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SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST
Plan identification number 001

SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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

SHEET METAL EMPLOYERS - I.P.F. has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL EMPLOYERS - I.P.F.
Employer identification number (EIN):386082051
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01CHARLENE ZEZAWA, ADMINISTRATOR CHARLENE ZEZAWA, ADMINISTRATOR2019-05-16
0012017-05-01CHARLENE ZEZAWA, ADMINISTRATOR CHARLENE ZEZAWA, ADMINISTRATOR2018-09-26
0012016-05-01CHARLENE ZEZAWA, ADMINISTRATOR CHARLENE ZEZAWA, ADMINISTRATOR2017-06-08
0012015-05-01CHARLENE ZEZAWA, ADMINISTRATOR CHARLENE ZEZAWA, ADMINISTRATOR2016-06-08
0012014-05-01NICHOLAS SERAPHINOFF, TRUSTEE NICHOLAS SERAPHINOFF, TRUSTEE2015-06-19
0012013-05-01NICHOLAS SERAPHINOFF, TRUSTEE NICHOLAS SERAPHINOFF, TRUSTEE2014-06-05
0012012-05-01RICK MEAD, TRUSTEE RICK MEAD, TRUSTEE2013-06-10
0012011-05-01RICK MEAD, TRUSTEE RICK MEAD, TRUSTEE2012-06-07
0012009-05-01RICK MEAD, TRUSTEE RICK MEAD, TRUSTEE2010-06-07

Plan Statistics for SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-05-012
Total number of active participants reported on line 7a of the Form 55002018-05-013
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-010
Total participants2018-05-013
Number of participants with account balances2018-05-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-010
2017: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-05-011
Total number of active participants reported on line 7a of the Form 55002017-05-012
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-012
Number of participants with account balances2017-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010
2016: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-05-012
Total number of active participants reported on line 7a of the Form 55002016-05-011
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-012
Total of all active and inactive participants2016-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-013
Number of participants with account balances2016-05-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
2015: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-05-012
Total number of active participants reported on line 7a of the Form 55002015-05-012
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-012
Number of participants with account balances2015-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
2014: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-05-013
Total number of active participants reported on line 7a of the Form 55002014-05-012
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-012
Number of participants with account balances2014-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-05-013
Total number of active participants reported on line 7a of the Form 55002013-05-013
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-013
Number of participants with account balances2013-05-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-05-013
Total number of active participants reported on line 7a of the Form 55002012-05-013
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-013
Number of participants with account balances2012-05-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
2011: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-05-013
Total number of active participants reported on line 7a of the Form 55002011-05-013
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-013
Number of participants with account balances2011-05-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
2009: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-05-013
Total number of active participants reported on line 7a of the Form 55002009-05-013
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-013
Number of participants with account balances2009-05-013

Financial Data on SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-04-30$37,981
Expenses. Total of all expenses incurred2019-04-30$1,569
Total plan assets at end of year2019-04-30$254,794
Total plan assets at beginning of year2019-04-30$218,382
Value of fidelity bond covering the plan2019-04-30$50,000
Other income received2019-04-30$13,560
Net income (gross income less expenses)2019-04-30$36,412
Net plan assets at end of year (total assets less liabilities)2019-04-30$254,794
Net plan assets at beginning of year (total assets less liabilities)2019-04-30$218,382
Total contributions received or receivable from employer(s)2019-04-30$24,421
Expenses. Administrative service providers (salaries,fees and commissions)2019-04-30$1,569
2018 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-04-30$66,329
Expenses. Total of all expenses incurred2018-04-30$737,725
Benefits paid (including direct rollovers)2018-04-30$736,236
Total plan assets at end of year2018-04-30$218,382
Total plan assets at beginning of year2018-04-30$889,778
Value of fidelity bond covering the plan2018-04-30$50,000
Total contributions received or receivable from participants2018-04-30$15,086
Other income received2018-04-30$26,397
Net income (gross income less expenses)2018-04-30$-671,396
Net plan assets at end of year (total assets less liabilities)2018-04-30$218,382
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$889,778
Assets. Value of participant loans2018-04-30$0
Total contributions received or receivable from employer(s)2018-04-30$24,846
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-30$1,489
2017 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-04-30$203,329
Expenses. Total of all expenses incurred2017-04-30$465,886
Benefits paid (including direct rollovers)2017-04-30$457,009
Total plan assets at end of year2017-04-30$889,778
Total plan assets at beginning of year2017-04-30$1,152,335
Value of fidelity bond covering the plan2017-04-30$50,000
Total contributions received or receivable from participants2017-04-30$47,087
Other income received2017-04-30$138,661
Net income (gross income less expenses)2017-04-30$-262,557
Net plan assets at end of year (total assets less liabilities)2017-04-30$889,778
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$1,152,335
Assets. Value of participant loans2017-04-30$0
Total contributions received or receivable from employer(s)2017-04-30$17,581
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$8,877
2016 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-04-30$58,286
Expenses. Total of all expenses incurred2016-04-30$8,253
Total plan assets at end of year2016-04-30$1,152,335
Total plan assets at beginning of year2016-04-30$1,102,302
Value of fidelity bond covering the plan2016-04-30$50,000
Total contributions received or receivable from participants2016-04-30$39,088
Other income received2016-04-30$4,569
Net income (gross income less expenses)2016-04-30$50,033
Net plan assets at end of year (total assets less liabilities)2016-04-30$1,152,335
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$1,102,302
Assets. Value of participant loans2016-04-30$10,128
Total contributions received or receivable from employer(s)2016-04-30$14,629
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$8,253
2015 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-04-30$121,717
Expenses. Total of all expenses incurred2015-04-30$122,077
Benefits paid (including direct rollovers)2015-04-30$120,778
Total plan assets at end of year2015-04-30$1,102,302
Total plan assets at beginning of year2015-04-30$1,102,662
Value of fidelity bond covering the plan2015-04-30$50,000
Total contributions received or receivable from participants2015-04-30$23,333
Other income received2015-04-30$83,315
Net income (gross income less expenses)2015-04-30$-360
Net plan assets at end of year (total assets less liabilities)2015-04-30$1,102,302
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$1,102,662
Assets. Value of participant loans2015-04-30$17,923
Total contributions received or receivable from employer(s)2015-04-30$15,069
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$1,299
2014 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-04-30$1,909
Total income from all sources2014-04-30$172,663
Expenses. Total of all expenses incurred2014-04-30$12,845
Total plan assets at end of year2014-04-30$1,102,662
Total plan assets at beginning of year2014-04-30$944,753
Value of fidelity bond covering the plan2014-04-30$50,000
Total contributions received or receivable from participants2014-04-30$23,000
Other income received2014-04-30$131,495
Net income (gross income less expenses)2014-04-30$159,818
Net plan assets at end of year (total assets less liabilities)2014-04-30$1,102,662
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$942,844
Assets. Value of participant loans2014-04-30$51,814
Total contributions received or receivable from employer(s)2014-04-30$18,168
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$12,845
2013 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-04-30$1,909
Total plan liabilities at beginning of year2013-04-30$2,316
Total income from all sources2013-04-30$100,953
Expenses. Total of all expenses incurred2013-04-30$11,500
Total plan assets at end of year2013-04-30$944,753
Total plan assets at beginning of year2013-04-30$855,707
Value of fidelity bond covering the plan2013-04-30$50,000
Total contributions received or receivable from participants2013-04-30$22,667
Other income received2013-04-30$59,279
Net income (gross income less expenses)2013-04-30$89,453
Net plan assets at end of year (total assets less liabilities)2013-04-30$942,844
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$853,391
Assets. Value of participant loans2013-04-30$19,316
Total contributions received or receivable from employer(s)2013-04-30$19,007
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$11,500
2012 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-04-30$2,316
Total plan liabilities at beginning of year2012-04-30$1,813
Total income from all sources2012-04-30$17,650
Expenses. Total of all expenses incurred2012-04-30$10,641
Total plan assets at end of year2012-04-30$855,707
Total plan assets at beginning of year2012-04-30$848,195
Value of fidelity bond covering the plan2012-04-30$50,000
Total contributions received or receivable from participants2012-04-30$22,167
Other income received2012-04-30$-24,634
Net income (gross income less expenses)2012-04-30$7,009
Net plan assets at end of year (total assets less liabilities)2012-04-30$853,391
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$846,382
Assets. Value of participant loans2012-04-30$25,635
Total contributions received or receivable from employer(s)2012-04-30$20,117
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$10,641
2011 : SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-04-30$1,813
Total income from all sources2011-04-30$163,031
Expenses. Total of all expenses incurred2011-04-30$10,107
Total plan assets at end of year2011-04-30$848,195
Total plan assets at beginning of year2011-04-30$693,458
Value of fidelity bond covering the plan2011-04-30$50,000
Total contributions received or receivable from participants2011-04-30$22,000
Other income received2011-04-30$121,075
Net income (gross income less expenses)2011-04-30$152,924
Net plan assets at end of year (total assets less liabilities)2011-04-30$846,382
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$693,458
Assets. Value of participant loans2011-04-30$29,722
Total contributions received or receivable from employer(s)2011-04-30$19,956
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$10,107

Form 5500 Responses for SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST

2018: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: SHEET METAL EMPLOYERS INDUSTRY PROMOTION FUND PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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