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OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 401k Plan overview

Plan NameOPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA
Plan identification number 001

OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.

401k Sponsoring company profile

OPERATIVE PLASTERERS LU NO. 96 PENSION has sponsored the creation of one or more 401k plans.

Company Name:OPERATIVE PLASTERERS LU NO. 96 PENSION
Employer identification number (EIN):526148611
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMIE BUCK2023-10-13
0012021-01-01JAMIE BUCK2022-10-13 GEORGE MALONEY2022-10-13
0012020-01-01MICHAEL HUBLER2021-09-28 GEORGE MALONEY2021-09-28
0012019-01-01MICHAEL HUBLER2020-09-28 GEORGE MALONEY2020-09-28
0012018-01-01JUAN CARLOS JIMENEZ2019-09-18
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARY BATTLE
0012011-01-01MARY BATTLE
0012009-01-01KEITH D HICKMAN

Plan Statistics for OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA

401k plan membership statisitcs for OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA

Measure Date Value
2022: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-0169
Number of other retired or separated participants entitled to future benefits2022-01-01147
Total of all active and inactive participants2022-01-01216
Total participants2022-01-01216
Number of participants with account balances2022-01-01216
Number of employers contributing to the scheme2022-01-016
2021: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2021 401k membership
Total participants, beginning-of-year2021-01-01192
Total number of active participants reported on line 7a of the Form 55002021-01-0143
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01186
Total participants2021-01-01186
Number of participants with account balances2021-01-01186
Number of employers contributing to the scheme2021-01-015
2020: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-0139
Number of other retired or separated participants entitled to future benefits2020-01-01152
Total of all active and inactive participants2020-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01192
Number of participants with account balances2020-01-01192
Number of employers contributing to the scheme2020-01-016
2019: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01153
Number of participants with account balances2019-01-01153
Number of employers contributing to the scheme2019-01-017
2018: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2018 401k membership
Total participants, beginning-of-year2018-01-01145
Total number of active participants reported on line 7a of the Form 55002018-01-0138
Number of other retired or separated participants entitled to future benefits2018-01-01107
Total of all active and inactive participants2018-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01150
Number of employers contributing to the scheme2018-01-015
2017: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-0141
Number of other retired or separated participants entitled to future benefits2017-01-0199
Total of all active and inactive participants2017-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01145
Number of employers contributing to the scheme2017-01-015
2016: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01118
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01136
Number of employers contributing to the scheme2016-01-015
2015: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2015 401k membership
Total participants, beginning-of-year2015-01-01129
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01131
Number of employers contributing to the scheme2015-01-014
2014: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01129
Number of employers contributing to the scheme2014-01-015
2013: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01126
Number of employers contributing to the scheme2013-01-013
2012: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2012 401k membership
Total participants, beginning-of-year2012-01-01119
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01122
Number of employers contributing to the scheme2012-01-015
2011: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2011 401k membership
Total participants, beginning-of-year2011-01-01119
Total number of active participants reported on line 7a of the Form 55002011-01-0134
Number of other retired or separated participants entitled to future benefits2011-01-0181
Total of all active and inactive participants2011-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01119
Number of employers contributing to the scheme2011-01-015
2009: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2009 401k membership
Total participants, beginning-of-year2009-01-01104
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01105
Number of employers contributing to the scheme2009-01-012

Financial Data on OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA

Measure Date Value
2022 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,770
Total income from all sources (including contributions)2022-12-31$38,401
Total of all expenses incurred2022-12-31$77,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$46,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$132,233
Value of total assets at end of year2022-12-31$681,667
Value of total assets at beginning of year2022-12-31$720,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,795
Total interest from all sources2022-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,805
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$13,805
Administrative expenses professional fees incurred2022-12-31$10,475
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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 end of year2022-12-31$2,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,912
Other income not declared elsewhere2022-12-31$25
Administrative expenses (other) incurred2022-12-31$3,012
Liabilities. Value of operating payables at end of year2022-12-31$3,435
Liabilities. Value of operating payables at beginning of year2022-12-31$3,770
Total non interest bearing cash at end of year2022-12-31$127,993
Total non interest bearing cash at beginning of year2022-12-31$3,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,808
Value of net assets at end of year (total assets less liabilities)2022-12-31$678,232
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$717,040
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$868
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$542,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$696,060
Interest earned on other investments2022-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-107,664
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$132,233
Employer contributions (assets) at end of year2022-12-31$9,124
Employer contributions (assets) at beginning of year2022-12-31$18,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$46,414
Contract administrator fees2022-12-31$16,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,405
Total income from all sources (including contributions)2021-12-31$91,572
Total of all expenses incurred2021-12-31$105,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$72,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$40,892
Value of total assets at end of year2021-12-31$720,810
Value of total assets at beginning of year2021-12-31$737,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,320
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,671
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$12,671
Administrative expenses professional fees incurred2021-12-31$11,606
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$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$1,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,142
Administrative expenses (other) incurred2021-12-31$3,714
Liabilities. Value of operating payables at end of year2021-12-31$3,770
Liabilities. Value of operating payables at beginning of year2021-12-31$6,405
Total non interest bearing cash at end of year2021-12-31$3,851
Total non interest bearing cash at beginning of year2021-12-31$62,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-14,300
Value of net assets at end of year (total assets less liabilities)2021-12-31$717,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$731,340
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$696,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$645,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,009
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$40,892
Employer contributions (assets) at end of year2021-12-31$18,987
Employer contributions (assets) at beginning of year2021-12-31$26,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$72,552
Contract administrator fees2021-12-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,560
Total income from all sources (including contributions)2020-12-31$164,126
Total of all expenses incurred2020-12-31$103,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$66,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$101,874
Value of total assets at end of year2020-12-31$737,745
Value of total assets at beginning of year2020-12-31$671,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$14,753
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,041
Administrative expenses (other) incurred2020-12-31$3,946
Liabilities. Value of operating payables at end of year2020-12-31$6,405
Liabilities. Value of operating payables at beginning of year2020-12-31$1,560
Total non interest bearing cash at end of year2020-12-31$62,433
Total non interest bearing cash at beginning of year2020-12-31$83,385
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$61,068
Value of net assets at end of year (total assets less liabilities)2020-12-31$731,340
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$670,272
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$645,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$583,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$62,252
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$101,874
Employer contributions (assets) at end of year2020-12-31$26,790
Employer contributions (assets) at beginning of year2020-12-31$3,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$66,359
Contract administrator fees2020-12-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-12-31470900880
2019 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,560
Total income from all sources (including contributions)2019-12-31$135,785
Total of all expenses incurred2019-12-31$82,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$60,822
Value of total assets at end of year2019-12-31$671,832
Value of total assets at beginning of year2019-12-31$618,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$9,087
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,645
Administrative expenses (other) incurred2019-12-31$5,397
Liabilities. Value of operating payables at end of year2019-12-31$1,560
Liabilities. Value of operating payables at beginning of year2019-12-31$1,560
Total non interest bearing cash at end of year2019-12-31$83,385
Total non interest bearing cash at beginning of year2019-12-31$97,635
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$53,596
Value of net assets at end of year (total assets less liabilities)2019-12-31$670,272
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$616,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$583,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$508,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$74,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$60,822
Employer contributions (assets) at end of year2019-12-31$3,277
Employer contributions (assets) at beginning of year2019-12-31$7,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,705
Contract administrator fees2019-12-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-12-31470900880
2018 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,560
Total income from all sources (including contributions)2018-12-31$83,644
Total of all expenses incurred2018-12-31$81,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$52,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$92,879
Value of total assets at end of year2018-12-31$618,236
Value of total assets at beginning of year2018-12-31$616,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$9,478
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,006
Administrative expenses (other) incurred2018-12-31$2,232
Liabilities. Value of operating payables at end of year2018-12-31$1,560
Liabilities. Value of operating payables at beginning of year2018-12-31$1,560
Total non interest bearing cash at end of year2018-12-31$97,635
Total non interest bearing cash at beginning of year2018-12-31$87,913
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$1,799
Value of net assets at end of year (total assets less liabilities)2018-12-31$616,676
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$614,877
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$508,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$517,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,235
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$92,879
Employer contributions (assets) at end of year2018-12-31$7,791
Employer contributions (assets) at beginning of year2018-12-31$8,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$52,135
Contract administrator fees2018-12-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-12-31470900880
2017 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,500
Total income from all sources (including contributions)2017-12-31$155,427
Total of all expenses incurred2017-12-31$59,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$31,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$115,002
Value of total assets at end of year2017-12-31$616,437
Value of total assets at beginning of year2017-12-31$520,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,723
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$289
Administrative expenses (other) incurred2017-12-31$1,303
Liabilities. Value of operating payables at end of year2017-12-31$1,560
Liabilities. Value of operating payables at beginning of year2017-12-31$1,500
Total non interest bearing cash at end of year2017-12-31$87,913
Total non interest bearing cash at beginning of year2017-12-31$31,012
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$95,688
Value of net assets at end of year (total assets less liabilities)2017-12-31$614,877
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$519,189
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$517,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$476,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$40,425
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$115,002
Employer contributions (assets) at end of year2017-12-31$8,118
Employer contributions (assets) at beginning of year2017-12-31$12,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,713
Contract administrator fees2017-12-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2017-12-31208078757
2016 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,141
Total income from all sources (including contributions)2016-12-31$83,075
Total of all expenses incurred2016-12-31$50,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$62,804
Value of total assets at end of year2016-12-31$520,689
Value of total assets at beginning of year2016-12-31$498,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,900
Total interest from all sources2016-12-31$3
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,815
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,040
Administrative expenses (other) incurred2016-12-31$4,602
Liabilities. Value of operating payables at end of year2016-12-31$1,500
Liabilities. Value of operating payables at beginning of year2016-12-31$8,101
Total non interest bearing cash at end of year2016-12-31$31,012
Total non interest bearing cash at beginning of year2016-12-31$31,847
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$32,279
Value of net assets at end of year (total assets less liabilities)2016-12-31$519,189
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$486,910
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$476,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$456,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$20,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$62,804
Employer contributions (assets) at end of year2016-12-31$12,413
Employer contributions (assets) at beginning of year2016-12-31$6,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,896
Contract administrator fees2016-12-31$19,483
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 name2016-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2016-12-31208078757
2015 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,267
Total income from all sources (including contributions)2015-12-31$44,502
Total of all expenses incurred2015-12-31$96,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$40,458
Value of total assets at end of year2015-12-31$498,051
Value of total assets at beginning of year2015-12-31$547,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,896
Total interest from all sources2015-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,193
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$11,193
Administrative expenses professional fees incurred2015-12-31$41,592
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,040
Administrative expenses (other) incurred2015-12-31$4,787
Liabilities. Value of operating payables at end of year2015-12-31$8,101
Liabilities. Value of operating payables at beginning of year2015-12-31$6,227
Total non interest bearing cash at end of year2015-12-31$31,847
Total non interest bearing cash at beginning of year2015-12-31$11,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-51,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$486,910
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$538,510
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$456,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$532,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$40,458
Employer contributions (assets) at end of year2015-12-31$6,449
Employer contributions (assets) at beginning of year2015-12-31$438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,206
Contract administrator fees2015-12-31$16,517
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 name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,553
Total income from all sources (including contributions)2014-12-31$91,962
Total of all expenses incurred2014-12-31$149,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$102,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$54,560
Value of total assets at end of year2014-12-31$547,777
Value of total assets at beginning of year2014-12-31$616,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,568
Total interest from all sources2014-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,791
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$14,791
Administrative expenses professional fees incurred2014-12-31$22,456
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,040
Administrative expenses (other) incurred2014-12-31$6,112
Liabilities. Value of operating payables at end of year2014-12-31$6,227
Liabilities. Value of operating payables at beginning of year2014-12-31$17,513
Total non interest bearing cash at end of year2014-12-31$11,058
Total non interest bearing cash at beginning of year2014-12-31$45,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-57,076
Value of net assets at end of year (total assets less liabilities)2014-12-31$538,510
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$595,586
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$532,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$555,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$22,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$54,560
Employer contributions (assets) at end of year2014-12-31$438
Employer contributions (assets) at beginning of year2014-12-31$9,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$102,470
Contract administrator fees2014-12-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,845
Total income from all sources (including contributions)2013-12-31$74,002
Total of all expenses incurred2013-12-31$404,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$362,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$48,492
Value of total assets at end of year2013-12-31$616,139
Value of total assets at beginning of year2013-12-31$941,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,413
Total interest from all sources2013-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,266
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$16,266
Administrative expenses professional fees incurred2013-12-31$15,040
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,040
Administrative expenses (other) incurred2013-12-31$8,256
Liabilities. Value of operating payables at end of year2013-12-31$17,513
Liabilities. Value of operating payables at beginning of year2013-12-31$12,805
Total non interest bearing cash at end of year2013-12-31$45,114
Total non interest bearing cash at beginning of year2013-12-31$50,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-330,049
Value of net assets at end of year (total assets less liabilities)2013-12-31$595,586
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$925,635
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$555,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$885,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$48,492
Employer contributions (assets) at end of year2013-12-31$9,840
Employer contributions (assets) at beginning of year2013-12-31$1,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$362,638
Contract administrator fees2013-12-31$18,117
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 name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,829
Total income from all sources (including contributions)2012-12-31$517,996
Total of all expenses incurred2012-12-31$568,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$501,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$43,676
Value of total assets at end of year2012-12-31$941,480
Value of total assets at beginning of year2012-12-31$993,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$66,880
Total interest from all sources2012-12-31$17
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$27,714
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$27,714
Administrative expenses professional fees incurred2012-12-31$40,208
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,040
Other income not declared elsewhere2012-12-31$410,000
Administrative expenses (other) incurred2012-12-31$8,672
Liabilities. Value of operating payables at end of year2012-12-31$12,805
Liabilities. Value of operating payables at beginning of year2012-12-31$14,789
Total non interest bearing cash at end of year2012-12-31$50,987
Total non interest bearing cash at beginning of year2012-12-31$37,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-50,020
Value of net assets at end of year (total assets less liabilities)2012-12-31$925,635
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$975,655
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$885,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$945,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$36,589
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$43,676
Employer contributions (assets) at end of year2012-12-31$1,560
Employer contributions (assets) at beginning of year2012-12-31$5,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$501,136
Contract administrator fees2012-12-31$18,000
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 name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,121
Total income from all sources (including contributions)2011-12-31$93,180
Total of all expenses incurred2011-12-31$222,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$126,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$56,596
Value of total assets at end of year2011-12-31$993,484
Value of total assets at beginning of year2011-12-31$1,127,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$95,808
Total interest from all sources2011-12-31$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$72,887
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,040
Administrative expenses (other) incurred2011-12-31$4,867
Liabilities. Value of operating payables at end of year2011-12-31$14,789
Liabilities. Value of operating payables at beginning of year2011-12-31$19,081
Total non interest bearing cash at end of year2011-12-31$37,705
Total non interest bearing cash at beginning of year2011-12-31$201,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-129,363
Value of net assets at end of year (total assets less liabilities)2011-12-31$975,655
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,105,018
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$945,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$909,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$36,570
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$56,596
Employer contributions (assets) at end of year2011-12-31$5,974
Employer contributions (assets) at beginning of year2011-12-31$12,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$126,735
Contract administrator fees2011-12-31$18,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2010 401k financial data
Total plan liabilities at end of year2010-12-31$22,121
Total plan liabilities at beginning of year2010-12-31$11,103
Total income from all sources2010-12-31$644,119
Expenses. Total of all expenses incurred2010-12-31$239,250
Benefits paid (including direct rollovers)2010-12-31$115,644
Total plan assets at end of year2010-12-31$1,127,139
Total plan assets at beginning of year2010-12-31$711,252
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$520,263
Net income (gross income less expenses)2010-12-31$404,869
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,105,018
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$700,149
Total contributions received or receivable from employer(s)2010-12-31$123,856
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$123,606
Funding deficiency by the employer to the plan for this plan year2010-12-31$-123,856
Amount contributed by the employer to the plan for this plan year2010-12-31$123,856
2009 : OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$-65,161
Amount contributed by the employer to the plan for this plan year2009-12-31$65,161

Form 5500 Responses for OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA

2022: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 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: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OPERATIVE PLASTERERS LOCAL UNION NO 96 PENSION PLA 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
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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