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USW LOCAL 8-957 OFFICERS RETIREMENT PLAN 401k Plan overview

Plan NameUSW LOCAL 8-957 OFFICERS RETIREMENT PLAN
Plan identification number 001

USW LOCAL 8-957 OFFICERS RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

USW LOCAL 8-957 has sponsored the creation of one or more 401k plans.

Company Name:USW LOCAL 8-957
Employer identification number (EIN):510225612
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USW LOCAL 8-957 OFFICERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HOWARD MARTIN2018-04-30
0012016-01-01HOWARD MARTIN2017-07-27
0012015-01-01HOWARD MARTIN2016-10-04
0012013-01-01PATRICK FOWLER SR2014-09-10
0012012-05-10PATRICK FOWLER SR2014-09-10

Plan Statistics for USW LOCAL 8-957 OFFICERS RETIREMENT PLAN

401k plan membership statisitcs for USW LOCAL 8-957 OFFICERS RETIREMENT PLAN

Measure Date Value
2022: USW LOCAL 8-957 OFFICERS RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-1215
Total number of particpants at end of year2022-04-120
Number of Participants With Account Balances2022-04-120

Financial Data on USW LOCAL 8-957 OFFICERS RETIREMENT PLAN

Measure Date Value
2022 : USW LOCAL 8-957 OFFICERS RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-12205239
Net assets as of the end of the plan year2022-04-120
Total assets as of the beginning of the plan year2022-04-12170414
Participant contributions to plan in this plan year2022-04-124119
Other income to plan in this plan year2022-04-1218494
Plan net income in this plan year2022-04-12-170414
Net assets as of the end of the plan year2022-04-120
Net assets as of the beginning of the plan year2022-04-12170414
Employer contributions to plan in this plan year2022-04-1212212

Potentially related plans

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