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LOCAL 340 SUPPLEMENTARY RETIREMENT 401k Plan overview

Plan NameLOCAL 340 SUPPLEMENTARY RETIREMENT
Plan identification number 002

LOCAL 340 SUPPLEMENTARY RETIREMENT 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.

401k Sponsoring company profile

LOCAL 340 SUPPLEMENTARY RETIREMENT has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 340 SUPPLEMENTARY RETIREMENT
Employer identification number (EIN):383184388
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 340 SUPPLEMENTARY RETIREMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01DENNIS KRAMER DENNIS KRAMER2016-05-18
0022014-01-01TIMOTHY RUSSELL KENNETH WILLIAM DEAN2015-10-02
0022013-01-01TIMOTHY RUSSELL KENNETH WILLIAM DEAN2014-09-17
0022012-01-01TIMOTHY RUSSELL KENNETH WILLIAM DEAN2013-10-03
0022011-01-01HUGH COWARD TIMOTHY RUSSELL2012-10-01
0022010-01-01TIMOTHY RUSSELL HUGH COWARD2011-09-28
0022009-01-01TIMOTHY RUSSELL HUGH COWARD2010-09-17

Plan Statistics for LOCAL 340 SUPPLEMENTARY RETIREMENT

401k plan membership statisitcs for LOCAL 340 SUPPLEMENTARY RETIREMENT

Measure Date Value
2015: LOCAL 340 SUPPLEMENTARY RETIREMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01658
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
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 scheme2015-01-010
2014: LOCAL 340 SUPPLEMENTARY RETIREMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01592
Total number of active participants reported on line 7a of the Form 55002014-01-01658
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01658
Number of participants with account balances2014-01-01658
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 scheme2014-01-0170
2013: LOCAL 340 SUPPLEMENTARY RETIREMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01540
Total number of active participants reported on line 7a of the Form 55002013-01-01592
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01592
Number of participants with account balances2013-01-01592
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 scheme2013-01-0175
2012: LOCAL 340 SUPPLEMENTARY RETIREMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01531
Total number of active participants reported on line 7a of the Form 55002012-01-01540
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01540
Number of participants with account balances2012-01-01540
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 scheme2012-01-0177
2011: LOCAL 340 SUPPLEMENTARY RETIREMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01543
Total number of active participants reported on line 7a of the Form 55002011-01-01531
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01531
Number of participants with account balances2011-01-01531
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 scheme2011-01-0183
2010: LOCAL 340 SUPPLEMENTARY RETIREMENT 2010 401k membership
Total participants, beginning-of-year2010-01-01597
Total number of active participants reported on line 7a of the Form 55002010-01-01543
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01543
Number of participants with account balances2010-01-01543
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 scheme2010-01-0166
2009: LOCAL 340 SUPPLEMENTARY RETIREMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01598
Total number of active participants reported on line 7a of the Form 55002009-01-01597
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01597
Number of participants with account balances2009-01-01597
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 scheme2009-01-01103

Financial Data on LOCAL 340 SUPPLEMENTARY RETIREMENT

Measure Date Value
2015 : LOCAL 340 SUPPLEMENTARY RETIREMENT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-436
Total unrealized appreciation/depreciation of assets2015-08-31$-436
Total transfer of assets to this plan2015-08-31$0
Total transfer of assets from this plan2015-08-31$11,749,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$15,701
Total income from all sources (including contributions)2015-08-31$719,330
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$928,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$769,797
Expenses. Certain deemed distributions of participant loans2015-08-31$82,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,045,513
Value of total assets at end of year2015-08-31$0
Value of total assets at beginning of year2015-08-31$11,974,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$76,007
Total interest from all sources2015-08-31$24,084
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$9,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$9,001
Administrative expenses professional fees incurred2015-08-31$15,846
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Participant contributions at beginning of year2015-08-31$187,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$614
Other income not declared elsewhere2015-08-31$7,315
Administrative expenses (other) incurred2015-08-31$14,196
Liabilities. Value of operating payables at beginning of year2015-08-31$15,701
Total non interest bearing cash at beginning of year2015-08-31$51,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-208,937
Value of net assets at end of year (total assets less liabilities)2015-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$11,958,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$45,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$10,394,171
Interest on participant loans2015-08-31$3,419
Value of interest in common/collective trusts at beginning of year2015-08-31$1,105,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$110,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$110,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$20,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-377,139
Net investment gain or loss from common/collective trusts2015-08-31$10,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$1,045,513
Employer contributions (assets) at beginning of year2015-08-31$122,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$769,797
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-08-31$2,593
Did the plan have assets held for investment2015-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2015-08-31382574238
2014 : LOCAL 340 SUPPLEMENTARY RETIREMENT 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-825
Total unrealized appreciation/depreciation of assets2014-12-31$-825
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$15,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,823
Total income from all sources (including contributions)2014-12-31$1,400,941
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$849,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$670,775
Expenses. Certain deemed distributions of participant loans2014-12-31$89,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,109,851
Value of total assets at end of year2014-12-31$11,974,132
Value of total assets at beginning of year2014-12-31$11,427,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$88,660
Total interest from all sources2014-12-31$33,220
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$76,090
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$76,090
Administrative expenses professional fees incurred2014-12-31$27,627
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$187,742
Participant contributions at beginning of year2014-12-31$203,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,487
Administrative expenses (other) incurred2014-12-31$18,242
Liabilities. Value of operating payables at end of year2014-12-31$15,701
Liabilities. Value of operating payables at beginning of year2014-12-31$20,823
Total non interest bearing cash at end of year2014-12-31$51,001
Total non interest bearing cash at beginning of year2014-12-31$20,059
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$551,881
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,958,431
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,406,550
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
Investment advisory and management fees2014-12-31$42,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,394,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,936,861
Interest on participant loans2014-12-31$8,685
Value of interest in common/collective trusts at end of year2014-12-31$1,105,075
Value of interest in common/collective trusts at beginning of year2014-12-31$1,039,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$110,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$121,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$121,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$24,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$173,792
Net investment gain or loss from common/collective trusts2014-12-31$8,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Contributions received in cash from employer2014-12-31$1,109,851
Employer contributions (assets) at end of year2014-12-31$122,009
Employer contributions (assets) at beginning of year2014-12-31$98,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$670,775
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$2,593
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$7,091
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 name2014-12-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2014-12-31382574238
2013 : LOCAL 340 SUPPLEMENTARY RETIREMENT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,514
Total income from all sources (including contributions)2013-12-31$1,962,605
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,155,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$846,737
Expenses. Certain deemed distributions of participant loans2013-12-31$226,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$712,049
Value of total assets at end of year2013-12-31$11,427,373
Value of total assets at beginning of year2013-12-31$10,608,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$82,467
Total interest from all sources2013-12-31$24,349
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$61,555
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$61,555
Administrative expenses professional fees incurred2013-12-31$23,972
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$712,049
Amount contributed by the employer to the plan for this plan year2013-12-31$712,049
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$203,021
Participant contributions at beginning of year2013-12-31$284,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14,256
Other income not declared elsewhere2013-12-31$70
Administrative expenses (other) incurred2013-12-31$37,971
Liabilities. Value of operating payables at end of year2013-12-31$20,823
Liabilities. Value of operating payables at beginning of year2013-12-31$9,514
Total non interest bearing cash at end of year2013-12-31$20,059
Total non interest bearing cash at beginning of year2013-12-31$-5,253
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$807,319
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,406,550
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,599,231
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
Investment advisory and management fees2013-12-31$20,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,936,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,873,687
Interest on participant loans2013-12-31$8,025
Value of interest in common/collective trusts at end of year2013-12-31$1,039,080
Value of interest in common/collective trusts at beginning of year2013-12-31$1,108,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$121,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$184,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$184,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,151,567
Net investment gain or loss from common/collective trusts2013-12-31$13,015
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
Contributions received in cash from employer2013-12-31$712,049
Employer contributions (assets) at end of year2013-12-31$98,713
Employer contributions (assets) at beginning of year2013-12-31$142,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$846,737
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$7,091
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$6,666
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 name2013-12-31WRUBEL WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2013-12-31382574238
2012 : LOCAL 340 SUPPLEMENTARY RETIREMENT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,152
Total income from all sources (including contributions)2012-12-31$1,821,826
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$783,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$622,728
Expenses. Certain deemed distributions of participant loans2012-12-31$105,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$865,070
Value of total assets at end of year2012-12-31$10,608,745
Value of total assets at beginning of year2012-12-31$9,582,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,977
Total interest from all sources2012-12-31$7,305
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$75,681
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$75,681
Administrative expenses professional fees incurred2012-12-31$11,316
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$284,340
Participant contributions at beginning of year2012-12-31$255,581
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$121
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$14,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1
Other income not declared elsewhere2012-12-31$2,224
Administrative expenses (other) incurred2012-12-31$31,543
Liabilities. Value of operating payables at end of year2012-12-31$9,514
Liabilities. Value of operating payables at beginning of year2012-12-31$21,152
Total non interest bearing cash at end of year2012-12-31$-5,253
Total non interest bearing cash at beginning of year2012-12-31$10,461
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$1,038,285
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,599,231
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,560,946
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
Investment advisory and management fees2012-12-31$12,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,873,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,756,203
Interest on participant loans2012-12-31$7,292
Value of interest in common/collective trusts at end of year2012-12-31$1,108,438
Value of interest in common/collective trusts at beginning of year2012-12-31$1,285,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$184,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$90,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$90,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$855,644
Net investment gain or loss from common/collective trusts2012-12-31$15,902
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
Contributions received in cash from employer2012-12-31$864,949
Employer contributions (assets) at end of year2012-12-31$142,114
Employer contributions (assets) at beginning of year2012-12-31$175,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$622,728
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$6,666
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$8,828
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 name2012-12-31WRUBEL, WESLEY AND COMPANY C.P.A.'S
Accountancy firm EIN2012-12-31382574238
2011 : LOCAL 340 SUPPLEMENTARY RETIREMENT 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$21,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,779
Expenses. Interest paid2011-12-31$582,106
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$582,106
Total income from all sources (including contributions)2011-12-31$603,695
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,344,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$690,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$637,555
Value of total assets at end of year2011-12-31$9,582,098
Value of total assets at beginning of year2011-12-31$10,318,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,110
Total interest from all sources2011-12-31$6,621
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$217,010
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$217,010
Administrative expenses professional fees incurred2011-12-31$15,522
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$255,581
Participant contributions at beginning of year2011-12-31$695,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3
Other income not declared elsewhere2011-12-31$1,273
Administrative expenses (other) incurred2011-12-31$43,770
Liabilities. Value of operating payables at end of year2011-12-31$21,152
Liabilities. Value of operating payables at beginning of year2011-12-31$16,779
Total non interest bearing cash at end of year2011-12-31$10,461
Total non interest bearing cash at beginning of year2011-12-31$5,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-740,847
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,560,946
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,301,793
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
Investment advisory and management fees2011-12-31$12,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,756,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,072,163
Interest on participant loans2011-12-31$6,597
Value of interest in common/collective trusts at end of year2011-12-31$1,285,093
Value of interest in common/collective trusts at beginning of year2011-12-31$1,333,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$90,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$118,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$118,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-287,643
Net investment gain or loss from common/collective trusts2011-12-31$28,879
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
Contributions received in cash from employer2011-12-31$637,555
Employer contributions (assets) at end of year2011-12-31$175,778
Employer contributions (assets) at beginning of year2011-12-31$85,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$690,326
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$8,828
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$7,800
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 name2011-12-31WRUBEL, WESLEY & COMPANY C.P.A.'S
Accountancy firm EIN2011-12-31382574538
2010 : LOCAL 340 SUPPLEMENTARY RETIREMENT 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$16,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,683
Total income from all sources (including contributions)2010-12-31$1,373,720
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,346,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,249,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$379,671
Value of total assets at end of year2010-12-31$10,318,572
Value of total assets at beginning of year2010-12-31$10,281,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$97,078
Total interest from all sources2010-12-31$7,926
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$136,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$136,493
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$695,459
Participant contributions at beginning of year2010-12-31$589,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3
Administrative expenses (other) incurred2010-12-31$97,078
Liabilities. Value of operating payables at end of year2010-12-31$16,779
Liabilities. Value of operating payables at beginning of year2010-12-31$7,683
Total non interest bearing cash at end of year2010-12-31$5,655
Total non interest bearing cash at beginning of year2010-12-31$4,350
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$27,600
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,301,793
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,274,193
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$8,072,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,117,900
Interest on participant loans2010-12-31$7,899
Value of interest in common/collective trusts at end of year2010-12-31$1,333,525
Value of interest in common/collective trusts at beginning of year2010-12-31$1,402,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$118,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$72,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$72,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$761,450
Net investment gain or loss from common/collective trusts2010-12-31$88,180
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
Contributions received in cash from employer2010-12-31$379,671
Employer contributions (assets) at end of year2010-12-31$85,304
Employer contributions (assets) at beginning of year2010-12-31$91,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,249,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$7,800
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$4,480
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 name2010-12-31WRUBEL, WESLEY & COMPANY C.P.A.'S
Accountancy firm EIN2010-12-31382574238
2009 : LOCAL 340 SUPPLEMENTARY RETIREMENT 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$429,941
Amount contributed by the employer to the plan for this plan year2009-12-31$429,941

Form 5500 Responses for LOCAL 340 SUPPLEMENTARY RETIREMENT

2015: LOCAL 340 SUPPLEMENTARY RETIREMENT 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 340 SUPPLEMENTARY RETIREMENT 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: LOCAL 340 SUPPLEMENTARY RETIREMENT 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: LOCAL 340 SUPPLEMENTARY RETIREMENT 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: LOCAL 340 SUPPLEMENTARY RETIREMENT 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: LOCAL 340 SUPPLEMENTARY RETIREMENT 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: LOCAL 340 SUPPLEMENTARY RETIREMENT 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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