401k Plan data: I.B.E.W. LOCAL NO. 704 401(K) PLAN plan

I.B.E.W. LOCAL NO. 704 401(K) PLAN 401k Plan overview

Plan Name	I.B.E.W. LOCAL NO. 704 401(K) PLAN
Plan identification number	002

I.B.E.W. LOCAL NO. 704 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES IBEW LOCAL 704 RETIREMENT INCOME PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES IBEW LOCAL 704 RETIREMENT INCOME PLAN

Employer identification number (EIN): 420328998

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL NO. 704 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 THOMAS TOWNSEND 2023-08-16 JOSH BUDKE 2023-08-16
002 2021-01-01 JOSH BUDKE 2022-08-23 ANDY GENTHE 2022-08-23
002 2020-01-01 RON THIELEN 2021-08-10 THOMAS TOWNSEND 2021-08-10
002 2019-01-01 TIM KEARNS 2020-08-14 THOMAS TOWNSEND 2020-08-10
002 2018-01-01 TIMOTHY KEARNS 2019-09-06 TOM TOWNSEND 2019-09-06
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 RUTH LEE
002 2011-01-01 RUTH LEE
002 2009-01-01 RUTH LEE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	THOMAS TOWNSEND	2023-08-16	JOSH BUDKE	2023-08-16
002	2021-01-01	JOSH BUDKE	2022-08-23	ANDY GENTHE	2022-08-23
002	2020-01-01	RON THIELEN	2021-08-10	THOMAS TOWNSEND	2021-08-10
002	2019-01-01	TIM KEARNS	2020-08-14	THOMAS TOWNSEND	2020-08-10
002	2018-01-01	TIMOTHY KEARNS	2019-09-06	TOM TOWNSEND	2019-09-06
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	RUTH LEE
002	2011-01-01	RUTH LEE
002	2009-01-01	RUTH LEE

Plan Statistics for I.B.E.W. LOCAL NO. 704 401(K) PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL NO. 704 401(K) PLAN

Measure Date Value
2022: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 160
Number of other retired or separated participants entitled to future benefits 2022-01-01 61
Total of all active and inactive participants 2022-01-01 221
Total participants 2022-01-01 221
Number of participants with account balances 2022-01-01 221
Number of employers contributing to the scheme 2022-01-01 23
2021: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 189
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 206
Total participants 2021-01-01 206
Number of participants with account balances 2021-01-01 206
Number of employers contributing to the scheme 2021-01-01 16
2020: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 183
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 200
Number of participants with account balances 2020-01-01 200
Number of employers contributing to the scheme 2020-01-01 12
2019: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 186
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 205
Number of participants with account balances 2019-01-01 205
Number of employers contributing to the scheme 2019-01-01 12
2018: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 184
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 200
Number of participants with account balances 2018-01-01 200
Number of employers contributing to the scheme 2018-01-01 9
2017: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 186
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 204
Number of participants with account balances 2017-01-01 193
Number of employers contributing to the scheme 2017-01-01 12
2016: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 196
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 205
Total participants 2016-01-01 205
Number of participants with account balances 2016-01-01 178
Number of employers contributing to the scheme 2016-01-01 12
2015: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 187
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 197
Total participants 2015-01-01 197
Number of participants with account balances 2015-01-01 178
Number of employers contributing to the scheme 2015-01-01 12
2014: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 181
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 186
Total participants 2014-01-01 186
Number of participants with account balances 2014-01-01 181
Number of employers contributing to the scheme 2014-01-01 13
2013: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 176
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 183
Total participants 2013-01-01 183
Number of participants with account balances 2013-01-01 180
Number of employers contributing to the scheme 2013-01-01 13
2012: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 182
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 187
Total participants 2012-01-01 187
Number of participants with account balances 2012-01-01 184
Number of employers contributing to the scheme 2012-01-01 16
2011: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 178
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 183
Total participants 2011-01-01 183
Number of participants with account balances 2011-01-01 179
Number of employers contributing to the scheme 2011-01-01 12
2009: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 190
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 203
Total participants 2009-01-01 203
Number of participants with account balances 2009-01-01 191
Number of employers contributing to the scheme 2009-01-01 6

Measure	Date	Value
2022: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	160
Number of other retired or separated participants entitled to future benefits	2022-01-01	61
Total of all active and inactive participants	2022-01-01	221
Total participants	2022-01-01	221
Number of participants with account balances	2022-01-01	221
Number of employers contributing to the scheme	2022-01-01	23
2021: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	189
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	206
Total participants	2021-01-01	206
Number of participants with account balances	2021-01-01	206
Number of employers contributing to the scheme	2021-01-01	16
2020: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	183
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	200
Number of participants with account balances	2020-01-01	200
Number of employers contributing to the scheme	2020-01-01	12
2019: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	186
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	205
Number of participants with account balances	2019-01-01	205
Number of employers contributing to the scheme	2019-01-01	12
2018: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	184
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	200
Number of participants with account balances	2018-01-01	200
Number of employers contributing to the scheme	2018-01-01	9
2017: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	186
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	204
Number of participants with account balances	2017-01-01	193
Number of employers contributing to the scheme	2017-01-01	12
2016: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	196
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	205
Total participants	2016-01-01	205
Number of participants with account balances	2016-01-01	178
Number of employers contributing to the scheme	2016-01-01	12
2015: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	187
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	197
Total participants	2015-01-01	197
Number of participants with account balances	2015-01-01	178
Number of employers contributing to the scheme	2015-01-01	12
2014: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	181
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	186
Total participants	2014-01-01	186
Number of participants with account balances	2014-01-01	181
Number of employers contributing to the scheme	2014-01-01	13
2013: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	176
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	183
Total participants	2013-01-01	183
Number of participants with account balances	2013-01-01	180
Number of employers contributing to the scheme	2013-01-01	13
2012: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	182
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	187
Total participants	2012-01-01	187
Number of participants with account balances	2012-01-01	184
Number of employers contributing to the scheme	2012-01-01	16
2011: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	178
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	183
Total participants	2011-01-01	183
Number of participants with account balances	2011-01-01	179
Number of employers contributing to the scheme	2011-01-01	12
2009: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	190
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	203
Total participants	2009-01-01	203
Number of participants with account balances	2009-01-01	191
Number of employers contributing to the scheme	2009-01-01	6

Financial Data on I.B.E.W. LOCAL NO. 704 401(K) PLAN

Measure	Date	Value
2022 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-4,871,507
Total of all expenses incurred	2022-12-31	$2,647,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,540,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,166,105
Value of total assets at end of year	2022-12-31	$40,157,439
Value of total assets at beginning of year	2022-12-31	$47,676,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$106,642
Total interest from all sources	2022-12-31	$19,622
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,504,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,504,980
Administrative expenses professional fees incurred	2022-12-31	$26,543
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,500,000
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
Contributions received from participants	2022-12-31	$178,597
Participant contributions at end of year	2022-12-31	$13,382
Participant contributions at beginning of year	2022-12-31	$12,040
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$4,037,724
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$3,275,737
Administrative expenses (other) incurred	2022-12-31	$3,461
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	$-7,518,656
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$40,157,439
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$47,676,095
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
Investment advisory and management fees	2022-12-31	$64,625
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$35,900,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$44,193,913
Interest earned on other investments	2022-12-31	$19,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$52,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$39,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$39,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,562,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
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	$1,987,508
Employer contributions (assets) at end of year	2022-12-31	$154,148
Employer contributions (assets) at beginning of year	2022-12-31	$154,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,540,507
Contract administrator fees	2022-12-31	$12,013
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	2022-12-31	No
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	Yes
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	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2022-12-31	470900880
2021 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$8,162,231
Total of all expenses incurred	2021-12-31	$3,099,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,993,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,802,974
Value of total assets at end of year	2021-12-31	$47,676,095
Value of total assets at beginning of year	2021-12-31	$42,613,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$105,559
Total interest from all sources	2021-12-31	$26,030
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,158,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,158,774
Administrative expenses professional fees incurred	2021-12-31	$21,906
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$139,635
Participant contributions at end of year	2021-12-31	$12,040
Participant contributions at beginning of year	2021-12-31	$9,523
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$3,275,737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$11,654
Administrative expenses (other) incurred	2021-12-31	$8,096
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	$5,062,978
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$47,676,095
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$42,613,117
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
Investment advisory and management fees	2021-12-31	$63,736
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$44,193,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$39,147,095
Interest earned on other investments	2021-12-31	$26,030
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,296,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$39,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$18,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$18,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,174,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
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	$1,663,339
Employer contributions (assets) at end of year	2021-12-31	$154,611
Employer contributions (assets) at beginning of year	2021-12-31	$129,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,993,694
Contract administrator fees	2021-12-31	$11,821
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	Yes
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	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2021-12-31	470900880
2020 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$7,449,865
Total of all expenses incurred	2020-12-31	$3,773,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,666,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,727,049
Value of total assets at end of year	2020-12-31	$42,613,117
Value of total assets at beginning of year	2020-12-31	$38,936,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$106,790
Total interest from all sources	2020-12-31	$35,880
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$639,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$639,921
Administrative expenses professional fees incurred	2020-12-31	$22,117
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$134,514
Participant contributions at end of year	2020-12-31	$9,523
Participant contributions at beginning of year	2020-12-31	$8,518
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$11,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$13,324
Administrative expenses (other) incurred	2020-12-31	$8,453
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	$3,676,215
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$42,613,117
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$38,936,902
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
Investment advisory and management fees	2020-12-31	$65,071
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$39,147,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$36,469,983
Interest earned on other investments	2020-12-31	$35,880
Value of interest in common/collective trusts at end of year	2020-12-31	$3,296,895
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,323,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$18,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$21,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$21,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,047,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
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	$1,592,535
Employer contributions (assets) at end of year	2020-12-31	$129,295
Employer contributions (assets) at beginning of year	2020-12-31	$100,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,666,860
Contract administrator fees	2020-12-31	$11,149
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	Yes
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	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2020-12-31	470990088
2019 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,539
Total income from all sources (including contributions)	2019-12-31	$8,687,372
Total of all expenses incurred	2019-12-31	$2,600,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,492,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,635,409
Value of total assets at end of year	2019-12-31	$38,936,902
Value of total assets at beginning of year	2019-12-31	$32,860,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$108,036
Total interest from all sources	2019-12-31	$32,463
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$691,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$691,700
Administrative expenses professional fees incurred	2019-12-31	$29,597
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$146,926
Participant contributions at end of year	2019-12-31	$8,518
Participant contributions at beginning of year	2019-12-31	$19,899
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$13,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$11,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$3,039
Administrative expenses (other) incurred	2019-12-31	$1,187
Liabilities. Value of operating payables at beginning of year	2019-12-31	$7,500
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	$6,086,734
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$38,936,902
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$32,850,168
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
Investment advisory and management fees	2019-12-31	$66,931
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$36,469,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$30,854,763
Interest earned on other investments	2019-12-31	$32,463
Value of interest in common/collective trusts at end of year	2019-12-31	$2,323,081
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,848,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$21,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$18,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$18,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,327,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	$1,488,483
Employer contributions (assets) at end of year	2019-12-31	$100,661
Employer contributions (assets) at beginning of year	2019-12-31	$107,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,492,602
Contract administrator fees	2019-12-31	$10,321
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	Yes
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	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2019-12-31	470990088
2018 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,539
Total income from all sources (including contributions)	2018-12-31	$-1,327,038
Total of all expenses incurred	2018-12-31	$2,277,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,155,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,729,086
Value of total assets at end of year	2018-12-31	$32,860,707
Value of total assets at beginning of year	2018-12-31	$36,454,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$121,703
Total interest from all sources	2018-12-31	$26,516
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$653,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$653,732
Administrative expenses professional fees incurred	2018-12-31	$26,066
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$170,189
Participant contributions at end of year	2018-12-31	$19,899
Participant contributions at beginning of year	2018-12-31	$13,401
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$11,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$9,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$3,039
Administrative expenses (other) incurred	2018-12-31	$10,648
Liabilities. Value of operating payables at end of year	2018-12-31	$7,500
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	$-3,604,275
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$32,850,168
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$36,454,443
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
Investment advisory and management fees	2018-12-31	$74,708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$30,854,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$34,091,349
Interest earned on other investments	2018-12-31	$26,516
Value of interest in common/collective trusts at end of year	2018-12-31	$1,848,157
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,194,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$18,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$12,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$12,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,736,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
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	$1,558,897
Employer contributions (assets) at end of year	2018-12-31	$107,834
Employer contributions (assets) at beginning of year	2018-12-31	$133,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,155,534
Contract administrator fees	2018-12-31	$10,281
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	Yes
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	CALIBRE CPA GROUP, PLLC
Accountancy firm EIN	2018-12-31	470900880
2017 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$6,567,191
Total of all expenses incurred	2017-12-31	$3,892,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,825,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,645,161
Value of total assets at end of year	2017-12-31	$36,454,443
Value of total assets at beginning of year	2017-12-31	$33,779,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$66,961
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,112,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,112,369
Administrative expenses professional fees incurred	2017-12-31	$7,258
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$165,602
Participant contributions at end of year	2017-12-31	$13,401
Participant contributions at beginning of year	2017-12-31	$18,485
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$9,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$11,305
Total non interest bearing cash at beginning of year	2017-12-31	$183,909
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	$2,674,557
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,454,443
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$33,779,886
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
Investment advisory and management fees	2017-12-31	$59,703
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$34,091,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$31,317,644
Value of interest in common/collective trusts at end of year	2017-12-31	$2,194,469
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,114,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$12,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$11,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$11,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,809,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
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	$1,479,559
Employer contributions (assets) at end of year	2017-12-31	$133,467
Employer contributions (assets) at beginning of year	2017-12-31	$122,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,825,673
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	CARPENTIER, MITCHELL, GODDARD & CO.
Accountancy firm EIN	2017-12-31	362662809
2016 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$5,118,468
Total of all expenses incurred	2016-12-31	$1,541,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,460,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,705,891
Value of total assets at end of year	2016-12-31	$33,779,886
Value of total assets at beginning of year	2016-12-31	$30,202,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$80,578
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$869,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$869,345
Administrative expenses professional fees incurred	2016-12-31	$21,831
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$189,715
Participant contributions at end of year	2016-12-31	$18,485
Participant contributions at beginning of year	2016-12-31	$15,751
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$11,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$9,843
Total non interest bearing cash at end of year	2016-12-31	$183,909
Total non interest bearing cash at beginning of year	2016-12-31	$213,412
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	$3,577,148
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$33,779,886
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$30,202,738
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	$58,747
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$31,317,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$27,931,469
Value of interest in common/collective trusts at end of year	2016-12-31	$2,114,332
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,725,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$11,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$12,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$12,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$181,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,543,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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	$1,516,176
Employer contributions (assets) at end of year	2016-12-31	$122,886
Employer contributions (assets) at beginning of year	2016-12-31	$112,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,460,742
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	CARPENTIER, MITCHELL, GODDARD & CO.
Accountancy firm EIN	2016-12-31	362662809
2015 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$672,454
Total of all expenses incurred	2015-12-31	$865,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$776,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,496,512
Value of total assets at end of year	2015-12-31	$30,202,738
Value of total assets at beginning of year	2015-12-31	$30,395,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$88,611
Total interest from all sources	2015-12-31	$9,843
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$558,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$558,512
Administrative expenses professional fees incurred	2015-12-31	$31,932
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$168,168
Participant contributions at end of year	2015-12-31	$15,751
Participant contributions at beginning of year	2015-12-31	$12,119
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$9,843
Total non interest bearing cash at end of year	2015-12-31	$213,412
Total non interest bearing cash at beginning of year	2015-12-31	$29,847,275
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	$-192,871
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$30,202,738
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$30,395,609
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	$56,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$27,931,469
Interest earned on other investments	2015-12-31	$9,843
Value of interest in common/collective trusts at end of year	2015-12-31	$1,725,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$12,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$25,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$25,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$181,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$391,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,414,682
Net investment gain or loss from common/collective trusts	2015-12-31	$22,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$1,328,344
Employer contributions (assets) at end of year	2015-12-31	$112,477
Employer contributions (assets) at beginning of year	2015-12-31	$119,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$776,714
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	CARPENTIER, MITCHELL, GODDARD & CO.
Accountancy firm EIN	2015-12-31	362662809
2014 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,331,256
Total of all expenses incurred	2014-12-31	$2,498,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,433,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,573,700
Value of total assets at end of year	2014-12-31	$30,395,609
Value of total assets at beginning of year	2014-12-31	$29,562,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$64,714
Total interest from all sources	2014-12-31	$1,499
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$291,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$291,923
Administrative expenses professional fees incurred	2014-12-31	$40,205
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$154,352
Participant contributions at end of year	2014-12-31	$12,119
Participant contributions at beginning of year	2014-12-31	$15,372
Other income not declared elsewhere	2014-12-31	$5,403
Administrative expenses (other) incurred	2014-12-31	$6,920
Total non interest bearing cash at end of year	2014-12-31	$29,847,275
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	$832,729
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$30,395,609
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$29,562,880
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
Investment advisory and management fees	2014-12-31	$11,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,028,673
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$7,311,506
Interest earned on other investments	2014-12-31	$1,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$25,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$26,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$26,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$391,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,076,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$674,021
Net investment gain/loss from pooled separate accounts	2014-12-31	$784,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$1,419,348
Employer contributions (assets) at end of year	2014-12-31	$119,002
Employer contributions (assets) at beginning of year	2014-12-31	$103,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,433,813
Contract administrator fees	2014-12-31	$5,894
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	CARPENTIER, MITCHELL, GODDARD & CO.
Accountancy firm EIN	2014-12-31	362662809
2013 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$7,044,460
Total of all expenses incurred	2013-12-31	$1,216,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,176,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,529,385
Value of total assets at end of year	2013-12-31	$29,562,880
Value of total assets at beginning of year	2013-12-31	$23,735,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$40,328
Total interest from all sources	2013-12-31	$2,362
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$198,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$198,385
Administrative expenses professional fees incurred	2013-12-31	$14,681
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$132,128
Participant contributions at end of year	2013-12-31	$15,372
Participant contributions at beginning of year	2013-12-31	$9,183
Other income not declared elsewhere	2013-12-31	$19,652
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	$5,827,807
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$29,562,880
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,735,073
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
Investment advisory and management fees	2013-12-31	$18,559
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,028,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$17,215,221
Value of interest in pooled separate accounts at end of year	2013-12-31	$7,311,506
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,303,399
Interest earned on other investments	2013-12-31	$2,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$26,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$8,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$8,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,076,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,102,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,618,128
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,676,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
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	$1,397,257
Employer contributions (assets) at end of year	2013-12-31	$103,968
Employer contributions (assets) at beginning of year	2013-12-31	$96,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,176,325
Contract administrator fees	2013-12-31	$7,088
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	CARPENTIER, MITCHELL, GODDARD & CO.
Accountancy firm EIN	2013-12-31	362662809
2012 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$4,263,207
Total of all expenses incurred	2012-12-31	$432,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$392,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,397,550
Value of total assets at end of year	2012-12-31	$23,735,073
Value of total assets at beginning of year	2012-12-31	$19,904,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$40,662
Total interest from all sources	2012-12-31	$5,191
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$195,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$195,368
Administrative expenses professional fees incurred	2012-12-31	$13,903
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$120,181
Participant contributions at end of year	2012-12-31	$9,183
Participant contributions at beginning of year	2012-12-31	$9,826
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	$3,830,476
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,735,073
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,904,597
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
Investment advisory and management fees	2012-12-31	$20,988
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$17,215,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,191,362
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,303,399
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,549,122
Interest earned on other investments	2012-12-31	$5,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$8,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$7,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$7,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,102,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,049,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,971,980
Net investment gain/loss from pooled separate accounts	2012-12-31	$693,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$1,277,369
Employer contributions (assets) at end of year	2012-12-31	$96,928
Employer contributions (assets) at beginning of year	2012-12-31	$97,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$392,069
Contract administrator fees	2012-12-31	$5,771
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	CARPENTIER, MITCHELL, GODDARD & CO.
Accountancy firm EIN	2012-12-31	362662809
2011 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$443,808
Total of all expenses incurred	2011-12-31	$1,564,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,506,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,269,864
Value of total assets at end of year	2011-12-31	$19,904,597
Value of total assets at beginning of year	2011-12-31	$21,025,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$57,664
Total interest from all sources	2011-12-31	$17,967
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$181,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$181,381
Administrative expenses professional fees incurred	2011-12-31	$22,995
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$113,503
Participant contributions at end of year	2011-12-31	$9,826
Participant contributions at beginning of year	2011-12-31	$10,418
Administrative expenses (other) incurred	2011-12-31	$6,689
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	$-1,120,656
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,904,597
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,025,253
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	$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$14,191,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,712,814
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,549,122
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$14,068,551
Interest earned on other investments	2011-12-31	$17,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$7,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$5,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$5,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,049,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,138,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,250,867
Net investment gain/loss from pooled separate accounts	2011-12-31	$225,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$1,156,361
Employer contributions (assets) at end of year	2011-12-31	$97,617
Employer contributions (assets) at beginning of year	2011-12-31	$88,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,506,800
Contract administrator fees	2011-12-31	$17,980
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	CARPENTIER, MITCHELL, GODDARD & CO.
Accountancy firm EIN	2011-12-31	362662809
2010 : I.B.E.W. LOCAL NO. 704 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$4,132,607
Total of all expenses incurred	2010-12-31	$908,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$874,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,197,906
Value of total assets at end of year	2010-12-31	$21,025,253
Value of total assets at beginning of year	2010-12-31	$17,801,509
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$34,386
Total interest from all sources	2010-12-31	$30,145
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$58,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$58,937
Administrative expenses professional fees incurred	2010-12-31	$25,354
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$123,248
Participant contributions at end of year	2010-12-31	$10,418
Participant contributions at beginning of year	2010-12-31	$10,253
Other income not declared elsewhere	2010-12-31	$-1,899
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	$3,223,744
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,025,253
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,801,509
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	$6,816
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,712,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,819,195
Value of interest in pooled separate accounts at end of year	2010-12-31	$14,068,551
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$11,549,668
Interest earned on other investments	2010-12-31	$30,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$5,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$7,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$7,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,138,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,318,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$733,626
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,113,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$1,074,658
Employer contributions (assets) at end of year	2010-12-31	$88,836
Employer contributions (assets) at beginning of year	2010-12-31	$95,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$874,477
Contract administrator fees	2010-12-31	$2,216
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	CARPENTIER, MITCHELL, GODDARD & CO
Accountancy firm EIN	2010-12-31	362662809

Form 5500 Responses for I.B.E.W. LOCAL NO. 704 401(K) PLAN

2022: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL NO. 704 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES IBEW LOCAL 704 RETIREMENT INCOME PLAN
Employer identification number (EIN):	420328998
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors