UNITED STATES CONFERENCE OF MAYORS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN
| Measure | Date | Value |
|---|
| 2022 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-2,499,870 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $184,111 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $178,833 |
| Total plan assets at end of year | 2022-12-31 | $17,542,343 |
| Total plan assets at beginning of year | 2022-12-31 | $20,226,324 |
| Total contributions received or receivable from participants | 2022-12-31 | $337,091 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $83,253 |
| Other income received | 2022-12-31 | $-3,240,598 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,683,981 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $17,542,343 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,226,324 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $320,384 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $5,278 |
| 2021 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $3,354,624 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $231,450 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $226,535 |
| Total plan assets at end of year | 2021-12-31 | $20,226,325 |
| Total plan assets at beginning of year | 2021-12-31 | $17,103,151 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $301,837 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $6,070 |
| Other income received | 2021-12-31 | $2,743,959 |
| Net income (gross income less expenses) | 2021-12-31 | $3,123,174 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,226,325 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,103,151 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $302,758 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,915 |
| 2019 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $3,219,675 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,261,418 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,258,218 |
| Total plan assets at end of year | 2019-12-31 | $15,797,551 |
| Total plan assets at beginning of year | 2019-12-31 | $13,839,294 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $299,816 |
| Other income received | 2019-12-31 | $2,779,938 |
| Net income (gross income less expenses) | 2019-12-31 | $1,958,257 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $15,797,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,839,294 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $139,921 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,200 |
| 2018 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $33,596 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,721,885 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,718,705 |
| Total plan assets at end of year | 2018-12-31 | $13,839,294 |
| Total plan assets at beginning of year | 2018-12-31 | $15,527,583 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $290,671 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $65,174 |
| Other income received | 2018-12-31 | $-456,652 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,688,289 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $13,839,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,527,583 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $134,403 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,180 |
| 2017 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $2,828,609 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,479,812 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,476,469 |
| Total plan assets at end of year | 2017-12-31 | $15,527,583 |
| Total plan assets at beginning of year | 2017-12-31 | $14,178,786 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $341,429 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $72,398 |
| Other income received | 2017-12-31 | $2,255,457 |
| Net income (gross income less expenses) | 2017-12-31 | $1,348,797 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $15,527,583 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,178,786 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $159,325 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,343 |
| 2016 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,526,217 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $198,425 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $195,790 |
| Total plan assets at end of year | 2016-12-31 | $14,178,786 |
| Total plan assets at beginning of year | 2016-12-31 | $12,850,994 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $341,234 |
| Other income received | 2016-12-31 | $1,027,569 |
| Net income (gross income less expenses) | 2016-12-31 | $1,327,792 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $14,178,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,850,994 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $157,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,635 |
| 2015 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $556,581 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,193,616 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,190,650 |
| Total plan assets at end of year | 2015-12-31 | $12,850,994 |
| Total plan assets at beginning of year | 2015-12-31 | $13,488,029 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $335,565 |
| Other income received | 2015-12-31 | $66,925 |
| Net income (gross income less expenses) | 2015-12-31 | $-637,035 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $12,850,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,488,029 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $154,091 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,966 |
| 2014 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,495,238 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,523,947 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,521,321 |
| Total plan assets at end of year | 2014-12-31 | $13,488,029 |
| Total plan assets at beginning of year | 2014-12-31 | $13,516,738 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $342,006 |
| Other income received | 2014-12-31 | $967,810 |
| Net income (gross income less expenses) | 2014-12-31 | $-28,709 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,488,029 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,516,738 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $185,422 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,626 |
| 2013 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $3,115,841 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,005,134 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,003,018 |
| Total plan assets at end of year | 2013-12-31 | $13,516,738 |
| Total plan assets at beginning of year | 2013-12-31 | $11,406,031 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $337,871 |
| Other income received | 2013-12-31 | $2,458,559 |
| Net income (gross income less expenses) | 2013-12-31 | $2,110,707 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,516,738 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,406,031 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $319,411 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,116 |
| 2012 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,763,426 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $328,267 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $326,664 |
| Total plan assets at end of year | 2012-12-31 | $11,406,031 |
| Total plan assets at beginning of year | 2012-12-31 | $9,970,872 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $328,783 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $1,123,269 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $1,435,159 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,406,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,970,872 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $311,374 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,603 |
| 2011 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $652,577 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $370,242 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $369,018 |
| Total plan assets at end of year | 2011-12-31 | $9,970,872 |
| Total plan assets at beginning of year | 2011-12-31 | $9,688,537 |
| Total contributions received or receivable from participants | 2011-12-31 | $296,017 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $74,022 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $282,335 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,970,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,688,537 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $282,538 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,224 |
| 2010 : UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $1,603,607 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $679,953 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $678,872 |
| Total plan assets at end of year | 2010-12-31 | $9,688,537 |
| Total plan assets at beginning of year | 2010-12-31 | $8,764,883 |
| Total contributions received or receivable from participants | 2010-12-31 | $310,184 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $995,795 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $923,654 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,688,537 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,764,883 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $297,628 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,081 |
| 2022: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
