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NECA LU NO 313 IBEW DEFERRED INCOME PLAN 401k Plan overview

Plan NameNECA LU NO 313 IBEW DEFERRED INCOME PLAN
Plan identification number 002

NECA LU NO 313 IBEW DEFERRED INCOME PLAN Benefits

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

BD OF TEES NECA 313 IBEW DEF INCOME PLAN has sponsored the creation of one or more 401k plans.

Company Name:BD OF TEES NECA 313 IBEW DEF INCOME PLAN
Employer identification number (EIN):510285774
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NECA LU NO 313 IBEW DEFERRED INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES R. MURRIAN
0022016-01-01JAMES R. MURRIAN
0022015-01-01DOUGLAS DRUMMOND
0022014-01-01DOUGLAS DRUMMOND
0022013-01-01DOUGLAS DRUMMOND
0022012-01-01DOUGLAS DRUMMOND
0022011-01-01DOUGLAS DRUMMOND
0022010-01-01DOUGLAS DRUMMOND EUGENE BATTAGLIA2011-10-17
0022009-01-01DOUGLAS DRUMMOND
0022009-01-01DOUGLAS DRUMMOND

Plan Statistics for NECA LU NO 313 IBEW DEFERRED INCOME PLAN

401k plan membership statisitcs for NECA LU NO 313 IBEW DEFERRED INCOME PLAN

Measure Date Value
2022: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,361
Total number of active participants reported on line 7a of the Form 55002022-01-011,354
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-011,418
Number of participants with account balances2022-01-01939
Number of employers contributing to the scheme2022-01-0144
2021: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,365
Total number of active participants reported on line 7a of the Form 55002021-01-011,305
Number of retired or separated participants receiving benefits2021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-011,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-011,370
Number of participants with account balances2021-01-01916
Number of employers contributing to the scheme2021-01-0142
2020: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,352
Total number of active participants reported on line 7a of the Form 55002020-01-011,298
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-011,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,365
Number of participants with account balances2020-01-01906
Number of employers contributing to the scheme2020-01-0145
2019: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,333
Total number of active participants reported on line 7a of the Form 55002019-01-011,285
Number of retired or separated participants receiving benefits2019-01-0128
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,352
Number of participants with account balances2019-01-01904
Number of employers contributing to the scheme2019-01-0169
2018: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,293
Total number of active participants reported on line 7a of the Form 55002018-01-011,268
Number of retired or separated participants receiving benefits2018-01-0123
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,333
Number of participants with account balances2018-01-01895
Number of employers contributing to the scheme2018-01-0166
2017: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,271
Total number of active participants reported on line 7a of the Form 55002017-01-011,230
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-011,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,293
Number of participants with account balances2017-01-01855
Number of employers contributing to the scheme2017-01-0155
2016: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,265
Total number of active participants reported on line 7a of the Form 55002016-01-011,203
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-011,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,271
Number of participants with account balances2016-01-01835
Number of employers contributing to the scheme2016-01-0154
2015: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,246
Total number of active participants reported on line 7a of the Form 55002015-01-011,202
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,265
Number of participants with account balances2015-01-01837
Number of employers contributing to the scheme2015-01-0152
2014: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,248
Total number of active participants reported on line 7a of the Form 55002014-01-011,180
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-011,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,246
Number of participants with account balances2014-01-01820
Number of employers contributing to the scheme2014-01-0151
2013: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,250
Total number of active participants reported on line 7a of the Form 55002013-01-011,176
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-011,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,248
Number of participants with account balances2013-01-01827
Number of employers contributing to the scheme2013-01-0145
2012: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,244
Total number of active participants reported on line 7a of the Form 55002012-01-011,216
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,250
Number of participants with account balances2012-01-01836
Number of employers contributing to the scheme2012-01-0150
2011: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,250
Total number of active participants reported on line 7a of the Form 55002011-01-011,204
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,244
Number of participants with account balances2011-01-01844
Number of employers contributing to the scheme2011-01-0153
2010: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,304
Total number of active participants reported on line 7a of the Form 55002010-01-011,208
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,250
Number of participants with account balances2010-01-01857
Number of employers contributing to the scheme2010-01-0157
2009: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,294
Total number of active participants reported on line 7a of the Form 55002009-01-011,250
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,304
Number of participants with account balances2009-01-01918
Number of employers contributing to the scheme2009-01-0170

Financial Data on NECA LU NO 313 IBEW DEFERRED INCOME PLAN

Measure Date Value
2022 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$282,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$50,642
Total income from all sources (including contributions)2022-12-31$-29,140,417
Total of all expenses incurred2022-12-31$8,905,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,691,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,892,947
Value of total assets at end of year2022-12-31$169,738,079
Value of total assets at beginning of year2022-12-31$207,552,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$214,308
Total interest from all sources2022-12-31$2,124
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,477,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,477,392
Administrative expenses professional fees incurred2022-12-31$28,298
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,919
Other income not declared elsewhere2022-12-31$250
Administrative expenses (other) incurred2022-12-31$15,764
Liabilities. Value of operating payables at end of year2022-12-31$282,520
Liabilities. Value of operating payables at beginning of year2022-12-31$50,642
Total non interest bearing cash at end of year2022-12-31$889,988
Total non interest bearing cash at beginning of year2022-12-31$198,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,046,182
Value of net assets at end of year (total assets less liabilities)2022-12-31$169,455,559
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$207,501,741
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$109,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$167,695,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$206,290,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$377,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$363,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$363,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-43,513,130
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$8,892,947
Employer contributions (assets) at end of year2022-12-31$775,537
Employer contributions (assets) at beginning of year2022-12-31$697,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,691,457
Contract administrator fees2022-12-31$61,061
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2022-12-31232586736
2021 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$50,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,131
Total income from all sources (including contributions)2021-12-31$34,460,587
Total of all expenses incurred2021-12-31$6,783,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,650,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,827,171
Value of total assets at end of year2021-12-31$207,552,383
Value of total assets at beginning of year2021-12-31$179,898,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$133,134
Total interest from all sources2021-12-31$46
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,491,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,491,479
Administrative expenses professional fees incurred2021-12-31$6,764
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,908
Other income not declared elsewhere2021-12-31$500
Administrative expenses (other) incurred2021-12-31$11,881
Liabilities. Value of operating payables at end of year2021-12-31$50,642
Liabilities. Value of operating payables at beginning of year2021-12-31$73,131
Total non interest bearing cash at end of year2021-12-31$198,083
Total non interest bearing cash at beginning of year2021-12-31$863,266
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$27,676,817
Value of net assets at end of year (total assets less liabilities)2021-12-31$207,501,741
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$179,824,924
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$58,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$206,290,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$177,807,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$363,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$333,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$333,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,141,391
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$9,827,171
Employer contributions (assets) at end of year2021-12-31$697,207
Employer contributions (assets) at beginning of year2021-12-31$887,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,650,636
Contract administrator fees2021-12-31$55,821
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2021-12-31232586736
2020 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$68,382
Total income from all sources (including contributions)2020-12-31$36,918,116
Total of all expenses incurred2020-12-31$7,744,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,628,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,069,563
Value of total assets at end of year2020-12-31$179,898,055
Value of total assets at beginning of year2020-12-31$150,719,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$115,945
Total interest from all sources2020-12-31$590
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,763,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,763,475
Administrative expenses professional fees incurred2020-12-31$18,054
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,116
Other income not declared elsewhere2020-12-31$250
Administrative expenses (other) incurred2020-12-31$18,893
Liabilities. Value of operating payables at end of year2020-12-31$73,131
Liabilities. Value of operating payables at beginning of year2020-12-31$68,382
Total non interest bearing cash at end of year2020-12-31$863,266
Total non interest bearing cash at beginning of year2020-12-31$807,314
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$29,173,417
Value of net assets at end of year (total assets less liabilities)2020-12-31$179,824,924
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$150,651,507
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$25,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$177,807,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$148,740,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$333,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$317,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$317,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,084,238
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$8,062,177
Employer contributions (assets) at end of year2020-12-31$887,233
Employer contributions (assets) at beginning of year2020-12-31$851,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,628,754
Contract administrator fees2020-12-31$53,670
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2020-12-31232586736
2019 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$68,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$68,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$145,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$145,969
Total income from all sources (including contributions)2019-12-31$36,448,983
Total income from all sources (including contributions)2019-12-31$36,448,983
Total of all expenses incurred2019-12-31$5,673,215
Total of all expenses incurred2019-12-31$5,673,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,573,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,573,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,771,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,771,221
Value of total assets at end of year2019-12-31$150,719,889
Value of total assets at end of year2019-12-31$150,719,889
Value of total assets at beginning of year2019-12-31$120,021,708
Value of total assets at beginning of year2019-12-31$120,021,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,317
Total interest from all sources2019-12-31$982
Total interest from all sources2019-12-31$982
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,654,786
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,654,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,654,786
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,654,786
Administrative expenses professional fees incurred2019-12-31$16,580
Administrative expenses professional fees incurred2019-12-31$16,580
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,109
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,375
Administrative expenses (other) incurred2019-12-31$12,379
Administrative expenses (other) incurred2019-12-31$12,379
Liabilities. Value of operating payables at end of year2019-12-31$68,382
Liabilities. Value of operating payables at end of year2019-12-31$68,382
Liabilities. Value of operating payables at beginning of year2019-12-31$145,969
Total non interest bearing cash at end of year2019-12-31$807,314
Total non interest bearing cash at end of year2019-12-31$807,314
Total non interest bearing cash at beginning of year2019-12-31$786,875
Total non interest bearing cash at beginning of year2019-12-31$786,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$30,775,768
Value of net income/loss2019-12-31$30,775,768
Value of net assets at end of year (total assets less liabilities)2019-12-31$150,651,507
Value of net assets at end of year (total assets less liabilities)2019-12-31$150,651,507
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$119,875,739
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$119,875,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$19,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$148,740,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$148,740,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$117,974,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$117,974,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$317,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$317,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$294,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$294,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$294,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$294,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,021,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,021,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,748,112
Contributions received in cash from employer2019-12-31$8,748,112
Employer contributions (assets) at end of year2019-12-31$851,252
Employer contributions (assets) at end of year2019-12-31$851,252
Employer contributions (assets) at beginning of year2019-12-31$963,500
Employer contributions (assets) at beginning of year2019-12-31$963,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,573,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,573,898
Contract administrator fees2019-12-31$51,335
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm name2019-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2019-12-31232586736
Accountancy firm EIN2019-12-31232586736
2018 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$145,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$79,053
Total income from all sources (including contributions)2018-12-31$2,906,079
Total of all expenses incurred2018-12-31$6,777,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,680,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,722,401
Value of total assets at end of year2018-12-31$120,021,708
Value of total assets at beginning of year2018-12-31$123,826,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$97,180
Total interest from all sources2018-12-31$282
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,925,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,925,152
Administrative expenses professional fees incurred2018-12-31$16,930
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,375
Other income not declared elsewhere2018-12-31$250
Administrative expenses (other) incurred2018-12-31$11,901
Liabilities. Value of operating payables at end of year2018-12-31$145,969
Liabilities. Value of operating payables at beginning of year2018-12-31$79,053
Total non interest bearing cash at end of year2018-12-31$786,875
Total non interest bearing cash at beginning of year2018-12-31$710,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,871,485
Value of net assets at end of year (total assets less liabilities)2018-12-31$119,875,739
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$123,747,224
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$18,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$117,974,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$122,010,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$294,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$270,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$270,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,742,006
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$8,710,406
Employer contributions (assets) at end of year2018-12-31$963,500
Employer contributions (assets) at beginning of year2018-12-31$832,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,680,384
Contract administrator fees2018-12-31$49,509
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2018-12-31232586736
2017 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$79,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$81,973
Total income from all sources (including contributions)2017-12-31$25,459,246
Total of all expenses incurred2017-12-31$3,556,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,459,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,756,912
Value of total assets at end of year2017-12-31$123,826,277
Value of total assets at beginning of year2017-12-31$101,926,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$97,068
Total interest from all sources2017-12-31$248
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,434,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,434,379
Administrative expenses professional fees incurred2017-12-31$16,135
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,653
Administrative expenses (other) incurred2017-12-31$16,614
Liabilities. Value of operating payables at end of year2017-12-31$79,053
Liabilities. Value of operating payables at beginning of year2017-12-31$81,973
Total non interest bearing cash at end of year2017-12-31$710,045
Total non interest bearing cash at beginning of year2017-12-31$719,034
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$21,903,075
Value of net assets at end of year (total assets less liabilities)2017-12-31$123,747,224
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$101,844,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$17,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$122,010,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$100,155,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$270,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$252,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$252,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,267,707
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$7,756,912
Employer contributions (assets) at end of year2017-12-31$832,711
Employer contributions (assets) at beginning of year2017-12-31$797,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,459,103
Contract administrator fees2017-12-31$46,647
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2017-12-31232586736
2016 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$81,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$66,973
Total income from all sources (including contributions)2016-12-31$13,247,655
Total of all expenses incurred2016-12-31$8,010,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,909,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,969,861
Value of total assets at end of year2016-12-31$101,926,122
Value of total assets at beginning of year2016-12-31$96,674,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$101,084
Total interest from all sources2016-12-31$263
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,078,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,078,771
Administrative expenses professional fees incurred2016-12-31$19,110
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,480
Administrative expenses (other) incurred2016-12-31$21,577
Liabilities. Value of operating payables at end of year2016-12-31$81,973
Liabilities. Value of operating payables at beginning of year2016-12-31$66,973
Total non interest bearing cash at end of year2016-12-31$719,034
Total non interest bearing cash at beginning of year2016-12-31$731,583
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$5,236,952
Value of net assets at end of year (total assets less liabilities)2016-12-31$101,844,149
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$96,607,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$17,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$100,155,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$95,129,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$252,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$236,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$236,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,198,760
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$5,969,861
Employer contributions (assets) at end of year2016-12-31$797,840
Employer contributions (assets) at beginning of year2016-12-31$574,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,909,619
Contract administrator fees2016-12-31$43,380
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
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2016-12-31232586736
2015 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$48,005
Total income from all sources (including contributions)2015-12-31$6,129,952
Total of all expenses incurred2015-12-31$5,289,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,175,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,540,995
Value of total assets at end of year2015-12-31$96,674,170
Value of total assets at beginning of year2015-12-31$95,814,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$113,840
Total interest from all sources2015-12-31$247
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,021,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,021,189
Administrative expenses professional fees incurred2015-12-31$33,459
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,506
Administrative expenses (other) incurred2015-12-31$19,981
Liabilities. Value of operating payables at end of year2015-12-31$66,973
Liabilities. Value of operating payables at beginning of year2015-12-31$48,005
Total non interest bearing cash at end of year2015-12-31$731,583
Total non interest bearing cash at beginning of year2015-12-31$736,909
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$840,543
Value of net assets at end of year (total assets less liabilities)2015-12-31$96,607,197
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$95,766,654
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$17,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$95,129,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$94,378,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$236,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$206,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$206,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,432,479
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$6,460,048
Employer contributions (assets) at end of year2015-12-31$574,641
Employer contributions (assets) at beginning of year2015-12-31$489,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,175,569
Contract administrator fees2015-12-31$43,380
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
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2015-12-31232586736
2014 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$48,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,806
Total income from all sources (including contributions)2014-12-31$12,237,974
Total of all expenses incurred2014-12-31$4,920,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,834,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,847,718
Value of total assets at end of year2014-12-31$95,814,659
Value of total assets at beginning of year2014-12-31$88,512,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$86,012
Total interest from all sources2014-12-31$204
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,207,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,207,524
Administrative expenses professional fees incurred2014-12-31$15,217
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,506
Administrative expenses (other) incurred2014-12-31$12,962
Liabilities. Value of operating payables at end of year2014-12-31$48,005
Liabilities. Value of operating payables at beginning of year2014-12-31$62,806
Total non interest bearing cash at end of year2014-12-31$736,909
Total non interest bearing cash at beginning of year2014-12-31$723,083
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$7,317,040
Value of net assets at end of year (total assets less liabilities)2014-12-31$95,766,654
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$88,449,614
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$14,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$94,378,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$87,066,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$206,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$196,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$196,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,182,528
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$5,847,718
Employer contributions (assets) at end of year2014-12-31$489,374
Employer contributions (assets) at beginning of year2014-12-31$523,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,834,922
Contract administrator fees2014-12-31$43,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2014-12-31232586736
2013 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,673
Total income from all sources (including contributions)2013-12-31$19,817,167
Total of all expenses incurred2013-12-31$5,352,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,255,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,583,295
Value of total assets at end of year2013-12-31$88,512,420
Value of total assets at beginning of year2013-12-31$74,047,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$97,018
Total interest from all sources2013-12-31$185
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,698,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,698,556
Administrative expenses professional fees incurred2013-12-31$15,575
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,611
Administrative expenses (other) incurred2013-12-31$10,711
Liabilities. Value of operating payables at end of year2013-12-31$62,806
Liabilities. Value of operating payables at beginning of year2013-12-31$62,673
Total non interest bearing cash at end of year2013-12-31$723,083
Total non interest bearing cash at beginning of year2013-12-31$385,084
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$14,464,549
Value of net assets at end of year (total assets less liabilities)2013-12-31$88,449,614
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$73,985,065
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$27,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$87,066,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$72,679,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$196,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$384,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$384,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,535,131
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$5,583,295
Employer contributions (assets) at end of year2013-12-31$523,533
Employer contributions (assets) at beginning of year2013-12-31$597,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,255,600
Contract administrator fees2013-12-31$43,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2013-12-31232586736
2012 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$62,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$62,251
Total income from all sources (including contributions)2012-12-31$11,814,770
Total of all expenses incurred2012-12-31$5,388,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,294,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,829,109
Value of total assets at end of year2012-12-31$74,047,738
Value of total assets at beginning of year2012-12-31$67,621,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$94,645
Total interest from all sources2012-12-31$153
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,620,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,620,256
Administrative expenses professional fees incurred2012-12-31$15,768
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,098
Other income not declared elsewhere2012-12-31$12,816
Administrative expenses (other) incurred2012-12-31$9,901
Liabilities. Value of operating payables at end of year2012-12-31$62,673
Liabilities. Value of operating payables at beginning of year2012-12-31$62,251
Total non interest bearing cash at end of year2012-12-31$385,084
Total non interest bearing cash at beginning of year2012-12-31$619,848
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$6,425,819
Value of net assets at end of year (total assets less liabilities)2012-12-31$73,985,065
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$67,559,246
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$25,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$72,679,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$66,303,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$384,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$157,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$157,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,352,436
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$4,829,109
Employer contributions (assets) at end of year2012-12-31$597,606
Employer contributions (assets) at beginning of year2012-12-31$538,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,294,306
Contract administrator fees2012-12-31$43,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2012-12-31232586736
2011 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$62,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$71,486
Total income from all sources (including contributions)2011-12-31$5,656,190
Total of all expenses incurred2011-12-31$3,509,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,414,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,700,473
Value of total assets at end of year2011-12-31$67,621,497
Value of total assets at beginning of year2011-12-31$65,483,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$94,628
Total interest from all sources2011-12-31$241
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,239,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,239,048
Administrative expenses professional fees incurred2011-12-31$15,740
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,463
Other income not declared elsewhere2011-12-31$14,486
Administrative expenses (other) incurred2011-12-31$9,654
Liabilities. Value of operating payables at end of year2011-12-31$62,251
Liabilities. Value of operating payables at beginning of year2011-12-31$71,486
Total non interest bearing cash at end of year2011-12-31$619,848
Total non interest bearing cash at beginning of year2011-12-31$532,824
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$2,147,120
Value of net assets at end of year (total assets less liabilities)2011-12-31$67,559,246
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$65,412,126
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$25,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$66,303,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$64,351,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$157,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$135,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$135,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-44,524
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$5,682,705
Employer contributions (assets) at end of year2011-12-31$538,533
Employer contributions (assets) at beginning of year2011-12-31$462,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,414,442
Contract administrator fees2011-12-31$43,380
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
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2011-12-31232586736
2010 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$71,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$38,594
Total income from all sources (including contributions)2010-12-31$10,282,198
Total of all expenses incurred2010-12-31$7,983,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,881,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,831,105
Value of total assets at end of year2010-12-31$65,483,612
Value of total assets at beginning of year2010-12-31$63,152,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$101,924
Total interest from all sources2010-12-31$293
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$20,506
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,651
Other income not declared elsewhere2010-12-31$2,604
Administrative expenses (other) incurred2010-12-31$12,117
Liabilities. Value of operating payables at end of year2010-12-31$71,486
Liabilities. Value of operating payables at beginning of year2010-12-31$38,594
Total non interest bearing cash at end of year2010-12-31$532,824
Total non interest bearing cash at beginning of year2010-12-31$471,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,298,445
Value of net assets at end of year (total assets less liabilities)2010-12-31$65,412,126
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$63,113,681
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$25,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$64,351,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$62,217,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$135,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$121,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$121,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,448,196
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$3,816,783
Employer contributions (assets) at end of year2010-12-31$462,256
Employer contributions (assets) at beginning of year2010-12-31$339,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,881,829
Contract administrator fees2010-12-31$43,380
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
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 name2010-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2010-12-31232586736
2009 : NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NECA LU NO 313 IBEW DEFERRED INCOME PLAN

2022: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME 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: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NECA LU NO 313 IBEW DEFERRED INCOME PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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