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MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 401k Plan overview

Plan NameMICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND
Plan identification number 501

MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Apprenticeship and training

401k Sponsoring company profile

MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND has sponsored the creation of one or more 401k plans.

Company Name:MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND
Employer identification number (EIN):386122431
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012013-09-01TODD MCCASTLE BARBARA STRACHAN2015-06-11
5012012-09-01TODD MCCASTLE BARBARA STRACHAN2014-06-13
5012011-09-01BRYAN D. STULZ
5012009-09-01BRYAN STULZ

Plan Statistics for MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND

401k plan membership statisitcs for MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND

Measure Date Value
2013: MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2013 401k membership
Total participants, beginning-of-year2013-09-013,256
Total number of active participants reported on line 7a of the Form 55002013-09-013,560
Total of all active and inactive participants2013-09-013,560
Number of employers contributing to the scheme2013-09-01245
2012: MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2012 401k membership
Total participants, beginning-of-year2012-09-013,379
Total number of active participants reported on line 7a of the Form 55002012-09-013,256
Total of all active and inactive participants2012-09-013,256
Number of employers contributing to the scheme2012-09-01250
2011: MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2011 401k membership
Total participants, beginning-of-year2011-09-013,323
Total number of active participants reported on line 7a of the Form 55002011-09-013,379
Total of all active and inactive participants2011-09-013,379
Number of employers contributing to the scheme2011-09-01268
2009: MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2009 401k membership
Total participants, beginning-of-year2009-09-014,077
Total number of active participants reported on line 7a of the Form 55002009-09-012,753
Total of all active and inactive participants2009-09-012,753
Number of employers contributing to the scheme2009-09-01281

Financial Data on MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND

Measure Date Value
2014 : MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$64,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$46,090
Total income from all sources (including contributions)2014-08-31$1,220,709
Total of all expenses incurred2014-08-31$1,059,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$1,178,997
Value of total assets at end of year2014-08-31$2,123,596
Value of total assets at beginning of year2014-08-31$1,944,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$1,059,748
Total income from rents2014-08-31$14,640
Total interest from all sources2014-08-31$7,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Administrative expenses professional fees incurred2014-08-31$74,320
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$390,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$7,160
Other income not declared elsewhere2014-08-31$1,124
Administrative expenses (other) incurred2014-08-31$938,601
Liabilities. Value of operating payables at end of year2014-08-31$64,198
Liabilities. Value of operating payables at beginning of year2014-08-31$46,090
Total non interest bearing cash at end of year2014-08-31$276,592
Total non interest bearing cash at beginning of year2014-08-31$88,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$160,961
Value of net assets at end of year (total assets less liabilities)2014-08-31$2,059,398
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$1,898,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,020,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$501,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$533,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$533,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$7,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$18,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$1,178,997
Employer contributions (assets) at end of year2014-08-31$110,378
Employer contributions (assets) at beginning of year2014-08-31$102,675
Contract administrator fees2014-08-31$46,827
Assets. Value of buildings and other operty used in plan operation at end of year2014-08-31$716,011
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-08-31$710,928
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2014-08-31382284921
2013 : MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$46,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$40,978
Total income from all sources (including contributions)2013-08-31$982,451
Total of all expenses incurred2013-08-31$987,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$960,903
Value of total assets at end of year2013-08-31$1,944,527
Value of total assets at beginning of year2013-08-31$1,944,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$987,421
Total income from rents2013-08-31$14,640
Total interest from all sources2013-08-31$4,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Administrative expenses professional fees incurred2013-08-31$46,224
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$390,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$7,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$27,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$5,901
Other income not declared elsewhere2013-08-31$346
Administrative expenses (other) incurred2013-08-31$894,370
Liabilities. Value of operating payables at end of year2013-08-31$46,090
Liabilities. Value of operating payables at beginning of year2013-08-31$35,077
Total non interest bearing cash at end of year2013-08-31$88,326
Total non interest bearing cash at beginning of year2013-08-31$155,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-4,970
Value of net assets at end of year (total assets less liabilities)2013-08-31$1,898,437
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$1,903,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$501,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$533,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$977,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$977,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$4,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$1,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$960,903
Employer contributions (assets) at end of year2013-08-31$102,675
Employer contributions (assets) at beginning of year2013-08-31$94,514
Contract administrator fees2013-08-31$46,827
Assets. Value of buildings and other operty used in plan operation at end of year2013-08-31$710,928
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-08-31$689,156
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2013-08-31382284921
2012 : MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$40,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$32,821
Total income from all sources (including contributions)2012-08-31$1,102,366
Total of all expenses incurred2012-08-31$1,000,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,070,805
Value of total assets at end of year2012-08-31$1,944,385
Value of total assets at beginning of year2012-08-31$1,834,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$1,000,546
Total income from rents2012-08-31$14,640
Total interest from all sources2012-08-31$13,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Administrative expenses professional fees incurred2012-08-31$52,420
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$390,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$27,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$25,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$5,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-08-31$1,967
Other income not declared elsewhere2012-08-31$3,287
Administrative expenses (other) incurred2012-08-31$901,299
Liabilities. Value of operating payables at end of year2012-08-31$35,077
Liabilities. Value of operating payables at beginning of year2012-08-31$30,854
Total non interest bearing cash at end of year2012-08-31$155,862
Total non interest bearing cash at beginning of year2012-08-31$305,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$101,820
Value of net assets at end of year (total assets less liabilities)2012-08-31$1,903,407
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$1,801,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$977,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$677,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$677,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$13,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31Yes
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,070,805
Employer contributions (assets) at end of year2012-08-31$94,514
Employer contributions (assets) at beginning of year2012-08-31$106,834
Contract administrator fees2012-08-31$46,827
Assets. Value of buildings and other operty used in plan operation at end of year2012-08-31$689,156
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-08-31$717,966
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2012-08-31382284921
2011 : MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$32,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$71,675
Total income from all sources (including contributions)2011-08-31$1,162,930
Total of all expenses incurred2011-08-31$1,080,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$1,034,066
Value of total assets at end of year2011-08-31$1,834,408
Value of total assets at beginning of year2011-08-31$1,790,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$1,080,060
Total income from rents2011-08-31$14,640
Total interest from all sources2011-08-31$13,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$38,868
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$390,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$25,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$19,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$1,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-08-31$40,944
Other income not declared elsewhere2011-08-31$100,272
Administrative expenses (other) incurred2011-08-31$995,240
Liabilities. Value of operating payables at end of year2011-08-31$30,854
Liabilities. Value of operating payables at beginning of year2011-08-31$30,731
Total non interest bearing cash at end of year2011-08-31$305,889
Total non interest bearing cash at beginning of year2011-08-31$181,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$82,870
Value of net assets at end of year (total assets less liabilities)2011-08-31$1,801,587
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$1,718,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$677,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$727,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$727,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$13,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$1,034,066
Employer contributions (assets) at end of year2011-08-31$106,834
Employer contributions (assets) at beginning of year2011-08-31$91,052
Contract administrator fees2011-08-31$45,952
Assets. Value of buildings and other operty used in plan operation at end of year2011-08-31$717,966
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-08-31$770,732
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2011-08-31382284921

Form 5500 Responses for MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND

2013: MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2013 form 5500 responses
2013-09-01Type of plan entityMulti-employer plan
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2012 form 5500 responses
2012-09-01Type of plan entityMulti-employer plan
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: MICHIGAN CARPENTERS APPRENTICESHIP AND TRAINING FUND 2009 form 5500 responses
2009-09-01Type of plan entityMulti-employer plan
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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