PLUMBERS & PIPEFITTERS LOCAL 25 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,527 |
| Total income from all sources (including contributions) | 2022-12-31 | $-14,829,000 |
| Total of all expenses incurred | 2022-12-31 | $3,033,919 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,859,491 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,219,475 |
| Value of total assets at end of year | 2022-12-31 | $70,258,429 |
| Value of total assets at beginning of year | 2022-12-31 | $88,122,875 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $174,428 |
| Total interest from all sources | 2022-12-31 | $30,690 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,979,167 |
| 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 | $1,979,167 |
| Administrative expenses professional fees incurred | 2022-12-31 | $14,692 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 | $3,024,746 |
| Participant contributions at end of year | 2022-12-31 | $224,506 |
| Participant contributions at beginning of year | 2022-12-31 | $220,885 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $263,768 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $31,825 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $31,427 |
| Other income not declared elsewhere | 2022-12-31 | $8,887 |
| Administrative expenses (other) incurred | 2022-12-31 | $17,938 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1,527 |
| Total non interest bearing cash at end of year | 2022-12-31 | $125,876 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $7,701 |
| 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 | $-17,862,919 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $70,258,429 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $88,121,348 |
| 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 | $5,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $67,523,197 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $85,763,133 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,176,023 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,674,905 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,674,905 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $30,690 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-22,067,219 |
| 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 | Yes |
| 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 | $1,930,961 |
| Employer contributions (assets) at end of year | 2022-12-31 | $177,002 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $424,824 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,859,491 |
| Contract administrator fees | 2022-12-31 | $136,781 |
| 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 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2022-12-31 | 470900880 |
| 2021 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,527 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $942 |
| Total income from all sources (including contributions) | 2021-12-31 | $16,817,719 |
| Total of all expenses incurred | 2021-12-31 | $8,695,440 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,540,718 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,932,742 |
| Value of total assets at end of year | 2021-12-31 | $88,122,875 |
| Value of total assets at beginning of year | 2021-12-31 | $80,000,011 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $154,722 |
| Total interest from all sources | 2021-12-31 | $188 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,100,121 |
| 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 | $3,100,121 |
| Administrative expenses professional fees incurred | 2021-12-31 | $13,908 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| 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 | $2,588,633 |
| Participant contributions at end of year | 2021-12-31 | $220,885 |
| Participant contributions at beginning of year | 2021-12-31 | $188,573 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $213,754 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $31,427 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $26,603 |
| Other income not declared elsewhere | 2021-12-31 | $6,628 |
| Administrative expenses (other) incurred | 2021-12-31 | $14,284 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,527 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $942 |
| Total non interest bearing cash at end of year | 2021-12-31 | $7,701 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $289,521 |
| 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 | $8,122,279 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $88,121,348 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $79,999,069 |
| 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 | $5,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $85,763,133 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $76,931,350 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,674,905 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,335,999 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,335,999 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $188 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $8,778,040 |
| 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 | Yes |
| 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 | $2,130,355 |
| Employer contributions (assets) at end of year | 2021-12-31 | $424,824 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $227,965 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,540,718 |
| Contract administrator fees | 2021-12-31 | $121,513 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2021-12-31 | 470900880 |
| 2020 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $942 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $894 |
| Total income from all sources (including contributions) | 2020-12-31 | $21,390,985 |
| Total of all expenses incurred | 2020-12-31 | $4,044,042 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,887,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,179,512 |
| Value of total assets at end of year | 2020-12-31 | $80,000,011 |
| Value of total assets at beginning of year | 2020-12-31 | $62,653,020 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $156,965 |
| Total interest from all sources | 2020-12-31 | $94,463 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,729,893 |
| 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 | $1,729,893 |
| Administrative expenses professional fees incurred | 2020-12-31 | $13,285 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| 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 | $2,399,315 |
| Participant contributions at end of year | 2020-12-31 | $188,573 |
| Participant contributions at beginning of year | 2020-12-31 | $165,815 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $454,708 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $26,603 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $29,065 |
| Other income not declared elsewhere | 2020-12-31 | $9,803 |
| Administrative expenses (other) incurred | 2020-12-31 | $13,465 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $942 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $894 |
| Total non interest bearing cash at end of year | 2020-12-31 | $289,521 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $28,956 |
| 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 | $17,346,943 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $79,999,069 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $62,652,126 |
| 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 | $5,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $76,931,350 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $60,078,207 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,335,999 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,098,010 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,098,010 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $94,463 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $15,377,314 |
| 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 | Yes |
| 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 | $1,325,489 |
| Employer contributions (assets) at end of year | 2020-12-31 | $227,965 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $252,967 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,887,077 |
| Contract administrator fees | 2020-12-31 | $125,198 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2020-12-31 | 470900880 |
| 2019 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $894 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,721 |
| Total income from all sources (including contributions) | 2019-12-31 | $17,562,561 |
| Total of all expenses incurred | 2019-12-31 | $3,715,316 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,564,794 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,712,017 |
| Value of total assets at end of year | 2019-12-31 | $62,653,020 |
| Value of total assets at beginning of year | 2019-12-31 | $48,806,602 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $150,522 |
| Total interest from all sources | 2019-12-31 | $89,142 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,409,748 |
| 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 | $1,409,748 |
| Administrative expenses professional fees incurred | 2019-12-31 | $16,500 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| 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 | $2,752,574 |
| Participant contributions at end of year | 2019-12-31 | $165,815 |
| Participant contributions at beginning of year | 2019-12-31 | $186,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $555,320 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $29,065 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $33,957 |
| Other income not declared elsewhere | 2019-12-31 | $3,655 |
| Administrative expenses (other) incurred | 2019-12-31 | $19,567 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $894 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,721 |
| Total non interest bearing cash at end of year | 2019-12-31 | $28,956 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $39,593 |
| 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 | $13,847,245 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $62,652,126 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $48,804,881 |
| 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 | $5,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $60,078,207 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $46,131,208 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,098,010 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,225,688 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,225,688 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $89,142 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,347,999 |
| 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 | Yes |
| 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 | $1,404,123 |
| Employer contributions (assets) at end of year | 2019-12-31 | $252,967 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $190,156 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,564,794 |
| Contract administrator fees | 2019-12-31 | $109,438 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2019-12-31 | 470900880 |
| 2018 : PLUMBERS & PIPEFITTERS LOCAL 25 401(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 | $1,721 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $17,280 |
| Total income from all sources (including contributions) | 2018-12-31 | $996,798 |
| Total of all expenses incurred | 2018-12-31 | $2,785,494 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,650,576 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,055,148 |
| Value of total assets at end of year | 2018-12-31 | $48,806,602 |
| Value of total assets at beginning of year | 2018-12-31 | $50,610,857 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $134,918 |
| Total interest from all sources | 2018-12-31 | $44,753 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,364,493 |
| 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 | $1,364,493 |
| Administrative expenses professional fees incurred | 2018-12-31 | $11,674 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $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 | $2,602,808 |
| Participant contributions at end of year | 2018-12-31 | $186,000 |
| Participant contributions at beginning of year | 2018-12-31 | $167,596 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $274,644 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $33,957 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $4,534 |
| Other income not declared elsewhere | 2018-12-31 | $3,247 |
| Administrative expenses (other) incurred | 2018-12-31 | $15,225 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $1,721 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $17,280 |
| Total non interest bearing cash at end of year | 2018-12-31 | $39,593 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $14,795 |
| 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 | $-1,788,696 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $48,804,881 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $50,593,577 |
| 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 | $5,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $46,131,208 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $48,828,211 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,225,688 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,393,648 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,393,648 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $44,753 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,470,843 |
| 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 | $1,177,696 |
| Employer contributions (assets) at end of year | 2018-12-31 | $190,156 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $202,073 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,650,576 |
| Contract administrator fees | 2018-12-31 | $103,002 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2018-12-31 | 470900880 |
| 2017 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $17,280 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $43,046 |
| Total income from all sources (including contributions) | 2017-12-31 | $11,984,538 |
| Total of all expenses incurred | 2017-12-31 | $3,190,596 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,801,334 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,607,372 |
| Value of total assets at end of year | 2017-12-31 | $50,610,857 |
| Value of total assets at beginning of year | 2017-12-31 | $41,842,681 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $389,262 |
| Total interest from all sources | 2017-12-31 | $12,376 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $978,351 |
| 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 | $978,351 |
| Administrative expenses professional fees incurred | 2017-12-31 | $28,445 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| 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 | $2,358,697 |
| Participant contributions at end of year | 2017-12-31 | $167,596 |
| Participant contributions at beginning of year | 2017-12-31 | $188,369 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $346,885 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $4,534 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $26,306 |
| Other income not declared elsewhere | 2017-12-31 | $162,774 |
| Administrative expenses (other) incurred | 2017-12-31 | $355,800 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $17,280 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $43,046 |
| Total non interest bearing cash at end of year | 2017-12-31 | $14,795 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $9,835 |
| 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 | $8,793,942 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $50,593,577 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $41,799,635 |
| 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 | $5,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $48,828,211 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $40,128,231 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,393,648 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,489,940 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,489,940 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $12,376 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,223,665 |
| 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 | Yes |
| 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 | $901,790 |
| Employer contributions (assets) at end of year | 2017-12-31 | $202,073 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,801,334 |
| 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 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2017-12-31 | 470900880 |
| 2016 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $43,046 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $46,561 |
| Total income from all sources (including contributions) | 2016-12-31 | $6,059,500 |
| Total of all expenses incurred | 2016-12-31 | $2,890,054 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,514,263 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,449,895 |
| Value of total assets at end of year | 2016-12-31 | $41,842,681 |
| Value of total assets at beginning of year | 2016-12-31 | $38,676,750 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $375,791 |
| Total interest from all sources | 2016-12-31 | $4,688 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $916,067 |
| 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 | $916,067 |
| Administrative expenses professional fees incurred | 2016-12-31 | $15,747 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| 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 | $2,310,407 |
| Participant contributions at end of year | 2016-12-31 | $188,369 |
| Participant contributions at beginning of year | 2016-12-31 | $185,311 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $139,488 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $26,306 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $10,610 |
| Other income not declared elsewhere | 2016-12-31 | $150,001 |
| Administrative expenses (other) incurred | 2016-12-31 | $355,027 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $43,046 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $46,561 |
| Total non interest bearing cash at end of year | 2016-12-31 | $9,835 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $16,888 |
| 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 | $3,169,446 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $41,799,635 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $38,630,189 |
| 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 | $5,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $40,128,231 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $37,097,672 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,489,940 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,366,269 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,366,269 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $4,688 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,538,849 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,514,263 |
| 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 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2016-12-31 | 470900880 |
| 2015 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $46,561 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $43,722 |
| Total income from all sources (including contributions) | 2015-12-31 | $2,115,898 |
| Total of all expenses incurred | 2015-12-31 | $2,330,377 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,911,687 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,249,208 |
| Value of total assets at end of year | 2015-12-31 | $38,676,750 |
| Value of total assets at beginning of year | 2015-12-31 | $38,888,390 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $418,690 |
| Total interest from all sources | 2015-12-31 | $692 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $858,564 |
| 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 | $858,564 |
| Administrative expenses professional fees incurred | 2015-12-31 | $21,929 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| 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 | $2,196,333 |
| Participant contributions at end of year | 2015-12-31 | $185,311 |
| Participant contributions at beginning of year | 2015-12-31 | $177,063 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $52,875 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $10,610 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $15,517 |
| Other income not declared elsewhere | 2015-12-31 | $163,635 |
| Administrative expenses (other) incurred | 2015-12-31 | $391,853 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $46,561 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $43,722 |
| Total non interest bearing cash at end of year | 2015-12-31 | $16,888 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $20,910 |
| 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 | $-214,479 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $38,630,189 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $38,844,668 |
| 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 | $4,908 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $37,097,672 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $38,674,900 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,366,269 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $692 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,156,201 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,911,687 |
| 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 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2015-12-31 | 470900880 |
| 2014 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,777,236 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $1,777,236 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $8,208 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $25,964 |
| Total income from all sources (including contributions) | 2014-12-31 | $5,172,013 |
| Total of all expenses incurred | 2014-12-31 | $1,753,430 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,515,032 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,460,870 |
| Value of total assets at end of year | 2014-12-31 | $38,862,867 |
| Value of total assets at beginning of year | 2014-12-31 | $35,462,040 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $238,398 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $861,217 |
| 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 | $861,217 |
| Administrative expenses professional fees incurred | 2014-12-31 | $21,415 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| 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 | $2,245,988 |
| Participant contributions at end of year | 2014-12-31 | $177,063 |
| Participant contributions at beginning of year | 2014-12-31 | $142,616 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $212,943 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $1,076,331 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $10,904 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $5,740 |
| Other income not declared elsewhere | 2014-12-31 | $72,690 |
| Administrative expenses (other) incurred | 2014-12-31 | $211,975 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $8,208 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $25,964 |
| 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 | $3,418,583 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $38,854,659 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $35,436,076 |
| 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 | $5,008 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $38,674,900 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $35,313,684 |
| 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 | Yes |
| 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 | $1,939 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $438,701 |
| 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 | MOORHEAD PATTERSON & COMPANY, P.C. |
| Accountancy firm EIN | 2014-12-31 | 421092253 |
| 2013 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $6,321,516 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $6,321,516 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $25,964 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $40,719 |
| Total income from all sources (including contributions) | 2013-12-31 | $9,422,831 |
| Total of all expenses incurred | 2013-12-31 | $2,229,523 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,931,282 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,354,878 |
| Value of total assets at end of year | 2013-12-31 | $35,462,040 |
| Value of total assets at beginning of year | 2013-12-31 | $28,283,487 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $298,241 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $18,881 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,138,733 |
| Participant contributions at end of year | 2013-12-31 | $142,616 |
| Participant contributions at beginning of year | 2013-12-31 | $148,138 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $215,269 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $1,407,375 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $5,740 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $21,276 |
| Other income not declared elsewhere | 2013-12-31 | $186,870 |
| Administrative expenses (other) incurred | 2013-12-31 | $275,142 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $25,964 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $40,719 |
| 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 | $7,193,308 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $35,436,076 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $28,242,768 |
| 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 | $4,218 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $35,313,684 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $28,114,073 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $559,567 |
| 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 | $876 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $523,907 |
| 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 | MOORHEAD PATTERSON & COMPANY, P.C. |
| Accountancy firm EIN | 2013-12-31 | 421092253 |
| 2012 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,651,170 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $2,651,170 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $40,719 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $25,260 |
| Total income from all sources (including contributions) | 2012-12-31 | $5,259,689 |
| Total of all expenses incurred | 2012-12-31 | $1,294,437 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $999,441 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,859,025 |
| Value of total assets at end of year | 2012-12-31 | $28,283,487 |
| Value of total assets at beginning of year | 2012-12-31 | $24,302,776 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $294,996 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $19,381 |
| 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 | $1,799,521 |
| Participant contributions at end of year | 2012-12-31 | $148,138 |
| Participant contributions at beginning of year | 2012-12-31 | $127,762 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $58,363 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $719,026 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $21,276 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $8,797 |
| Other income not declared elsewhere | 2012-12-31 | $152,322 |
| Administrative expenses (other) incurred | 2012-12-31 | $271,615 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $40,719 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $25,260 |
| 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 | $3,965,252 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $28,242,768 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $24,277,516 |
| 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 | $4,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $28,114,073 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $24,166,217 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $597,172 |
| 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 | Yes |
| 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 | $1,141 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $280,415 |
| 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 | MOORHEAD PATTERSON & COMPANY, P.C. |
| Accountancy firm EIN | 2012-12-31 | 421092253 |
| 2011 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-716,891 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-716,891 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $25,260 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,891 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,501,812 |
| Total of all expenses incurred | 2011-12-31 | $1,598,998 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,347,739 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,794,101 |
| Value of total assets at end of year | 2011-12-31 | $24,302,776 |
| Value of total assets at beginning of year | 2011-12-31 | $24,389,593 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $251,259 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $15,556 |
| 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 | $1,742,957 |
| Participant contributions at end of year | 2011-12-31 | $127,762 |
| Participant contributions at beginning of year | 2011-12-31 | $128,784 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $48,518 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $1,033,333 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $8,797 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,851 |
| Other income not declared elsewhere | 2011-12-31 | $112,816 |
| Administrative expenses (other) incurred | 2011-12-31 | $231,703 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $25,260 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $14,891 |
| 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 | $-97,186 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $24,277,516 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $24,374,702 |
| 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 | $4,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $24,166,217 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $24,256,958 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $311,786 |
| 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 | Yes |
| 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 | $2,626 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $314,406 |
| 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 | MOORHEAD PATTERSON & COMPANY, P.C. |
| Accountancy firm EIN | 2011-12-31 | 421092253 |
| 2010 : PLUMBERS & PIPEFITTERS LOCAL 25 401(K) PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $3,136,290 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $3,136,290 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,891 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,606 |
| Total income from all sources (including contributions) | 2010-12-31 | $5,320,838 |
| Total of all expenses incurred | 2010-12-31 | $950,776 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $757,273 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,775,677 |
| Value of total assets at end of year | 2010-12-31 | $24,389,593 |
| Value of total assets at beginning of year | 2010-12-31 | $20,019,246 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $193,503 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $13,576 |
| 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 | $1,581,774 |
| Participant contributions at end of year | 2010-12-31 | $128,784 |
| Participant contributions at beginning of year | 2010-12-31 | $123,569 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $189,467 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $464,228 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,851 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,948 |
| Other income not declared elsewhere | 2010-12-31 | $77,533 |
| Administrative expenses (other) incurred | 2010-12-31 | $175,927 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $14,891 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $14,606 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $1,114 |
| 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 | $4,370,062 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $24,374,702 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $20,004,640 |
| 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 | $4,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $24,256,958 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,891,615 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $331,338 |
| 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 | Yes |
| 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 | $4,436 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $293,045 |
| 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 | MOORHEAD & COMPANY, P.C. |
| Accountancy firm EIN | 2010-12-31 | 421092253 |
