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PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NamePLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN
Plan identification number 001

PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN Benefits

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

401k Sponsoring company profile

PLUMBERS LOCAL 8 DC PLAN has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS LOCAL 8 DC PLAN
Employer identification number (EIN):431869060
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANIELLE WILEY DANIELLE WILEY2018-09-29
0012016-01-01STACY KUHL STACY KUHL2017-10-12
0012015-01-01LISA OGRIZOVICH LISA OGRIZOVICH2016-10-17
0012014-01-01LISA OGRIZOVICH LISA OGRIZOVICH2015-10-05
0012013-01-01J. PHILLIP HULSE J. PHILLIP HULSE2014-10-09
0012012-01-01J. PHILLIP HULSE J. PHILLIP HULSE2013-10-15
0012011-01-01J. PHILLIP HULSE J. PHILLIP HULSE2012-10-12
0012009-01-01J. PHIL HULSE J. PHIL HULSE2010-10-14

Plan Statistics for PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01884
Total number of active participants reported on line 7a of the Form 55002022-01-01889
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01938
Number of participants with account balances2022-01-01870
Number of employers contributing to the scheme2022-01-0154
2021: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01861
Total number of active participants reported on line 7a of the Form 55002021-01-01829
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01884
Number of participants with account balances2021-01-01822
Number of employers contributing to the scheme2021-01-0148
2020: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01854
Total number of active participants reported on line 7a of the Form 55002020-01-01801
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01861
Number of participants with account balances2020-01-01781
Number of employers contributing to the scheme2020-01-0150
2019: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01790
Total number of active participants reported on line 7a of the Form 55002019-01-01748
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01842
Number of participants with account balances2019-01-01755
Number of employers contributing to the scheme2019-01-0146
2018: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01737
Total number of active participants reported on line 7a of the Form 55002018-01-01699
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01790
Number of participants with account balances2018-01-01722
Number of employers contributing to the scheme2018-01-0147
2017: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01738
Total number of active participants reported on line 7a of the Form 55002017-01-01646
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01737
Number of participants with account balances2017-01-01694
Number of employers contributing to the scheme2017-01-0147
2016: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01708
Total number of active participants reported on line 7a of the Form 55002016-01-01680
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01738
Number of participants with account balances2016-01-01655
Number of employers contributing to the scheme2016-01-0149
2015: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01657
Total number of active participants reported on line 7a of the Form 55002015-01-01645
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01708
Number of participants with account balances2015-01-01618
Number of employers contributing to the scheme2015-01-0146
2014: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01646
Total number of active participants reported on line 7a of the Form 55002014-01-01607
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01657
Number of participants with account balances2014-01-01609
Number of employers contributing to the scheme2014-01-0144
2013: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01675
Total number of active participants reported on line 7a of the Form 55002013-01-01594
Number of retired or separated participants receiving benefits2013-01-0148
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01646
Number of participants with account balances2013-01-01568
Number of employers contributing to the scheme2013-01-0156
2012: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01571
Total number of active participants reported on line 7a of the Form 55002012-01-01637
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01675
Number of participants with account balances2012-01-01561
Number of employers contributing to the scheme2012-01-0115
2011: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01616
Total number of active participants reported on line 7a of the Form 55002011-01-01466
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01105
Total of all active and inactive participants2011-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01571
Number of participants with account balances2011-01-01620
Number of employers contributing to the scheme2011-01-0148
2009: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01639
Total number of active participants reported on line 7a of the Form 55002009-01-01567
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01643
Number of participants with account balances2009-01-01633
Number of employers contributing to the scheme2009-01-0142

Financial Data on PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$80,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$45,906
Total income from all sources (including contributions)2022-12-31$-5,623,780
Total loss/gain on sale of assets2022-12-31$-686,284
Total of all expenses incurred2022-12-31$2,218,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,906,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,129,039
Value of total assets at end of year2022-12-31$39,663,970
Value of total assets at beginning of year2022-12-31$47,471,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$311,942
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,445,120
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$3,445,120
Administrative expenses professional fees incurred2022-12-31$22,466
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,489,801
Participant contributions at end of year2022-12-31$113,566
Participant contributions at beginning of year2022-12-31$132,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$80,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$45,906
Other income not declared elsewhere2022-12-31$193,926
Administrative expenses (other) incurred2022-12-31$60,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,842,004
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,583,397
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,425,401
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$228,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,872,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,971,992
Value of interest in common/collective trusts at end of year2022-12-31$1,419,290
Value of interest in common/collective trusts at beginning of year2022-12-31$1,155,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$197,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$152,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$152,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,705,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$639,238
Employer contributions (assets) at end of year2022-12-31$60,348
Employer contributions (assets) at beginning of year2022-12-31$59,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,906,282
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
Aggregate proceeds on sale of assets2022-12-31$4,052,848
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,739,132
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2022-12-31431122456
2021 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$47,955
Total income from all sources (including contributions)2021-12-31$7,820,895
Total loss/gain on sale of assets2021-12-31$118,360
Total of all expenses incurred2021-12-31$2,053,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,906,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,113,860
Value of total assets at end of year2021-12-31$47,471,307
Value of total assets at beginning of year2021-12-31$41,706,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$146,825
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,665,588
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$3,665,588
Administrative expenses professional fees incurred2021-12-31$66,204
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
Contributions received from participants2021-12-31$1,533,136
Participant contributions at end of year2021-12-31$132,438
Participant contributions at beginning of year2021-12-31$119,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$45,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$47,955
Other income not declared elsewhere2021-12-31$73,191
Administrative expenses (other) incurred2021-12-31$58,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,767,283
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,425,401
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,658,118
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$22,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$45,971,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,037,590
Value of interest in common/collective trusts at end of year2021-12-31$1,155,538
Value of interest in common/collective trusts at beginning of year2021-12-31$1,331,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$152,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$165,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$165,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,849,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$580,724
Employer contributions (assets) at end of year2021-12-31$59,257
Employer contributions (assets) at beginning of year2021-12-31$52,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,906,787
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
Aggregate proceeds on sale of assets2021-12-31$4,789,640
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,671,280
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2021-12-31431122456
2020 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,045
Total income from all sources (including contributions)2020-12-31$7,420,869
Total loss/gain on sale of assets2020-12-31$-123,120
Total of all expenses incurred2020-12-31$1,595,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,480,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,000,181
Value of total assets at end of year2020-12-31$41,706,073
Value of total assets at beginning of year2020-12-31$35,840,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$115,190
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,107,780
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$2,107,780
Administrative expenses professional fees incurred2020-12-31$40,101
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
Contributions received from participants2020-12-31$1,417,036
Participant contributions at end of year2020-12-31$119,083
Participant contributions at beginning of year2020-12-31$108,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$47,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,045
Other income not declared elsewhere2020-12-31$77,945
Administrative expenses (other) incurred2020-12-31$55,009
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$5,824,976
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,658,118
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,833,142
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$20,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,037,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,912,217
Value of interest in common/collective trusts at end of year2020-12-31$1,331,848
Value of interest in common/collective trusts at beginning of year2020-12-31$621,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$165,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$148,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$148,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,358,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$583,145
Employer contributions (assets) at end of year2020-12-31$52,288
Employer contributions (assets) at beginning of year2020-12-31$49,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,480,703
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
Aggregate proceeds on sale of assets2020-12-31$4,569,102
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,692,222
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2020-12-31431122456
2019 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,930
Total income from all sources (including contributions)2019-12-31$8,141,802
Total income from all sources (including contributions)2019-12-31$8,141,802
Total loss/gain on sale of assets2019-12-31$3,444,800
Total loss/gain on sale of assets2019-12-31$3,444,800
Total of all expenses incurred2019-12-31$755,642
Total of all expenses incurred2019-12-31$755,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$659,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$659,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,046,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,046,679
Value of total assets at end of year2019-12-31$35,840,187
Value of total assets at end of year2019-12-31$35,840,187
Value of total assets at beginning of year2019-12-31$28,461,912
Value of total assets at beginning of year2019-12-31$28,461,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,233
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$554,537
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$554,537
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$554,537
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$554,537
Administrative expenses professional fees incurred2019-12-31$31,026
Administrative expenses professional fees incurred2019-12-31$31,026
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
Contributions received from participants2019-12-31$1,453,920
Contributions received from participants2019-12-31$1,453,920
Participant contributions at end of year2019-12-31$108,851
Participant contributions at end of year2019-12-31$108,851
Participant contributions at beginning of year2019-12-31$105,803
Participant contributions at beginning of year2019-12-31$105,803
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,930
Other income not declared elsewhere2019-12-31$54,323
Other income not declared elsewhere2019-12-31$54,323
Administrative expenses (other) incurred2019-12-31$44,500
Administrative expenses (other) incurred2019-12-31$44,500
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$7,386,160
Value of net income/loss2019-12-31$7,386,160
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,833,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,833,142
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,446,982
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,446,982
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$20,707
Investment advisory and management fees2019-12-31$20,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,912,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,912,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,655,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,655,858
Value of interest in common/collective trusts at end of year2019-12-31$621,450
Value of interest in common/collective trusts at end of year2019-12-31$621,450
Value of interest in common/collective trusts at beginning of year2019-12-31$26,477,257
Value of interest in common/collective trusts at beginning of year2019-12-31$26,477,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$148,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$148,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$158,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$158,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$158,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$158,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,033,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,033,981
Net investment gain or loss from common/collective trusts2019-12-31$7,482
Net investment gain or loss from common/collective trusts2019-12-31$7,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$592,759
Contributions received in cash from employer2019-12-31$592,759
Employer contributions (assets) at end of year2019-12-31$49,325
Employer contributions (assets) at end of year2019-12-31$49,325
Employer contributions (assets) at beginning of year2019-12-31$64,051
Employer contributions (assets) at beginning of year2019-12-31$64,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$659,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$659,409
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
Aggregate proceeds on sale of assets2019-12-31$34,059,399
Aggregate proceeds on sale of assets2019-12-31$34,059,399
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,614,599
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,614,599
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 name2019-12-31NOVAK BIRKS, P.C.
Accountancy firm name2019-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2019-12-31431122456
Accountancy firm EIN2019-12-31431122456
2018 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,454
Total income from all sources (including contributions)2018-12-31$-348,206
Total loss/gain on sale of assets2018-12-31$108,166
Total of all expenses incurred2018-12-31$1,438,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,327,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,756,198
Value of total assets at end of year2018-12-31$28,461,912
Value of total assets at beginning of year2018-12-31$30,248,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$111,733
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,907
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$18,907
Administrative expenses professional fees incurred2018-12-31$57,753
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,249,828
Participant contributions at end of year2018-12-31$105,803
Participant contributions at beginning of year2018-12-31$97,889
Assets. Other investments not covered elsewhere at end of year2018-12-31$1
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$14,454
Other income not declared elsewhere2018-12-31$6,033
Administrative expenses (other) incurred2018-12-31$53,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,787,150
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,446,982
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,234,132
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,655,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,589,549
Value of interest in common/collective trusts at end of year2018-12-31$26,477,257
Value of interest in common/collective trusts at beginning of year2018-12-31$28,348,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$158,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$170,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$170,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-312,100
Net investment gain or loss from common/collective trusts2018-12-31$-1,925,410
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$506,370
Employer contributions (assets) at end of year2018-12-31$64,051
Employer contributions (assets) at beginning of year2018-12-31$42,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,327,211
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
Aggregate proceeds on sale of assets2018-12-31$3,517,861
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,409,695
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 name2018-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2018-12-31431122456
2017 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,508
Total income from all sources (including contributions)2017-12-31$5,679,232
Total of all expenses incurred2017-12-31$1,124,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,080,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,721,828
Value of total assets at end of year2017-12-31$30,248,586
Value of total assets at beginning of year2017-12-31$25,690,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,265
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,559
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$11,559
Administrative expenses professional fees incurred2017-12-31$22,368
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,177,480
Participant contributions at end of year2017-12-31$97,889
Participant contributions at beginning of year2017-12-31$88,403
Assets. Other investments not covered elsewhere at end of year2017-12-31$2
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$28,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$14,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$11,508
Other income not declared elsewhere2017-12-31$885
Administrative expenses (other) incurred2017-12-31$21,897
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$4,554,836
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,234,132
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,679,296
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,589,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,272,242
Value of interest in common/collective trusts at end of year2017-12-31$28,348,088
Value of interest in common/collective trusts at beginning of year2017-12-31$24,106,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$170,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$156,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$156,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$185,949
Net investment gain or loss from common/collective trusts2017-12-31$3,759,011
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$544,348
Employer contributions (assets) at end of year2017-12-31$42,443
Employer contributions (assets) at beginning of year2017-12-31$38,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,080,131
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 name2017-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2017-12-31431122456
2016 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$3,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,973
Total income from all sources (including contributions)2016-12-31$3,592,000
Total of all expenses incurred2016-12-31$1,099,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,031,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,482,182
Value of total assets at end of year2016-12-31$25,690,804
Value of total assets at beginning of year2016-12-31$23,186,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,234
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$13,448
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$13,448
Administrative expenses professional fees incurred2016-12-31$37,199
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,008,242
Participant contributions at end of year2016-12-31$88,403
Participant contributions at beginning of year2016-12-31$74,600
Assets. Other investments not covered elsewhere at end of year2016-12-31$28,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$11,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,973
Other income not declared elsewhere2016-12-31$1,247
Administrative expenses (other) incurred2016-12-31$31,035
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$2,492,508
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,679,296
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,183,304
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,272,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,209,888
Value of interest in common/collective trusts at end of year2016-12-31$24,106,240
Value of interest in common/collective trusts at beginning of year2016-12-31$21,725,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$156,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$133,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$133,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$116,619
Net investment gain or loss from common/collective trusts2016-12-31$1,978,504
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$473,940
Employer contributions (assets) at end of year2016-12-31$38,357
Employer contributions (assets) at beginning of year2016-12-31$42,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,031,258
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2016-12-31431122456
2015 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,973
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$861,512
Total of all expenses incurred2015-12-31$1,217,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,110,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,345,564
Value of total assets at end of year2015-12-31$23,186,277
Value of total assets at beginning of year2015-12-31$23,538,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$106,335
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,565
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$10,565
Administrative expenses professional fees incurred2015-12-31$72,118
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$911,036
Participant contributions at end of year2015-12-31$74,600
Participant contributions at beginning of year2015-12-31$68,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,973
Administrative expenses (other) incurred2015-12-31$34,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-355,660
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,183,304
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,538,964
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,209,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,210,701
Value of interest in common/collective trusts at end of year2015-12-31$21,725,802
Value of interest in common/collective trusts at beginning of year2015-12-31$22,069,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$133,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$133,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$133,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,873
Net investment gain or loss from common/collective trusts2015-12-31$-490,744
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$434,528
Employer contributions (assets) at end of year2015-12-31$42,042
Employer contributions (assets) at beginning of year2015-12-31$45,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,110,837
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2015-12-31431122456
2014 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2014 401k financial data
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$1,199
Total income from all sources (including contributions)2014-12-31$2,569,500
Total of all expenses incurred2014-12-31$1,240,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,183,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,259,696
Value of total assets at end of year2014-12-31$23,538,964
Value of total assets at beginning of year2014-12-31$22,211,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,550
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,396
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$12,396
Administrative expenses professional fees incurred2014-12-31$38,954
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$813,404
Participant contributions at end of year2014-12-31$68,750
Participant contributions at beginning of year2014-12-31$61,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,199
Administrative expenses (other) incurred2014-12-31$18,596
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$1,328,716
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,538,964
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,210,248
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,210,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,112,466
Value of interest in common/collective trusts at end of year2014-12-31$22,069,565
Value of interest in common/collective trusts at beginning of year2014-12-31$20,857,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$133,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$131,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$131,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$81,841
Net investment gain or loss from common/collective trusts2014-12-31$1,215,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$446,292
Employer contributions (assets) at end of year2014-12-31$45,370
Employer contributions (assets) at beginning of year2014-12-31$48,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,183,234
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2014-12-31431122456
2013 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$-46,092
Total income from all sources (including contributions)2013-12-31$4,427,312
Total of all expenses incurred2013-12-31$1,319,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,273,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,252,279
Value of total assets at end of year2013-12-31$22,211,447
Value of total assets at beginning of year2013-12-31$19,056,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,517
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,729
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$9,729
Administrative expenses professional fees incurred2013-12-31$29,196
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$783,795
Participant contributions at end of year2013-12-31$61,562
Participant contributions at beginning of year2013-12-31$51,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$-46,092
Administrative expenses (other) incurred2013-12-31$13,381
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$3,107,458
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,210,248
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,102,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,112,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$961,575
Value of interest in common/collective trusts at end of year2013-12-31$20,857,456
Value of interest in common/collective trusts at beginning of year2013-12-31$17,887,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$131,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$123,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$123,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$251,651
Net investment gain or loss from common/collective trusts2013-12-31$2,913,653
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$468,484
Employer contributions (assets) at end of year2013-12-31$48,903
Employer contributions (assets) at beginning of year2013-12-31$32,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,273,337
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2013-12-31431122456
2012 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$-46,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,558
Total income from all sources (including contributions)2012-12-31$3,441,933
Total of all expenses incurred2012-12-31$1,914,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,870,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,178,995
Value of total assets at end of year2012-12-31$19,053,534
Value of total assets at beginning of year2012-12-31$17,578,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,549
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,268
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$10,268
Administrative expenses professional fees incurred2012-12-31$31,296
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$715,059
Participant contributions at end of year2012-12-31$51,396
Participant contributions at beginning of year2012-12-31$51,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$-46,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,558
Administrative expenses (other) incurred2012-12-31$11,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,527,464
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,099,626
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,572,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$556
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$961,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$851,587
Value of interest in common/collective trusts at end of year2012-12-31$17,884,097
Value of interest in common/collective trusts at beginning of year2012-12-31$16,506,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$123,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$134,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$134,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$246,724
Net investment gain or loss from common/collective trusts2012-12-31$2,005,946
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$463,936
Employer contributions (assets) at end of year2012-12-31$32,470
Employer contributions (assets) at beginning of year2012-12-31$33,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,870,920
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2012-12-31431122456
2011 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,506
Total income from all sources (including contributions)2011-12-31$1,228,588
Total of all expenses incurred2011-12-31$1,664,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,609,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,182,861
Value of total assets at end of year2011-12-31$17,578,720
Value of total assets at beginning of year2011-12-31$18,011,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,584
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,557
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$5,557
Administrative expenses professional fees incurred2011-12-31$35,174
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$604,839
Participant contributions at end of year2011-12-31$51,864
Participant contributions at beginning of year2011-12-31$52,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,558
Other income not declared elsewhere2011-12-31$1,981
Administrative expenses (other) incurred2011-12-31$15,414
Liabilities. Value of operating payables at beginning of year2011-12-31$3,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-435,488
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,572,162
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,007,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$851,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$869,760
Value of interest in common/collective trusts at end of year2011-12-31$16,506,722
Value of interest in common/collective trusts at beginning of year2011-12-31$16,839,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$134,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$169,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$169,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-175,359
Net investment gain or loss from common/collective trusts2011-12-31$213,548
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$578,022
Employer contributions (assets) at end of year2011-12-31$33,919
Employer contributions (assets) at beginning of year2011-12-31$71,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,609,492
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2011-12-31431122456
2010 : PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,858
Total income from all sources (including contributions)2010-12-31$3,574,691
Total of all expenses incurred2010-12-31$1,116,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,066,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,534,283
Value of total assets at end of year2010-12-31$18,011,156
Value of total assets at beginning of year2010-12-31$15,572,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,290
Total interest from all sources2010-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,749
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$5,749
Administrative expenses professional fees incurred2010-12-31$37,075
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$616,170
Participant contributions at end of year2010-12-31$52,947
Participant contributions at beginning of year2010-12-31$49,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21,617
Other income not declared elsewhere2010-12-31$7,520
Administrative expenses (other) incurred2010-12-31$11,475
Liabilities. Value of operating payables at end of year2010-12-31$3,506
Liabilities. Value of operating payables at beginning of year2010-12-31$2,241
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$2,458,577
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,007,650
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,549,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$740
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$869,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$723,184
Value of interest in common/collective trusts at end of year2010-12-31$16,839,988
Value of interest in common/collective trusts at beginning of year2010-12-31$14,553,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$169,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$169,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$169,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$126,133
Net investment gain or loss from common/collective trusts2010-12-31$1,900,974
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$918,113
Employer contributions (assets) at end of year2010-12-31$71,591
Employer contributions (assets) at beginning of year2010-12-31$77,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,066,824
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2010-12-31431122456

Form 5500 Responses for PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN

2022: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION 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: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION 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: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION 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: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION 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: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION 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: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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