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METAL TRADES INDUSTRY PENSION PLAN 401k Plan overview

Plan NameMETAL TRADES INDUSTRY PENSION PLAN
Plan identification number 001

METAL TRADES INDUSTRY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

METAL TRADES INDUSTRY PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:METAL TRADES INDUSTRY PENSION PLAN
Employer identification number (EIN):516031408
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METAL TRADES INDUSTRY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01
0012020-11-01
0012019-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01
0012015-11-01WILLIAM GRIMM WILLIAM GRIMM2017-08-15
0012014-11-01NICHOLAS SAAKVITNE
0012014-11-01NICHOLAS SAAKVITNE
0012013-11-01NICHOLAS SAAKVITNE
0012012-11-01NICHOLAS SAAKVITNE
0012011-11-01NICHOLAS SAAKVITNE
0012010-11-01NICHOLAS SAAKVITNE
0012009-11-01NICHOLAS SAAKVITNE
0012008-11-01

Plan Statistics for METAL TRADES INDUSTRY PENSION PLAN

401k plan membership statisitcs for METAL TRADES INDUSTRY PENSION PLAN

Measure Date Value
2022: METAL TRADES INDUSTRY PENSION PLAN 2022 401k membership
Current value of assets2022-10-311
Acturial value of assets for funding standard account2022-10-311
Accrued liability for plan using immediate gains methods2022-10-311
Accrued liability under unit credit cost method2022-10-311
Current value of assets2022-10-311
Number of retired participants and beneficiaries receiving payment2022-10-310
Current liability for retired participants and beneficiaries receiving payment2022-10-310
Number of terminated vested participants2022-10-310
Current liability for terminated vested participants2022-10-310
Current liability for active participants non vested benefits2022-10-310
Current liability for active participants vested benefits2022-10-310
Total number of active articipats2022-10-310
Current liability for active participants2022-10-310
Total participant count with liabilities2022-10-310
Total current liabilitoes for participants with libailities2022-10-310
2021: METAL TRADES INDUSTRY PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01489
Number of retired or separated participants receiving benefits2021-11-01165
Number of other retired or separated participants entitled to future benefits2021-11-01284
Total of all active and inactive participants2021-11-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-0134
Total participants2021-11-01483
Number of employers contributing to the scheme2021-11-010
Current value of assets2021-10-311
Acturial value of assets for funding standard account2021-10-311
Accrued liability for plan using immediate gains methods2021-10-311
Accrued liability under unit credit cost method2021-10-311
Current value of assets2021-10-311
Number of retired participants and beneficiaries receiving payment2021-10-310
Current liability for retired participants and beneficiaries receiving payment2021-10-310
Number of terminated vested participants2021-10-310
Current liability for terminated vested participants2021-10-310
Current liability for active participants non vested benefits2021-10-310
Current liability for active participants vested benefits2021-10-310
Total number of active articipats2021-10-310
Current liability for active participants2021-10-310
Total participant count with liabilities2021-10-310
Total current liabilitoes for participants with libailities2021-10-310
2020: METAL TRADES INDUSTRY PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01507
Number of retired or separated participants receiving benefits2020-11-01169
Number of other retired or separated participants entitled to future benefits2020-11-01287
Total of all active and inactive participants2020-11-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-0133
Total participants2020-11-01489
Number of employers contributing to the scheme2020-11-010
Current value of assets2020-10-311
Acturial value of assets for funding standard account2020-10-311
Accrued liability for plan using immediate gains methods2020-10-311
Accrued liability under unit credit cost method2020-10-311
Current value of assets2020-10-311
Number of retired participants and beneficiaries receiving payment2020-10-310
Current liability for retired participants and beneficiaries receiving payment2020-10-310
Number of terminated vested participants2020-10-310
Current liability for terminated vested participants2020-10-310
Current liability for active participants non vested benefits2020-10-310
Current liability for active participants vested benefits2020-10-310
Total number of active articipats2020-10-310
Current liability for active participants2020-10-310
Total participant count with liabilities2020-10-310
Total current liabilitoes for participants with libailities2020-10-310
2019: METAL TRADES INDUSTRY PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01518
Number of retired or separated participants receiving benefits2019-11-01182
Number of other retired or separated participants entitled to future benefits2019-11-01291
Total of all active and inactive participants2019-11-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-0134
Total participants2019-11-01507
Number of employers contributing to the scheme2019-11-010
Current value of assets2019-10-310
Acturial value of assets for funding standard account2019-10-311
Accrued liability under unit credit cost method2019-10-311
Current value of assets2019-10-310
Current liability for active participants2019-10-310
Total participant count with liabilities2019-10-310
Total current liabilitoes for participants with libailities2019-10-310
2018: METAL TRADES INDUSTRY PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01526
Number of retired or separated participants receiving benefits2018-11-01191
Number of other retired or separated participants entitled to future benefits2018-11-01295
Total of all active and inactive participants2018-11-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-0132
Total participants2018-11-01518
Number of employers contributing to the scheme2018-11-010
Current value of assets2018-10-310
Acturial value of assets for funding standard account2018-10-311
Accrued liability under unit credit cost method2018-10-311
Current value of assets2018-10-310
Current liability for active participants2018-10-310
Total participant count with liabilities2018-10-310
Total current liabilitoes for participants with libailities2018-10-310
2017: METAL TRADES INDUSTRY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01538
Number of retired or separated participants receiving benefits2017-11-01198
Number of other retired or separated participants entitled to future benefits2017-11-01299
Total of all active and inactive participants2017-11-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-0129
Total participants2017-11-01526
Number of employers contributing to the scheme2017-11-010
Current value of assets2017-10-310
RPA 94 current liability2017-10-310
Current value of assets2017-10-310
Number of retired participants and beneficiaries receiving payment2017-10-310
Current liability for retired participants and beneficiaries receiving payment2017-10-310
Number of terminated vested participants2017-10-310
Current liability for terminated vested participants2017-10-310
Current liability for active participants non vested benefits2017-10-310
Current liability for active participants vested benefits2017-10-310
Total number of active articipats2017-10-310
Current liability for active participants2017-10-310
Total participant count with liabilities2017-10-310
Total current liabilitoes for participants with libailities2017-10-310
2016: METAL TRADES INDUSTRY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01550
Total number of active participants reported on line 7a of the Form 55002016-11-010
Number of retired or separated participants receiving benefits2016-11-01195
Number of other retired or separated participants entitled to future benefits2016-11-01311
Total of all active and inactive participants2016-11-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-0132
Total participants2016-11-01538
Number of employers contributing to the scheme2016-11-010
Current value of assets2016-10-310
RPA 94 current liability2016-10-310
Current value of assets2016-10-310
Number of retired participants and beneficiaries receiving payment2016-10-310
Current liability for retired participants and beneficiaries receiving payment2016-10-310
Number of terminated vested participants2016-10-310
Current liability for terminated vested participants2016-10-310
Current liability for active participants non vested benefits2016-10-310
Current liability for active participants vested benefits2016-10-310
Total number of active articipats2016-10-310
Current liability for active participants2016-10-310
Total participant count with liabilities2016-10-310
Total current liabilitoes for participants with libailities2016-10-310
2015: METAL TRADES INDUSTRY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01552
Number of retired or separated participants receiving benefits2015-11-01189
Number of other retired or separated participants entitled to future benefits2015-11-01329
Total of all active and inactive participants2015-11-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-0132
Total participants2015-11-01550
Number of employers contributing to the scheme2015-11-010
Current value of assets2015-10-310
RPA 94 current liability2015-10-310
Current value of assets2015-10-310
Number of retired participants and beneficiaries receiving payment2015-10-310
Current liability for retired participants and beneficiaries receiving payment2015-10-310
Number of terminated vested participants2015-10-310
Current liability for terminated vested participants2015-10-310
Current liability for active participants non vested benefits2015-10-310
Current liability for active participants vested benefits2015-10-310
Total number of active articipats2015-10-310
Current liability for active participants2015-10-310
Total participant count with liabilities2015-10-310
Total current liabilitoes for participants with libailities2015-10-310
2014: METAL TRADES INDUSTRY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01561
Number of retired or separated participants receiving benefits2014-11-01188
Number of other retired or separated participants entitled to future benefits2014-11-01335
Total of all active and inactive participants2014-11-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-0129
Total participants2014-11-01552
Number of employers contributing to the scheme2014-11-010
Current value of assets2014-10-310
RPA 94 current liability2014-10-310
Current value of assets2014-10-310
Number of retired participants and beneficiaries receiving payment2014-10-310
Current liability for retired participants and beneficiaries receiving payment2014-10-310
Number of terminated vested participants2014-10-310
Current liability for terminated vested participants2014-10-310
Current liability for active participants non vested benefits2014-10-310
Current liability for active participants vested benefits2014-10-310
Total number of active articipats2014-10-310
Current liability for active participants2014-10-310
Total participant count with liabilities2014-10-310
Total current liabilitoes for participants with libailities2014-10-310
2013: METAL TRADES INDUSTRY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01568
Total number of active participants reported on line 7a of the Form 55002013-11-010
Number of retired or separated participants receiving benefits2013-11-01188
Number of other retired or separated participants entitled to future benefits2013-11-01344
Total of all active and inactive participants2013-11-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-0129
Total participants2013-11-01561
Number of employers contributing to the scheme2013-11-010
2012: METAL TRADES INDUSTRY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01582
Total number of active participants reported on line 7a of the Form 55002012-11-010
Number of retired or separated participants receiving benefits2012-11-01163
Number of other retired or separated participants entitled to future benefits2012-11-01378
Total of all active and inactive participants2012-11-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-0127
Total participants2012-11-01568
Number of participants with account balances2012-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
Number of employers contributing to the scheme2012-11-010
2011: METAL TRADES INDUSTRY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01590
Total number of active participants reported on line 7a of the Form 55002011-11-010
Number of retired or separated participants receiving benefits2011-11-01156
Number of other retired or separated participants entitled to future benefits2011-11-01402
Total of all active and inactive participants2011-11-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-0124
Total participants2011-11-01582
Number of participants with account balances2011-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
Number of employers contributing to the scheme2011-11-010
2010: METAL TRADES INDUSTRY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01596
Total number of active participants reported on line 7a of the Form 55002010-11-010
Number of retired or separated participants receiving benefits2010-11-01157
Number of other retired or separated participants entitled to future benefits2010-11-01407
Total of all active and inactive participants2010-11-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-0126
Total participants2010-11-01590
Number of participants with account balances2010-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
Number of employers contributing to the scheme2010-11-010
2009: METAL TRADES INDUSTRY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01604
Total number of active participants reported on line 7a of the Form 55002009-11-010
Number of retired or separated participants receiving benefits2009-11-01162
Number of other retired or separated participants entitled to future benefits2009-11-01409
Total of all active and inactive participants2009-11-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-0125
Total participants2009-11-01596
Number of participants with account balances2009-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
Number of employers contributing to the scheme2009-11-010

Financial Data on METAL TRADES INDUSTRY PENSION PLAN

Measure Date Value
2022 : METAL TRADES INDUSTRY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$46,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$29,406
Total income from all sources (including contributions)2022-10-31$618,100
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$640,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$485,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$0
Value of total assets at end of year2022-10-31$292,955
Value of total assets at beginning of year2022-10-31$298,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$154,770
Total interest from all sources2022-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-10-31$0
Administrative expenses professional fees incurred2022-10-31$43,621
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$701
Other income not declared elsewhere2022-10-31$618,100
Administrative expenses (other) incurred2022-10-31$2,756
Liabilities. Value of operating payables at end of year2022-10-31$45,681
Liabilities. Value of operating payables at beginning of year2022-10-31$29,406
Total non interest bearing cash at end of year2022-10-31$292,955
Total non interest bearing cash at beginning of year2022-10-31$298,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-22,286
Value of net assets at end of year (total assets less liabilities)2022-10-31$246,573
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$268,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$485,616
Contract administrator fees2022-10-31$108,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31No
Did the plan have assets held for investment2022-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31Yes
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31KKAJ
Accountancy firm EIN2022-10-31463462919
2021 : METAL TRADES INDUSTRY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$29,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$24,613
Total income from all sources (including contributions)2021-10-31$624,300
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$647,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$491,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$0
Value of total assets at end of year2021-10-31$298,265
Value of total assets at beginning of year2021-10-31$316,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$156,102
Total interest from all sources2021-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-10-31$0
Administrative expenses professional fees incurred2021-10-31$69,235
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Other income not declared elsewhere2021-10-31$624,300
Administrative expenses (other) incurred2021-10-31$1,346
Liabilities. Value of operating payables at end of year2021-10-31$29,406
Liabilities. Value of operating payables at beginning of year2021-10-31$24,613
Total non interest bearing cash at end of year2021-10-31$298,265
Total non interest bearing cash at beginning of year2021-10-31$316,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$-23,129
Value of net assets at end of year (total assets less liabilities)2021-10-31$268,859
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$291,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$491,327
Contract administrator fees2021-10-31$85,521
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-10-31No
Did the plan have assets held for investment2021-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31Yes
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31KKAJ
Accountancy firm EIN2021-10-31463462919
2020 : METAL TRADES INDUSTRY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$24,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$31,105
Total income from all sources (including contributions)2020-10-31$583,100
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$631,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$531,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$0
Value of total assets at end of year2020-10-31$316,601
Value of total assets at beginning of year2020-10-31$371,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$100,225
Total interest from all sources2020-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-10-31$0
Administrative expenses professional fees incurred2020-10-31$24,985
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-10-31$1,998
Other income not declared elsewhere2020-10-31$583,100
Administrative expenses (other) incurred2020-10-31$669
Liabilities. Value of operating payables at end of year2020-10-31$24,613
Liabilities. Value of operating payables at beginning of year2020-10-31$31,105
Total non interest bearing cash at end of year2020-10-31$316,601
Total non interest bearing cash at beginning of year2020-10-31$371,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$-48,727
Value of net assets at end of year (total assets less liabilities)2020-10-31$291,988
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$340,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$529,604
Contract administrator fees2020-10-31$74,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-31No
Did the plan have assets held for investment2020-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31No
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31KKAJ
Accountancy firm EIN2020-10-31463462919
2019 : METAL TRADES INDUSTRY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$31,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$24,017
Total income from all sources (including contributions)2019-10-31$690,900
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$637,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$535,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$0
Value of total assets at end of year2019-10-31$371,820
Value of total assets at beginning of year2019-10-31$311,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$102,564
Total interest from all sources2019-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Administrative expenses professional fees incurred2019-10-31$18,260
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Other income not declared elsewhere2019-10-31$690,900
Administrative expenses (other) incurred2019-10-31$8,250
Liabilities. Value of operating payables at end of year2019-10-31$31,105
Liabilities. Value of operating payables at beginning of year2019-10-31$24,017
Total non interest bearing cash at end of year2019-10-31$371,820
Total non interest bearing cash at beginning of year2019-10-31$311,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$52,978
Value of net assets at end of year (total assets less liabilities)2019-10-31$340,715
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$287,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Employer contributions (assets) at end of year2019-10-31$0
Employer contributions (assets) at beginning of year2019-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$535,358
Asset. Corporate debt instrument debt (other) at end of year2019-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-10-31$0
Contract administrator fees2019-10-31$76,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-31No
Liabilities. Value of benefit claims payable at end of year2019-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-10-31$0
Did the plan have assets held for investment2019-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31No
Opinion of an independent qualified public accountant for this plan2019-10-31Unqualified
Accountancy firm name2019-10-31KKAJ
Accountancy firm EIN2019-10-31463462919
2018 : METAL TRADES INDUSTRY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$24,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$25,402
Total income from all sources (including contributions)2018-10-31$740,200
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$669,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$571,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$0
Value of total assets at end of year2018-10-31$311,754
Value of total assets at beginning of year2018-10-31$242,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$97,704
Total interest from all sources2018-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Administrative expenses professional fees incurred2018-10-31$20,597
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Other income not declared elsewhere2018-10-31$740,200
Administrative expenses (other) incurred2018-10-31$3,543
Liabilities. Value of operating payables at end of year2018-10-31$24,017
Liabilities. Value of operating payables at beginning of year2018-10-31$25,402
Total non interest bearing cash at end of year2018-10-31$311,754
Total non interest bearing cash at beginning of year2018-10-31$242,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$70,861
Value of net assets at end of year (total assets less liabilities)2018-10-31$287,737
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$216,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Employer contributions (assets) at end of year2018-10-31$0
Employer contributions (assets) at beginning of year2018-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$571,635
Asset. Corporate debt instrument debt (other) at end of year2018-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-10-31$0
Contract administrator fees2018-10-31$73,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Liabilities. Value of benefit claims payable at end of year2018-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-10-31$0
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31KKAJ
Accountancy firm EIN2018-10-31463462919
2017 : METAL TRADES INDUSTRY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$25,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$37,461
Total income from all sources (including contributions)2017-10-31$701,800
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$696,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$581,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$0
Value of total assets at end of year2017-10-31$242,278
Value of total assets at beginning of year2017-10-31$248,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$115,079
Total interest from all sources2017-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Administrative expenses professional fees incurred2017-10-31$43,792
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-31$644
Other income not declared elsewhere2017-10-31$701,800
Liabilities. Value of operating payables at end of year2017-10-31$25,402
Liabilities. Value of operating payables at beginning of year2017-10-31$36,817
Total non interest bearing cash at end of year2017-10-31$242,278
Total non interest bearing cash at beginning of year2017-10-31$248,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$5,358
Value of net assets at end of year (total assets less liabilities)2017-10-31$216,876
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$211,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Employer contributions (assets) at end of year2017-10-31$0
Employer contributions (assets) at beginning of year2017-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$581,363
Asset. Corporate debt instrument debt (other) at end of year2017-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-10-31$0
Contract administrator fees2017-10-31$71,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-10-31No
Liabilities. Value of benefit claims payable at end of year2017-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-10-31$0
Did the plan have assets held for investment2017-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31KKAJ
Accountancy firm EIN2017-10-31463462919
2016 : METAL TRADES INDUSTRY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$37,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$12,527
Total income from all sources (including contributions)2016-10-31$599,600
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$629,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$541,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$0
Value of total assets at end of year2016-10-31$248,979
Value of total assets at beginning of year2016-10-31$254,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$88,618
Total interest from all sources2016-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Administrative expenses professional fees incurred2016-10-31$42,243
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-10-31$644
Other income not declared elsewhere2016-10-31$599,600
Liabilities. Value of operating payables at end of year2016-10-31$36,817
Liabilities. Value of operating payables at beginning of year2016-10-31$4,900
Total non interest bearing cash at end of year2016-10-31$248,979
Total non interest bearing cash at beginning of year2016-10-31$254,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-30,320
Value of net assets at end of year (total assets less liabilities)2016-10-31$211,518
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$241,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Employer contributions (assets) at end of year2016-10-31$0
Employer contributions (assets) at beginning of year2016-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$541,302
Asset. Corporate debt instrument debt (other) at end of year2016-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-10-31$0
Contract administrator fees2016-10-31$46,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-10-31No
Liabilities. Value of benefit claims payable at end of year2016-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-10-31$7,627
Did the plan have assets held for investment2016-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31KKAJ
Accountancy firm EIN2016-10-31463462919
2015 : METAL TRADES INDUSTRY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$2,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$5
Total income from all sources (including contributions)2015-10-31$654,900
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$636,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$549,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$0
Value of total assets at end of year2015-10-31$249,381
Value of total assets at beginning of year2015-10-31$228,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$87,442
Total interest from all sources2015-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Administrative expenses professional fees incurred2015-10-31$33,442
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Other income not declared elsewhere2015-10-31$654,900
Liabilities. Value of operating payables at end of year2015-10-31$4,900
Total non interest bearing cash at end of year2015-10-31$249,381
Total non interest bearing cash at beginning of year2015-10-31$228,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$17,926
Value of net assets at end of year (total assets less liabilities)2015-10-31$246,882
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$228,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Employer contributions (assets) at end of year2015-10-31$0
Employer contributions (assets) at beginning of year2015-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$549,532
Asset. Corporate debt instrument debt (other) at end of year2015-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-10-31$0
Contract administrator fees2015-10-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-10-31No
Liabilities. Value of benefit claims payable at end of year2015-10-31$2,499
Liabilities. Value of benefit claims payable at beginning of year2015-10-31$5
Did the plan have assets held for investment2015-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31KKAJ
Accountancy firm EIN2015-10-31463462919
2014 : METAL TRADES INDUSTRY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$633,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$0
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$633,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$549,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$0
Value of total assets at end of year2014-10-31$0
Value of total assets at beginning of year2014-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$84,000
Total interest from all sources2014-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Administrative expenses professional fees incurred2014-10-31$30,000
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-10-31$633,603
Other income not declared elsewhere2014-10-31$862,559
Total non interest bearing cash at end of year2014-10-31$0
Total non interest bearing cash at beginning of year2014-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$-633,603
Value of net assets at end of year (total assets less liabilities)2014-10-31$-633,603
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$549,603
Asset. Corporate debt instrument debt (other) at end of year2014-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-10-31$0
Contract administrator fees2014-10-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-10-31No
Liabilities. Value of benefit claims payable at end of year2014-10-31$5
Did the plan have assets held for investment2014-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31PBGC
Accountancy firm EIN2014-10-31999999999
2013 : METAL TRADES INDUSTRY PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$1,742,854
Total income from all sources (including contributions)2013-10-31$0
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$596,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$512,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$0
Value of total assets at end of year2013-10-31$0
Value of total assets at beginning of year2013-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$84,000
Total interest from all sources2013-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Administrative expenses professional fees incurred2013-10-31$30,000
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-10-31$1,742,854
Total non interest bearing cash at end of year2013-10-31$0
Total non interest bearing cash at beginning of year2013-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$-596,554
Value of net assets at end of year (total assets less liabilities)2013-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$-1,742,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$512,554
Asset. Corporate debt instrument debt (other) at end of year2013-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-10-31$0
Contract administrator fees2013-10-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31No
Did the plan have assets held for investment2013-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31PBGC
Accountancy firm EIN2013-10-31999999999
2012 : METAL TRADES INDUSTRY PENSION PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$1,268,187
Total income from all sources (including contributions)2012-10-31$0
Total of all expenses incurred2012-10-31$543,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$459,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$0
Value of total assets at beginning of year2012-10-31$37,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$84,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Administrative expenses professional fees incurred2012-10-31$30,000
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-10-31$1,230,300
Liabilities. Value of operating payables at beginning of year2012-10-31$37,887
Total non interest bearing cash at beginning of year2012-10-31$37,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Income. Non cash contributions2012-10-31$0
Value of net income/loss2012-10-31$-543,023
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$-1,230,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$459,023
Asset. Corporate debt instrument debt (other) at beginning of year2012-10-31$0
Contract administrator fees2012-10-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-10-31No
Did the plan have assets held for investment2012-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31PGBC
Accountancy firm EIN2012-10-31999999999
2011 : METAL TRADES INDUSTRY PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$1,268,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$87,265
Total income from all sources (including contributions)2011-10-31$0
Total of all expenses incurred2011-10-31$540,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$456,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$0
Value of total assets at end of year2011-10-31$37,887
Value of total assets at beginning of year2011-10-31$87,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$84,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Administrative expenses professional fees incurred2011-10-31$30,000
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-10-31$1,230,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-10-31$800
Liabilities. Value of operating payables at end of year2011-10-31$37,887
Liabilities. Value of operating payables at beginning of year2011-10-31$9,797
Total non interest bearing cash at end of year2011-10-31$37,887
Total non interest bearing cash at beginning of year2011-10-31$-18,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$-540,959
Value of net assets at end of year (total assets less liabilities)2011-10-31$-1,230,300
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$105,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$105,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$456,959
Asset. Corporate debt instrument debt (other) at end of year2011-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-10-31$0
Contract administrator fees2011-10-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-10-31No
Liabilities. Value of benefit claims payable at beginning of year2011-10-31$76,668
Did the plan have assets held for investment2011-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31No
Opinion of an independent qualified public accountant for this plan2011-10-31Unqualified
2010 : METAL TRADES INDUSTRY PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for METAL TRADES INDUSTRY PENSION PLAN

2021: METAL TRADES INDUSTRY PENSION PLAN 2021 form 5500 responses
2021-11-01Type of plan entityMulti-employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: METAL TRADES INDUSTRY PENSION PLAN 2020 form 5500 responses
2020-11-01Type of plan entityMulti-employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: METAL TRADES INDUSTRY PENSION PLAN 2019 form 5500 responses
2019-11-01Type of plan entityMulti-employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: METAL TRADES INDUSTRY PENSION PLAN 2018 form 5500 responses
2018-11-01Type of plan entityMulti-employer plan
2018-11-01First time form 5500 has been submittedYes
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: METAL TRADES INDUSTRY PENSION PLAN 2017 form 5500 responses
2017-11-01Type of plan entityMulti-employer plan
2017-11-01First time form 5500 has been submittedYes
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: METAL TRADES INDUSTRY PENSION PLAN 2016 form 5500 responses
2016-11-01Type of plan entityMulti-employer plan
2016-11-01First time form 5500 has been submittedYes
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: METAL TRADES INDUSTRY PENSION PLAN 2015 form 5500 responses
2015-11-01Type of plan entityMulti-employer plan
2015-11-01First time form 5500 has been submittedYes
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: METAL TRADES INDUSTRY PENSION PLAN 2014 form 5500 responses
2014-11-01Type of plan entityMulti-employer plan
2014-11-01Submission has been amendedYes
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: METAL TRADES INDUSTRY PENSION PLAN 2013 form 5500 responses
2013-11-01Type of plan entityMulti-employer plan
2013-11-01Submission has been amendedYes
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: METAL TRADES INDUSTRY PENSION PLAN 2012 form 5500 responses
2012-11-01Type of plan entityMulti-employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: METAL TRADES INDUSTRY PENSION PLAN 2011 form 5500 responses
2011-11-01Type of plan entityMulti-employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: METAL TRADES INDUSTRY PENSION PLAN 2010 form 5500 responses
2010-11-01Type of plan entityMulti-employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: METAL TRADES INDUSTRY PENSION PLAN 2009 form 5500 responses
2009-11-01Type of plan entityMulti-employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: METAL TRADES INDUSTRY PENSION PLAN 2008 form 5500 responses
2008-11-01Type of plan entityMulti-employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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