PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND
401k plan membership statisitcs for PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND
| Measure | Date | Value |
|---|
| 2022 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,769 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,700 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,609,523 |
| Total of all expenses incurred | 2022-12-31 | $1,753,163 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,720,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,601,279 |
| Value of total assets at end of year | 2022-12-31 | $407,036 |
| Value of total assets at beginning of year | 2022-12-31 | $550,607 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $33,163 |
| Total interest from all sources | 2022-12-31 | $8,244 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $10,045 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,215 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,063 |
| Administrative expenses (other) incurred | 2022-12-31 | $9,318 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $1,769 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1,700 |
| Total non interest bearing cash at end of year | 2022-12-31 | $17,108 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $28,710 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-143,640 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $405,267 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $548,907 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $261,134 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $417,890 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $417,890 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $8,244 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,601,279 |
| Employer contributions (assets) at end of year | 2022-12-31 | $127,579 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $102,944 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,720,000 |
| Contract administrator fees | 2022-12-31 | $13,800 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BULTYNCK & CO., P.L.L.C. |
| Accountancy firm EIN | 2022-12-31 | 203920878 |
| 2021 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,700 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,173 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,741,016 |
| Total of all expenses incurred | 2021-12-31 | $1,767,149 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,720,300 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,740,810 |
| Value of total assets at end of year | 2021-12-31 | $550,607 |
| Value of total assets at beginning of year | 2021-12-31 | $577,213 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $46,849 |
| Total interest from all sources | 2021-12-31 | $206 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $7,542 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $1,740,810 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $1,740,810 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,063 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,175 |
| Administrative expenses (other) incurred | 2021-12-31 | $25,507 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,700 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $2,173 |
| Total non interest bearing cash at end of year | 2021-12-31 | $28,710 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $11,806 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-26,133 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $548,907 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $575,040 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $417,890 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $420,684 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $420,684 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $206 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,740,810 |
| Employer contributions (assets) at end of year | 2021-12-31 | $102,944 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $143,548 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,720,300 |
| Contract administrator fees | 2021-12-31 | $13,800 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2021-12-31 | 383629743 |
| 2020 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,173 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $218,825 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,705,471 |
| Total of all expenses incurred | 2020-12-31 | $1,551,057 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,521,558 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,698,981 |
| Value of total assets at end of year | 2020-12-31 | $577,213 |
| Value of total assets at beginning of year | 2020-12-31 | $639,451 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $29,499 |
| Total interest from all sources | 2020-12-31 | $6,490 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $7,561 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $1,698,981 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $1,698,981 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,175 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,170 |
| Administrative expenses (other) incurred | 2020-12-31 | $6,592 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $2,173 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $218,825 |
| Total non interest bearing cash at end of year | 2020-12-31 | $11,806 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $15,297 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $154,414 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $575,040 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $420,626 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $420,684 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $494,194 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $494,194 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $6,490 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,698,981 |
| Employer contributions (assets) at end of year | 2020-12-31 | $143,548 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $128,790 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,521,558 |
| Contract administrator fees | 2020-12-31 | $15,346 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2020-12-31 | 383629743 |
| 2019 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $218,825 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $290,443 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,472,149 |
| Total of all expenses incurred | 2019-12-31 | $1,451,769 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,421,525 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,457,123 |
| Value of total assets at end of year | 2019-12-31 | $639,451 |
| Value of total assets at beginning of year | 2019-12-31 | $690,689 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,244 |
| Total interest from all sources | 2019-12-31 | $15,026 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $8,620 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $1,457,123 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $1,457,123 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,170 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,212 |
| Administrative expenses (other) incurred | 2019-12-31 | $6,311 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $218,825 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $290,443 |
| Total non interest bearing cash at end of year | 2019-12-31 | $15,297 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $18,481 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $20,380 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $420,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $400,246 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Interest earned on other investments | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $494,194 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $576,168 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $576,168 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $15,026 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,457,123 |
| Employer contributions (assets) at end of year | 2019-12-31 | $128,790 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $94,828 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,421,525 |
| Contract administrator fees | 2019-12-31 | $15,313 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2019-12-31 | 383629743 |
| 2018 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $290,443 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,551 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,409,467 |
| Total of all expenses incurred | 2018-12-31 | $1,401,318 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,366,475 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,395,436 |
| Value of total assets at end of year | 2018-12-31 | $690,689 |
| Value of total assets at beginning of year | 2018-12-31 | $393,648 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $34,843 |
| Total interest from all sources | 2018-12-31 | $14,031 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $7,001 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $1,395,436 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $1,395,436 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,212 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $4,181 |
| Administrative expenses (other) incurred | 2018-12-31 | $12,546 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $290,443 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $1,551 |
| Total non interest bearing cash at end of year | 2018-12-31 | $18,481 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $30,090 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $8,149 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $400,246 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $392,097 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Interest earned on other investments | 2018-12-31 | $3,187 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $576,168 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $250,011 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $250,011 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $10,844 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,395,436 |
| Employer contributions (assets) at end of year | 2018-12-31 | $94,828 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $109,366 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,366,475 |
| Contract administrator fees | 2018-12-31 | $15,296 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2018-12-31 | 383629743 |
| 2017 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,551 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,705 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,433,706 |
| Total of all expenses incurred | 2017-12-31 | $1,364,924 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,335,325 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,428,489 |
| Value of total assets at end of year | 2017-12-31 | $393,648 |
| Value of total assets at beginning of year | 2017-12-31 | $325,020 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $29,599 |
| Total interest from all sources | 2017-12-31 | $5,217 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $7,226 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $1 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $1,428,489 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $1,428,488 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $4,181 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4,000 |
| Administrative expenses (other) incurred | 2017-12-31 | $8,573 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $1,551 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $1,705 |
| Total non interest bearing cash at end of year | 2017-12-31 | $30,090 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $212,665 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $68,782 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $392,097 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $323,315 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $250,011 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $929 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $929 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $5,217 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,428,489 |
| Employer contributions (assets) at end of year | 2017-12-31 | $109,366 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $107,426 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,335,325 |
| Contract administrator fees | 2017-12-31 | $13,800 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2017-12-31 | 383629743 |
| 2016 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,705 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,175 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,299,621 |
| Total of all expenses incurred | 2016-12-31 | $1,260,491 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,227,285 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,299,582 |
| Value of total assets at end of year | 2016-12-31 | $325,020 |
| Value of total assets at beginning of year | 2016-12-31 | $287,360 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $33,206 |
| Total interest from all sources | 2016-12-31 | $39 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $7,800 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $1,299,582 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $1,299,582 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $4,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $4,000 |
| Administrative expenses (other) incurred | 2016-12-31 | $11,794 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $1,705 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $3,175 |
| Total non interest bearing cash at end of year | 2016-12-31 | $212,665 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $187,824 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $39,130 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $323,315 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $284,185 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $50 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $929 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $890 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $890 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $39 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,299,582 |
| Employer contributions (assets) at end of year | 2016-12-31 | $107,426 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $94,646 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,227,285 |
| Contract administrator fees | 2016-12-31 | $13,562 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2016-12-31 | 383629743 |
| 2015 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,175 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,915 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,161,752 |
| Total of all expenses incurred | 2015-12-31 | $1,052,043 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,024,375 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,161,084 |
| Value of total assets at end of year | 2015-12-31 | $287,360 |
| Value of total assets at beginning of year | 2015-12-31 | $177,391 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $27,668 |
| Total interest from all sources | 2015-12-31 | $668 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $7,357 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $1,161,084 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $1,161,084 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $4,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $4,000 |
| Administrative expenses (other) incurred | 2015-12-31 | $6,819 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $3,175 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $2,915 |
| Total non interest bearing cash at end of year | 2015-12-31 | $187,824 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $92,499 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $109,709 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $284,185 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $174,476 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $100 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $890 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $272 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $272 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $668 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,161,084 |
| Employer contributions (assets) at end of year | 2015-12-31 | $94,646 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $80,620 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,024,375 |
| Contract administrator fees | 2015-12-31 | $13,392 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2015-12-31 | 383629743 |
| 2014 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,915 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,693 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,216,075 |
| Total of all expenses incurred | 2014-12-31 | $1,389,476 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,362,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,215,146 |
| Value of total assets at end of year | 2014-12-31 | $177,391 |
| Value of total assets at beginning of year | 2014-12-31 | $351,570 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $26,926 |
| Total interest from all sources | 2014-12-31 | $929 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $6,530 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $1,215,146 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $1,215,146 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $4,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $4,000 |
| Administrative expenses (other) incurred | 2014-12-31 | $7,004 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $2,915 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $3,693 |
| Total non interest bearing cash at end of year | 2014-12-31 | $92,499 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $124,681 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-173,401 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $174,476 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $347,877 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $272 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $106,049 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $106,049 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $929 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,215,146 |
| Employer contributions (assets) at end of year | 2014-12-31 | $80,620 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $116,840 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,362,550 |
| Contract administrator fees | 2014-12-31 | $13,392 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2014-12-31 | 383629743 |
| 2013 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,693 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,425 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,451,582 |
| Total of all expenses incurred | 2013-12-31 | $1,797,402 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,754,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,449,901 |
| Value of total assets at end of year | 2013-12-31 | $351,570 |
| Value of total assets at beginning of year | 2013-12-31 | $696,122 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $43,402 |
| Total interest from all sources | 2013-12-31 | $1,681 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $6,902 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $2,700,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $1,449,901 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $1,449,901 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $4,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $4,000 |
| Administrative expenses (other) incurred | 2013-12-31 | $23,108 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $3,693 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $2,425 |
| Total non interest bearing cash at end of year | 2013-12-31 | $124,681 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-345,820 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $347,877 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $693,697 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $106,049 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $575,143 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $575,143 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,681 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,449,901 |
| Employer contributions (assets) at end of year | 2013-12-31 | $116,840 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $116,979 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,754,000 |
| Contract administrator fees | 2013-12-31 | $13,392 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2013-12-31 | 383629743 |
| 2012 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,425 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,544 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,955,484 |
| Total of all expenses incurred | 2012-12-31 | $1,859,468 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,832,300 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,953,205 |
| Value of total assets at end of year | 2012-12-31 | $696,122 |
| Value of total assets at beginning of year | 2012-12-31 | $599,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,168 |
| Total interest from all sources | 2012-12-31 | $2,279 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $7,913 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $2,500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $1,953,205 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $1,953,205 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $4,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $4,000 |
| Administrative expenses (other) incurred | 2012-12-31 | $6,235 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $2,425 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,544 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $96,016 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $693,697 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $597,681 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $575,143 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $382,334 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $382,334 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2,279 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,953,205 |
| Employer contributions (assets) at end of year | 2012-12-31 | $116,979 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $212,891 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,832,300 |
| Contract administrator fees | 2012-12-31 | $13,020 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2012-12-31 | 383629743 |
| 2011 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,544 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,541 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,946,836 |
| Total of all expenses incurred | 2011-12-31 | $1,674,998 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,646,825 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,945,344 |
| Value of total assets at end of year | 2011-12-31 | $599,225 |
| Value of total assets at beginning of year | 2011-12-31 | $327,384 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $28,173 |
| Total interest from all sources | 2011-12-31 | $1,492 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $6,843 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $1,945,344 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,945,344 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $4,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,618 |
| Administrative expenses (other) incurred | 2011-12-31 | $8,074 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,544 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,541 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $271,838 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $597,681 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $325,843 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $500 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $382,334 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $208,037 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $208,037 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,492 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,945,344 |
| Employer contributions (assets) at end of year | 2011-12-31 | $212,891 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $112,729 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,646,825 |
| Contract administrator fees | 2011-12-31 | $12,756 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | WALTER, BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2011-12-31 | 383629743 |
| 2010 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-413 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-413 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,541 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,903 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,224,246 |
| Total of all expenses incurred | 2010-12-31 | $1,096,011 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,067,425 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,223,163 |
| Value of total assets at end of year | 2010-12-31 | $327,384 |
| Value of total assets at beginning of year | 2010-12-31 | $200,511 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $28,586 |
| Total interest from all sources | 2010-12-31 | $1,496 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $9,620 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $1,223,163 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,223,163 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,618 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $24,299 |
| Administrative expenses (other) incurred | 2010-12-31 | $6,513 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,541 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $2,903 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $128,235 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $325,843 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $197,608 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $55 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $208,037 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $91,757 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $91,757 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,496 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,223,163 |
| Employer contributions (assets) at end of year | 2010-12-31 | $112,729 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $84,455 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,067,425 |
| Contract administrator fees | 2010-12-31 | $12,398 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | WALTER BOESKY & ASSOCIATES PC |
| Accountancy firm EIN | 2010-12-31 | 383629743 |
| 2009 : PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $1,017,925 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $1,017,925 |
