BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCALS 502 & 633 VARIABLE CON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE
401k plan membership statisitcs for PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE
| Measure | Date | Value |
|---|
| 2022 : PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE 2022 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $7,683 |
| Total income from all sources (including contributions) | 2022-10-31 | $-117,323 |
| Total of all expenses incurred | 2022-10-31 | $396,497 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-31 | $343,107 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-31 | $840,119 |
| Value of total assets at end of year | 2022-10-31 | $4,498,727 |
| Value of total assets at beginning of year | 2022-10-31 | $5,020,230 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-31 | $53,390 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-10-31 | $128,902 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-10-31 | $128,902 |
| Administrative expenses professional fees incurred | 2022-10-31 | $3,500 |
| Was this plan covered by a fidelity bond | 2022-10-31 | Yes |
| Value of fidelity bond cover | 2022-10-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-10-31 | No |
| Contributions received from participants | 2022-10-31 | $723,934 |
| Participant contributions at end of year | 2022-10-31 | $62,425 |
| Participant contributions at beginning of year | 2022-10-31 | $57,635 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-10-31 | $718 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-10-31 | $98 |
| Administrative expenses (other) incurred | 2022-10-31 | $13,132 |
| Total non interest bearing cash at end of year | 2022-10-31 | $134,364 |
| Total non interest bearing cash at beginning of year | 2022-10-31 | $77,238 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
| Value of net income/loss | 2022-10-31 | $-513,820 |
| Value of net assets at end of year (total assets less liabilities) | 2022-10-31 | $4,498,727 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-10-31 | $5,012,547 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-10-31 | No |
| Investment advisory and management fees | 2022-10-31 | $27,079 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-31 | $4,294,076 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-31 | $4,867,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-10-31 | $-1,086,344 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-10-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-10-31 | No |
| Contributions received in cash from employer | 2022-10-31 | $116,185 |
| Employer contributions (assets) at end of year | 2022-10-31 | $7,144 |
| Employer contributions (assets) at beginning of year | 2022-10-31 | $18,143 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-31 | $343,107 |
| Contract administrator fees | 2022-10-31 | $9,679 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-10-31 | $7,683 |
| Did the plan have assets held for investment | 2022-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-10-31 | Unqualified |
| Accountancy firm name | 2022-10-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2022-10-31 | 320043599 |
| 2021 : PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $7,683 |
| Total income from all sources (including contributions) | 2021-10-31 | $1,833,026 |
| Total of all expenses incurred | 2021-10-31 | $62,288 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-10-31 | $32,395 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-10-31 | $767,999 |
| Value of total assets at end of year | 2021-10-31 | $5,020,230 |
| Value of total assets at beginning of year | 2021-10-31 | $3,241,809 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-10-31 | $29,893 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-10-31 | $80,495 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-10-31 | $80,495 |
| Administrative expenses professional fees incurred | 2021-10-31 | $3,501 |
| Was this plan covered by a fidelity bond | 2021-10-31 | Yes |
| Value of fidelity bond cover | 2021-10-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-10-31 | No |
| Contributions received from participants | 2021-10-31 | $619,240 |
| Participant contributions at end of year | 2021-10-31 | $57,635 |
| Participant contributions at beginning of year | 2021-10-31 | $51,174 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-10-31 | $98 |
| Administrative expenses (other) incurred | 2021-10-31 | $14,129 |
| Total non interest bearing cash at end of year | 2021-10-31 | $77,238 |
| Total non interest bearing cash at beginning of year | 2021-10-31 | $52,667 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
| Value of net income/loss | 2021-10-31 | $1,770,738 |
| Value of net assets at end of year (total assets less liabilities) | 2021-10-31 | $5,012,547 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-10-31 | $3,241,809 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-10-31 | No |
| Investment advisory and management fees | 2021-10-31 | $12,263 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-10-31 | $4,867,116 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-10-31 | $3,103,431 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-10-31 | $984,532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-10-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-10-31 | Yes |
| Contributions received in cash from employer | 2021-10-31 | $148,759 |
| Employer contributions (assets) at end of year | 2021-10-31 | $18,143 |
| Employer contributions (assets) at beginning of year | 2021-10-31 | $34,537 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-10-31 | $32,395 |
| Liabilities. Value of benefit claims payable at end of year | 2021-10-31 | $7,683 |
| Did the plan have assets held for investment | 2021-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-10-31 | Unqualified |
| Accountancy firm name | 2021-10-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2021-10-31 | 320043599 |
| 2020 : PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-10-31 | $753,694 |
| Total of all expenses incurred | 2020-10-31 | $36,704 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-10-31 | $36,398 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-10-31 | $624,216 |
| Value of total assets at end of year | 2020-10-31 | $3,241,809 |
| Value of total assets at beginning of year | 2020-10-31 | $2,524,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-10-31 | $306 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-10-31 | $79,448 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-10-31 | $79,448 |
| Was this plan covered by a fidelity bond | 2020-10-31 | Yes |
| Value of fidelity bond cover | 2020-10-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2020-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-10-31 | No |
| Contributions received from participants | 2020-10-31 | $539,447 |
| Participant contributions at end of year | 2020-10-31 | $51,174 |
| Participant contributions at beginning of year | 2020-10-31 | $56,378 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-10-31 | $6,363 |
| Administrative expenses (other) incurred | 2020-10-31 | $306 |
| Total non interest bearing cash at end of year | 2020-10-31 | $52,667 |
| Total non interest bearing cash at beginning of year | 2020-10-31 | $5,458 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
| Value of net income/loss | 2020-10-31 | $716,990 |
| Value of net assets at end of year (total assets less liabilities) | 2020-10-31 | $3,241,809 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-10-31 | $2,524,819 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-10-31 | $3,103,431 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-10-31 | $2,457,054 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-10-31 | $50,030 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-10-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-10-31 | No |
| Contributions received in cash from employer | 2020-10-31 | $78,406 |
| Employer contributions (assets) at end of year | 2020-10-31 | $34,537 |
| Employer contributions (assets) at beginning of year | 2020-10-31 | $5,929 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-10-31 | $36,398 |
| Did the plan have assets held for investment | 2020-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-10-31 | Unqualified |
| Accountancy firm name | 2020-10-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2020-10-31 | 320043599 |
| 2019 : PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $0 |
| Total income from all sources (including contributions) | 2019-10-31 | $861,243 |
| Total loss/gain on sale of assets | 2019-10-31 | $0 |
| Total of all expenses incurred | 2019-10-31 | $43,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-31 | $43,500 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-10-31 | $606,679 |
| Value of total assets at end of year | 2019-10-31 | $2,524,819 |
| Value of total assets at beginning of year | 2019-10-31 | $1,707,326 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-31 | $250 |
| Total interest from all sources | 2019-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-10-31 | $49,531 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-10-31 | $49,531 |
| Was this plan covered by a fidelity bond | 2019-10-31 | Yes |
| Value of fidelity bond cover | 2019-10-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2019-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-10-31 | No |
| Contributions received from participants | 2019-10-31 | $564,416 |
| Participant contributions at end of year | 2019-10-31 | $56,378 |
| Participant contributions at beginning of year | 2019-10-31 | $42,292 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-10-31 | $5,006 |
| Other income not declared elsewhere | 2019-10-31 | $2 |
| Administrative expenses (other) incurred | 2019-10-31 | $250 |
| Total non interest bearing cash at end of year | 2019-10-31 | $5,458 |
| Total non interest bearing cash at beginning of year | 2019-10-31 | $608 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
| Value of net income/loss | 2019-10-31 | $817,493 |
| Value of net assets at end of year (total assets less liabilities) | 2019-10-31 | $2,524,819 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-10-31 | $1,707,326 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-10-31 | $2,457,054 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-10-31 | $1,660,984 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-10-31 | $205,031 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-10-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-10-31 | No |
| Contributions received in cash from employer | 2019-10-31 | $37,257 |
| Employer contributions (assets) at end of year | 2019-10-31 | $5,929 |
| Employer contributions (assets) at beginning of year | 2019-10-31 | $3,442 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-10-31 | $43,500 |
| Did the plan have assets held for investment | 2019-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-10-31 | Unqualified |
| Accountancy firm name | 2019-10-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2019-10-31 | 320043599 |
| 2018 : PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-10-31 | $507,918 |
| Total of all expenses incurred | 2018-10-31 | $49,448 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-10-31 | $49,121 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-10-31 | $519,454 |
| Value of total assets at end of year | 2018-10-31 | $1,707,326 |
| Value of total assets at beginning of year | 2018-10-31 | $1,248,856 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-10-31 | $327 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-10-31 | $36,565 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-10-31 | $36,565 |
| Was this plan covered by a fidelity bond | 2018-10-31 | Yes |
| Value of fidelity bond cover | 2018-10-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2018-10-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-10-31 | No |
| Contributions received from participants | 2018-10-31 | $498,264 |
| Participant contributions at end of year | 2018-10-31 | $42,292 |
| Participant contributions at beginning of year | 2018-10-31 | $40,910 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-10-31 | $1,365 |
| Other income not declared elsewhere | 2018-10-31 | $280 |
| Administrative expenses (other) incurred | 2018-10-31 | $327 |
| Total non interest bearing cash at end of year | 2018-10-31 | $608 |
| Total non interest bearing cash at beginning of year | 2018-10-31 | $592 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
| Value of net income/loss | 2018-10-31 | $458,470 |
| Value of net assets at end of year (total assets less liabilities) | 2018-10-31 | $1,707,326 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-10-31 | $1,248,856 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-10-31 | $1,660,984 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-10-31 | $1,205,158 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-10-31 | $-48,381 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-10-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-10-31 | No |
| Contributions received in cash from employer | 2018-10-31 | $19,825 |
| Employer contributions (assets) at end of year | 2018-10-31 | $3,442 |
| Employer contributions (assets) at beginning of year | 2018-10-31 | $2,196 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-10-31 | $49,121 |
| Did the plan have assets held for investment | 2018-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-10-31 | Unqualified |
| Accountancy firm name | 2018-10-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2018-10-31 | 320043599 |
| 2017 : PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $385 |
| Total income from all sources (including contributions) | 2017-10-31 | $667,888 |
| Total of all expenses incurred | 2017-10-31 | $12,603 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-10-31 | $12,390 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-10-31 | $533,959 |
| Value of total assets at end of year | 2017-10-31 | $1,248,856 |
| Value of total assets at beginning of year | 2017-10-31 | $593,956 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-10-31 | $213 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-10-31 | $19,013 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-10-31 | $19,013 |
| Was this plan covered by a fidelity bond | 2017-10-31 | Yes |
| Value of fidelity bond cover | 2017-10-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2017-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-10-31 | No |
| Contributions received from participants | 2017-10-31 | $448,044 |
| Participant contributions at end of year | 2017-10-31 | $40,910 |
| Participant contributions at beginning of year | 2017-10-31 | $36,724 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-10-31 | $34,236 |
| Other income not declared elsewhere | 2017-10-31 | $558 |
| Administrative expenses (other) incurred | 2017-10-31 | $213 |
| Liabilities. Value of operating payables at end of year | 2017-10-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-10-31 | $385 |
| Total non interest bearing cash at end of year | 2017-10-31 | $592 |
| Total non interest bearing cash at beginning of year | 2017-10-31 | $561 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
| Value of net income/loss | 2017-10-31 | $655,285 |
| Value of net assets at end of year (total assets less liabilities) | 2017-10-31 | $1,248,856 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-10-31 | $593,571 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-10-31 | $1,205,158 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-10-31 | $556,671 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-10-31 | $114,358 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-10-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-10-31 | No |
| Contributions received in cash from employer | 2017-10-31 | $51,679 |
| Employer contributions (assets) at end of year | 2017-10-31 | $2,196 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-10-31 | $12,390 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-10-31 | No |
| Did the plan have assets held for investment | 2017-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-10-31 | Unqualified |
| Accountancy firm name | 2017-10-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2017-10-31 | 320043599 |
| 2016 : PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $385 |
| Total income from all sources (including contributions) | 2016-10-31 | $395,279 |
| Total of all expenses incurred | 2016-10-31 | $11,964 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-10-31 | $11,854 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-10-31 | $381,839 |
| Value of total assets at end of year | 2016-10-31 | $593,956 |
| Value of total assets at beginning of year | 2016-10-31 | $210,256 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-10-31 | $110 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-10-31 | $8,804 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-10-31 | $8,804 |
| Was this plan covered by a fidelity bond | 2016-10-31 | Yes |
| Value of fidelity bond cover | 2016-10-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2016-10-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-10-31 | No |
| Contributions received from participants | 2016-10-31 | $375,077 |
| Participant contributions at end of year | 2016-10-31 | $36,724 |
| Participant contributions at beginning of year | 2016-10-31 | $26,719 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-10-31 | $6,762 |
| Other income not declared elsewhere | 2016-10-31 | $243 |
| Administrative expenses (other) incurred | 2016-10-31 | $110 |
| Liabilities. Value of operating payables at end of year | 2016-10-31 | $385 |
| Total non interest bearing cash at end of year | 2016-10-31 | $561 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
| Value of net income/loss | 2016-10-31 | $383,315 |
| Value of net assets at end of year (total assets less liabilities) | 2016-10-31 | $593,571 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-10-31 | $210,256 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-10-31 | $556,671 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-10-31 | $183,537 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-10-31 | $4,393 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-10-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-10-31 | $11,854 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-10-31 | No |
| Did the plan have assets held for investment | 2016-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-10-31 | Unqualified |
| Accountancy firm name | 2016-10-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2016-10-31 | 320043599 |
| 2015 : PLUMBERS AND PIPEFITTERS LOCALS 502 & 633 VARIABLE 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-10-31 | $210,256 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-10-31 | $208,504 |
| Value of total assets at end of year | 2015-10-31 | $210,256 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-10-31 | $1,220 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-10-31 | $1,220 |
| Was this plan covered by a fidelity bond | 2015-10-31 | Yes |
| Value of fidelity bond cover | 2015-10-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2015-10-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-10-31 | No |
| Contributions received from participants | 2015-10-31 | $194,290 |
| Participant contributions at end of year | 2015-10-31 | $26,719 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-10-31 | $14,214 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
| Value of net income/loss | 2015-10-31 | $210,256 |
| Value of net assets at end of year (total assets less liabilities) | 2015-10-31 | $210,256 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-10-31 | $183,537 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-10-31 | $532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-10-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-10-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-10-31 | No |
| Did the plan have assets held for investment | 2015-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-10-31 | Unqualified |
| Accountancy firm name | 2015-10-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2015-10-31 | 320043599 |
