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BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameBOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN
Plan identification number 001

BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.

401k Sponsoring company profile

BOARD OF TRUSTEES PIPEFITTERS LU NO 195 DEFINED CONTRIBUTION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES PIPEFITTERS LU NO 195 DEFINED CONTRIBUTION PLAN
Employer identification number (EIN):470848500
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVE PARKER2023-09-13 TREY ELLIS2023-10-12
0012021-01-01TODD LONGRON2022-08-17 TREY ELLIS2022-08-17
0012020-01-01TODD LONGRON2021-09-24 TREY ELLIS2021-09-24
0012019-01-01TODD LONGRON2020-09-14 TREY ELLIS2020-09-14
0012018-01-01TODD LONGRON2019-05-21 JOE BLACKSHER2019-05-21
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES WILLIAMSON
0012011-01-01JAMES WILLIAMSON
0012010-01-01JAMES WILLIAMSON
0012009-01-01JAMES WILLIAMSON
0012009-01-01JAMES WILLIAMSON

Plan Statistics for BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,003
Total number of active participants reported on line 7a of the Form 55002022-01-01359
Number of retired or separated participants receiving benefits2022-01-0128
Number of other retired or separated participants entitled to future benefits2022-01-01723
Total of all active and inactive participants2022-01-011,110
Total participants2022-01-011,110
Number of participants with account balances2022-01-011,110
Number of employers contributing to the scheme2022-01-0110
2021: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,246
Total number of active participants reported on line 7a of the Form 55002021-01-01330
Number of retired or separated participants receiving benefits2021-01-0170
Number of other retired or separated participants entitled to future benefits2021-01-01603
Total of all active and inactive participants2021-01-011,003
Total participants2021-01-011,003
Number of participants with account balances2021-01-011,003
Number of employers contributing to the scheme2021-01-0110
2020: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,078
Total number of active participants reported on line 7a of the Form 55002020-01-01320
Number of retired or separated participants receiving benefits2020-01-0153
Number of other retired or separated participants entitled to future benefits2020-01-01873
Total of all active and inactive participants2020-01-011,246
Total participants2020-01-011,246
Number of participants with account balances2020-01-011,193
Number of employers contributing to the scheme2020-01-0110
2019: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01260
Number of retired or separated participants receiving benefits2019-01-0155
Number of other retired or separated participants entitled to future benefits2019-01-01763
Total of all active and inactive participants2019-01-011,078
Total participants2019-01-011,078
2018: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01236
Total number of active participants reported on line 7a of the Form 55002018-01-01256
Total of all active and inactive participants2018-01-01256
Total participants2018-01-01256
Number of participants with account balances2018-01-01708
Number of employers contributing to the scheme2018-01-0114
2017: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01350
Total number of active participants reported on line 7a of the Form 55002017-01-01236
Total of all active and inactive participants2017-01-01236
Total participants2017-01-01236
Number of participants with account balances2017-01-01975
Number of employers contributing to the scheme2017-01-0114
2016: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01913
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01825
Total number of active participants reported on line 7a of the Form 55002015-01-01317
Number of retired or separated participants receiving benefits2015-01-0170
Number of other retired or separated participants entitled to future benefits2015-01-01523
Total of all active and inactive participants2015-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01913
Number of participants with account balances2015-01-01913
Number of employers contributing to the scheme2015-01-0116
2014: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01716
Total number of active participants reported on line 7a of the Form 55002014-01-01370
Number of retired or separated participants receiving benefits2014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-01422
Total of all active and inactive participants2014-01-01825
Total participants2014-01-01825
Number of participants with account balances2014-01-01825
Number of employers contributing to the scheme2014-01-0122
2013: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01715
Total number of active participants reported on line 7a of the Form 55002013-01-01351
Number of retired or separated participants receiving benefits2013-01-0164
Number of other retired or separated participants entitled to future benefits2013-01-01301
Total of all active and inactive participants2013-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01716
Number of participants with account balances2013-01-01716
Number of employers contributing to the scheme2013-01-0116
2012: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01606
Total number of active participants reported on line 7a of the Form 55002012-01-01309
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-01388
Total of all active and inactive participants2012-01-01715
Total participants2012-01-01715
Number of participants with account balances2012-01-01715
Number of employers contributing to the scheme2012-01-0120
2011: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01484
Total number of active participants reported on line 7a of the Form 55002011-01-01606
Total of all active and inactive participants2011-01-01606
Total participants2011-01-01606
Number of employers contributing to the scheme2011-01-0120
2010: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01767
Total number of active participants reported on line 7a of the Form 55002010-01-01484
Total of all active and inactive participants2010-01-01484
Total participants2010-01-01484
Number of participants with account balances2010-01-01484
Number of employers contributing to the scheme2010-01-0121
2009: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01534
Total number of active participants reported on line 7a of the Form 55002009-01-01655
Number of retired or separated participants receiving benefits2009-01-0198
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01767
Total participants2009-01-01767
Number of employers contributing to the scheme2009-01-0121

Financial Data on BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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$2,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,882
Total income from all sources (including contributions)2022-12-31$-296,334
Total loss/gain on sale of assets2022-12-31$-775,455
Total of all expenses incurred2022-12-31$471,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$390,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$574,101
Value of total assets at end of year2022-12-31$5,280,850
Value of total assets at beginning of year2022-12-31$6,048,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,931
Total interest from all sources2022-12-31$21,535
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$138,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$23,410
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$224,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$36,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,485
Administrative expenses (other) incurred2022-12-31$6,506
Liabilities. Value of operating payables at end of year2022-12-31$2,249
Liabilities. Value of operating payables at beginning of year2022-12-31$1,882
Total non interest bearing cash at end of year2022-12-31$179,708
Total non interest bearing cash at beginning of year2022-12-31$34,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-767,979
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,278,601
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,046,581
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$33,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,004,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,305,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$84,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$83,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$83,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,535
Asset value of US Government securities at end of year2022-12-31$413,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-254,580
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$349,885
Employer contributions (assets) at end of year2022-12-31$28,977
Employer contributions (assets) at beginning of year2022-12-31$21,257
Income. Dividends from common stock2022-12-31$138,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$390,714
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$681,434
Contract administrator fees2022-12-31$17,244
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,849,018
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,591,581
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$3,032
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$4,750
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$2,570,020
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,345,475
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2022-12-31208739519
2021 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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$1,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,479
Total income from all sources (including contributions)2021-12-31$1,210,525
Total loss/gain on sale of assets2021-12-31$105,879
Total of all expenses incurred2021-12-31$515,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$426,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$393,922
Value of total assets at end of year2021-12-31$6,048,463
Value of total assets at beginning of year2021-12-31$5,354,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,761
Total interest from all sources2021-12-31$233
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$111,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$27,221
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$44,268
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,689
Other income not declared elsewhere2021-12-31$655
Administrative expenses (other) incurred2021-12-31$9,790
Liabilities. Value of operating payables at end of year2021-12-31$1,882
Liabilities. Value of operating payables at beginning of year2021-12-31$2,479
Total non interest bearing cash at end of year2021-12-31$34,553
Total non interest bearing cash at beginning of year2021-12-31$120,109
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$694,989
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,046,581
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,351,592
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$34,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,305,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,961,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$83,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$88,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$88,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$598,698
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$349,654
Employer contributions (assets) at end of year2021-12-31$21,257
Employer contributions (assets) at beginning of year2021-12-31$22,823
Income. Dividends from common stock2021-12-31$111,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$426,775
Contract administrator fees2021-12-31$17,243
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,591,581
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,150,241
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$4,750
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$6,545
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$1,482,049
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,376,170
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2021-12-31208739519
2020 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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$2,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,311
Total income from all sources (including contributions)2020-12-31$1,090,381
Total loss/gain on sale of assets2020-12-31$-89,205
Total of all expenses incurred2020-12-31$475,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$384,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$421,920
Value of total assets at end of year2020-12-31$5,354,071
Value of total assets at beginning of year2020-12-31$4,739,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90,192
Total interest from all sources2020-12-31$750
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$109,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$34,041
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$291
Other income not declared elsewhere2020-12-31$340
Administrative expenses (other) incurred2020-12-31$7,076
Liabilities. Value of operating payables at end of year2020-12-31$2,479
Liabilities. Value of operating payables at beginning of year2020-12-31$3,311
Total non interest bearing cash at end of year2020-12-31$120,109
Total non interest bearing cash at beginning of year2020-12-31$255,818
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$615,355
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,351,592
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,736,237
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$30,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,961,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,953,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$88,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$74,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$74,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$646,865
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$396,016
Employer contributions (assets) at end of year2020-12-31$22,823
Employer contributions (assets) at beginning of year2020-12-31$18,152
Income. Dividends from common stock2020-12-31$109,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$384,834
Contract administrator fees2020-12-31$18,693
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,150,241
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,434,355
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$6,545
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,901
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$1,489,221
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,578,426
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2020-12-31208739519
2019 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$676,125
Total unrealized appreciation/depreciation of assets2019-12-31$676,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,924
Total income from all sources (including contributions)2019-12-31$1,132,629
Total loss/gain on sale of assets2019-12-31$-48,300
Total of all expenses incurred2019-12-31$341,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$246,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$392,328
Value of total assets at end of year2019-12-31$4,739,548
Value of total assets at beginning of year2019-12-31$3,948,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$94,687
Total interest from all sources2019-12-31$2,919
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$109,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$29,973
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$17,862
Administrative expenses (other) incurred2019-12-31$11,959
Liabilities. Value of operating payables at end of year2019-12-31$3,311
Liabilities. Value of operating payables at beginning of year2019-12-31$2,924
Total non interest bearing cash at end of year2019-12-31$255,818
Total non interest bearing cash at beginning of year2019-12-31$157,143
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$790,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,736,237
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,945,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$31,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,953,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,661,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$74,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$121,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$121,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$387,101
Employer contributions (assets) at end of year2019-12-31$18,152
Employer contributions (assets) at beginning of year2019-12-31$14,868
Income. Dividends from common stock2019-12-31$109,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$246,951
Contract administrator fees2019-12-31$21,555
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,434,355
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,970,175
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,901
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,570
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
Aggregate proceeds on sale of assets2019-12-31$1,320,488
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,368,788
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EDWARDS AND LEATHERS, PC
Accountancy firm EIN2019-12-31208739519
2018 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-421,386
Total unrealized appreciation/depreciation of assets2018-12-31$-421,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,223
Total income from all sources (including contributions)2018-12-31$127,397
Total loss/gain on sale of assets2018-12-31$58,274
Total of all expenses incurred2018-12-31$355,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$266,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$392,597
Value of total assets at end of year2018-12-31$3,948,170
Value of total assets at beginning of year2018-12-31$4,181,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,411
Total interest from all sources2018-12-31$7,634
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$90,278
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$27,761
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$175,876
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$125,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$17,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,272
Administrative expenses (other) incurred2018-12-31$18,532
Liabilities. Value of operating payables at end of year2018-12-31$2,924
Liabilities. Value of operating payables at beginning of year2018-12-31$6,951
Total non interest bearing cash at end of year2018-12-31$157,143
Total non interest bearing cash at beginning of year2018-12-31$19,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-227,993
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,945,246
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,173,239
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$27,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,661,815
Interest earned on other investments2018-12-31$3,731
Income. Interest from US Government securities2018-12-31$3,032
Income. Interest from corporate debt instruments2018-12-31$871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$121,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$124,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$124,887
Asset value of US Government securities at beginning of year2018-12-31$1,047,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$266,926
Employer contributions (assets) at end of year2018-12-31$14,868
Employer contributions (assets) at beginning of year2018-12-31$19,343
Income. Dividends from common stock2018-12-31$90,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$266,979
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$301,184
Contract administrator fees2018-12-31$14,370
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,970,175
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,487,643
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$4,570
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$4,570
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$2,404,860
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,346,586
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 name2018-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2018-12-31208739519
2017 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$345,705
Total unrealized appreciation/depreciation of assets2017-12-31$345,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,485
Total income from all sources (including contributions)2017-12-31$843,379
Total loss/gain on sale of assets2017-12-31$2,836
Total of all expenses incurred2017-12-31$514,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$437,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$403,160
Value of total assets at end of year2017-12-31$4,181,462
Value of total assets at beginning of year2017-12-31$3,851,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,619
Total interest from all sources2017-12-31$37,249
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$54,429
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$23,142
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$175,876
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$289,071
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$166,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$21,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$276
Administrative expenses (other) incurred2017-12-31$4,873
Liabilities. Value of operating payables at end of year2017-12-31$6,951
Liabilities. Value of operating payables at beginning of year2017-12-31$6,209
Total non interest bearing cash at end of year2017-12-31$19,373
Total non interest bearing cash at beginning of year2017-12-31$61,338
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$328,538
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,173,239
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,844,701
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 uncollectible2017-12-31Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$14,487
Investment advisory and management fees2017-12-31$35,517
Interest earned on other investments2017-12-31$3,985
Income. Interest from US Government securities2017-12-31$23,745
Income. Interest from corporate debt instruments2017-12-31$6,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$124,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$130,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$130,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,693
Asset value of US Government securities at end of year2017-12-31$1,047,751
Asset value of US Government securities at beginning of year2017-12-31$894,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$236,278
Employer contributions (assets) at end of year2017-12-31$19,343
Employer contributions (assets) at beginning of year2017-12-31$13,849
Income. Dividends from common stock2017-12-31$54,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$437,222
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$301,184
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$371,396
Contract administrator fees2017-12-31$14,087
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,487,643
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,067,034
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$4,570
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,791
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
Aggregate proceeds on sale of assets2017-12-31$2,726,945
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,724,109
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 name2017-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2017-12-31208739519
2016 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$136,522
Total unrealized appreciation/depreciation of assets2016-12-31$136,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,068
Total income from all sources (including contributions)2016-12-31$691,458
Total loss/gain on sale of assets2016-12-31$116,115
Total of all expenses incurred2016-12-31$451,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$368,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$342,865
Value of total assets at end of year2016-12-31$3,851,186
Value of total assets at beginning of year2016-12-31$3,619,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$83,828
Total interest from all sources2016-12-31$45,214
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$50,742
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$21,914
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$289,071
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$377,109
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$108,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$21,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,615
Administrative expenses (other) incurred2016-12-31$5,641
Liabilities. Value of operating payables at end of year2016-12-31$6,209
Liabilities. Value of operating payables at beginning of year2016-12-31$11,453
Total non interest bearing cash at end of year2016-12-31$61,338
Total non interest bearing cash at beginning of year2016-12-31$92,889
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$239,557
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,844,701
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,604,885
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$42,464
Interest earned on other investments2016-12-31$8,264
Income. Interest from US Government securities2016-12-31$25,572
Income. Interest from corporate debt instruments2016-12-31$10,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$130,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$42,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$42,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$760
Asset value of US Government securities at end of year2016-12-31$894,507
Asset value of US Government securities at beginning of year2016-12-31$1,049,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$234,620
Employer contributions (assets) at end of year2016-12-31$13,849
Employer contributions (assets) at beginning of year2016-12-31$37,427
Income. Dividends from common stock2016-12-31$50,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$368,073
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$371,396
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$163,213
Contract administrator fees2016-12-31$13,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,067,034
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,842,389
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,791
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$4,791
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,705,190
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,589,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2016-12-31208739519
2015 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-118,349
Total unrealized appreciation/depreciation of assets2015-12-31$-118,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,862
Total income from all sources (including contributions)2015-12-31$423,671
Total loss/gain on sale of assets2015-12-31$-21,318
Total of all expenses incurred2015-12-31$725,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$637,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$437,494
Value of total assets at end of year2015-12-31$3,619,953
Value of total assets at beginning of year2015-12-31$3,915,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,075
Total interest from all sources2015-12-31$70,353
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$55,491
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$29,962
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$377,109
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$418,710
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$141,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$18,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,493
Administrative expenses (other) incurred2015-12-31$8,523
Liabilities. Value of operating payables at end of year2015-12-31$11,453
Liabilities. Value of operating payables at beginning of year2015-12-31$7,369
Total non interest bearing cash at end of year2015-12-31$92,889
Total non interest bearing cash at beginning of year2015-12-31$57,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-301,687
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,604,885
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,906,561
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$34,636
Interest earned on other investments2015-12-31$19,874
Income. Interest from US Government securities2015-12-31$43,861
Income. Interest from corporate debt instruments2015-12-31$6,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$42,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$65,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$65,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$317
Asset value of US Government securities at end of year2015-12-31$1,049,184
Asset value of US Government securities at beginning of year2015-12-31$941,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$296,234
Employer contributions (assets) at end of year2015-12-31$37,427
Employer contributions (assets) at beginning of year2015-12-31$17,447
Income. Dividends from common stock2015-12-31$55,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$637,283
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$163,213
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$211,922
Contract administrator fees2015-12-31$14,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,842,389
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,183,443
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$4,791
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$942
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,535,393
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,556,711
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 name2015-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2015-12-31208739519
2014 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$150,655
Total unrealized appreciation/depreciation of assets2014-12-31$150,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,153
Total income from all sources (including contributions)2014-12-31$649,079
Total loss/gain on sale of assets2014-12-31$45,959
Total of all expenses incurred2014-12-31$350,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$269,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$344,535
Value of total assets at end of year2014-12-31$3,915,423
Value of total assets at beginning of year2014-12-31$3,610,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$81,865
Total interest from all sources2014-12-31$59,413
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$48,517
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$34,289
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$418,710
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$438,088
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$113,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$18,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$14,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$481
Administrative expenses (other) incurred2014-12-31$6,016
Liabilities. Value of operating payables at end of year2014-12-31$7,369
Liabilities. Value of operating payables at beginning of year2014-12-31$1,672
Total non interest bearing cash at end of year2014-12-31$57,947
Total non interest bearing cash at beginning of year2014-12-31$30,669
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$298,122
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,906,561
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,608,437
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$27,760
Interest earned on other investments2014-12-31$15,905
Income. Interest from US Government securities2014-12-31$35,746
Income. Interest from corporate debt instruments2014-12-31$7,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$65,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$89,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$89,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$209
Asset value of US Government securities at end of year2014-12-31$941,059
Asset value of US Government securities at beginning of year2014-12-31$439,677
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$231,296
Employer contributions (assets) at end of year2014-12-31$17,447
Employer contributions (assets) at beginning of year2014-12-31$14,704
Income. Dividends from common stock2014-12-31$48,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$269,092
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$211,922
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$660,466
Contract administrator fees2014-12-31$13,800
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,183,443
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,923,165
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$942
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$497
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,136,609
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,090,650
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 name2014-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2014-12-31208739519
2013 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$379,694
Total unrealized appreciation/depreciation of assets2013-12-31$379,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,668
Total income from all sources (including contributions)2013-12-31$887,695
Total loss/gain on sale of assets2013-12-31$45,283
Total of all expenses incurred2013-12-31$358,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$302,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$360,106
Value of total assets at end of year2013-12-31$3,610,590
Value of total assets at beginning of year2013-12-31$3,085,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$56,416
Total interest from all sources2013-12-31$61,069
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$41,543
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$17,363
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$438,088
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$397,269
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$132,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$14,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$30,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,913
Administrative expenses (other) incurred2013-12-31$2,597
Liabilities. Value of operating payables at end of year2013-12-31$1,672
Liabilities. Value of operating payables at beginning of year2013-12-31$1,755
Total non interest bearing cash at end of year2013-12-31$30,669
Total non interest bearing cash at beginning of year2013-12-31$43,399
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$529,248
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,608,437
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,079,191
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$22,656
Interest earned on other investments2013-12-31$21,265
Income. Interest from US Government securities2013-12-31$16,041
Income. Interest from corporate debt instruments2013-12-31$23,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$89,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$101,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$101,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$152
Asset value of US Government securities at end of year2013-12-31$439,677
Asset value of US Government securities at beginning of year2013-12-31$444,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$227,686
Employer contributions (assets) at end of year2013-12-31$14,704
Employer contributions (assets) at beginning of year2013-12-31$23,468
Income. Dividends from common stock2013-12-31$41,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$302,031
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$660,466
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$646,578
Contract administrator fees2013-12-31$13,800
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,923,165
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,398,167
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$497
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$620
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
Aggregate proceeds on sale of assets2013-12-31$1,349,569
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,304,286
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 name2013-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2013-12-31208739519
2012 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$222,096
Total unrealized appreciation/depreciation of assets2012-12-31$222,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,822
Total income from all sources (including contributions)2012-12-31$743,378
Total loss/gain on sale of assets2012-12-31$8,678
Total of all expenses incurred2012-12-31$313,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$251,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$410,420
Value of total assets at end of year2012-12-31$3,085,859
Value of total assets at beginning of year2012-12-31$2,654,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,500
Total interest from all sources2012-12-31$66,255
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$35,929
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$20,291
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$397,269
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$383,919
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$137,144
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$30,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$39,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,067
Administrative expenses (other) incurred2012-12-31$2,246
Liabilities. Value of operating payables at end of year2012-12-31$1,755
Liabilities. Value of operating payables at beginning of year2012-12-31$1,755
Total non interest bearing cash at end of year2012-12-31$43,399
Total non interest bearing cash at beginning of year2012-12-31$23,177
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$430,015
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,079,191
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,649,176
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$25,163
Interest earned on other investments2012-12-31$20,499
Income. Interest from US Government securities2012-12-31$6,165
Income. Interest from corporate debt instruments2012-12-31$39,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$101,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$156,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$156,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$138
Asset value of US Government securities at end of year2012-12-31$444,283
Asset value of US Government securities at beginning of year2012-12-31$137,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$273,276
Employer contributions (assets) at end of year2012-12-31$23,468
Employer contributions (assets) at beginning of year2012-12-31$22,808
Income. Dividends from common stock2012-12-31$35,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$251,863
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$646,578
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$727,919
Contract administrator fees2012-12-31$13,800
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,398,167
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,162,886
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$620
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$766
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,632,485
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,623,807
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 name2012-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2012-12-31208739519
2011 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$42,783
Total unrealized appreciation/depreciation of assets2011-12-31$42,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,093
Total income from all sources (including contributions)2011-12-31$355,098
Total loss/gain on sale of assets2011-12-31$-100,824
Total of all expenses incurred2011-12-31$267,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$172,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$354,132
Value of total assets at end of year2011-12-31$2,654,998
Value of total assets at beginning of year2011-12-31$2,570,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$95,344
Total interest from all sources2011-12-31$33,552
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,455
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$15,591
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$383,919
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$152,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$39,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$23,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$478
Administrative expenses (other) incurred2011-12-31$10,541
Liabilities. Value of operating payables at end of year2011-12-31$1,755
Liabilities. Value of operating payables at beginning of year2011-12-31$8,615
Total non interest bearing cash at end of year2011-12-31$23,177
Total non interest bearing cash at beginning of year2011-12-31$31,722
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$87,271
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,649,176
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,561,905
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$55,412
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,499,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$156,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33,552
Asset value of US Government securities at end of year2011-12-31$137,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$201,161
Employer contributions (assets) at end of year2011-12-31$22,808
Employer contributions (assets) at beginning of year2011-12-31$15,657
Income. Dividends from common stock2011-12-31$25,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$172,483
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$727,919
Contract administrator fees2011-12-31$13,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,162,886
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$766
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$524
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,119,238
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,220,062
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 name2011-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2011-12-31208739519
2010 : BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$63,358
Total unrealized appreciation/depreciation of assets2010-12-31$63,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,429
Total income from all sources (including contributions)2010-12-31$382,353
Total of all expenses incurred2010-12-31$497,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$446,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$298,908
Value of total assets at end of year2010-12-31$2,570,998
Value of total assets at beginning of year2010-12-31$2,683,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51,229
Total interest from all sources2010-12-31$89
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$25,039
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$110,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$23,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$724
Other income not declared elsewhere2010-12-31$72
Administrative expenses (other) incurred2010-12-31$10,915
Liabilities. Value of operating payables at end of year2010-12-31$8,615
Liabilities. Value of operating payables at beginning of year2010-12-31$5,705
Total non interest bearing cash at end of year2010-12-31$31,722
Total non interest bearing cash at beginning of year2010-12-31$30,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-115,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,561,905
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,677,007
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$1,475
Value of interest in pooled separate accounts at end of year2010-12-31$2,499,177
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,626,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$89
Net investment gain/loss from pooled separate accounts2010-12-31$19,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$188,548
Employer contributions (assets) at end of year2010-12-31$15,657
Employer contributions (assets) at beginning of year2010-12-31$15,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$446,226
Contract administrator fees2010-12-31$13,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$524
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$694
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 name2010-12-31EDWARDS AND LEATHERS, P.C. CPAS
Accountancy firm EIN2010-12-31208739519

Form 5500 Responses for BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN

2022: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 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
2010: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOARD OF TRUSTEES PIPEFITTERS LU NO. 195 DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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