401k Plan data: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN plan

IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 401k Plan overview

Plan Name	IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN
Plan identification number	002

IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

JT BOARD TRUSTEES IBEW LOCAL 252 has sponsored the creation of one or more 401k plans.

Company Name: JT BOARD TRUSTEES IBEW LOCAL 252

Employer identification number (EIN): 386323896

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01 MICHAEL COX 2023-12-20
002 2021-06-01 WILLIAM WHITE 2022-12-01
002 2020-06-01 WILLIAM WHITE 2021-12-27
002 2019-06-01
002 2018-06-01
002 2017-06-01 WILLIAM WHITE ERIC MALEY 2019-03-04
002 2016-06-01 KEVIN R LADD ERIC MALEY 2018-01-16
002 2015-06-01 KEVIN R LADD ERIC MALEY 2017-02-09
002 2014-06-01 WILLIAM A WHITE ERIC R MALEY 2016-01-24
002 2013-06-01 KEVIN LADD ROBERT TURNER 2014-11-18
002 2012-06-01 KEVIN LADD ROBERT TURNER 2013-12-21
002 2011-06-01 KEVIN LADD ROBERT TURNER 2013-01-07
002 2010-06-01 KEVIN LADD ROBERT TURNER 2011-12-21
002 2009-06-01 KEVIN LADD ROBERT TURNER 2011-03-05
002 2009-06-01 KEVIN LADD ROBERT TURNER 2011-03-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-06-01	MICHAEL COX	2023-12-20
002	2021-06-01	WILLIAM WHITE	2022-12-01
002	2020-06-01	WILLIAM WHITE	2021-12-27
002	2019-06-01
002	2018-06-01
002	2017-06-01	WILLIAM WHITE		ERIC MALEY	2019-03-04
002	2016-06-01	KEVIN R LADD		ERIC MALEY	2018-01-16
002	2015-06-01	KEVIN R LADD		ERIC MALEY	2017-02-09
002	2014-06-01	WILLIAM A WHITE		ERIC R MALEY	2016-01-24
002	2013-06-01	KEVIN LADD		ROBERT TURNER	2014-11-18
002	2012-06-01	KEVIN LADD		ROBERT TURNER	2013-12-21
002	2011-06-01	KEVIN LADD		ROBERT TURNER	2013-01-07
002	2010-06-01	KEVIN LADD		ROBERT TURNER	2011-12-21
002	2009-06-01	KEVIN LADD		ROBERT TURNER	2011-03-05
002	2009-06-01	KEVIN LADD		ROBERT TURNER	2011-03-08

Plan Statistics for IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN

401k plan membership statisitcs for IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN

Measure Date Value
2022: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 1,254
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 1,295
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 50
Total of all active and inactive participants 2022-06-01 1,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 1,345
Number of participants with account balances 2022-06-01 1,295
Number of employers contributing to the scheme 2022-06-01 93
2021: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 1,248
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 1,184
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 67
Total of all active and inactive participants 2021-06-01 1,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 3
Total participants 2021-06-01 1,254
Number of participants with account balances 2021-06-01 1,184
Number of employers contributing to the scheme 2021-06-01 69
2020: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 1,240
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 1,182
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 64
Total of all active and inactive participants 2020-06-01 1,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 2
Total participants 2020-06-01 1,248
Number of participants with account balances 2020-06-01 1,182
Number of employers contributing to the scheme 2020-06-01 83
2019: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 1,251
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 1,164
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 74
Total of all active and inactive participants 2019-06-01 1,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 2
Total participants 2019-06-01 1,240
Number of participants with account balances 2019-06-01 1,164
Number of employers contributing to the scheme 2019-06-01 104
2018: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 1,234
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 1,174
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 75
Total of all active and inactive participants 2018-06-01 1,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 2
Total participants 2018-06-01 1,251
Number of participants with account balances 2018-06-01 1,251
Number of employers contributing to the scheme 2018-06-01 100
2017: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 1,201
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 1,170
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 62
Total of all active and inactive participants 2017-06-01 1,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 2
Total participants 2017-06-01 1,234
Number of participants with account balances 2017-06-01 1,234
Number of employers contributing to the scheme 2017-06-01 101
2016: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 1,152
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 1,145
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 54
Total of all active and inactive participants 2016-06-01 1,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 2
Total participants 2016-06-01 1,201
Number of participants with account balances 2016-06-01 1,201
Number of employers contributing to the scheme 2016-06-01 95
2015: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 1,131
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 1,101
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 49
Total of all active and inactive participants 2015-06-01 1,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 2
Total participants 2015-06-01 1,152
Number of participants with account balances 2015-06-01 1,152
Number of employers contributing to the scheme 2015-06-01 96
2014: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 1,118
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 1,085
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 45
Total of all active and inactive participants 2014-06-01 1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 1
Total participants 2014-06-01 1,131
Number of participants with account balances 2014-06-01 1,131
Number of employers contributing to the scheme 2014-06-01 73
2013: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 1,135
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 1,068
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 49
Total of all active and inactive participants 2013-06-01 1,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 1
Total participants 2013-06-01 1,118
Number of participants with account balances 2013-06-01 1,118
Number of employers contributing to the scheme 2013-06-01 111
2012: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 1,139
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 1,114
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 21
Total of all active and inactive participants 2012-06-01 1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 1,135
Number of participants with account balances 2012-06-01 1,135
Number of employers contributing to the scheme 2012-06-01 115
2011: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 1,143
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 1,126
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 9
Total of all active and inactive participants 2011-06-01 1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 4
Total participants 2011-06-01 1,139
Number of participants with account balances 2011-06-01 1,139
Number of employers contributing to the scheme 2011-06-01 114
2010: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 1,173
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 1,105
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 33
Total of all active and inactive participants 2010-06-01 1,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 5
Total participants 2010-06-01 1,143
Number of participants with account balances 2010-06-01 1,143
Number of employers contributing to the scheme 2010-06-01 94
2009: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 1,196
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 1,116
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 53
Total of all active and inactive participants 2009-06-01 1,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 4
Total participants 2009-06-01 1,173
Number of participants with account balances 2009-06-01 1,173
Number of employers contributing to the scheme 2009-06-01 85

Measure	Date	Value
2022: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	1,254
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	1,295
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	50
Total of all active and inactive participants	2022-06-01	1,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	1,345
Number of participants with account balances	2022-06-01	1,295
Number of employers contributing to the scheme	2022-06-01	93
2021: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	1,248
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	1,184
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	67
Total of all active and inactive participants	2021-06-01	1,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	3
Total participants	2021-06-01	1,254
Number of participants with account balances	2021-06-01	1,184
Number of employers contributing to the scheme	2021-06-01	69
2020: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	1,240
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	1,182
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	64
Total of all active and inactive participants	2020-06-01	1,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	2
Total participants	2020-06-01	1,248
Number of participants with account balances	2020-06-01	1,182
Number of employers contributing to the scheme	2020-06-01	83
2019: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	1,251
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	1,164
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	74
Total of all active and inactive participants	2019-06-01	1,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	2
Total participants	2019-06-01	1,240
Number of participants with account balances	2019-06-01	1,164
Number of employers contributing to the scheme	2019-06-01	104
2018: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	1,234
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	1,174
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	75
Total of all active and inactive participants	2018-06-01	1,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	2
Total participants	2018-06-01	1,251
Number of participants with account balances	2018-06-01	1,251
Number of employers contributing to the scheme	2018-06-01	100
2017: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	1,201
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	1,170
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	62
Total of all active and inactive participants	2017-06-01	1,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	2
Total participants	2017-06-01	1,234
Number of participants with account balances	2017-06-01	1,234
Number of employers contributing to the scheme	2017-06-01	101
2016: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	1,152
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	1,145
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	54
Total of all active and inactive participants	2016-06-01	1,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	2
Total participants	2016-06-01	1,201
Number of participants with account balances	2016-06-01	1,201
Number of employers contributing to the scheme	2016-06-01	95
2015: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	1,131
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	1,101
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	49
Total of all active and inactive participants	2015-06-01	1,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	2
Total participants	2015-06-01	1,152
Number of participants with account balances	2015-06-01	1,152
Number of employers contributing to the scheme	2015-06-01	96
2014: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	1,118
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	1,085
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	45
Total of all active and inactive participants	2014-06-01	1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	1
Total participants	2014-06-01	1,131
Number of participants with account balances	2014-06-01	1,131
Number of employers contributing to the scheme	2014-06-01	73
2013: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	1,135
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	1,068
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	49
Total of all active and inactive participants	2013-06-01	1,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	1
Total participants	2013-06-01	1,118
Number of participants with account balances	2013-06-01	1,118
Number of employers contributing to the scheme	2013-06-01	111
2012: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	1,139
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	1,114
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	21
Total of all active and inactive participants	2012-06-01	1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	1,135
Number of participants with account balances	2012-06-01	1,135
Number of employers contributing to the scheme	2012-06-01	115
2011: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	1,143
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	1,126
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	9
Total of all active and inactive participants	2011-06-01	1,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	4
Total participants	2011-06-01	1,139
Number of participants with account balances	2011-06-01	1,139
Number of employers contributing to the scheme	2011-06-01	114
2010: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	1,173
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	1,105
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	33
Total of all active and inactive participants	2010-06-01	1,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	5
Total participants	2010-06-01	1,143
Number of participants with account balances	2010-06-01	1,143
Number of employers contributing to the scheme	2010-06-01	94
2009: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	1,196
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	1,116
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	53
Total of all active and inactive participants	2009-06-01	1,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	4
Total participants	2009-06-01	1,173
Number of participants with account balances	2009-06-01	1,173
Number of employers contributing to the scheme	2009-06-01	85

Financial Data on IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN

Measure	Date	Value
2023 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$116,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$94,383
Total income from all sources (including contributions)	2023-05-31	$7,177,092
Total of all expenses incurred	2023-05-31	$4,069,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$3,660,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$6,669,285
Value of total assets at end of year	2023-05-31	$108,544,478
Value of total assets at beginning of year	2023-05-31	$105,413,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$408,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	No
Administrative expenses professional fees incurred	2023-05-31	$194,359
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2023-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Contributions received from participants	2023-05-31	$2,212,492
Participant contributions at end of year	2023-05-31	$212,234
Participant contributions at beginning of year	2023-05-31	$173,302
Income. Received or receivable in cash from other sources (including rollovers)	2023-05-31	$2,250
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-05-31	$309,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-05-31	$60,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-05-31	$46,732
Other income not declared elsewhere	2023-05-31	$337,254
Administrative expenses (other) incurred	2023-05-31	$21,903
Liabilities. Value of operating payables at end of year	2023-05-31	$56,397
Liabilities. Value of operating payables at beginning of year	2023-05-31	$47,651
Total non interest bearing cash at end of year	2023-05-31	$7,829
Total non interest bearing cash at beginning of year	2023-05-31	$40,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Value of net income/loss	2023-05-31	$3,108,047
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$108,427,583
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$105,319,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Investment advisory and management fees	2023-05-31	$142,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-31	$106,885,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-31	$103,347,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-05-31	$979,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-05-31	$1,457,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-05-31	$1,457,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-31	$170,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	No
Was there a failure to transmit to the plan any participant contributions	2023-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Contributions received in cash from employer	2023-05-31	$4,454,543
Employer contributions (assets) at end of year	2023-05-31	$459,365
Employer contributions (assets) at beginning of year	2023-05-31	$395,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$3,350,948
Contract administrator fees	2023-05-31	$49,713
Did the plan have assets held for investment	2023-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	No
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	POLK AND ASSOCIATES, P.L.C.
Accountancy firm EIN	2023-05-31	383388760
2022 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$94,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$169,690
Total income from all sources (including contributions)	2022-05-31	$-775,686
Total of all expenses incurred	2022-05-31	$8,355,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$7,996,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$6,908,161
Value of total assets at end of year	2022-05-31	$105,413,919
Value of total assets at beginning of year	2022-05-31	$114,620,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$358,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Administrative expenses professional fees incurred	2022-05-31	$157,202
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$2,111,732
Participant contributions at end of year	2022-05-31	$173,302
Participant contributions at beginning of year	2022-05-31	$198,298
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$284,077
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-05-31	$490,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-05-31	$46,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-05-31	$127,207
Other income not declared elsewhere	2022-05-31	$380,572
Administrative expenses (other) incurred	2022-05-31	$11,347
Liabilities. Value of operating payables at end of year	2022-05-31	$47,651
Liabilities. Value of operating payables at beginning of year	2022-05-31	$42,483
Total non interest bearing cash at end of year	2022-05-31	$40,155
Total non interest bearing cash at beginning of year	2022-05-31	$41,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-9,131,187
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$105,319,536
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$114,450,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Investment advisory and management fees	2022-05-31	$152,457
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$103,347,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$112,919,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-05-31	$1,457,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-05-31	$1,045,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-05-31	$1,045,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-8,064,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$4,512,352
Employer contributions (assets) at end of year	2022-05-31	$395,734
Employer contributions (assets) at beginning of year	2022-05-31	$416,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$7,505,641
Contract administrator fees	2022-05-31	$37,928
Did the plan have assets held for investment	2022-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	POLK AND ASSOCIATES, P.L.C.
Accountancy firm EIN	2022-05-31	383388760
2021 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$169,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$79,371
Total income from all sources (including contributions)	2021-05-31	$33,027,284
Total of all expenses incurred	2021-05-31	$13,455,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$13,117,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$6,252,754
Value of total assets at end of year	2021-05-31	$114,620,413
Value of total assets at beginning of year	2021-05-31	$94,958,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$337,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Administrative expenses professional fees incurred	2021-05-31	$156,803
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Contributions received from participants	2021-05-31	$2,003,486
Participant contributions at end of year	2021-05-31	$198,298
Participant contributions at beginning of year	2021-05-31	$133,885
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-05-31	$471,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-05-31	$127,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-05-31	$38,492
Other income not declared elsewhere	2021-05-31	$333,108
Administrative expenses (other) incurred	2021-05-31	$9,321
Liabilities. Value of operating payables at end of year	2021-05-31	$42,483
Liabilities. Value of operating payables at beginning of year	2021-05-31	$40,879
Total non interest bearing cash at end of year	2021-05-31	$41,075
Total non interest bearing cash at beginning of year	2021-05-31	$22,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$19,571,516
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$114,450,723
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$94,879,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Investment advisory and management fees	2021-05-31	$143,145
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$112,919,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$93,812,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-05-31	$1,045,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-05-31	$715,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-05-31	$715,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$26,441,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	No
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Contributions received in cash from employer	2021-05-31	$4,249,268
Employer contributions (assets) at end of year	2021-05-31	$416,323
Employer contributions (assets) at beginning of year	2021-05-31	$275,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$12,646,673
Contract administrator fees	2021-05-31	$28,638
Did the plan have assets held for investment	2021-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Unqualified
Accountancy firm name	2021-05-31	POLK AND ASSOCIATES, P.L.C.
Accountancy firm EIN	2021-05-31	383388760
2020 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$79,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$137,812
Total income from all sources (including contributions)	2020-05-31	$13,608,606
Total of all expenses incurred	2020-05-31	$7,326,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$6,981,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$6,314,214
Value of total assets at end of year	2020-05-31	$94,958,578
Value of total assets at beginning of year	2020-05-31	$88,735,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$345,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Administrative expenses professional fees incurred	2020-05-31	$164,584
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Contributions received from participants	2020-05-31	$1,808,272
Participant contributions at end of year	2020-05-31	$133,885
Participant contributions at beginning of year	2020-05-31	$149,740
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-05-31	$731,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-05-31	$38,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-05-31	$101,585
Other income not declared elsewhere	2020-05-31	$312,799
Administrative expenses (other) incurred	2020-05-31	$7,073
Liabilities. Value of operating payables at end of year	2020-05-31	$40,879
Liabilities. Value of operating payables at beginning of year	2020-05-31	$36,227
Total non interest bearing cash at end of year	2020-05-31	$22,286
Total non interest bearing cash at beginning of year	2020-05-31	$41,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$6,281,793
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$94,879,207
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$88,597,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Investment advisory and management fees	2020-05-31	$138,060
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$93,812,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$87,008,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-05-31	$715,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-05-31	$1,137,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-05-31	$1,137,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$6,981,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Contributions received in cash from employer	2020-05-31	$4,505,942
Employer contributions (assets) at end of year	2020-05-31	$275,062
Employer contributions (assets) at beginning of year	2020-05-31	$397,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$6,249,914
Contract administrator fees	2020-05-31	$35,578
Did the plan have assets held for investment	2020-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	POLK AND ASSOCIATES, P.L.C.
Accountancy firm EIN	2020-05-31	383388760
2018 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$95,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$228,249
Total income from all sources (including contributions)	2018-05-31	$13,067,502
Total of all expenses incurred	2018-05-31	$6,054,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$5,797,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$6,313,044
Value of total assets at end of year	2018-05-31	$88,367,441
Value of total assets at beginning of year	2018-05-31	$81,487,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$256,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Administrative expenses professional fees incurred	2018-05-31	$72,648
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Contributions received from participants	2018-05-31	$1,660,404
Participant contributions at end of year	2018-05-31	$144,077
Participant contributions at beginning of year	2018-05-31	$145,270
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$120,481
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-05-31	$803,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-05-31	$58,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-05-31	$152,916
Other income not declared elsewhere	2018-05-31	$269,601
Administrative expenses (other) incurred	2018-05-31	$6,606
Liabilities. Value of operating payables at end of year	2018-05-31	$36,765
Liabilities. Value of operating payables at beginning of year	2018-05-31	$75,333
Total non interest bearing cash at end of year	2018-05-31	$32,848
Total non interest bearing cash at beginning of year	2018-05-31	$94,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$7,013,244
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$88,272,146
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$81,258,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Investment advisory and management fees	2018-05-31	$139,787
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$86,973,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$79,444,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-05-31	$876,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-05-31	$1,414,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-05-31	$1,414,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$6,484,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$4,532,159
Employer contributions (assets) at end of year	2018-05-31	$340,112
Employer contributions (assets) at beginning of year	2018-05-31	$388,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$4,994,908
Contract administrator fees	2018-05-31	$37,267
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	POLK AND ASSOCIATES, P.L.C.
Accountancy firm EIN	2018-05-31	383388760
2017 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$228,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$109,075
Total income from all sources (including contributions)	2017-05-31	$13,627,645
Total of all expenses incurred	2017-05-31	$6,392,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$6,144,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$5,939,156
Value of total assets at end of year	2017-05-31	$81,487,151
Value of total assets at beginning of year	2017-05-31	$74,133,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$248,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Administrative expenses professional fees incurred	2017-05-31	$72,721
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$1,578,860
Participant contributions at end of year	2017-05-31	$145,270
Participant contributions at beginning of year	2017-05-31	$134,314
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-05-31	$791,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-05-31	$152,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-05-31	$41,761
Other income not declared elsewhere	2017-05-31	$241,007
Administrative expenses (other) incurred	2017-05-31	$7,425
Liabilities. Value of operating payables at end of year	2017-05-31	$75,333
Liabilities. Value of operating payables at beginning of year	2017-05-31	$67,314
Total non interest bearing cash at end of year	2017-05-31	$94,635
Total non interest bearing cash at beginning of year	2017-05-31	$5,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$7,234,976
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$81,258,902
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$74,023,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Investment advisory and management fees	2017-05-31	$132,865
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$79,444,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$71,679,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-05-31	$1,414,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-05-31	$1,974,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-05-31	$1,974,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$7,447,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$4,360,296
Employer contributions (assets) at end of year	2017-05-31	$388,024
Employer contributions (assets) at beginning of year	2017-05-31	$339,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$5,353,205
Contract administrator fees	2017-05-31	$35,103
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	POLK AND ASSOCIATES, P.L.C.
Accountancy firm EIN	2017-05-31	383388760
2016 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$109,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$163,342
Total income from all sources (including contributions)	2016-05-31	$4,053,204
Total of all expenses incurred	2016-05-31	$5,176,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$4,944,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$5,008,671
Value of total assets at end of year	2016-05-31	$74,133,001
Value of total assets at beginning of year	2016-05-31	$75,310,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$231,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Administrative expenses professional fees incurred	2016-05-31	$73,037
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$1,369,885
Participant contributions at end of year	2016-05-31	$134,314
Participant contributions at beginning of year	2016-05-31	$124,086
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$2,744
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-05-31	$375,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-05-31	$41,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-05-31	$113,410
Other income not declared elsewhere	2016-05-31	$233,844
Administrative expenses (other) incurred	2016-05-31	$6,579
Liabilities. Value of operating payables at end of year	2016-05-31	$67,314
Liabilities. Value of operating payables at beginning of year	2016-05-31	$49,932
Total non interest bearing cash at end of year	2016-05-31	$5,760
Total non interest bearing cash at beginning of year	2016-05-31	$470,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-1,122,871
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$74,023,926
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$75,146,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Investment advisory and management fees	2016-05-31	$124,766
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$71,679,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$73,204,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-05-31	$1,974,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-05-31	$1,171,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-05-31	$1,171,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-1,189,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$3,636,042
Employer contributions (assets) at end of year	2016-05-31	$339,195
Employer contributions (assets) at beginning of year	2016-05-31	$339,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$4,568,538
Contract administrator fees	2016-05-31	$27,346
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	ROGOW & LONEY, P.C.
Accountancy firm EIN	2016-05-31	382971941
2015 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$163,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$93,151
Total income from all sources (including contributions)	2015-05-31	$9,582,696
Total of all expenses incurred	2015-05-31	$6,559,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$6,317,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$5,219,502
Value of total assets at end of year	2015-05-31	$75,310,139
Value of total assets at beginning of year	2015-05-31	$72,216,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$242,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Administrative expenses professional fees incurred	2015-05-31	$83,803
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Contributions received from participants	2015-05-31	$1,366,126
Participant contributions at end of year	2015-05-31	$124,086
Participant contributions at beginning of year	2015-05-31	$92,454
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-05-31	$552,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-05-31	$113,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-05-31	$46,757
Other income not declared elsewhere	2015-05-31	$236,065
Administrative expenses (other) incurred	2015-05-31	$7,202
Liabilities. Value of operating payables at end of year	2015-05-31	$49,932
Liabilities. Value of operating payables at beginning of year	2015-05-31	$46,394
Total non interest bearing cash at end of year	2015-05-31	$470,660
Total non interest bearing cash at beginning of year	2015-05-31	$60,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$3,023,142
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$75,146,797
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$72,123,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Investment advisory and management fees	2015-05-31	$127,099
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$73,204,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$70,090,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-05-31	$1,171,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-05-31	$1,704,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-05-31	$1,704,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$4,127,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$3,853,376
Employer contributions (assets) at end of year	2015-05-31	$339,510
Employer contributions (assets) at beginning of year	2015-05-31	$269,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$5,764,574
Contract administrator fees	2015-05-31	$24,190
Did the plan have assets held for investment	2015-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	ROGOW & LONEY, P.C.
Accountancy firm EIN	2015-05-31	382971941
2014 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$93,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$72,025
Total income from all sources (including contributions)	2014-05-31	$11,475,192
Total of all expenses incurred	2014-05-31	$5,788,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$5,553,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$4,093,539
Value of total assets at end of year	2014-05-31	$72,216,806
Value of total assets at beginning of year	2014-05-31	$66,508,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$234,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Administrative expenses professional fees incurred	2014-05-31	$70,204
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Contributions received from participants	2014-05-31	$1,056,506
Participant contributions at end of year	2014-05-31	$92,454
Participant contributions at beginning of year	2014-05-31	$87,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-05-31	$237,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-05-31	$46,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-05-31	$34,231
Other income not declared elsewhere	2014-05-31	$221,271
Administrative expenses (other) incurred	2014-05-31	$6,868
Liabilities. Value of operating payables at end of year	2014-05-31	$46,394
Liabilities. Value of operating payables at beginning of year	2014-05-31	$37,794
Total non interest bearing cash at end of year	2014-05-31	$60,383
Total non interest bearing cash at beginning of year	2014-05-31	$50,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$5,687,157
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$72,123,655
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$66,436,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Investment advisory and management fees	2014-05-31	$135,984
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$70,090,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$64,623,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-05-31	$1,704,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-05-31	$1,515,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-05-31	$1,515,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$7,160,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$3,037,033
Employer contributions (assets) at end of year	2014-05-31	$269,221
Employer contributions (assets) at beginning of year	2014-05-31	$232,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$5,316,139
Contract administrator fees	2014-05-31	$21,514
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	ROGOW & LONEY, P.C.
Accountancy firm EIN	2014-05-31	382971941
2013 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$72,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$78,685
Total income from all sources (including contributions)	2013-05-31	$14,038,585
Total of all expenses incurred	2013-05-31	$6,076,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$5,865,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$4,358,711
Value of total assets at end of year	2013-05-31	$66,508,523
Value of total assets at beginning of year	2013-05-31	$58,553,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$211,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Administrative expenses professional fees incurred	2013-05-31	$85,688
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$1,111,766
Participant contributions at end of year	2013-05-31	$87,125
Participant contributions at beginning of year	2013-05-31	$105,471
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$36,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-05-31	$240,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-05-31	$34,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-05-31	$38,825
Other income not declared elsewhere	2013-05-31	$127,319
Administrative expenses (other) incurred	2013-05-31	$8,568
Liabilities. Value of operating payables at end of year	2013-05-31	$37,794
Liabilities. Value of operating payables at beginning of year	2013-05-31	$39,860
Total non interest bearing cash at end of year	2013-05-31	$50,599
Total non interest bearing cash at beginning of year	2013-05-31	$27,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$7,961,938
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$66,436,498
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$58,474,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Investment advisory and management fees	2013-05-31	$92,518
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$64,623,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$53,672,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-05-31	$1,515,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$4,456,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$4,456,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$9,552,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$3,210,479
Employer contributions (assets) at end of year	2013-05-31	$232,792
Employer contributions (assets) at beginning of year	2013-05-31	$291,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$5,624,637
Contract administrator fees	2013-05-31	$24,259
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	ROGOW & LONEY, P.C.
Accountancy firm EIN	2013-05-31	382971941
2012 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$78,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$92,266
Total income from all sources (including contributions)	2012-05-31	$1,152,941
Total of all expenses incurred	2012-05-31	$7,137,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$7,002,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$4,245,605
Value of total assets at end of year	2012-05-31	$58,553,245
Value of total assets at beginning of year	2012-05-31	$64,551,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$134,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Administrative expenses professional fees incurred	2012-05-31	$51,759
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$1,152,061
Participant contributions at end of year	2012-05-31	$105,471
Participant contributions at beginning of year	2012-05-31	$128,576
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$93,927
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-05-31	$277,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-05-31	$38,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-05-31	$55,962
Other income not declared elsewhere	2012-05-31	$48,445
Administrative expenses (other) incurred	2012-05-31	$7,071
Liabilities. Value of operating payables at end of year	2012-05-31	$39,860
Liabilities. Value of operating payables at beginning of year	2012-05-31	$36,304
Total non interest bearing cash at end of year	2012-05-31	$27,133
Total non interest bearing cash at beginning of year	2012-05-31	$44,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-5,984,230
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$58,474,560
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$64,458,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Investment advisory and management fees	2012-05-31	$54,124
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$53,672,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$59,202,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-31	$4,456,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-31	$4,851,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-31	$4,851,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-3,141,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$2,999,617
Employer contributions (assets) at end of year	2012-05-31	$291,580
Employer contributions (assets) at beginning of year	2012-05-31	$322,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$6,724,848
Contract administrator fees	2012-05-31	$21,929
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	ROGOW & LONEY, P.C.
Accountancy firm EIN	2012-05-31	382971941
2011 : IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$92,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$107,719
Total income from all sources (including contributions)	2011-05-31	$16,593,507
Total of all expenses incurred	2011-05-31	$6,470,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$6,345,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$4,963,293
Value of total assets at end of year	2011-05-31	$64,551,056
Value of total assets at beginning of year	2011-05-31	$54,443,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$125,232
Total interest from all sources	2011-05-31	$323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Administrative expenses professional fees incurred	2011-05-31	$40,827
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$1,379,510
Participant contributions at end of year	2011-05-31	$128,576
Participant contributions at beginning of year	2011-05-31	$144,344
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-05-31	$356,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-05-31	$55,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-05-31	$73,036
Other income not declared elsewhere	2011-05-31	$47,293
Administrative expenses (other) incurred	2011-05-31	$7,862
Liabilities. Value of operating payables at end of year	2011-05-31	$36,304
Liabilities. Value of operating payables at beginning of year	2011-05-31	$34,683
Total non interest bearing cash at end of year	2011-05-31	$44,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$10,122,982
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$64,458,790
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$54,335,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Investment advisory and management fees	2011-05-31	$54,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$59,202,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$49,795,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$4,851,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-05-31	$4,130,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-05-31	$4,130,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-05-31	$323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$11,582,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$3,583,783
Employer contributions (assets) at end of year	2011-05-31	$322,858
Employer contributions (assets) at beginning of year	2011-05-31	$373,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$5,988,630
Contract administrator fees	2011-05-31	$22,493
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	ROGOW & LONEY, P.C.
Accountancy firm EIN	2011-05-31	382971941

Form 5500 Responses for IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN

2022: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Multi-employer plan
2022-06-01	Plan is a collectively bargained plan	Yes
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Multi-employer plan
2021-06-01	Plan is a collectively bargained plan	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Multi-employer plan
2020-06-01	Plan is a collectively bargained plan	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Multi-employer plan
2019-06-01	Plan is a collectively bargained plan	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Multi-employer plan
2018-06-01	Plan is a collectively bargained plan	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Multi-employer plan
2017-06-01	Plan is a collectively bargained plan	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Multi-employer plan
2016-06-01	Plan is a collectively bargained plan	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Multi-employer plan
2015-06-01	Plan is a collectively bargained plan	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Multi-employer plan
2014-06-01	Plan is a collectively bargained plan	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Multi-employer plan
2013-06-01	Plan is a collectively bargained plan	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Multi-employer plan
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Multi-employer plan
2010-06-01	Plan is a collectively bargained plan	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Multi-employer plan
2009-06-01	Submission has been amended	Yes
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JT BOARD TRUSTEES IBEW LOCAL 252
Employer identification number (EIN):	386323896
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors