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LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 401k Plan overview

Plan NameLOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN
Plan identification number 504

LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Scholarship (funded)

401k Sponsoring company profile

LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHEMEN MESSENGERS has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHEMEN MESSENGERS
Employer identification number (EIN):540934204
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01
5042021-01-01
5042020-01-01
5042019-01-01
5042018-01-01
5042017-01-01LESLIE HAMLETT
5042016-01-01LESLIE HAMLETT
5042015-01-01LESLIE HAMLETT
5042014-01-01DERRICK H. CARR
5042013-01-01KEVIN FLETCHER
5042012-01-01D. YAM CARDIN
5042011-01-01D. YAM CARDIN
5042010-01-01D. YAM CARDIN
5042009-01-01D. YAM CARDIN

Plan Statistics for LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN

401k plan membership statisitcs for LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN

Measure Date Value
2022: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,286
Total number of active participants reported on line 7a of the Form 55002022-01-013,164
Total of all active and inactive participants2022-01-013,164
2021: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,831
Total number of active participants reported on line 7a of the Form 55002021-01-013,286
Total of all active and inactive participants2021-01-013,286
2020: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,703
Total number of active participants reported on line 7a of the Form 55002020-01-012,831
Total of all active and inactive participants2020-01-012,831
2019: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,715
Total number of active participants reported on line 7a of the Form 55002019-01-012,703
Total of all active and inactive participants2019-01-012,703
2018: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,928
Total number of active participants reported on line 7a of the Form 55002018-01-012,715
Total of all active and inactive participants2018-01-012,715
2017: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,087
Total number of active participants reported on line 7a of the Form 55002017-01-012,928
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,928
2016: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,883
Total number of active participants reported on line 7a of the Form 55002016-01-013,087
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013,087
2015: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,831
Total number of active participants reported on line 7a of the Form 55002015-01-012,883
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,883
2014: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,949
Total number of active participants reported on line 7a of the Form 55002014-01-012,831
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,831
2013: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,748
Total number of active participants reported on line 7a of the Form 55002013-01-012,949
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,949
2012: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,014
Total number of active participants reported on line 7a of the Form 55002012-01-012,748
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,748
2011: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,198
Total number of active participants reported on line 7a of the Form 55002011-01-013,014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013,014
2010: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,362
Total number of active participants reported on line 7a of the Form 55002010-01-013,198
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013,198
2009: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-013,362
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013,362

Financial Data on LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN

Measure Date Value
2022 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-307,707
Total unrealized appreciation/depreciation of assets2022-12-31$-307,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-286,034
Total loss/gain on sale of assets2022-12-31$688
Total of all expenses incurred2022-12-31$70,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$40,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,188,350
Value of total assets at beginning of year2022-12-31$1,539,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,074
Total interest from all sources2022-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$20,973
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$20,973
Administrative expenses professional fees incurred2022-12-31$5,209
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6
Administrative expenses (other) incurred2022-12-31$1,559
Total non interest bearing cash at end of year2022-12-31$17,447
Total non interest bearing cash at beginning of year2022-12-31$6,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-356,108
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,183,350
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,539,458
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,166,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,532,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$40,000
Contract administrator fees2022-12-31$23,306
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,000
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
Aggregate proceeds on sale of assets2022-12-31$42,680
Aggregate carrying amount (costs) on sale of assets2022-12-31$41,992
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NEEDLE & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31510435869
2021 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,248
Total income from all sources (including contributions)2021-12-31$355,865
Total loss/gain on sale of assets2021-12-31$313,566
Total of all expenses incurred2021-12-31$67,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$40,000
Value of total assets at end of year2021-12-31$1,539,458
Value of total assets at beginning of year2021-12-31$1,254,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,869
Total interest from all sources2021-12-31$42,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$13,465
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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 beginning of year2021-12-31$259
Administrative expenses (other) incurred2021-12-31$11,487
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$3,248
Total non interest bearing cash at end of year2021-12-31$6,219
Total non interest bearing cash at beginning of year2021-12-31$7,737
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$287,996
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,539,458
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,251,462
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$1,532,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,240,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$42,299
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$40,000
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$2,917
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
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$313,566
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KEITER STEPHENS HURST GARY SHREAVES
Accountancy firm EIN2021-12-31541631262
2020 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$432,815
Total loss/gain on sale of assets2020-12-31$367,058
Total of all expenses incurred2020-12-31$90,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$40,000
Value of total assets at end of year2020-12-31$1,254,710
Value of total assets at beginning of year2020-12-31$909,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,541
Total interest from all sources2020-12-31$65,757
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$19,228
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$202
Administrative expenses (other) incurred2020-12-31$23,803
Liabilities. Value of operating payables at end of year2020-12-31$3,248
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$7,737
Total non interest bearing cash at beginning of year2020-12-31$4,245
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$342,274
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,251,462
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$909,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,240,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$207,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$21,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$21,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$65,757
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$40,000
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$62,836
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
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$613,300
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
Aggregate proceeds on sale of assets2020-12-31$367,058
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KEITER STEPHENS HURST GARY SHRIEVES
Accountancy firm EIN2020-12-31541631262
2019 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$648,897
Total income from all sources (including contributions)2019-12-31$648,897
Total loss/gain on sale of assets2019-12-31$571,471
Total loss/gain on sale of assets2019-12-31$571,471
Total of all expenses incurred2019-12-31$102,992
Total of all expenses incurred2019-12-31$102,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$40,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$40,000
Value of total assets at end of year2019-12-31$909,188
Value of total assets at end of year2019-12-31$909,188
Value of total assets at beginning of year2019-12-31$363,283
Value of total assets at beginning of year2019-12-31$363,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,992
Total interest from all sources2019-12-31$77,426
Total interest from all sources2019-12-31$77,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$28,285
Administrative expenses professional fees incurred2019-12-31$28,285
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$202
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$95
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$95
Administrative expenses (other) incurred2019-12-31$28,317
Administrative expenses (other) incurred2019-12-31$28,317
Total non interest bearing cash at end of year2019-12-31$4,245
Total non interest bearing cash at end of year2019-12-31$4,245
Total non interest bearing cash at beginning of year2019-12-31$2,545
Total non interest bearing cash at beginning of year2019-12-31$2,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$545,905
Value of net income/loss2019-12-31$545,905
Value of net assets at end of year (total assets less liabilities)2019-12-31$909,188
Value of net assets at end of year (total assets less liabilities)2019-12-31$909,188
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$363,283
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$363,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,390
Investment advisory and management fees2019-12-31$6,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$207,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$207,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$96,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$96,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$77,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$77,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$40,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$40,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$62,836
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$62,836
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$27,109
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$27,109
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
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
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$613,300
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$613,300
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$228,769
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$228,769
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$571,471
Aggregate proceeds on sale of assets2019-12-31$571,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KEITERSTEPHENS HURST GARY SHRIEVES
Accountancy firm name2019-12-31KEITERSTEPHENS HURST GARY SHRIEVES
Accountancy firm EIN2019-12-31541631262
Accountancy firm EIN2019-12-31541631262
2018 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$159
Total income from all sources (including contributions)2018-12-31$-44,756
Total loss/gain on sale of assets2018-12-31$-92,303
Total of all expenses incurred2018-12-31$122,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$40,000
Value of total assets at end of year2018-12-31$363,283
Value of total assets at beginning of year2018-12-31$530,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,090
Total interest from all sources2018-12-31$47,547
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$47,164
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$95
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$737
Administrative expenses (other) incurred2018-12-31$27,818
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$159
Total non interest bearing cash at end of year2018-12-31$2,545
Total non interest bearing cash at beginning of year2018-12-31$12,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-166,846
Value of net assets at end of year (total assets less liabilities)2018-12-31$363,283
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$530,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$7,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$96,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$116,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$18,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$18,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$47,547
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$40,000
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$27,109
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$37,377
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
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$228,769
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$345,482
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-92,303
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 name2018-12-31KEITER STEPHENS HURST GARY SHRIEVES
Accountancy firm EIN2018-12-31541631262
2017 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$202,858
Total unrealized appreciation/depreciation of assets2017-12-31$202,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$159
Total income from all sources (including contributions)2017-12-31$438,074
Total loss/gain on sale of assets2017-12-31$165,408
Total of all expenses incurred2017-12-31$53,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,000
Value of total assets at end of year2017-12-31$530,288
Value of total assets at beginning of year2017-12-31$145,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,069
Total interest from all sources2017-12-31$18,543
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,858
Administrative expenses professional fees incurred2017-12-31$19,016
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$254
Administrative expenses (other) incurred2017-12-31$5,611
Liabilities. Value of operating payables at end of year2017-12-31$159
Total non interest bearing cash at end of year2017-12-31$12,384
Total non interest bearing cash at beginning of year2017-12-31$2,688
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$385,005
Value of net assets at end of year (total assets less liabilities)2017-12-31$530,129
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$145,124
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$116,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,815
Income. Interest from US Government securities2017-12-31$18,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$18,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,724
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
Income. Dividends from common stock2017-12-31$41,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,000
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$37,377
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$12,497
Contract administrator fees2017-12-31$8,442
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$345,482
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$102,146
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
Aggregate proceeds on sale of assets2017-12-31$1,335,536
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,170,128
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 name2017-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2017-12-31521392008
2016 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$16,242
Total unrealized appreciation/depreciation of assets2016-12-31$16,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,000
Total income from all sources (including contributions)2016-12-31$120,273
Total loss/gain on sale of assets2016-12-31$48,237
Total of all expenses incurred2016-12-31$46,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,150
Value of total assets at end of year2016-12-31$145,124
Value of total assets at beginning of year2016-12-31$75,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,985
Total interest from all sources2016-12-31$17,473
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$38,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,215
Administrative expenses professional fees incurred2016-12-31$21,262
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$254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$135
Other income not declared elsewhere2016-12-31$265
Administrative expenses (other) incurred2016-12-31$4,811
Total non interest bearing cash at end of year2016-12-31$2,688
Total non interest bearing cash at beginning of year2016-12-31$731
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$74,138
Value of net assets at end of year (total assets less liabilities)2016-12-31$145,124
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$70,986
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$23,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,752
Income. Interest from US Government securities2016-12-31$17,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$31,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,150
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$12,497
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$7,345
Contract administrator fees2016-12-31$5,912
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
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$102,146
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$52,416
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,000
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
Aggregate proceeds on sale of assets2016-12-31$741,695
Aggregate carrying amount (costs) on sale of assets2016-12-31$693,458
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2016-12-31521392008
2015 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,108
Total unrealized appreciation/depreciation of assets2015-12-31$-6,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,023
Total income from all sources (including contributions)2015-12-31$682
Total loss/gain on sale of assets2015-12-31$4,764
Total of all expenses incurred2015-12-31$21,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,250
Value of total assets at end of year2015-12-31$75,986
Value of total assets at beginning of year2015-12-31$96,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,253
Total interest from all sources2015-12-31$410
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,616
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$253
Administrative expenses professional fees incurred2015-12-31$494
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$135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$169
Administrative expenses (other) incurred2015-12-31$170
Liabilities. Value of operating payables at beginning of year2015-12-31$23
Total non interest bearing cash at end of year2015-12-31$731
Total non interest bearing cash at beginning of year2015-12-31$669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-20,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$70,986
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$91,807
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$11,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,591
Income. Interest from US Government securities2015-12-31$410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$1,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,250
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$7,345
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$8,422
Contract administrator fees2015-12-31$3,589
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
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$52,416
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$68,753
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,000
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
Aggregate proceeds on sale of assets2015-12-31$35,295
Aggregate carrying amount (costs) on sale of assets2015-12-31$30,531
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2015-12-31521392008
2014 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-2,226
Total unrealized appreciation/depreciation of assets2014-12-31$-2,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,029
Total income from all sources (including contributions)2014-12-31$6,838
Total loss/gain on sale of assets2014-12-31$6,603
Total of all expenses incurred2014-12-31$26,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$21,836
Value of total assets at end of year2014-12-31$96,830
Value of total assets at beginning of year2014-12-31$116,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,949
Total interest from all sources2014-12-31$532
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,929
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$589
Administrative expenses professional fees incurred2014-12-31$601
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12
Administrative expenses (other) incurred2014-12-31$265
Liabilities. Value of operating payables at end of year2014-12-31$23
Liabilities. Value of operating payables at beginning of year2014-12-31$29
Total non interest bearing cash at end of year2014-12-31$669
Total non interest bearing cash at beginning of year2014-12-31$1,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-19,947
Value of net assets at end of year (total assets less liabilities)2014-12-31$91,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$111,754
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$14,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,031
Income. Interest from US Government securities2014-12-31$532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$1,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,836
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$8,422
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$13,203
Contract administrator fees2014-12-31$4,083
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
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$68,753
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$83,093
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,000
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
Aggregate proceeds on sale of assets2014-12-31$44,835
Aggregate carrying amount (costs) on sale of assets2014-12-31$38,232
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 name2014-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2014-12-31521392008
2013 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,816
Total unrealized appreciation/depreciation of assets2013-12-31$9,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,072
Total income from all sources (including contributions)2013-12-31$18,835
Total loss/gain on sale of assets2013-12-31$5,559
Total of all expenses incurred2013-12-31$24,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,000
Value of total assets at end of year2013-12-31$116,783
Value of total assets at beginning of year2013-12-31$128,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,018
Total interest from all sources2013-12-31$1,265
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,195
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$694
Administrative expenses professional fees incurred2013-12-31$682
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$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$24
Administrative expenses (other) incurred2013-12-31$20
Liabilities. Value of operating payables at end of year2013-12-31$29
Liabilities. Value of operating payables at beginning of year2013-12-31$72
Total non interest bearing cash at end of year2013-12-31$1,374
Total non interest bearing cash at beginning of year2013-12-31$4,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-5,183
Value of net assets at end of year (total assets less liabilities)2013-12-31$111,754
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$116,937
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$16,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,684
Income. Interest from US Government securities2013-12-31$1,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$1,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,000
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$13,203
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$18,300
Contract administrator fees2013-12-31$3,316
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$83,093
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$79,924
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$11,000
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
Aggregate proceeds on sale of assets2013-12-31$53,373
Aggregate carrying amount (costs) on sale of assets2013-12-31$47,814
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 name2013-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2013-12-31521392008
2012 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,115
Total unrealized appreciation/depreciation of assets2012-12-31$3,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,033
Total income from all sources (including contributions)2012-12-31$12,448
Total loss/gain on sale of assets2012-12-31$5,333
Total of all expenses incurred2012-12-31$29,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,000
Value of total assets at end of year2012-12-31$128,009
Value of total assets at beginning of year2012-12-31$138,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,386
Total interest from all sources2012-12-31$486
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,323
Administrative expenses professional fees incurred2012-12-31$843
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$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$267
Other income not declared elsewhere2012-12-31$26
Administrative expenses (other) incurred2012-12-31$336
Liabilities. Value of operating payables at end of year2012-12-31$72
Liabilities. Value of operating payables at beginning of year2012-12-31$33
Total non interest bearing cash at end of year2012-12-31$4,766
Total non interest bearing cash at beginning of year2012-12-31$2,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-16,938
Value of net assets at end of year (total assets less liabilities)2012-12-31$116,937
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$133,875
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$19,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,426
Income. Interest from US Government securities2012-12-31$353
Income. Interest from corporate debt instruments2012-12-31$133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,224
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
Income. Dividends from common stock2012-12-31$2,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,000
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$18,300
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$21,084
Contract administrator fees2012-12-31$4,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$79,924
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$87,786
Liabilities. Value of benefit claims payable at end of year2012-12-31$11,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,000
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
Aggregate proceeds on sale of assets2012-12-31$85,408
Aggregate carrying amount (costs) on sale of assets2012-12-31$80,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2012-12-31521392008
2011 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,796
Total unrealized appreciation/depreciation of assets2011-12-31$-5,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,056
Total income from all sources (including contributions)2011-12-31$939
Total loss/gain on sale of assets2011-12-31$3,057
Total of all expenses incurred2011-12-31$26,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,400
Value of total assets at end of year2011-12-31$138,908
Value of total assets at beginning of year2011-12-31$164,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,827
Total interest from all sources2011-12-31$698
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$373
Administrative expenses professional fees incurred2011-12-31$1,004
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$267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$241
Administrative expenses (other) incurred2011-12-31$387
Liabilities. Value of operating payables at end of year2011-12-31$33
Liabilities. Value of operating payables at beginning of year2011-12-31$56
Total non interest bearing cash at end of year2011-12-31$2,121
Total non interest bearing cash at beginning of year2011-12-31$3,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-25,288
Value of net assets at end of year (total assets less liabilities)2011-12-31$133,875
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$159,163
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$21,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,457
Income. Interest from US Government securities2011-12-31$252
Income. Interest from corporate debt instruments2011-12-31$446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,381
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
Income. Dividends from common stock2011-12-31$2,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$20,400
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$21,084
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$24,129
Contract administrator fees2011-12-31$4,436
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$87,786
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$107,582
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,000
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
Aggregate proceeds on sale of assets2011-12-31$79,418
Aggregate carrying amount (costs) on sale of assets2011-12-31$76,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2011-12-31521392008
2010 : LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-10,698
Total unrealized appreciation/depreciation of assets2010-12-31$-10,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,000
Total income from all sources (including contributions)2010-12-31$8,654
Total loss/gain on sale of assets2010-12-31$15,668
Total of all expenses incurred2010-12-31$30,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,500
Value of total assets at end of year2010-12-31$164,219
Value of total assets at beginning of year2010-12-31$186,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,001
Total interest from all sources2010-12-31$1,497
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,437
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$596
Administrative expenses (other) incurred2010-12-31$448
Liabilities. Value of operating payables at end of year2010-12-31$56
Total non interest bearing cash at end of year2010-12-31$3,429
Total non interest bearing cash at beginning of year2010-12-31$2,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-21,847
Value of net assets at end of year (total assets less liabilities)2010-12-31$159,163
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$181,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Income. Interest from corporate debt instruments2010-12-31$1,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$2,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,500
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$36,597
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$37,275
Contract administrator fees2010-12-31$8,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$117,571
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$139,319
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$5,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$167,367
Aggregate carrying amount (costs) on sale of assets2010-12-31$151,699
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN2010-12-31521392008

Form 5500 Responses for LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN

2022: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 305 NATIONAL POST OFFICE MAIL HANDLERS WATCHMEN MESSENGERS SCHOLARSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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