?>
Logo

ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 401k Plan overview

Plan NameST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN
Plan identification number 005

ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSION has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSION
Employer identification number (EIN):416046858
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-10-01
0052020-10-01
0052019-10-01
0052018-10-01
0052017-10-01
0052016-10-01LUKE KUHL JAMES SCHULT2018-07-13
0052015-10-01LUKE KUHL JAMES SCHULT2017-06-13
0052014-10-01RICHARD WYNNE JAMES SCHULT2016-06-29
0052013-10-01RICHARD WYNNE JAMES SCHULT2015-06-24
0052012-10-01RICHARD WYNNE JAMES SCHULT2014-07-14
0052011-10-01RICHARD WYNNE JAMES SCHULT2013-07-15
0052009-10-01RICHARD WYNNE
0052009-10-012011-07-13 RICHARD WYNNE2011-07-13

Plan Statistics for ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN

401k plan membership statisitcs for ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN

Measure Date Value
2021: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,911
Total number of active participants reported on line 7a of the Form 55002021-10-011,381
Number of retired or separated participants receiving benefits2021-10-016
Number of other retired or separated participants entitled to future benefits2021-10-01140
Total of all active and inactive participants2021-10-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-014
Total participants2021-10-011,531
Number of participants with account balances2021-10-011,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Number of employers contributing to the scheme2021-10-01110
2020: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,929
Total number of active participants reported on line 7a of the Form 55002020-10-011,774
Number of retired or separated participants receiving benefits2020-10-015
Number of other retired or separated participants entitled to future benefits2020-10-01131
Total of all active and inactive participants2020-10-011,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-011
Total participants2020-10-011,911
Number of participants with account balances2020-10-011,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Number of employers contributing to the scheme2020-10-01104
2019: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,919
Total number of active participants reported on line 7a of the Form 55002019-10-011,804
Number of retired or separated participants receiving benefits2019-10-015
Number of other retired or separated participants entitled to future benefits2019-10-01119
Total of all active and inactive participants2019-10-011,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-011,929
Number of participants with account balances2019-10-011,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Number of employers contributing to the scheme2019-10-0188
2018: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,559
Total number of active participants reported on line 7a of the Form 55002018-10-011,783
Number of retired or separated participants receiving benefits2018-10-013
Number of other retired or separated participants entitled to future benefits2018-10-01132
Total of all active and inactive participants2018-10-011,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-011,919
Number of participants with account balances2018-10-011,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Number of employers contributing to the scheme2018-10-01104
2017: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,523
Total number of active participants reported on line 7a of the Form 55002017-10-011,440
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01116
Total of all active and inactive participants2017-10-011,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-013
Total participants2017-10-011,559
Number of participants with account balances2017-10-011,559
Number of employers contributing to the scheme2017-10-0188
2016: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,516
Total number of active participants reported on line 7a of the Form 55002016-10-011,421
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0199
Total of all active and inactive participants2016-10-011,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-013
Total participants2016-10-011,523
Number of participants with account balances2016-10-011,523
Number of employers contributing to the scheme2016-10-0188
2015: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,474
Total number of active participants reported on line 7a of the Form 55002015-10-011,416
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0196
Total of all active and inactive participants2015-10-011,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-014
Total participants2015-10-011,516
Number of participants with account balances2015-10-011,516
Number of employers contributing to the scheme2015-10-0182
2014: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011,432
Total number of active participants reported on line 7a of the Form 55002014-10-011,379
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0192
Total of all active and inactive participants2014-10-011,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-013
Total participants2014-10-011,474
Number of participants with account balances2014-10-011,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
Number of employers contributing to the scheme2014-10-0182
2013: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,496
Total number of active participants reported on line 7a of the Form 55002013-10-011,344
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0185
Total of all active and inactive participants2013-10-011,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-013
Total participants2013-10-011,432
Number of participants with account balances2013-10-011,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
Number of employers contributing to the scheme2013-10-0186
2012: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011,813
Total number of active participants reported on line 7a of the Form 55002012-10-011,476
Number of other retired or separated participants entitled to future benefits2012-10-0120
Total of all active and inactive participants2012-10-011,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-011,496
Number of participants with account balances2012-10-011,435
Number of employers contributing to the scheme2012-10-01128
2011: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011,774
Total number of active participants reported on line 7a of the Form 55002011-10-011,638
Number of other retired or separated participants entitled to future benefits2011-10-01174
Total of all active and inactive participants2011-10-011,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-011,813
Number of participants with account balances2011-10-011,420
Number of employers contributing to the scheme2011-10-01123
2009: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-011,602
Total number of active participants reported on line 7a of the Form 55002009-10-011,539
Number of other retired or separated participants entitled to future benefits2009-10-01158
Total of all active and inactive participants2009-10-011,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-013
Total participants2009-10-011,700
Number of participants with account balances2009-10-011,539
Number of employers contributing to the scheme2009-10-0117

Financial Data on ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN

Measure Date Value
2022 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-22,963,566
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$17,225,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$16,894,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$7,170,507
Value of total assets at end of year2022-09-30$154,428,299
Value of total assets at beginning of year2022-09-30$194,616,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$330,982
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$7,561,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$7,561,571
Administrative expenses professional fees incurred2022-09-30$25,819
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$3,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$6,939,953
Participant contributions at end of year2022-09-30$674,394
Participant contributions at beginning of year2022-09-30$519,430
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$230,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$21,818
Administrative expenses (other) incurred2022-09-30$27,427
Total non interest bearing cash at end of year2022-09-30$244,141
Total non interest bearing cash at beginning of year2022-09-30$190,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-40,188,599
Value of net assets at end of year (total assets less liabilities)2022-09-30$154,428,299
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$194,616,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$184,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$134,756,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$173,603,359
Value of interest in common/collective trusts at end of year2022-09-30$18,746,814
Value of interest in common/collective trusts at beginning of year2022-09-30$19,734,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$6,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$570,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$570,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-38,016,697
Net investment gain or loss from common/collective trusts2022-09-30$299,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$16,894,051
Contract administrator fees2022-09-30$93,162
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-09-30410746749
2021 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$40,423,060
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$12,093,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$11,762,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$6,829,887
Value of total assets at end of year2021-09-30$194,616,898
Value of total assets at beginning of year2021-09-30$166,287,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$330,813
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$5,025,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$5,025,121
Administrative expenses professional fees incurred2021-09-30$23,358
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$3,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$6,161,351
Participant contributions at end of year2021-09-30$519,430
Participant contributions at beginning of year2021-09-30$448,126
Assets. Other investments not covered elsewhere at end of year2021-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$668,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$0
Administrative expenses (other) incurred2021-09-30$29,155
Total non interest bearing cash at end of year2021-09-30$190,040
Total non interest bearing cash at beginning of year2021-09-30$90,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$28,329,525
Value of net assets at end of year (total assets less liabilities)2021-09-30$194,616,898
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$166,287,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$182,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$173,603,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$165,748,582
Value of interest in common/collective trusts at end of year2021-09-30$19,734,052
Value of interest in common/collective trusts at beginning of year2021-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$570,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$28,249,929
Net investment gain or loss from common/collective trusts2021-09-30$318,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$11,762,722
Contract administrator fees2021-09-30$95,582
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-09-30410746749
2020 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$10,844
Total income from all sources (including contributions)2020-09-30$22,891,747
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$7,418,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$7,048,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$6,748,930
Value of total assets at end of year2020-09-30$166,287,373
Value of total assets at beginning of year2020-09-30$150,824,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$369,271
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$4,901,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$4,901,522
Administrative expenses professional fees incurred2020-09-30$36,293
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$2,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$6,173,551
Participant contributions at end of year2020-09-30$448,126
Participant contributions at beginning of year2020-09-30$573,677
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$575,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$10,844
Other income not declared elsewhere2020-09-30$6,757
Administrative expenses (other) incurred2020-09-30$33,370
Total non interest bearing cash at end of year2020-09-30$90,665
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$15,473,730
Value of net assets at end of year (total assets less liabilities)2020-09-30$166,287,373
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$150,813,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$204,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$165,748,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$150,250,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$11,234,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$7,048,746
Contract administrator fees2020-09-30$95,273
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-09-30410746749
2019 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$10,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$13,313
Total income from all sources (including contributions)2019-09-30$10,190,711
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$12,993,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$12,669,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$6,857,238
Value of total assets at end of year2019-09-30$150,824,487
Value of total assets at beginning of year2019-09-30$153,629,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$323,371
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$5,284,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$5,284,717
Administrative expenses professional fees incurred2019-09-30$47,666
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$2,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$6,558,457
Participant contributions at end of year2019-09-30$573,677
Participant contributions at beginning of year2019-09-30$510,963
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$298,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$33,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$10,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$12,703
Administrative expenses (other) incurred2019-09-30$37,471
Liabilities. Value of operating payables at end of year2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$13,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-2,802,341
Value of net assets at end of year (total assets less liabilities)2019-09-30$150,813,643
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$153,615,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$178,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$150,250,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$134,283,718
Value of interest in common/collective trusts at end of year2019-09-30$0
Value of interest in common/collective trusts at beginning of year2019-09-30$18,769,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$32,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$32,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-2,161,294
Net investment gain or loss from common/collective trusts2019-09-30$197,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$12,669,681
Contract administrator fees2019-09-30$60,000
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-09-30410746749
2018 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$13,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$3,104
Total income from all sources (including contributions)2018-09-30$22,317,597
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$5,625,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$5,289,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$8,161,066
Value of total assets at end of year2018-09-30$153,629,297
Value of total assets at beginning of year2018-09-30$136,927,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$335,928
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$3,846,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$3,846,488
Administrative expenses professional fees incurred2018-09-30$27,017
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$2,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$6,031,129
Participant contributions at end of year2018-09-30$510,963
Participant contributions at beginning of year2018-09-30$557,516
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$2,129,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$33,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$2,424
Administrative expenses (other) incurred2018-09-30$39,122
Liabilities. Value of operating payables at end of year2018-09-30$13,313
Liabilities. Value of operating payables at beginning of year2018-09-30$3,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$16,692,074
Value of net assets at end of year (total assets less liabilities)2018-09-30$153,615,984
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$136,923,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$151,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$134,283,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$118,060,730
Value of interest in common/collective trusts at end of year2018-09-30$18,769,250
Value of interest in common/collective trusts at beginning of year2018-09-30$18,298,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$32,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$8,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$8,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$9,882,043
Net investment gain or loss from common/collective trusts2018-09-30$428,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$5,289,595
Contract administrator fees2018-09-30$118,062
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-09-30410746749
2017 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$3,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$22,682,393
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$8,278,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$7,944,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$7,731,430
Value of total assets at end of year2017-09-30$136,927,014
Value of total assets at beginning of year2017-09-30$122,520,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$333,964
Total interest from all sources2017-09-30$96
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$3,003,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$3,003,865
Administrative expenses professional fees incurred2017-09-30$25,440
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$2,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$5,482,364
Participant contributions at end of year2017-09-30$557,516
Participant contributions at beginning of year2017-09-30$517,335
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$2,249,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$2,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$15,869
Administrative expenses (other) incurred2017-09-30$37,753
Liabilities. Value of operating payables at end of year2017-09-30$3,104
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$14,403,582
Value of net assets at end of year (total assets less liabilities)2017-09-30$136,923,910
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$122,520,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$147,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$118,060,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$104,730,101
Value of interest in common/collective trusts at end of year2017-09-30$18,298,038
Value of interest in common/collective trusts at beginning of year2017-09-30$17,249,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$8,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$7,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$7,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$96
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$11,590,316
Net investment gain or loss from common/collective trusts2017-09-30$356,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$7,944,847
Contract administrator fees2017-09-30$123,264
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-09-30410746749
2016 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$19,118,053
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$4,521,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$4,266,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$8,075,302
Value of total assets at end of year2016-09-30$122,520,328
Value of total assets at beginning of year2016-09-30$107,923,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$255,235
Total interest from all sources2016-09-30$37
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$2,424,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$2,424,004
Administrative expenses professional fees incurred2016-09-30$22,220
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$2,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$5,266,238
Participant contributions at end of year2016-09-30$517,335
Participant contributions at beginning of year2016-09-30$404,000
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$2,809,064
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$15,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$8,869
Administrative expenses (other) incurred2016-09-30$36,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$14,596,655
Value of net assets at end of year (total assets less liabilities)2016-09-30$122,520,328
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$107,923,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$104,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$104,730,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$60,138,918
Value of interest in common/collective trusts at end of year2016-09-30$17,249,465
Value of interest in common/collective trusts at beginning of year2016-09-30$47,357,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$7,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$14,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$14,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$6,810,881
Net investment gain or loss from common/collective trusts2016-09-30$1,807,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$4,266,163
Contract administrator fees2016-09-30$91,824
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-09-30410746749
2015 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$4,031,718
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$4,344,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$4,127,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$6,236,191
Value of total assets at end of year2015-09-30$107,923,673
Value of total assets at beginning of year2015-09-30$108,235,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$216,985
Total interest from all sources2015-09-30$40
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$3,447,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$3,447,624
Administrative expenses professional fees incurred2015-09-30$13,754
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$2,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$4,752,040
Participant contributions at end of year2015-09-30$404,000
Participant contributions at beginning of year2015-09-30$360,141
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$1,484,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$8,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$2,291
Administrative expenses (other) incurred2015-09-30$40,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-312,312
Value of net assets at end of year (total assets less liabilities)2015-09-30$107,923,673
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$108,235,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$62,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$60,138,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$62,138,549
Value of interest in common/collective trusts at end of year2015-09-30$47,357,493
Value of interest in common/collective trusts at beginning of year2015-09-30$45,722,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$14,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$12,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$12,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-3,532,687
Net investment gain or loss from common/collective trusts2015-09-30$-2,119,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$4,127,045
Contract administrator fees2015-09-30$99,556
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-09-30410746749
2014 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$14,424,933
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$7,419,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$7,252,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$5,834,983
Value of total assets at end of year2014-09-30$108,235,985
Value of total assets at beginning of year2014-09-30$101,230,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$166,988
Total interest from all sources2014-09-30$39
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$3,887,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$3,887,398
Administrative expenses professional fees incurred2014-09-30$14,332
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$2,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$4,265,783
Participant contributions at end of year2014-09-30$360,141
Participant contributions at beginning of year2014-09-30$336,561
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$1,569,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$2,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$9,287
Other income not declared elsewhere2014-09-30$48,860
Administrative expenses (other) incurred2014-09-30$34,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$7,005,795
Value of net assets at end of year (total assets less liabilities)2014-09-30$108,235,985
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$101,230,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$62,138,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$61,231,480
Value of interest in common/collective trusts at end of year2014-09-30$45,722,894
Value of interest in common/collective trusts at beginning of year2014-09-30$39,644,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$12,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$8,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$8,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,729,855
Net investment gain or loss from common/collective trusts2014-09-30$2,923,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$7,252,150
Contract administrator fees2014-09-30$118,144
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-09-30410746749
2013 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$17,367,730
Total of all expenses incurred2013-09-30$3,940,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$3,814,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$5,010,464
Value of total assets at end of year2013-09-30$101,230,190
Value of total assets at beginning of year2013-09-30$87,803,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$126,288
Total interest from all sources2013-09-30$26
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$1,738,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$1,738,222
Administrative expenses professional fees incurred2013-09-30$6,730
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$5,010,464
Participant contributions at end of year2013-09-30$336,561
Participant contributions at beginning of year2013-09-30$299,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$9,287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$9,596
Other income not declared elsewhere2013-09-30$132,737
Administrative expenses (other) incurred2013-09-30$38,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$13,426,994
Value of net assets at end of year (total assets less liabilities)2013-09-30$101,230,190
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$87,803,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$61,231,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$56,720,708
Value of interest in common/collective trusts at end of year2013-09-30$39,644,766
Value of interest in common/collective trusts at beginning of year2013-09-30$30,772,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$8,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$1,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$1,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$2,541,218
Net investment gain or loss from common/collective trusts2013-09-30$7,945,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$3,814,448
Contract administrator fees2013-09-30$81,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-09-30320043599
2012 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$16,246,022
Total of all expenses incurred2012-09-30$4,838,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$4,733,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$4,236,746
Value of total assets at end of year2012-09-30$87,803,196
Value of total assets at beginning of year2012-09-30$76,395,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$104,691
Total interest from all sources2012-09-30$37
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$1,065,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$1,065,940
Administrative expenses professional fees incurred2012-09-30$6,685
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$4,236,746
Participant contributions at end of year2012-09-30$299,293
Participant contributions at beginning of year2012-09-30$376,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$9,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$4,692
Other income not declared elsewhere2012-09-30$63,311
Administrative expenses (other) incurred2012-09-30$34,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$11,407,760
Value of net assets at end of year (total assets less liabilities)2012-09-30$87,803,196
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$76,395,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$56,720,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$51,887,027
Value of interest in common/collective trusts at end of year2012-09-30$30,772,417
Value of interest in common/collective trusts at beginning of year2012-09-30$24,118,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$1,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$8,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$8,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$2,206,417
Net investment gain or loss from common/collective trusts2012-09-30$8,673,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$4,733,571
Contract administrator fees2012-09-30$63,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-09-30320043599
2011 : ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$2,581,505
Total of all expenses incurred2011-09-30$5,792,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$5,688,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$3,785,852
Value of total assets at end of year2011-09-30$76,395,436
Value of total assets at beginning of year2011-09-30$79,606,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$104,466
Total interest from all sources2011-09-30$33
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$1,147,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$1,147,819
Administrative expenses professional fees incurred2011-09-30$9,422
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$3,785,852
Participant contributions at end of year2011-09-30$376,482
Participant contributions at beginning of year2011-09-30$263,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$4,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$1,892
Administrative expenses (other) incurred2011-09-30$28,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-3,211,283
Value of net assets at end of year (total assets less liabilities)2011-09-30$76,395,436
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$79,606,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$51,887,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$58,249,818
Value of interest in common/collective trusts at end of year2011-09-30$24,118,455
Value of interest in common/collective trusts at beginning of year2011-09-30$21,090,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$8,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-2,634,059
Net investment gain or loss from common/collective trusts2011-09-30$281,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$5,688,322
Contract administrator fees2011-09-30$67,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-09-30320043599

Form 5500 Responses for ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN

2021: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3