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SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN
Plan identification number 001

SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMEN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMEN
Employer identification number (EIN):426498549
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JERRY L. HINTZ
0012016-01-01JERRY L. HINTZ
0012015-01-01JERRY L. HINTZ
0012014-01-01JERRY L. HINTZ
0012013-01-01JERRY L. HINTZ
0012012-01-01JERRY L. HINTZ
0012011-01-01JERRY HINTZ
0012009-01-01JERRY HINTZ

Plan Statistics for SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01510
Total number of active participants reported on line 7a of the Form 55002022-01-01520
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01526
Number of participants with account balances2022-01-01515
Number of employers contributing to the scheme2022-01-0114
2021: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01484
Total number of active participants reported on line 7a of the Form 55002021-01-01503
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01510
Number of participants with account balances2021-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0128
2020: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01471
Total number of active participants reported on line 7a of the Form 55002020-01-01479
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01484
Number of participants with account balances2020-01-01462
Number of employers contributing to the scheme2020-01-0123
2019: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01460
Total number of active participants reported on line 7a of the Form 55002019-01-01467
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01471
Number of participants with account balances2019-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
Number of employers contributing to the scheme2019-01-0115
2018: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01457
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01460
Total participants2018-01-01460
Number of participants with account balances2018-01-01446
Number of employers contributing to the scheme2018-01-0112
2017: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01443
Total number of active participants reported on line 7a of the Form 55002017-01-01443
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01448
Total participants2017-01-01448
Number of participants with account balances2017-01-01434
Number of employers contributing to the scheme2017-01-0112
2016: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01319
Total number of active participants reported on line 7a of the Form 55002016-01-01443
Total of all active and inactive participants2016-01-01443
Total participants2016-01-01443
Number of participants with account balances2016-01-01439
Number of employers contributing to the scheme2016-01-0111
2015: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01405
Total number of active participants reported on line 7a of the Form 55002015-01-01319
Total of all active and inactive participants2015-01-01319
Total participants2015-01-01319
Number of employers contributing to the scheme2015-01-0113
2014: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01395
Total number of active participants reported on line 7a of the Form 55002014-01-01405
Total of all active and inactive participants2014-01-01405
Total participants2014-01-01405
Number of employers contributing to the scheme2014-01-0113
2013: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01386
Total number of active participants reported on line 7a of the Form 55002013-01-01395
Total of all active and inactive participants2013-01-01395
Total participants2013-01-01395
Number of employers contributing to the scheme2013-01-0112
2012: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01383
Total number of active participants reported on line 7a of the Form 55002012-01-01386
Total of all active and inactive participants2012-01-01386
Total participants2012-01-01386
Number of employers contributing to the scheme2012-01-0116
2011: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01379
Total number of active participants reported on line 7a of the Form 55002011-01-01383
Total of all active and inactive participants2011-01-01383
Total participants2011-01-01383
Number of employers contributing to the scheme2011-01-0115
2009: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01382
Total number of active participants reported on line 7a of the Form 55002009-01-01261
Total of all active and inactive participants2009-01-01261
Total participants2009-01-01261
Number of employers contributing to the scheme2009-01-0117

Financial Data on SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$53,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$165,501
Total income from all sources (including contributions)2022-12-31$-4,332,360
Total of all expenses incurred2022-12-31$374,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$203,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,658,116
Value of total assets at end of year2022-12-31$31,841,148
Value of total assets at beginning of year2022-12-31$36,660,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$171,690
Total interest from all sources2022-12-31$3,812
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$837,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$837,406
Administrative expenses professional fees incurred2022-12-31$34,925
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$736,062
Participant contributions at end of year2022-12-31$61,360
Participant contributions at beginning of year2022-12-31$59,560
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,422
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,380
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$35,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$150,000
Administrative expenses (other) incurred2022-12-31$70,126
Liabilities. Value of operating payables at end of year2022-12-31$18,081
Liabilities. Value of operating payables at beginning of year2022-12-31$15,501
Total non interest bearing cash at end of year2022-12-31$87,484
Total non interest bearing cash at beginning of year2022-12-31$95,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,707,256
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,787,719
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,494,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,185,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,073,278
Value of interest in common/collective trusts at end of year2022-12-31$245,681
Value of interest in common/collective trusts at beginning of year2022-12-31$167,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,831,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$922,054
Employer contributions (assets) at end of year2022-12-31$82,775
Employer contributions (assets) at beginning of year2022-12-31$68,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$203,206
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$39,766
Contract administrator fees2022-12-31$28,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$133,048
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$190,651
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY, LLP
Accountancy firm EIN2022-12-31200694403
2021 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$165,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$27,290
Total income from all sources (including contributions)2021-12-31$5,560,115
Total of all expenses incurred2021-12-31$415,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$248,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,435,674
Value of total assets at end of year2021-12-31$36,660,476
Value of total assets at beginning of year2021-12-31$31,377,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$166,943
Total interest from all sources2021-12-31$393
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,122,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,122,446
Administrative expenses professional fees incurred2021-12-31$32,128
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$789,134
Amount contributed by the employer to the plan for this plan year2021-12-31$789,134
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$646,540
Participant contributions at end of year2021-12-31$59,560
Participant contributions at beginning of year2021-12-31$49,450
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,380
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$150,000
Administrative expenses (other) incurred2021-12-31$67,309
Liabilities. Value of operating payables at end of year2021-12-31$15,501
Liabilities. Value of operating payables at beginning of year2021-12-31$27,290
Total non interest bearing cash at end of year2021-12-31$95,087
Total non interest bearing cash at beginning of year2021-12-31$103,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,144,630
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,494,975
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,350,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$38,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,073,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,864,173
Value of interest in common/collective trusts at end of year2021-12-31$167,027
Value of interest in common/collective trusts at beginning of year2021-12-31$132,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-998,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$789,134
Employer contributions (assets) at end of year2021-12-31$68,842
Employer contributions (assets) at beginning of year2021-12-31$62,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$248,542
Contract administrator fees2021-12-31$28,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$190,651
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$162,125
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY, LLP
Accountancy firm EIN2021-12-31200694403
2020 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$27,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,151
Total income from all sources (including contributions)2020-12-31$5,283,341
Total of all expenses incurred2020-12-31$787,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$633,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,318,350
Value of total assets at end of year2020-12-31$31,377,635
Value of total assets at beginning of year2020-12-31$26,865,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$153,982
Total interest from all sources2020-12-31$503
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$820,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$820,495
Administrative expenses professional fees incurred2020-12-31$31,248
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$749,469
Amount contributed by the employer to the plan for this plan year2020-12-31$749,469
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$568,881
Participant contributions at end of year2020-12-31$49,450
Participant contributions at beginning of year2020-12-31$45,675
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,502
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$904
Administrative expenses (other) incurred2020-12-31$55,225
Liabilities. Value of operating payables at end of year2020-12-31$27,290
Liabilities. Value of operating payables at beginning of year2020-12-31$11,151
Total non interest bearing cash at end of year2020-12-31$103,097
Total non interest bearing cash at beginning of year2020-12-31$115,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,496,137
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,350,345
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,854,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$38,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,864,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,345,071
Value of interest in common/collective trusts at end of year2020-12-31$132,261
Value of interest in common/collective trusts at beginning of year2020-12-31$120,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,143,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$749,469
Employer contributions (assets) at end of year2020-12-31$62,381
Employer contributions (assets) at beginning of year2020-12-31$77,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$633,222
Contract administrator fees2020-12-31$28,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$162,125
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$153,615
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LWBJ, LLP
Accountancy firm EIN2020-12-31421462849
2019 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,568
Total income from all sources (including contributions)2019-12-31$6,059,199
Total of all expenses incurred2019-12-31$1,116,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$954,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,326,913
Value of total assets at end of year2019-12-31$26,865,359
Value of total assets at beginning of year2019-12-31$21,926,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$161,784
Total interest from all sources2019-12-31$825
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$643,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$643,711
Administrative expenses professional fees incurred2019-12-31$31,144
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$765,440
Amount contributed by the employer to the plan for this plan year2019-12-31$765,440
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$561,473
Participant contributions at end of year2019-12-31$45,675
Participant contributions at beginning of year2019-12-31$46,494
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,636
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,019
Administrative expenses (other) incurred2019-12-31$65,200
Liabilities. Value of operating payables at end of year2019-12-31$11,151
Liabilities. Value of operating payables at beginning of year2019-12-31$14,568
Total non interest bearing cash at end of year2019-12-31$115,905
Total non interest bearing cash at beginning of year2019-12-31$138,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,942,612
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,854,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,911,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$39,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,345,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,439,548
Value of interest in common/collective trusts at end of year2019-12-31$120,852
Value of interest in common/collective trusts at beginning of year2019-12-31$107,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,087,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$765,440
Employer contributions (assets) at end of year2019-12-31$77,701
Employer contributions (assets) at beginning of year2019-12-31$61,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$954,803
Contract administrator fees2019-12-31$26,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$153,615
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$127,502
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LWBJ, LLP
Accountancy firm EIN2019-12-31421462849
2018 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,170
Total income from all sources (including contributions)2018-12-31$-173,889
Total of all expenses incurred2018-12-31$1,301,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,146,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,279,956
Value of total assets at end of year2018-12-31$21,926,164
Value of total assets at beginning of year2018-12-31$23,400,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$154,958
Total interest from all sources2018-12-31$2,338
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$631,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$631,531
Administrative expenses professional fees incurred2018-12-31$27,540
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$750,765
Amount contributed by the employer to the plan for this plan year2018-12-31$750,765
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$529,191
Participant contributions at end of year2018-12-31$46,494
Participant contributions at beginning of year2018-12-31$43,946
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,937
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,569
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$543
Administrative expenses (other) incurred2018-12-31$62,362
Liabilities. Value of operating payables at end of year2018-12-31$14,568
Liabilities. Value of operating payables at beginning of year2018-12-31$13,170
Total non interest bearing cash at end of year2018-12-31$138,284
Total non interest bearing cash at beginning of year2018-12-31$126,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,475,572
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,911,596
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,387,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,439,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,160,158
Value of interest in common/collective trusts at end of year2018-12-31$107,578
Value of interest in common/collective trusts at beginning of year2018-12-31$1,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,087,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$750,765
Employer contributions (assets) at end of year2018-12-31$61,802
Employer contributions (assets) at beginning of year2018-12-31$64,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,146,725
Contract administrator fees2018-12-31$26,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$127,502
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LWBJ, LLP
Accountancy firm EIN2018-12-31421462849
2017 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,435
Total income from all sources (including contributions)2017-12-31$4,696,664
Total of all expenses incurred2017-12-31$808,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$653,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,242,745
Value of total assets at end of year2017-12-31$23,400,338
Value of total assets at beginning of year2017-12-31$19,516,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$154,900
Total interest from all sources2017-12-31$621
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$510,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$510,446
Administrative expenses professional fees incurred2017-12-31$31,691
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$739,038
Amount contributed by the employer to the plan for this plan year2017-12-31$739,038
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$500,139
Participant contributions at end of year2017-12-31$43,946
Participant contributions at beginning of year2017-12-31$67,177
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,569
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,318
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$543
Administrative expenses (other) incurred2017-12-31$57,578
Liabilities. Value of operating payables at end of year2017-12-31$13,170
Liabilities. Value of operating payables at beginning of year2017-12-31$17,435
Total non interest bearing cash at end of year2017-12-31$126,009
Total non interest bearing cash at beginning of year2017-12-31$498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,888,155
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,387,168
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,499,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$39,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,161,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,250,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$120,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$120,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,942,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$739,038
Employer contributions (assets) at end of year2017-12-31$64,454
Employer contributions (assets) at beginning of year2017-12-31$74,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$653,609
Contract administrator fees2017-12-31$26,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LWBJ, LLP
Accountancy firm EIN2017-12-31421462849
2016 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,581
Total income from all sources (including contributions)2016-12-31$2,599,815
Total of all expenses incurred2016-12-31$910,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$751,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,304,412
Value of total assets at end of year2016-12-31$19,516,448
Value of total assets at beginning of year2016-12-31$17,828,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$158,737
Total interest from all sources2016-12-31$123
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$633,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$633,162
Administrative expenses professional fees incurred2016-12-31$31,172
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$510,659
Participant contributions at end of year2016-12-31$67,177
Participant contributions at beginning of year2016-12-31$44,647
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,318
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$23,261
Administrative expenses (other) incurred2016-12-31$27,820
Liabilities. Value of operating payables at end of year2016-12-31$17,435
Liabilities. Value of operating payables at beginning of year2016-12-31$19,581
Total non interest bearing cash at end of year2016-12-31$498
Total non interest bearing cash at beginning of year2016-12-31$921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,689,643
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,499,013
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,809,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$73,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,250,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,494,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$120,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$196,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$196,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$662,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$793,753
Employer contributions (assets) at end of year2016-12-31$74,558
Employer contributions (assets) at beginning of year2016-12-31$64,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$751,435
Contract administrator fees2016-12-31$26,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LWBJ, LLP
Accountancy firm EIN2016-12-31421462849
2015 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,823
Total income from all sources (including contributions)2015-12-31$614,800
Total of all expenses incurred2015-12-31$2,105,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,955,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,220,694
Value of total assets at end of year2015-12-31$17,828,951
Value of total assets at beginning of year2015-12-31$19,322,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$149,732
Total interest from all sources2015-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$334,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$334,548
Administrative expenses professional fees incurred2015-12-31$30,399
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$490,981
Participant contributions at end of year2015-12-31$44,647
Participant contributions at beginning of year2015-12-31$34,129
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,385
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$23,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$24,581
Administrative expenses (other) incurred2015-12-31$14,802
Liabilities. Value of operating payables at end of year2015-12-31$19,581
Liabilities. Value of operating payables at beginning of year2015-12-31$21,823
Total non interest bearing cash at end of year2015-12-31$921
Total non interest bearing cash at beginning of year2015-12-31$91,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,490,914
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,809,370
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,300,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$78,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,494,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,111,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$196,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-940,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$729,713
Employer contributions (assets) at end of year2015-12-31$64,833
Employer contributions (assets) at beginning of year2015-12-31$56,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,955,982
Contract administrator fees2015-12-31$26,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LWBJ, LLP
Accountancy firm EIN2015-12-31421462849
2014 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,603
Total income from all sources (including contributions)2014-12-31$1,675,682
Total of all expenses incurred2014-12-31$507,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$344,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,071,611
Value of total assets at end of year2014-12-31$19,322,107
Value of total assets at beginning of year2014-12-31$18,164,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$162,362
Total interest from all sources2014-12-31$1,477
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$430,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$430,086
Administrative expenses professional fees incurred2014-12-31$35,239
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$398,193
Participant contributions at end of year2014-12-31$34,129
Participant contributions at beginning of year2014-12-31$28,239
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,990
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$24,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2
Administrative expenses (other) incurred2014-12-31$22,301
Liabilities. Value of operating payables at end of year2014-12-31$21,823
Liabilities. Value of operating payables at beginning of year2014-12-31$32,603
Total non interest bearing cash at end of year2014-12-31$91,875
Total non interest bearing cash at beginning of year2014-12-31$767,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,168,573
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,300,284
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,131,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$78,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,111,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,314,743
Interest earned on other investments2014-12-31$373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$172,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$673,418
Employer contributions (assets) at end of year2014-12-31$56,931
Employer contributions (assets) at beginning of year2014-12-31$50,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$344,747
Contract administrator fees2014-12-31$26,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LWBJ, LLP
Accountancy firm EIN2014-12-31421462849
2013 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$37,112
Total income from all sources (including contributions)2013-12-31$2,528,918
Total of all expenses incurred2013-12-31$650,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$508,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$977,417
Value of total assets at end of year2013-12-31$18,164,314
Value of total assets at beginning of year2013-12-31$16,290,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$141,583
Total interest from all sources2013-12-31$850
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$338,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$27,079
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$345,985
Participant contributions at end of year2013-12-31$28,239
Participant contributions at beginning of year2013-12-31$25,086
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,097
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9
Administrative expenses (other) incurred2013-12-31$12,100
Liabilities. Value of operating payables at end of year2013-12-31$32,603
Liabilities. Value of operating payables at beginning of year2013-12-31$37,112
Total non interest bearing cash at end of year2013-12-31$767,936
Total non interest bearing cash at beginning of year2013-12-31$430,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,878,570
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,131,711
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,253,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$76,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,314,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,783,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,211,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$631,432
Employer contributions (assets) at end of year2013-12-31$50,297
Employer contributions (assets) at beginning of year2013-12-31$47,650
Income. Dividends from common stock2013-12-31$338,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$508,765
Contract administrator fees2013-12-31$26,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LWBJ, LLP
Accountancy firm EIN2013-12-31421462849
2012 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$567
Total income from all sources (including contributions)2012-12-31$2,872,244
Total of all expenses incurred2012-12-31$1,202,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,041,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$965,538
Value of total assets at end of year2012-12-31$16,290,253
Value of total assets at beginning of year2012-12-31$14,584,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$161,245
Total interest from all sources2012-12-31$1,409
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$392,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$33,361
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$340,490
Participant contributions at end of year2012-12-31$25,086
Participant contributions at beginning of year2012-12-31$34,793
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,162
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20
Administrative expenses (other) incurred2012-12-31$8,761
Liabilities. Value of operating payables at end of year2012-12-31$37,112
Liabilities. Value of operating payables at beginning of year2012-12-31$567
Total non interest bearing cash at end of year2012-12-31$430,835
Total non interest bearing cash at beginning of year2012-12-31$438,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,669,471
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,253,141
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,583,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$92,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,783,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,047,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,512,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$625,048
Employer contributions (assets) at end of year2012-12-31$47,650
Employer contributions (assets) at beginning of year2012-12-31$60,132
Income. Dividends from common stock2012-12-31$392,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,041,528
Contract administrator fees2012-12-31$26,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LWBJ, LLP
Accountancy firm EIN2012-12-31421462849
2011 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,467
Total income from all sources (including contributions)2011-12-31$1,054,099
Total of all expenses incurred2011-12-31$709,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$590,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,008,293
Value of total assets at end of year2011-12-31$14,584,237
Value of total assets at beginning of year2011-12-31$14,245,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$119,397
Total interest from all sources2011-12-31$1,457
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$290,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$290,513
Administrative expenses professional fees incurred2011-12-31$26,930
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$395,968
Participant contributions at end of year2011-12-31$34,793
Participant contributions at beginning of year2011-12-31$37,246
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,936
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$73
Other income not declared elsewhere2011-12-31$837
Administrative expenses (other) incurred2011-12-31$26,082
Liabilities. Value of operating payables at end of year2011-12-31$567
Liabilities. Value of operating payables at beginning of year2011-12-31$6,467
Total non interest bearing cash at end of year2011-12-31$438,440
Total non interest bearing cash at beginning of year2011-12-31$661,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$344,240
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,583,670
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,239,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$15,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,047,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,215,350
Interest earned on other investments2011-12-31$184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$275,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$275,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-247,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$612,325
Employer contributions (assets) at end of year2011-12-31$60,132
Employer contributions (assets) at beginning of year2011-12-31$53,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$590,462
Contract administrator fees2011-12-31$51,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,481
Total income from all sources (including contributions)2010-12-31$2,234,587
Total of all expenses incurred2010-12-31$679,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$559,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$900,235
Value of total assets at end of year2010-12-31$14,245,897
Value of total assets at beginning of year2010-12-31$12,648,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$119,770
Total interest from all sources2010-12-31$11,664
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$101,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$101,039
Administrative expenses professional fees incurred2010-12-31$39,287
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$377,352
Participant contributions at end of year2010-12-31$37,246
Participant contributions at beginning of year2010-12-31$33,158
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,083
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$73
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$38,269
Other income not declared elsewhere2010-12-31$273
Administrative expenses (other) incurred2010-12-31$24,000
Liabilities. Value of operating payables at end of year2010-12-31$6,467
Liabilities. Value of operating payables at beginning of year2010-12-31$2,481
Total non interest bearing cash at end of year2010-12-31$661,840
Total non interest bearing cash at beginning of year2010-12-31$808,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,555,029
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,201,161
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,646,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,215,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,572,950
Interest earned on other investments2010-12-31$10,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$275,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$188,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$188,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,221,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$522,883
Employer contributions (assets) at end of year2010-12-31$53,147
Employer contributions (assets) at beginning of year2010-12-31$42,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$559,788
Contract administrator fees2010-12-31$44,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN

2022: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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