401k Plan data: UAW LOCAL 5960 401(K) PLAN plan

UAW LOCAL 5960 401(K) PLAN 401k Plan overview

Plan Name	UAW LOCAL 5960 401(K) PLAN
Plan identification number	002

UAW LOCAL 5960 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UAW LOCAL 5960 has sponsored the creation of one or more 401k plans.

Company Name: UAW LOCAL 5960

Employer identification number (EIN): 382433595

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UAW LOCAL 5960 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TROY HENKE 2024-07-11
002 2022-01-01
002 2021-01-01 TROY HENKE 2022-10-06
002 2021-01-01 TROY HENKE 2022-10-06
002 2020-01-01 TROY HENKE 2021-09-14
002 2019-01-01 TROY HENKE 2020-09-24
002 2018-01-01 TROY HENKE 2019-08-05
002 2017-01-01 TROY HENKE 2018-08-30
002 2016-01-01 TROY HENKE 2017-09-29
002 2013-01-01 LOUIS ROCHA
002 2012-01-01 PATRICK SWEENEY
002 2011-01-01 PATRICK SWEENEY
002 2009-01-01 PATRICK SWEENEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	TROY HENKE	2024-07-11
002	2022-01-01
002	2021-01-01	TROY HENKE	2022-10-06
002	2021-01-01	TROY HENKE	2022-10-06
002	2020-01-01	TROY HENKE	2021-09-14
002	2019-01-01	TROY HENKE	2020-09-24
002	2018-01-01	TROY HENKE	2019-08-05
002	2017-01-01	TROY HENKE	2018-08-30
002	2016-01-01	TROY HENKE	2017-09-29
002	2013-01-01	LOUIS ROCHA
002	2012-01-01	PATRICK SWEENEY
002	2011-01-01	PATRICK SWEENEY
002	2009-01-01	PATRICK SWEENEY

Plan Statistics for UAW LOCAL 5960 401(K) PLAN

401k plan membership statisitcs for UAW LOCAL 5960 401(K) PLAN

Measure Date Value
2024: UAW LOCAL 5960 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-11 6
Total number of particpants at end of year 2024-07-11 6
Number of Participants With Account Balances 2024-07-11 3
2022: UAW LOCAL 5960 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-10-06 8
Total number of particpants at end of year 2022-10-06 8
Number of Participants With Account Balances 2022-10-06 5
2013: UAW LOCAL 5960 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UAW LOCAL 5960 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UAW LOCAL 5960 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: UAW LOCAL 5960 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2024: UAW LOCAL 5960 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-11	6
Total number of particpants at end of year	2024-07-11	6
Number of Participants With Account Balances	2024-07-11	3
2022: UAW LOCAL 5960 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-06	8
Total number of particpants at end of year	2022-10-06	8
Number of Participants With Account Balances	2022-10-06	5
2013: UAW LOCAL 5960 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UAW LOCAL 5960 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UAW LOCAL 5960 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: UAW LOCAL 5960 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on UAW LOCAL 5960 401(K) PLAN

Measure	Date	Value
2024 : UAW LOCAL 5960 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-11	0
Total expenses incurred by plan in this plan year	2024-07-11	1830
Net assets as of the end of the plan year	2024-07-11	144890
Total assets as of the beginning of the plan year	2024-07-11	123657
Value of plan covered by a fidelity bond	2024-07-11	50000
Participant contributions to plan in this plan year	2024-07-11	1990
Other expenses paid from plan in this plan year	2024-07-11	0
Other contributions to plan in this plan year	2024-07-11	0
Other income to plan in this plan year	2024-07-11	19083
Plan net income in this plan year	2024-07-11	21233
Net assets as of the end of the plan year	2024-07-11	144890
Net assets as of the beginning of the plan year	2024-07-11	123657
Employer contributions to plan in this plan year	2024-07-11	1990
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-11	1830
2022 : UAW LOCAL 5960 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-06	1986
Net assets as of the end of the plan year	2022-10-06	170602
Total assets as of the beginning of the plan year	2022-10-06	142292
Value of plan covered by a fidelity bond	2022-10-06	50000
Participant contributions to plan in this plan year	2022-10-06	3179
Other income to plan in this plan year	2022-10-06	25742
Plan net income in this plan year	2022-10-06	28310
Net assets as of the end of the plan year	2022-10-06	170602
Net assets as of the beginning of the plan year	2022-10-06	142292
Employer contributions to plan in this plan year	2022-10-06	1375
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-06	1864
2013 : UAW LOCAL 5960 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$25,696
Expenses. Total of all expenses incurred	2013-12-31	$467
Total plan assets at end of year	2013-12-31	$80,889
Total plan assets at beginning of year	2013-12-31	$55,660
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$14,927
Other income received	2013-12-31	$10,769
Net income (gross income less expenses)	2013-12-31	$25,229
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$80,889
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$55,660
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$467
2012 : UAW LOCAL 5960 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$9,228
Expenses. Total of all expenses incurred	2012-12-31	$350
Total plan assets at end of year	2012-12-31	$55,660
Total plan assets at beginning of year	2012-12-31	$46,782
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$3,029
Other income received	2012-12-31	$6,199
Net income (gross income less expenses)	2012-12-31	$8,878
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$55,660
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$46,782
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$350
2011 : UAW LOCAL 5960 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-17
Expenses. Total of all expenses incurred	2011-12-31	$364
Total plan assets at end of year	2011-12-31	$46,782
Total plan assets at beginning of year	2011-12-31	$47,163
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$1,178
Other income received	2011-12-31	$-1,195
Net income (gross income less expenses)	2011-12-31	$-381
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$46,782
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$47,163
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$364
2010 : UAW LOCAL 5960 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$6,735
Expenses. Total of all expenses incurred	2010-12-31	$44,323
Benefits paid (including direct rollovers)	2010-12-31	$43,964
Total plan assets at end of year	2010-12-31	$47,163
Total plan assets at beginning of year	2010-12-31	$84,751
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$257
Other income received	2010-12-31	$6,478
Net income (gross income less expenses)	2010-12-31	$-37,588
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$47,163
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$84,751
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$359

Form 5500 Responses for UAW LOCAL 5960 401(K) PLAN

2013: UAW LOCAL 5960 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UAW LOCAL 5960 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UAW LOCAL 5960 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UAW LOCAL 5960 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	456645-01
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	456645-01
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	456645-01
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	456645-01
Policy instance	1

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Company Name:	UAW LOCAL 5960
Employer identification number (EIN):	382433595
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations