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I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 401k Plan overview

Plan NameI.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN
Plan identification number 002

I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

I. A. T. S. E. LOCAL NO. 6 has sponsored the creation of one or more 401k plans.

Company Name:I. A. T. S. E. LOCAL NO. 6
Employer identification number (EIN):430497330
NAIC Classification:711510
NAIC Description:Independent Artists, Writers, and Performers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KEVIN WHALEN2023-10-16
0022021-01-01KEVIN WHALEN2022-10-14
0022020-01-01KEVIN WHALEN2021-10-13 MARK BERNSTEIN2021-10-14
0022019-01-01TODD MOORE2020-10-15 MARGARET BAILEY2020-10-15
0022018-01-01KEVIN WHALEN2019-10-14 MARGARET BAILEY2019-10-14
0022017-01-01
0022016-01-01KEVIN WHALEN
0022016-01-01
0022015-01-01KEVIN WHALEN
0022015-01-01KEVIN WHALEN
0022014-01-01KEVIN WHALEN
0022013-01-01KEVIN WHALEN
0022012-01-01KEVIN WHALEN
0022011-01-01KEVIN WHALEN
0022010-01-01KEVIN WHALEN
0022009-01-01RICHARD SHETLEY
0022009-01-01RICHARD SHETLEY
0022009-01-01RICHARD SHETLEY

Plan Statistics for I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN

401k plan membership statisitcs for I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN

Measure Date Value
2022: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,265
Total number of active participants reported on line 7a of the Form 55002022-01-01681
Number of other retired or separated participants entitled to future benefits2022-01-01136
Total of all active and inactive participants2022-01-01817
Total participants2022-01-01817
Number of participants with account balances2022-01-01699
Number of employers contributing to the scheme2022-01-0128
2021: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,207
Total number of active participants reported on line 7a of the Form 55002021-01-011,128
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01123
Total of all active and inactive participants2021-01-011,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,265
Number of participants with account balances2021-01-01630
Number of employers contributing to the scheme2021-01-0126
2020: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,209
Total number of active participants reported on line 7a of the Form 55002020-01-011,020
Number of other retired or separated participants entitled to future benefits2020-01-01136
Total of all active and inactive participants2020-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,157
Number of participants with account balances2020-01-011,036
Number of employers contributing to the scheme2020-01-0126
2019: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,354
Total number of active participants reported on line 7a of the Form 55002019-01-011,031
Number of other retired or separated participants entitled to future benefits2019-01-01177
Total of all active and inactive participants2019-01-011,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,209
Number of participants with account balances2019-01-011,047
Number of employers contributing to the scheme2019-01-0127
2018: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,078
Total number of active participants reported on line 7a of the Form 55002018-01-01954
Number of other retired or separated participants entitled to future benefits2018-01-01399
Total of all active and inactive participants2018-01-011,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,354
Number of participants with account balances2018-01-011,115
Number of employers contributing to the scheme2018-01-0137
2017: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01751
Total number of active participants reported on line 7a of the Form 55002017-01-01732
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01346
Total of all active and inactive participants2017-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,078
Number of participants with account balances2017-01-011,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
Number of employers contributing to the scheme2017-01-0137
2016: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01786
Total number of active participants reported on line 7a of the Form 55002016-01-01468
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01386
Total of all active and inactive participants2016-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01858
Number of participants with account balances2016-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0137
2015: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01918
Total number of active participants reported on line 7a of the Form 55002015-01-01378
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01402
Total of all active and inactive participants2015-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01782
Number of participants with account balances2015-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,649
Total number of active participants reported on line 7a of the Form 55002014-01-011,522
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01124
Total of all active and inactive participants2014-01-011,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,651
Number of participants with account balances2014-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,598
Total number of active participants reported on line 7a of the Form 55002013-01-011,463
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01154
Total of all active and inactive participants2013-01-011,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,622
Number of participants with account balances2013-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,516
Total number of active participants reported on line 7a of the Form 55002012-01-011,416
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01135
Total of all active and inactive participants2012-01-011,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,551
Number of participants with account balances2012-01-01997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,410
Total number of active participants reported on line 7a of the Form 55002011-01-011,324
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01169
Total of all active and inactive participants2011-01-011,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,498
Number of participants with account balances2011-01-01990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,297
Total number of active participants reported on line 7a of the Form 55002010-01-011,223
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01162
Total of all active and inactive participants2010-01-011,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,388
Number of participants with account balances2010-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,184
Total number of active participants reported on line 7a of the Form 55002009-01-011,068
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01187
Total of all active and inactive participants2009-01-011,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,256
Number of participants with account balances2009-01-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN

Measure Date Value
2022 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$54
Total unrealized appreciation/depreciation of assets2022-12-31$54
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$92,753
Total income from all sources (including contributions)2022-12-31$-1,212,343
Total of all expenses incurred2022-12-31$1,242,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,107,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,141,434
Value of total assets at end of year2022-12-31$17,902,780
Value of total assets at beginning of year2022-12-31$20,401,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$135,358
Total interest from all sources2022-12-31$36,052
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$110,695
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$110,695
Administrative expenses professional fees incurred2022-12-31$49,094
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
Administrative expenses (other) incurred2022-12-31$20,781
Liabilities. Value of operating payables at end of year2022-12-31$49,287
Liabilities. Value of operating payables at beginning of year2022-12-31$92,753
Total non interest bearing cash at end of year2022-12-31$649,194
Total non interest bearing cash at beginning of year2022-12-31$220,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,455,054
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,853,493
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,308,547
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$39,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,917,818
Value of interest in pooled separate accounts at end of year2022-12-31$13,094,329
Interest earned on other investments2022-12-31$36,033
Value of interest in common/collective trusts at end of year2022-12-31$3,930,435
Value of interest in common/collective trusts at beginning of year2022-12-31$4,129,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$66,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,958,922
Net investment gain/loss from pooled separate accounts2022-12-31$-541,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$2,141,434
Employer contributions (assets) at end of year2022-12-31$161,873
Employer contributions (assets) at beginning of year2022-12-31$127,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,107,353
Contract administrator fees2022-12-31$26,250
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
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 name2022-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2022-12-31430831507
2021 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$92,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,312
Total income from all sources (including contributions)2021-12-31$3,248,913
Total of all expenses incurred2021-12-31$1,779,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,659,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$997,930
Value of total assets at end of year2021-12-31$20,401,300
Value of total assets at beginning of year2021-12-31$18,857,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,426
Total interest from all sources2021-12-31$58,894
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$806,894
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$806,894
Administrative expenses professional fees incurred2021-12-31$76,406
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$15,206
Administrative expenses (other) incurred2021-12-31$14,070
Liabilities. Value of operating payables at end of year2021-12-31$92,753
Liabilities. Value of operating payables at beginning of year2021-12-31$18,312
Total non interest bearing cash at end of year2021-12-31$220,891
Total non interest bearing cash at beginning of year2021-12-31$111,089
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$1,469,453
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,308,547
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,839,094
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$29,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,917,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,512,735
Interest earned on other investments2021-12-31$58,894
Value of interest in common/collective trusts at end of year2021-12-31$4,129,484
Value of interest in common/collective trusts at beginning of year2021-12-31$4,214,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,369,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$997,930
Employer contributions (assets) at end of year2021-12-31$127,136
Employer contributions (assets) at beginning of year2021-12-31$17,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,659,034
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
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 name2021-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,100
Total income from all sources (including contributions)2020-12-31$2,755,999
Total of all expenses incurred2020-12-31$7,196,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,064,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$467,879
Value of total assets at end of year2020-12-31$18,857,406
Value of total assets at beginning of year2020-12-31$23,303,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$131,876
Total interest from all sources2020-12-31$110,146
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$846,878
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$846,878
Administrative expenses professional fees incurred2020-12-31$71,531
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$23,785
Liabilities. Value of operating payables at end of year2020-12-31$18,312
Liabilities. Value of operating payables at beginning of year2020-12-31$24,100
Total non interest bearing cash at end of year2020-12-31$111,089
Total non interest bearing cash at beginning of year2020-12-31$139,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,440,416
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,839,094
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,279,510
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$36,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,512,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,170,184
Interest earned on other investments2020-12-31$110,146
Value of interest in common/collective trusts at end of year2020-12-31$4,214,510
Value of interest in common/collective trusts at beginning of year2020-12-31$4,864,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,331,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$467,879
Employer contributions (assets) at end of year2020-12-31$17,799
Employer contributions (assets) at beginning of year2020-12-31$128,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,064,539
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
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 name2020-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,399,184
Total income from all sources (including contributions)2019-12-31$5,399,184
Total of all expenses incurred2019-12-31$2,048,742
Total of all expenses incurred2019-12-31$2,048,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,916,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,916,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,851,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,851,406
Value of total assets at end of year2019-12-31$23,303,610
Value of total assets at end of year2019-12-31$23,303,610
Value of total assets at beginning of year2019-12-31$19,929,068
Value of total assets at beginning of year2019-12-31$19,929,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$132,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$132,381
Total interest from all sources2019-12-31$117,817
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,028,799
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,028,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,028,799
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,028,799
Administrative expenses professional fees incurred2019-12-31$60,658
Administrative expenses professional fees incurred2019-12-31$60,658
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$12,029
Administrative expenses (other) incurred2019-12-31$12,029
Liabilities. Value of operating payables at end of year2019-12-31$24,100
Liabilities. Value of operating payables at end of year2019-12-31$24,100
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$139,763
Total non interest bearing cash at end of year2019-12-31$139,763
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
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$3,350,442
Value of net income/loss2019-12-31$3,350,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,279,510
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,279,510
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,929,068
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,929,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$59,694
Investment advisory and management fees2019-12-31$59,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,170,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,170,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,028,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,028,212
Interest earned on other investments2019-12-31$117,817
Interest earned on other investments2019-12-31$117,817
Value of interest in common/collective trusts at end of year2019-12-31$4,864,969
Value of interest in common/collective trusts at end of year2019-12-31$4,864,969
Value of interest in common/collective trusts at beginning of year2019-12-31$4,704,595
Value of interest in common/collective trusts at beginning of year2019-12-31$4,704,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,401,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,401,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,851,406
Contributions received in cash from employer2019-12-31$1,851,406
Employer contributions (assets) at end of year2019-12-31$128,694
Employer contributions (assets) at end of year2019-12-31$128,694
Employer contributions (assets) at beginning of year2019-12-31$196,261
Employer contributions (assets) at beginning of year2019-12-31$196,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,916,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,916,361
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
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
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDERS MINLKER HUBER HELM LLP
Accountancy firm name2019-12-31ANDERS MINLKER HUBER HELM LLP
Accountancy firm EIN2019-12-31430831507
Accountancy firm EIN2019-12-31430831507
2018 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$776,838
Total of all expenses incurred2018-12-31$1,592,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,491,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,542,349
Value of total assets at end of year2018-12-31$19,929,068
Value of total assets at beginning of year2018-12-31$20,744,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,264
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,103,724
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$1,103,724
Administrative expenses professional fees incurred2018-12-31$46,369
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-815,261
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,929,068
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,744,329
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$53,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,028,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,564,537
Value of interest in common/collective trusts at end of year2018-12-31$4,704,595
Value of interest in common/collective trusts at beginning of year2018-12-31$3,969,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,869,235
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$1,542,349
Employer contributions (assets) at end of year2018-12-31$196,261
Employer contributions (assets) at beginning of year2018-12-31$210,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,491,835
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
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 name2018-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2018-12-31430831507
2017 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,388,745
Total of all expenses incurred2017-12-31$1,398,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,287,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,596,639
Value of total assets at end of year2017-12-31$20,744,329
Value of total assets at beginning of year2017-12-31$17,754,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$111,047
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$872,475
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$872,475
Administrative expenses professional fees incurred2017-12-31$40,997
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$55,722
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$2,990,160
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,744,329
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,754,169
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$14,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,564,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,727,587
Value of interest in common/collective trusts at end of year2017-12-31$3,969,070
Value of interest in common/collective trusts at beginning of year2017-12-31$3,799,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,919,631
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$1,596,639
Employer contributions (assets) at end of year2017-12-31$210,722
Employer contributions (assets) at beginning of year2017-12-31$227,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,287,538
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 name2017-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2017-12-31430831507
2016 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$2,336,856
Total loss/gain on sale of assets2016-12-31$91,845
Total of all expenses incurred2016-12-31$1,089,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,071,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,270,660
Value of total assets at end of year2016-12-31$17,526,825
Value of total assets at beginning of year2016-12-31$16,278,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,536
Total interest from all sources2016-12-31$-6
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$576,427
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$576,427
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
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
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,247,852
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,526,825
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,278,973
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$7,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,727,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,803,108
Interest earned on other investments2016-12-31$-6
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$3,799,238
Value of interest in common/collective trusts at beginning of year2016-12-31$3,356,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$397,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,270,660
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$119,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,071,468
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$9,557
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$4,295,814
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,203,969
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP.
Accountancy firm EIN2016-12-31135381590
2015 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,393,688
Total loss/gain on sale of assets2015-12-31$20,893
Total of all expenses incurred2015-12-31$1,057,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,006,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,183,077
Value of total assets at end of year2015-12-31$16,159,757
Value of total assets at beginning of year2015-12-31$15,824,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,108
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$716,931
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$716,931
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$335,726
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,159,757
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,824,031
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$18,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,803,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,491,852
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$3,356,637
Value of interest in common/collective trusts at beginning of year2015-12-31$3,241,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-527,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,183,077
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$90,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,006,854
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$32,826
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$5,963,270
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,942,377
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP.
Accountancy firm EIN2015-12-31135381590
2014 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,025,151
Total loss/gain on sale of assets2014-12-31$382,376
Total of all expenses incurred2014-12-31$853,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$811,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,306,668
Value of total assets at end of year2014-12-31$15,824,031
Value of total assets at beginning of year2014-12-31$14,652,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,644
Total interest from all sources2014-12-31$1,594
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$752,189
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$752,189
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$5,192
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,171,819
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,824,031
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,652,212
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$8,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,491,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,063,627
Interest earned on other investments2014-12-31$1,594
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$3,241,510
Value of interest in common/collective trusts at beginning of year2014-12-31$3,478,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-417,827
Net investment gain or loss from common/collective trusts2014-12-31$151
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,306,668
Employer contributions (assets) at end of year2014-12-31$90,669
Employer contributions (assets) at beginning of year2014-12-31$110,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$811,688
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$28,358
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$13,208,724
Aggregate carrying amount (costs) on sale of assets2014-12-31$12,826,348
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP.
Accountancy firm EIN2014-12-31135381590
2013 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,420,639
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,022,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,000,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,279,090
Value of total assets at end of year2013-12-31$14,652,212
Value of total assets at beginning of year2013-12-31$12,254,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,416
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$330,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$330,091
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,397,950
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,652,212
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,254,262
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,063,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,606,408
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$3,478,577
Value of interest in common/collective trusts at beginning of year2013-12-31$3,500,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,811,458
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,279,090
Employer contributions (assets) at end of year2013-12-31$110,008
Employer contributions (assets) at beginning of year2013-12-31$147,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,000,273
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$22,416
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STONE CARLIE & COMPANY, LLC
Accountancy firm EIN2013-12-31430642511
2012 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,572,311
Total loss/gain on sale of assets2012-12-31$224,477
Total of all expenses incurred2012-12-31$1,703,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,668,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,280,716
Value of total assets at end of year2012-12-31$12,257,245
Value of total assets at beginning of year2012-12-31$11,388,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,461
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$203,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$203,972
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$868,962
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,257,245
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,388,283
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$6,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,673,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,816,319
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$3,436,530
Value of interest in common/collective trusts at beginning of year2012-12-31$3,490,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$863,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,280,716
Employer contributions (assets) at end of year2012-12-31$147,429
Employer contributions (assets) at beginning of year2012-12-31$81,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,668,888
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$27,957
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$5,080,307
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,855,830
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STONE CARLIE & COMPANY, LLC
Accountancy firm EIN2012-12-31430642511
2011 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$957,946
Total loss/gain on sale of assets2011-12-31$-72,670
Total of all expenses incurred2011-12-31$1,564,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,534,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,101,285
Value of total assets at end of year2011-12-31$11,388,283
Value of total assets at beginning of year2011-12-31$11,995,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,801
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$202,982
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$202,982
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-606,727
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,388,283
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,995,010
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$14,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,816,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,292,878
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$3,490,751
Value of interest in common/collective trusts at beginning of year2011-12-31$3,631,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-273,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,101,285
Employer contributions (assets) at end of year2011-12-31$81,213
Employer contributions (assets) at beginning of year2011-12-31$70,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,534,872
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$15,426
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$5,625,639
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,698,309
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ADAMS, BROWN, BERAN & BALL CHTD.
Accountancy firm EIN2011-12-31481040139
2010 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,194,533
Total loss/gain on sale of assets2010-12-31$70,914
Total of all expenses incurred2010-12-31$606,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$577,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,085,515
Value of total assets at end of year2010-12-31$11,995,010
Value of total assets at beginning of year2010-12-31$10,407,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,289
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$239,757
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$239,757
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,587,989
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,995,010
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,407,021
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$13,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,292,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,941,955
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$3,631,897
Value of interest in common/collective trusts at beginning of year2010-12-31$3,388,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$798,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,085,515
Employer contributions (assets) at end of year2010-12-31$70,235
Employer contributions (assets) at beginning of year2010-12-31$76,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$577,255
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$15,674
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$2,011,830
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,940,916
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ADAMS, BROWN, BERAN & BALL CHTD.
Accountancy firm EIN2010-12-31481040139
2009 : I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN

2022: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING 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: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING 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: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING 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: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING 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: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING 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: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG50921
Policy instance 1
Insurance contract or identification numberG50921
Number of Individuals Covered662
Insurance policy start date2022-10-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,481
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,481
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?3

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