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I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 401k Plan overview

Plan NameI.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN
Plan identification number 001

I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

I.A.T.S.E. LOCAL NO. 31 has sponsored the creation of one or more 401k plans.

Company Name:I.A.T.S.E. LOCAL NO. 31
Employer identification number (EIN):440459340
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ELI YAFFE2023-10-02
0012021-01-01ELI YAFFE2022-10-13
0012020-01-01ELI YAFFE2021-10-13
0012019-01-01JASON TAYLOR2020-10-13
0012018-01-01JASON TAYLOR2019-10-01
0012017-01-01
0012016-01-01
0012015-01-01JASON TAYLOR
0012015-01-01
0012014-01-01JASON TAYLOR JASON TAYLOR2015-10-07
0012013-01-01GARY THOMAS GARY THOMAS2014-10-09
0012012-01-01GARY THOMAS GARY THOMAS2013-10-03
0012011-01-01GARY THOMAS GARY THOMAS2012-08-09
0012009-01-01GARY THOMAS GARY THOMAS2010-10-05

Plan Statistics for I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN

401k plan membership statisitcs for I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN

Measure Date Value
2022: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01218
Total number of active participants reported on line 7a of the Form 55002022-01-01185
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01203
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
Number of employers contributing to the scheme2022-01-0119
2021: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01163
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01181
Number of participants with account balances2021-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0118
2020: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01188
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01184
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0112
2019: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01180
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01188
Number of participants with account balances2019-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0118
2018: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01180
Number of participants with account balances2018-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
Number of employers contributing to the scheme2018-01-0118
2017: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01173
Number of participants with account balances2017-01-01169
Number of employers contributing to the scheme2017-01-0120
2016: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01159
Number of participants with account balances2016-01-01159
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 scheme2016-01-0120
2015: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01149
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
Number of employers contributing to the scheme2015-01-0114
2014: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01141
Number of participants with account balances2014-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0112
2013: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01146
Number of participants with account balances2013-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0115
2012: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01154
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01146
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
Number of employers contributing to the scheme2012-01-0115
2011: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01145
Number of participants with account balances2011-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
Number of employers contributing to the scheme2011-01-0116
2009: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01138
Total number of active participants reported on line 7a of the Form 55002009-01-01126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01140
Number of participants with account balances2009-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0112

Financial Data on I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN

Measure Date Value
2022 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-441,352
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$361,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$297,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$787,597
Value of total assets at end of year2022-12-31$10,840,028
Value of total assets at beginning of year2022-12-31$11,642,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,620
Total interest from all sources2022-12-31$415
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$255,365
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$255,365
Administrative expenses professional fees incurred2022-12-31$23,420
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$12,577
Total non interest bearing cash at end of year2022-12-31$376,856
Total non interest bearing cash at beginning of year2022-12-31$118,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-802,654
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,840,028
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,642,682
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$17,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,454,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,523,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,484,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$787,597
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$297,682
Contract administrator fees2022-12-31$10,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2022-12-31470836395
2021 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,872,376
Total loss/gain on sale of assets2021-12-31$529,977
Total of all expenses incurred2021-12-31$664,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$598,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$383,007
Value of total assets at end of year2021-12-31$11,642,682
Value of total assets at beginning of year2021-12-31$10,434,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,211
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$252,736
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$252,736
Administrative expenses professional fees incurred2021-12-31$18,293
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$100,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$5,170
Total non interest bearing cash at end of year2021-12-31$118,283
Total non interest bearing cash at beginning of year2021-12-31$26,658
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$1,208,282
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,642,682
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,434,400
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$31,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,523,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,399,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$706,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$283,007
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$598,883
Contract administrator fees2021-12-31$10,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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$1,036,182
Aggregate carrying amount (costs) on sale of assets2021-12-31$506,205
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2021-12-31431122456
2020 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,006,855
Total loss/gain on sale of assets2020-12-31$-503,246
Total of all expenses incurred2020-12-31$5,085,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,022,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$244,726
Value of total assets at end of year2020-12-31$10,434,400
Value of total assets at beginning of year2020-12-31$14,513,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,866
Total interest from all sources2020-12-31$46
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$239,267
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$239,267
Administrative expenses professional fees incurred2020-12-31$15,315
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,395
Total non interest bearing cash at end of year2020-12-31$26,658
Total non interest bearing cash at beginning of year2020-12-31$153,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,078,825
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,434,400
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,513,225
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$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,399,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,148,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$211,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$211,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,026,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$244,726
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,022,814
Contract administrator fees2020-12-31$22,156
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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$10,192,811
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,696,057
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2020-12-31431122456
2019 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end 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 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$3,025,252
Total income from all sources (including contributions)2019-12-31$3,025,252
Total loss/gain on sale of assets2019-12-31$791,700
Total loss/gain on sale of assets2019-12-31$791,700
Total of all expenses incurred2019-12-31$414,145
Total of all expenses incurred2019-12-31$414,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$348,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$348,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$704,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$704,233
Value of total assets at end of year2019-12-31$14,513,225
Value of total assets at beginning of year2019-12-31$11,902,118
Value of total assets at beginning of year2019-12-31$11,902,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,933
Total interest from all sources2019-12-31$341
Total interest from all sources2019-12-31$341
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$633,126
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$633,126
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$633,126
Administrative expenses professional fees incurred2019-12-31$26,228
Administrative expenses professional fees incurred2019-12-31$26,228
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$7,629
Administrative expenses (other) incurred2019-12-31$7,629
Total non interest bearing cash at end of year2019-12-31$153,236
Total non interest bearing cash at end of year2019-12-31$153,236
Total non interest bearing cash at beginning of year2019-12-31$354,623
Total non interest bearing cash at beginning of year2019-12-31$354,623
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$2,611,107
Value of net income/loss2019-12-31$2,611,107
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,513,225
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,513,225
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,902,118
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,902,118
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$18,000
Investment advisory and management fees2019-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,148,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,148,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,336,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,336,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$211,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$211,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$210,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$210,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$210,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$210,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$895,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$895,852
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$704,233
Contributions received in cash from employer2019-12-31$704,233
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$348,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$348,212
Contract administrator fees2019-12-31$14,076
Contract administrator fees2019-12-31$14,076
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
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$4,306,838
Aggregate proceeds on sale of assets2019-12-31$4,306,838
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,515,138
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2019-12-31431122456
Accountancy firm EIN2019-12-31431122456
2018 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-33,196
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$331,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$258,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$758,144
Value of total assets at end of year2018-12-31$11,902,118
Value of total assets at beginning of year2018-12-31$12,266,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,841
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$32,435
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$598
Total non interest bearing cash at end of year2018-12-31$354,623
Total non interest bearing cash at beginning of year2018-12-31$-22,976
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$-364,650
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,902,118
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,266,768
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$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,336,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,516,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$210,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$773,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$773,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-791,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$758,144
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$258,613
Contract administrator fees2018-12-31$15,808
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2018-12-31431122456
2017 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$102,049
Total income from all sources (including contributions)2017-12-31$2,379,846
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$777,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$734,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$566,999
Value of total assets at end of year2017-12-31$12,266,768
Value of total assets at beginning of year2017-12-31$10,766,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,871
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,295
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$102,049
Administrative expenses (other) incurred2017-12-31$2,482
Total non interest bearing cash at end of year2017-12-31$-22,976
Total non interest bearing cash at beginning of year2017-12-31$177,386
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$1,602,726
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,266,768
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,664,042
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$17,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,516,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,310,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$773,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$262,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$262,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,812,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$566,999
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$16,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$734,249
Contract administrator fees2017-12-31$15,014
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2017-12-31431122456
2016 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT 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$102,049
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$1,364,587
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,458,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,416,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$515,655
Value of total assets at end of year2016-12-31$10,766,091
Value of total assets at beginning of year2016-12-31$11,757,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,962
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$16,257
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$102,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,872
Total non interest bearing cash at end of year2016-12-31$177,386
Total non interest bearing cash at beginning of year2016-12-31$99,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,093,871
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,664,042
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,757,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$17,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,310,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,871,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$262,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$787,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$787,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$848,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$515,655
Employer contributions (assets) at end of year2016-12-31$16,327
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,416,496
Contract administrator fees2016-12-31$5,620
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2016-12-31431122456
2015 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT 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$522,868
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$198,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$178,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$562,096
Value of total assets at end of year2015-12-31$11,757,913
Value of total assets at beginning of year2015-12-31$11,433,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,347
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,997
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$2,993
Total non interest bearing cash at end of year2015-12-31$99,313
Total non interest bearing cash at beginning of year2015-12-31$105,365
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$324,278
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,757,913
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,433,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,871,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,907,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$787,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$420,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$420,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-39,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$562,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$178,243
Contract administrator fees2015-12-31$3,855
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2015-12-31431122456
2014 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT 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$1,297,322
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$460,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$418,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$461,240
Value of total assets at end of year2014-12-31$11,433,635
Value of total assets at beginning of year2014-12-31$10,597,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,516
Total interest from all sources2014-12-31$479
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$10,062
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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
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$5,000
Administrative expenses (other) incurred2014-12-31$7,245
Total non interest bearing cash at end of year2014-12-31$105,365
Total non interest bearing cash at beginning of year2014-12-31$58,816
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$836,627
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,433,635
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,597,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$19,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,907,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,079,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$420,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$453,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$453,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$835,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$461,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$418,179
Contract administrator fees2014-12-31$5,315
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2014-12-31431122456
2013 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT 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$2,074,257
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$353,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$314,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$462,885
Value of total assets at end of year2013-12-31$10,597,008
Value of total assets at beginning of year2013-12-31$8,875,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,491
Total interest from all sources2013-12-31$177
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,188
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$650,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,000
Administrative expenses (other) incurred2013-12-31$6,423
Total non interest bearing cash at end of year2013-12-31$58,816
Total non interest bearing cash at beginning of year2013-12-31$210,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,721,017
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,597,008
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,875,991
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$19,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,079,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,470,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$453,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$195,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$195,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,611,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$462,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$314,749
Contract administrator fees2013-12-31$3,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CHRISTOPHER WINGER CPA, P.C.
Accountancy firm EIN2013-12-31431350017
2012 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT 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$1,478,766
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$398,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$366,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$493,498
Value of total assets at end of year2012-12-31$8,875,991
Value of total assets at beginning of year2012-12-31$7,795,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,817
Total interest from all sources2012-12-31$143
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$936
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$650,000
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
Administrative expenses (other) incurred2012-12-31$5,736
Total non interest bearing cash at end of year2012-12-31$210,067
Total non interest bearing cash at beginning of year2012-12-31$52,651
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$1,080,445
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,875,991
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,795,546
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$19,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,470,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,465,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$195,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$277,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$277,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$985,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$493,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$366,504
Contract administrator fees2012-12-31$5,380
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WINGER & COMPANY
Accountancy firm EIN2012-12-31431350017
2011 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT 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$286,946
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$397,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$366,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$430,557
Value of total assets at end of year2011-12-31$7,795,546
Value of total assets at beginning of year2011-12-31$7,906,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,605
Total interest from all sources2011-12-31$369
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,577
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$650,000
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
Administrative expenses (other) incurred2011-12-31$5,569
Total non interest bearing cash at end of year2011-12-31$52,651
Total non interest bearing cash at beginning of year2011-12-31$17,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-110,803
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,795,546
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,906,349
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$17,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,465,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,313,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$277,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$575,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$575,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-143,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$430,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$366,144
Contract administrator fees2011-12-31$3,675
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WINGER & COMPANY
Accountancy firm EIN2011-12-31431350017
2010 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT 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$1,361,610
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$281,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$249,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$458,676
Value of total assets at end of year2010-12-31$7,906,349
Value of total assets at beginning of year2010-12-31$6,826,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,519
Total interest from all sources2010-12-31$958
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$7,189
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$650,000
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
Administrative expenses (other) incurred2010-12-31$519
Total non interest bearing cash at end of year2010-12-31$17,376
Total non interest bearing cash at beginning of year2010-12-31$46,217
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$1,079,855
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,906,349
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,826,494
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$18,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,313,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,418,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$575,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$361,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$361,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$901,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$458,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$249,236
Contract administrator fees2010-12-31$6,129
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WINGER & COMPANY
Accountancy firm EIN2010-12-31431350017
2009 : I.A.T.S.E. LOCAL NO. 31 RETIREMENT 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. 31 RETIREMENT PLAN

2022: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
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. 31 RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
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. 31 RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
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. 31 RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
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. 31 RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
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. 31 RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
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. 31 RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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