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PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 401k Plan overview

Plan NamePLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION
Plan identification number 001

PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLUMBERS & PIPEFITTERS LOCAL 625 has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS & PIPEFITTERS LOCAL 625
Employer identification number (EIN):550278224
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL RHOADES MICHAEL RHOADES2018-10-11
0012016-01-01MICHAEL RHOADES MICHAEL RHOADES2017-10-16
0012015-01-01MICHAEL RHOADES MICHAEL RHOADES2016-10-17
0012014-01-01MICHAEL RHOADES MICHAEL RHOADES2015-10-16
0012013-01-01MICHAEL RHOADES MICHAEL RHOADES2014-10-15

Plan Statistics for PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION

401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION

Measure Date Value
2022: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2022 401k membership
Total participants, beginning-of-year2022-01-011,000
Total number of active participants reported on line 7a of the Form 55002022-01-01977
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,004
Number of participants with account balances2022-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0127
2021: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2021 401k membership
Total participants, beginning-of-year2021-01-01823
Total number of active participants reported on line 7a of the Form 55002021-01-01805
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01823
Number of participants with account balances2021-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0125
2020: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2020 401k membership
Total participants, beginning-of-year2020-01-01786
Total number of active participants reported on line 7a of the Form 55002020-01-01754
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01770
Number of participants with account balances2020-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0125
2019: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2019 401k membership
Total participants, beginning-of-year2019-01-01762
Total number of active participants reported on line 7a of the Form 55002019-01-01735
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01751
Number of participants with account balances2019-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0127
2018: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2018 401k membership
Total participants, beginning-of-year2018-01-01734
Total number of active participants reported on line 7a of the Form 55002018-01-01687
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01701
Number of participants with account balances2018-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0127
2017: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2017 401k membership
Total participants, beginning-of-year2017-01-01735
Total number of active participants reported on line 7a of the Form 55002017-01-01695
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01713
Number of participants with account balances2017-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0131
2016: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2016 401k membership
Total participants, beginning-of-year2016-01-01718
Total number of active participants reported on line 7a of the Form 55002016-01-01670
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01691
Number of participants with account balances2016-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0128
2015: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2015 401k membership
Total participants, beginning-of-year2015-01-01588
Total number of active participants reported on line 7a of the Form 55002015-01-01556
Number of retired or separated participants receiving benefits2015-01-0143
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01611
Number of participants with account balances2015-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0132
2014: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2014 401k membership
Total participants, beginning-of-year2014-01-01496
Total number of active participants reported on line 7a of the Form 55002014-01-01658
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01682
Number of participants with account balances2014-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-01482
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01487
Number of participants with account balances2013-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION

Measure Date Value
2022 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
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$533,569
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$214,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$135,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,039,143
Value of total assets at end of year2022-12-31$6,695,565
Value of total assets at beginning of year2022-12-31$6,376,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,267
Total interest from all sources2022-12-31$19,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$159,178
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$159,178
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$323,975
Participant contributions at beginning of year2022-12-31$345,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,000
Administrative expenses (other) incurred2022-12-31$79,267
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$319,025
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,695,565
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,376,540
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$6,371,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,028,125
Interest on participant loans2022-12-31$19,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-684,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,039,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$135,277
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SUTTLE & STALNAKER
Accountancy firm EIN2022-12-31550538168
2021 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$0
Total income from all sources (including contributions)2021-12-31$1,301,694
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$394,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$260,945
Expenses. Certain deemed distributions of participant loans2021-12-31$40,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$700,181
Value of total assets at end of year2021-12-31$6,376,540
Value of total assets at beginning of year2021-12-31$5,469,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$93,090
Total interest from all sources2021-12-31$22,780
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$167,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$167,701
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$345,415
Participant contributions at beginning of year2021-12-31$387,711
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,901
Total non interest bearing cash at beginning of year2021-12-31$659
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$907,058
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,376,540
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,469,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$93,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,028,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,079,211
Interest on participant loans2021-12-31$22,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$411,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$684,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$260,945
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SUTTLE & STALNAKER
Accountancy firm EIN2021-12-31550538168
2020 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
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$1,106,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$410,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$261,024
Expenses. Certain deemed distributions of participant loans2020-12-31$71,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$553,751
Value of total assets at end of year2020-12-31$5,469,482
Value of total assets at beginning of year2020-12-31$4,773,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,336
Total interest from all sources2020-12-31$22,387
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$155,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$155,226
Administrative expenses professional fees incurred2020-12-31$78,336
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$387,711
Participant contributions at beginning of year2020-12-31$309,612
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$71,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,609
Total non interest bearing cash at end of year2020-12-31$659
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$695,987
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,469,482
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,773,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,079,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,460,274
Interest on participant loans2020-12-31$22,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$375,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$482,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$261,024
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SUTTLE & STALNAKER
Accountancy firm EIN2020-12-31550538168
2019 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,413,419
Total income from all sources (including contributions)2019-12-31$1,413,419
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$242,231
Total of all expenses incurred2019-12-31$242,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$151,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$151,483
Expenses. Certain deemed distributions of participant loans2019-12-31$20,665
Expenses. Certain deemed distributions of participant loans2019-12-31$20,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$753,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$753,452
Value of total assets at end of year2019-12-31$4,773,495
Value of total assets at end of year2019-12-31$4,773,495
Value of total assets at beginning of year2019-12-31$3,602,307
Value of total assets at beginning of year2019-12-31$3,602,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,083
Total interest from all sources2019-12-31$19,061
Total interest from all sources2019-12-31$19,061
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$104,367
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$104,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$104,367
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$104,367
Administrative expenses professional fees incurred2019-12-31$70,083
Administrative expenses professional fees incurred2019-12-31$70,083
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$309,612
Participant contributions at end of year2019-12-31$309,612
Participant contributions at beginning of year2019-12-31$166,870
Participant contributions at beginning of year2019-12-31$166,870
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$211,050
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$211,050
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$13,689
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$13,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,492
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$2,735
Total non interest bearing cash at beginning of year2019-12-31$2,735
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$1,171,188
Value of net income/loss2019-12-31$1,171,188
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,773,495
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,773,495
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,602,307
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,602,307
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,460,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,460,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,429,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,429,210
Interest on participant loans2019-12-31$15,925
Interest on participant loans2019-12-31$15,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$536,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$536,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$542,402
Contributions received in cash from employer2019-12-31$542,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$137,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$137,794
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SUTTLE & STALNAKER
Accountancy firm name2019-12-31SUTTLE & STALNAKER
Accountancy firm EIN2019-12-31550538168
Accountancy firm EIN2019-12-31550538168
2018 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$702,591
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$287,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$170,524
Expenses. Certain deemed distributions of participant loans2018-12-31$44,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$822,512
Value of total assets at end of year2018-12-31$3,602,307
Value of total assets at beginning of year2018-12-31$3,187,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,224
Total interest from all sources2018-12-31$9,870
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$117,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$117,562
Administrative expenses professional fees incurred2018-12-31$72,224
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$166,870
Participant contributions at beginning of year2018-12-31$106,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,168
Other income not declared elsewhere2018-12-31$2,799
Total non interest bearing cash at end of year2018-12-31$2,735
Total non interest bearing cash at beginning of year2018-12-31$2,973
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$414,966
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,602,307
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,187,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,429,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,076,277
Interest on participant loans2018-12-31$9,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$94
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-250,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$822,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$170,524
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SUTTLE & STALNAKER
Accountancy firm EIN2018-12-31550538168
2017 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,177,434
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$119,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$65,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$865,854
Value of total assets at end of year2017-12-31$3,187,341
Value of total assets at beginning of year2017-12-31$2,129,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,884
Total interest from all sources2017-12-31$5,167
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$64,086
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$64,086
Administrative expenses professional fees incurred2017-12-31$53,884
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$106,923
Participant contributions at beginning of year2017-12-31$49,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,168
Total non interest bearing cash at end of year2017-12-31$2,973
Total non interest bearing cash at beginning of year2017-12-31$1,891
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$1,057,569
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,187,341
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,129,772
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$3,076,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,077,970
Interest on participant loans2017-12-31$4,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$242,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$865,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$65,981
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SUTTLE & STALNAKER
Accountancy firm EIN2017-12-31550538168
2016 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,052,234
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$105,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$65,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$945,383
Value of total assets at end of year2016-12-31$2,129,772
Value of total assets at beginning of year2016-12-31$1,182,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,071
Total interest from all sources2016-12-31$22,811
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,422
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$22,422
Administrative expenses professional fees incurred2016-12-31$40,071
Was this plan covered by a fidelity bond2016-12-31No
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
Participant contributions at end of year2016-12-31$49,911
Participant contributions at beginning of year2016-12-31$15,134
Total non interest bearing cash at end of year2016-12-31$1,891
Total non interest bearing cash at beginning of year2016-12-31$968
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$946,778
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,129,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,182,994
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$2,077,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,166,892
Interest on participant loans2016-12-31$1,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$21,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$61,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$945,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$65,385
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SUTTLE & STALNAKER
Accountancy firm EIN2016-12-31550538168
2015 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$445,120
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$85,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$58,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$453,945
Value of total assets at end of year2015-12-31$1,182,994
Value of total assets at beginning of year2015-12-31$823,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,831
Total interest from all sources2015-12-31$33,319
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-42,144
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$-42,144
Administrative expenses professional fees incurred2015-12-31$26,831
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$15,134
Total non interest bearing cash at end of year2015-12-31$968
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$359,350
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,182,994
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$823,644
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$1,166,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$804,253
Interest on participant loans2015-12-31$288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$33,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$453,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$58,939
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SUTTLE & STALNAKER
Accountancy firm EIN2015-12-31550538168
2014 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$587,464
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$34,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$553,017
Value of total assets at end of year2014-12-31$823,644
Value of total assets at beginning of year2014-12-31$270,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,653
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$34,447
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$34,447
Administrative expenses professional fees incurred2014-12-31$19,153
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$553,327
Value of net assets at end of year (total assets less liabilities)2014-12-31$823,644
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$270,317
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$804,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$262,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$553,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,484
Contract administrator fees2014-12-31$7,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SUTTLE & STALNAKER
Accountancy firm EIN2014-12-31550538168
2013 : PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$280,286
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$263,019
Value of total assets at end of year2013-12-31$270,317
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,641
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,605
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$6,605
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$270,317
Value of net assets at end of year (total assets less liabilities)2013-12-31$270,317
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$262,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$263,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SUTTLE & STALNKER PLLC
Accountancy firm EIN2013-12-31550538163

Form 5500 Responses for PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION

2022: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & PIPEFITTERS LOCAL 625 LOCAL PENSION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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