CARPENTERS INDUSTRIAL COUNCIL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARPENTERS INDUSTRIAL 401(K) PLAN
Measure | Date | Value |
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2020 : CARPENTERS INDUSTRIAL 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $-122,121 |
Expenses. Total of all expenses incurred | 2020-12-31 | $946,683 |
Benefits paid (including direct rollovers) | 2020-12-31 | $936,939 |
Total plan assets at beginning of year | 2020-12-31 | $1,068,804 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $1,370 |
Other income received | 2020-12-31 | $-123,491 |
Net income (gross income less expenses) | 2020-12-31 | $-1,068,804 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,068,804 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,744 |
2019 : CARPENTERS INDUSTRIAL 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $338,871 |
Expenses. Total of all expenses incurred | 2019-12-31 | $440,058 |
Benefits paid (including direct rollovers) | 2019-12-31 | $406,423 |
Total plan assets at end of year | 2019-12-31 | $1,068,804 |
Total plan assets at beginning of year | 2019-12-31 | $1,169,991 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $81,245 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $28,622 |
Other income received | 2019-12-31 | $183,293 |
Net income (gross income less expenses) | 2019-12-31 | $-101,187 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,068,804 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,169,991 |
Assets. Value of participant loans | 2019-12-31 | $3,381 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $45,711 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $33,635 |
2018 : CARPENTERS INDUSTRIAL 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $188,008 |
Expenses. Total of all expenses incurred | 2018-12-31 | $245,992 |
Benefits paid (including direct rollovers) | 2018-12-31 | $226,950 |
Total plan assets at end of year | 2018-12-31 | $1,169,991 |
Total plan assets at beginning of year | 2018-12-31 | $1,227,975 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $192,971 |
Other income received | 2018-12-31 | $-66,158 |
Net income (gross income less expenses) | 2018-12-31 | $-57,984 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,169,991 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,227,975 |
Assets. Value of participant loans | 2018-12-31 | $44,883 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $5,320 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $61,195 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $19,042 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CARPENTERS INDUSTRIAL 401(K) PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $462,542 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $197,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $177,829 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $300,364 |
Value of total assets at end of year | 2017-12-31 | $1,227,975 |
Value of total assets at beginning of year | 2017-12-31 | $962,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,677 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $647 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
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 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $178,883 |
Participant contributions at end of year | 2017-12-31 | $20,016 |
Participant contributions at beginning of year | 2017-12-31 | $8,608 |
Participant contributions at end of year | 2017-12-31 | $6,374 |
Participant contributions at beginning of year | 2017-12-31 | $1,349 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $37,657 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
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 | $265,036 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,227,975 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $962,939 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $259,615 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $177,486 |
Interest on participant loans | 2017-12-31 | $647 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $939,622 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $774,380 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $39,869 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $121,662 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
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 | $83,824 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,348 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,116 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $177,829 |
Contract administrator fees | 2017-12-31 | $19,677 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BEEMER, SMITH & MUNRO LLP |
Accountancy firm EIN | 2017-12-31 | 930668420 |
2016 : CARPENTERS INDUSTRIAL 401(K) PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $402,086 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $456,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $435,807 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $331,041 |
Value of total assets at end of year | 2016-12-31 | $962,939 |
Value of total assets at beginning of year | 2016-12-31 | $1,017,616 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20,956 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $1,001 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
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 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $171,431 |
Participant contributions at end of year | 2016-12-31 | $8,608 |
Participant contributions at beginning of year | 2016-12-31 | $28,703 |
Participant contributions at end of year | 2016-12-31 | $1,349 |
Participant contributions at beginning of year | 2016-12-31 | $2,325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $2,197 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
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 | $-54,677 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $962,939 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,017,616 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $177,486 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $288,228 |
Interest on participant loans | 2016-12-31 | $1,001 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $774,380 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $697,222 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $19,269 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $50,775 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
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 |
Contributions received in cash from employer | 2016-12-31 | $159,610 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,116 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,138 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $433,610 |
Contract administrator fees | 2016-12-31 | $20,956 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BEEMER, SMITH & MUNRO LLP |
Accountancy firm EIN | 2016-12-31 | 930668420 |
2015 : CARPENTERS INDUSTRIAL 401(K) PLAN 2015 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $372,930 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $117,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $102,225 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $382,137 |
Value of total assets at end of year | 2015-12-31 | $1,017,616 |
Value of total assets at beginning of year | 2015-12-31 | $762,072 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,161 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $1,091 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
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 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $0 |
Contributions received from participants | 2015-12-31 | $171,308 |
Participant contributions at end of year | 2015-12-31 | $28,703 |
Participant contributions at beginning of year | 2015-12-31 | $21,646 |
Participant contributions at end of year | 2015-12-31 | $2,325 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $16 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
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 | $255,544 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,017,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $762,072 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $288,228 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $178,134 |
Interest on participant loans | 2015-12-31 | $1,091 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $697,222 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $562,292 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-591 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-9,707 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
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 |
Contributions received in cash from employer | 2015-12-31 | $210,829 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,138 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $102,209 |
Contract administrator fees | 2015-12-31 | $15,161 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BEEMER SMITH & MUNRO LLP |
Accountancy firm EIN | 2015-12-31 | 930668420 |
2014 : CARPENTERS INDUSTRIAL 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $403,523 |
Expenses. Total of all expenses incurred | 2014-12-31 | $40,300 |
Benefits paid (including direct rollovers) | 2014-12-31 | $31,115 |
Total plan assets at end of year | 2014-12-31 | $762,072 |
Total plan assets at beginning of year | 2014-12-31 | $398,849 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $93,729 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $48,227 |
Other income received | 2014-12-31 | $35,802 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $363,223 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $762,072 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $398,849 |
Assets. Value of participant loans | 2014-12-31 | $21,646 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $1,398 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $225,765 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,185 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : CARPENTERS INDUSTRIAL 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $331,925 |
Expenses. Total of all expenses incurred | 2013-12-31 | $9,067 |
Benefits paid (including direct rollovers) | 2013-12-31 | $5,924 |
Total plan assets at end of year | 2013-12-31 | $398,849 |
Total plan assets at beginning of year | 2013-12-31 | $75,991 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $135,754 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $37,274 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $322,858 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $398,849 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $75,991 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $1,398 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $158,897 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,143 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |