99
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,391
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,045,332
Participant contributions at end of year2013-12-31$76,139
Participant contributions at beginning of year2013-12-31$63,779
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,706
Administrative expenses (other) incurred2013-12-31$24,868
Liabilities. Value of operating payables at end of year2013-12-31$6,808
Liabilities. Value of operating payables at beginning of year2013-12-31$5,800
Total non interest bearing cash at end of year2013-12-31$8,458
Total non interest bearing cash at beginning of year2013-12-31$9,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,958,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,988,844
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,030,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,059,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,718,522
Value of interest in common/collective trusts at end of year2013-12-31$3,852,922
Value of interest in common/collective trusts at beginning of year2013-12-31$3,244,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,283,823
Net investment gain or loss from common/collective trusts2013-12-31$49,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,508,467
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31STEPHEN J. MORICE & ASSOCIATES, INC
Accountancy firm EIN2013-12-31430956682
2012 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,338
Total income from all sources (including contributions)2012-12-31$3,102,696
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,077,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,067,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,156,497
Value of total assets at end of year2012-12-31$19,036,373
Value of total assets at beginning of year2012-12-31$17,027,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,143
Total interest from all sources2012-12-31$139
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,143
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,046,429
Participant contributions at end of year2012-12-31$63,779
Participant contributions at beginning of year2012-12-31$85,376
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$110,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,414
Other income not declared elsewhere2012-12-31$16,628
Liabilities. Value of operating payables at end of year2012-12-31$5,800
Liabilities. Value of operating payables at beginning of year2012-12-31$6,924
Total non interest bearing cash at end of year2012-12-31$9,092
Total non interest bearing cash at beginning of year2012-12-31$10,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,025,254
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,030,573
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,005,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,718,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,883,315
Value of interest in common/collective trusts at end of year2012-12-31$3,244,980
Value of interest in common/collective trusts at beginning of year2012-12-31$3,048,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,856,124
Net investment gain or loss from common/collective trusts2012-12-31$73,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,067,299
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STEPHEN J. MORICE & ASSOCIATES, INC
Accountancy firm EIN2012-12-31430956682
2011 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,320
Total income from all sources (including contributions)2011-12-31$759,168
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$679,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$652,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,288,019
Value of total assets at end of year2011-12-31$17,027,657
Value of total assets at beginning of year2011-12-31$16,946,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,818
Total interest from all sources2011-12-31$93
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,337
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,288,019
Participant contributions at end of year2011-12-31$85,376
Participant contributions at beginning of year2011-12-31$138,394
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,919
Other income not declared elsewhere2011-12-31$7,466
Administrative expenses (other) incurred2011-12-31$19,481
Liabilities. Value of operating payables at end of year2011-12-31$6,924
Liabilities. Value of operating payables at beginning of year2011-12-31$5,401
Total non interest bearing cash at end of year2011-12-31$10,141
Total non interest bearing cash at beginning of year2011-12-31$4,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$79,919
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,005,319
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,925,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,883,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,933,566
Value of interest in common/collective trusts at end of year2011-12-31$3,048,825
Value of interest in common/collective trusts at beginning of year2011-12-31$1,867,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$93
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-661,565
Net investment gain or loss from common/collective trusts2011-12-31$125,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$652,431
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STEPHEN J. MORICE & ASSOCIATES, INC
Accountancy firm EIN2011-12-31430956682
2010 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,409
Total income from all sources (including contributions)2010-12-31$3,703,424
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$516,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$479,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,446,835
Value of total assets at end of year2010-12-31$16,946,720
Value of total assets at beginning of year2010-12-31$13,759,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,262
Total interest from all sources2010-12-31$88
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$14,964
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,230,980
Participant contributions at end of year2010-12-31$138,394
Participant contributions at beginning of year2010-12-31$75,164
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$215,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$16,200
Other income not declared elsewhere2010-12-31$423
Administrative expenses (other) incurred2010-12-31$22,298
Liabilities. Value of operating payables at end of year2010-12-31$5,401
Liabilities. Value of operating payables at beginning of year2010-12-31$4,209
Total non interest bearing cash at end of year2010-12-31$4,128
Total non interest bearing cash at beginning of year2010-12-31$5,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,186,735
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,925,400
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,738,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,933,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,058,140
Value of interest in common/collective trusts at end of year2010-12-31$1,867,698
Value of interest in common/collective trusts at beginning of year2010-12-31$1,617,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,193,597
Net investment gain or loss from common/collective trusts2010-12-31$62,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$479,427
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STEPHEN J. MORICE & ASSOCIATES, INC
Accountancy firm EIN2010-12-31430956682
2009 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN

2022: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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