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OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 401k Plan overview

Plan NameOHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN
Plan identification number 002

OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN
Employer identification number (EIN):550594220
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RALPH WHITE2024-09-27
0022022-01-01RALPH WHITE2023-10-12
0022021-01-01RALPH WHITE2022-10-05
0022020-01-01RALPH WHITE2021-07-15
0022019-01-01RALPH WHITE2020-07-02
0022018-01-01RALPH WHITE2019-10-02
0022017-01-01
0022016-01-01
0022015-01-01GEORGE CATTRELL RALPH WHITE2016-10-14
0022014-01-01GEORGE CATTRELL RALPH WHITE2015-10-13
0022013-01-01SANDY RICHARDS RALPH WHITE2014-10-10
0022012-01-01SANDY RICHARDS RALPH WHITE2013-10-04
0022011-01-01NANCY KATKOWSKI RALPH WHITE2012-10-05
0022010-01-01NANCY KATKOWSKI RALPH WHITE2011-10-10
0022009-01-01NANCY KATKOWSKI RALPH WHITE2010-10-12

Plan Statistics for OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN

401k plan membership statisitcs for OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN

Measure Date Value
2023: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01867
Total number of active participants reported on line 7a of the Form 55002023-01-011,421
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-011,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-011,430
Number of participants with account balances2023-01-01906
Number of employers contributing to the scheme2023-01-0179
2022: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01901
Total number of active participants reported on line 7a of the Form 55002022-01-01538
Number of other retired or separated participants entitled to future benefits2022-01-01329
Total of all active and inactive participants2022-01-01867
Total participants2022-01-01867
Number of participants with account balances2022-01-01867
Number of employers contributing to the scheme2022-01-0181
2021: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01874
Total number of active participants reported on line 7a of the Form 55002021-01-01534
Number of other retired or separated participants entitled to future benefits2021-01-01367
Total of all active and inactive participants2021-01-01901
Total participants2021-01-01901
Number of participants with account balances2021-01-01901
Number of employers contributing to the scheme2021-01-0179
2020: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01824
Total number of active participants reported on line 7a of the Form 55002020-01-01842
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01874
Total participants2020-01-01874
Number of participants with account balances2020-01-01874
Number of employers contributing to the scheme2020-01-0182
2019: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01832
Total number of active participants reported on line 7a of the Form 55002019-01-01812
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01830
Total participants2019-01-01830
Number of participants with account balances2019-01-01824
Number of employers contributing to the scheme2019-01-0165
2018: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01876
Total number of active participants reported on line 7a of the Form 55002018-01-01818
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01834
Total participants2018-01-01834
Number of participants with account balances2018-01-01832
Number of employers contributing to the scheme2018-01-0161
2017: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01970
Total number of active participants reported on line 7a of the Form 55002017-01-01866
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01880
Total participants2017-01-01880
Number of participants with account balances2017-01-01876
Number of employers contributing to the scheme2017-01-0138
2016: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,023
Total number of active participants reported on line 7a of the Form 55002016-01-01961
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01975
Total participants2016-01-01975
Number of participants with account balances2016-01-01970
Number of employers contributing to the scheme2016-01-0159
2015: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,638
Total number of active participants reported on line 7a of the Form 55002015-01-011,017
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-011,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,023
Number of participants with account balances2015-01-011,021
Number of employers contributing to the scheme2015-01-0142
2014: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,555
Total number of active participants reported on line 7a of the Form 55002014-01-011,478
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-01152
Total of all active and inactive participants2014-01-011,638
Total participants2014-01-011,638
Number of participants with account balances2014-01-011,067
Number of employers contributing to the scheme2014-01-0137
2013: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,491
Total number of active participants reported on line 7a of the Form 55002013-01-011,410
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01137
Total of all active and inactive participants2013-01-011,555
Total participants2013-01-011,555
Number of participants with account balances2013-01-01996
Number of employers contributing to the scheme2013-01-0137
2012: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,585
Total number of active participants reported on line 7a of the Form 55002012-01-011,370
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01118
Total of all active and inactive participants2012-01-011,491
Total participants2012-01-011,491
Number of participants with account balances2012-01-01954
Number of employers contributing to the scheme2012-01-0142
2011: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,429
Total number of active participants reported on line 7a of the Form 55002011-01-011,435
Number of other retired or separated participants entitled to future benefits2011-01-01150
Total of all active and inactive participants2011-01-011,585
Total participants2011-01-011,585
Number of participants with account balances2011-01-011,077
Number of employers contributing to the scheme2011-01-0145
2010: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,525
Total number of active participants reported on line 7a of the Form 55002010-01-011,314
Number of other retired or separated participants entitled to future benefits2010-01-01115
Total of all active and inactive participants2010-01-011,429
Total participants2010-01-011,429
Number of participants with account balances2010-01-01964
Number of employers contributing to the scheme2010-01-0151
2009: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,163
Total number of active participants reported on line 7a of the Form 55002009-01-011,400
Number of other retired or separated participants entitled to future benefits2009-01-01125
Total of all active and inactive participants2009-01-011,525
Total participants2009-01-011,525
Number of participants with account balances2009-01-011,097
Number of employers contributing to the scheme2009-01-0151

Financial Data on OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN

Measure Date Value
2023 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$24,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,678
Total income from all sources (including contributions)2023-12-31$14,009,975
Total of all expenses incurred2023-12-31$4,750,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,487,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,076,335
Value of total assets at end of year2023-12-31$66,607,672
Value of total assets at beginning of year2023-12-31$57,331,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$263,444
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,045,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,045,317
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$9,278
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$8,927
Other income not declared elsewhere2023-12-31$98,288
Administrative expenses (other) incurred2023-12-31$154,669
Liabilities. Value of operating payables at end of year2023-12-31$24,839
Liabilities. Value of operating payables at beginning of year2023-12-31$7,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,259,463
Value of net assets at end of year (total assets less liabilities)2023-12-31$66,582,833
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$57,323,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$28,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$58,773,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$49,000,426
Value of interest in common/collective trusts at end of year2023-12-31$6,598,550
Value of interest in common/collective trusts at beginning of year2023-12-31$7,125,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$534,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$506,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$506,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,642,205
Net investment gain or loss from common/collective trusts2023-12-31$147,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,076,335
Employer contributions (assets) at end of year2023-12-31$692,490
Employer contributions (assets) at beginning of year2023-12-31$689,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,487,068
Contract administrator fees2023-12-31$28,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PACKER THOMAS
Accountancy firm EIN2023-12-31341667340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$24,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$7,678
Total income from all sources (including contributions)2023-01-01$14,009,975
Total of all expenses incurred2023-01-01$4,750,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,487,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$6,076,335
Value of total assets at end of year2023-01-01$66,607,672
Value of total assets at beginning of year2023-01-01$57,331,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$263,444
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,045,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,045,317
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Assets. Other investments not covered elsewhere at end of year2023-01-01$9,278
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$8,927
Other income not declared elsewhere2023-01-01$98,288
Administrative expenses (other) incurred2023-01-01$154,669
Liabilities. Value of operating payables at end of year2023-01-01$24,839
Liabilities. Value of operating payables at beginning of year2023-01-01$7,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$9,259,463
Value of net assets at end of year (total assets less liabilities)2023-01-01$66,582,833
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$57,323,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$28,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$58,773,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$49,000,426
Value of interest in common/collective trusts at end of year2023-01-01$6,598,550
Value of interest in common/collective trusts at beginning of year2023-01-01$7,125,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$534,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$6,642,205
Net investment gain or loss from common/collective trusts2023-01-01$147,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$6,076,335
Employer contributions (assets) at end of year2023-01-01$692,490
Employer contributions (assets) at beginning of year2023-01-01$689,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,487,068
Contract administrator fees2023-01-01$28,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PACKER THOMAS
Accountancy firm EIN2023-01-01341667340
2022 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$55,605
Total income from all sources (including contributions)2022-12-31$-3,511,806
Total of all expenses incurred2022-12-31$5,134,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,855,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,502,686
Value of total assets at end of year2022-12-31$57,331,048
Value of total assets at beginning of year2022-12-31$66,025,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$278,519
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$556,555
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$556,555
Administrative expenses professional fees incurred2022-12-31$47,897
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,927
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,342
Other income not declared elsewhere2022-12-31$74,088
Administrative expenses (other) incurred2022-12-31$180,549
Liabilities. Value of operating payables at end of year2022-12-31$7,678
Liabilities. Value of operating payables at beginning of year2022-12-31$55,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,646,239
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,323,370
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,969,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$21,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,000,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,159,138
Value of interest in common/collective trusts at end of year2022-12-31$7,125,612
Value of interest in common/collective trusts at beginning of year2022-12-31$6,750,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$506,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$577,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$577,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,743,543
Net investment gain or loss from common/collective trusts2022-12-31$98,408
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$5,502,686
Employer contributions (assets) at end of year2022-12-31$689,450
Employer contributions (assets) at beginning of year2022-12-31$528,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,855,914
Contract administrator fees2022-12-31$28,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PACKER THOMAS
Accountancy firm EIN2022-12-31341667340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$7,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$55,605
Total income from all sources (including contributions)2022-01-01$-3,511,806
Total of all expenses incurred2022-01-01$5,134,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,855,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,502,686
Value of total assets at end of year2022-01-01$57,331,048
Value of total assets at beginning of year2022-01-01$66,025,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$278,519
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$556,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$556,555
Administrative expenses professional fees incurred2022-01-01$47,897
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Assets. Other investments not covered elsewhere at end of year2022-01-01$8,927
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$10,342
Other income not declared elsewhere2022-01-01$74,088
Administrative expenses (other) incurred2022-01-01$180,549
Liabilities. Value of operating payables at end of year2022-01-01$7,678
Liabilities. Value of operating payables at beginning of year2022-01-01$55,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-8,646,239
Value of net assets at end of year (total assets less liabilities)2022-01-01$57,323,370
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$65,969,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$21,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$49,000,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$58,159,138
Value of interest in common/collective trusts at end of year2022-01-01$7,125,612
Value of interest in common/collective trusts at beginning of year2022-01-01$6,750,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$506,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-9,743,543
Net investment gain or loss from common/collective trusts2022-01-01$98,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$5,502,686
Employer contributions (assets) at end of year2022-01-01$689,450
Employer contributions (assets) at beginning of year2022-01-01$528,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,855,914
Contract administrator fees2022-01-01$28,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01No
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PACKER THOMAS
Accountancy firm EIN2022-01-01341667340
2021 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$55,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,461,998
Total income from all sources (including contributions)2021-12-31$15,012,141
Total of all expenses incurred2021-12-31$8,394,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,394,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,135,819
Value of total assets at end of year2021-12-31$66,025,214
Value of total assets at beginning of year2021-12-31$61,813,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,000,308
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$533,628
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$533,628
Administrative expenses professional fees incurred2021-12-31$47,408
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,342
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,902
Other income not declared elsewhere2021-12-31$2,145,700
Administrative expenses (other) incurred2021-12-31$1,898,272
Liabilities. Value of operating payables at end of year2021-12-31$55,605
Liabilities. Value of operating payables at beginning of year2021-12-31$385,541
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$6,617,744
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,969,609
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,351,865
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$26,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,159,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,328,230
Value of interest in common/collective trusts at end of year2021-12-31$6,750,045
Value of interest in common/collective trusts at beginning of year2021-12-31$5,749,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$577,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$926,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$926,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,118,261
Net investment gain or loss from common/collective trusts2021-12-31$78,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,135,819
Employer contributions (assets) at end of year2021-12-31$528,524
Employer contributions (assets) at beginning of year2021-12-31$800,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,394,089
Contract administrator fees2021-12-31$28,125
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
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,076,457
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 name2021-12-31PACKER THOMAS
Accountancy firm EIN2021-12-31341667340
2020 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,461,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,100,780
Total income from all sources (including contributions)2020-12-31$14,545,675
Total of all expenses incurred2020-12-31$6,383,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,988,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,436,295
Value of total assets at end of year2020-12-31$61,813,863
Value of total assets at beginning of year2020-12-31$53,290,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,394,758
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$65,316
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,902
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,258
Other income not declared elsewhere2020-12-31$115,313
Administrative expenses (other) incurred2020-12-31$1,277,967
Liabilities. Value of operating payables at end of year2020-12-31$385,541
Liabilities. Value of operating payables at beginning of year2020-12-31$15,181
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$8,162,555
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,351,865
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,189,310
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$24,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,328,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,467,096
Value of interest in common/collective trusts at end of year2020-12-31$5,749,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$926,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$500,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$500,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,771,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,910,988
Net investment gain or loss from common/collective trusts2020-12-31$83,079
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$6,436,295
Employer contributions (assets) at end of year2020-12-31$800,938
Employer contributions (assets) at beginning of year2020-12-31$542,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,988,362
Contract administrator fees2020-12-31$27,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,076,457
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,085,599
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 name2020-12-31PACKER THOMAS
Accountancy firm EIN2020-12-31341667340
2019 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,100,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,037,897
Total income from all sources (including contributions)2019-12-31$12,407,204
Total of all expenses incurred2019-12-31$3,969,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,673,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,011,320
Value of total assets at end of year2019-12-31$53,290,090
Value of total assets at beginning of year2019-12-31$44,789,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$296,537
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$55,885
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,258
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,867
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$50
Other income not declared elsewhere2019-12-31$35,187
Administrative expenses (other) incurred2019-12-31$76,251
Liabilities. Value of operating payables at end of year2019-12-31$15,181
Liabilities. Value of operating payables at beginning of year2019-12-31$28,263
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$8,437,251
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,189,310
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,752,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$137,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,467,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,358,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$500,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$455,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$455,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,771,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,425,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,360,697
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,011,270
Employer contributions (assets) at end of year2019-12-31$542,933
Employer contributions (assets) at beginning of year2019-12-31$541,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,673,416
Contract administrator fees2019-12-31$27,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,085,599
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,009,634
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PACKER THOMAS
Accountancy firm EIN2019-12-31341667340
2018 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,037,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,287,428
Total income from all sources (including contributions)2018-12-31$3,670,827
Total of all expenses incurred2018-12-31$4,828,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,490,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,772,168
Value of total assets at end of year2018-12-31$44,789,956
Value of total assets at beginning of year2018-12-31$46,197,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$338,093
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$37,244
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,867
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,392
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,508
Other income not declared elsewhere2018-12-31$33,135
Administrative expenses (other) incurred2018-12-31$159,970
Liabilities. Value of operating payables at end of year2018-12-31$28,263
Liabilities. Value of operating payables at beginning of year2018-12-31$6,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,158,026
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,752,059
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,910,085
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$114,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,358,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,761,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$455,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$395,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$395,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,425,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,485,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,134,476
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$4,729,660
Employer contributions (assets) at end of year2018-12-31$541,910
Employer contributions (assets) at beginning of year2018-12-31$547,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,490,760
Contract administrator fees2018-12-31$26,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,009,634
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,281,042
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 name2018-12-31PACKER THOMAS
Accountancy firm EIN2018-12-31341667340
2017 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,287,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,024,086
Total income from all sources (including contributions)2017-12-31$9,116,198
Total of all expenses incurred2017-12-31$4,735,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,545,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,589,906
Value of total assets at end of year2017-12-31$46,197,513
Value of total assets at beginning of year2017-12-31$41,553,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$189,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$30,067
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,392
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,794
Other income not declared elsewhere2017-12-31$23,466
Administrative expenses (other) incurred2017-12-31$54,021
Liabilities. Value of operating payables at end of year2017-12-31$6,386
Liabilities. Value of operating payables at beginning of year2017-12-31$9,894
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$4,380,419
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,910,085
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,529,666
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
Investment advisory and management fees2017-12-31$82,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$39,761,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,958,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$395,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$497,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$497,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,485,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,582,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,502,826
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$4,589,906
Employer contributions (assets) at end of year2017-12-31$547,275
Employer contributions (assets) at beginning of year2017-12-31$509,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,545,931
Contract administrator fees2017-12-31$23,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,281,042
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,014,192
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 name2017-12-31PACKER THOMAS
Accountancy firm EIN2017-12-31341667340
2016 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,024,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,605,525
Total income from all sources (including contributions)2016-12-31$5,732,436
Total of all expenses incurred2016-12-31$3,710,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,573,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,762,680
Value of total assets at end of year2016-12-31$41,553,752
Value of total assets at beginning of year2016-12-31$41,112,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$136,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$32,203
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,794
Other income not declared elsewhere2016-12-31$9,363
Administrative expenses (other) incurred2016-12-31$62,745
Liabilities. Value of operating payables at end of year2016-12-31$9,894
Liabilities. Value of operating payables at beginning of year2016-12-31$29,581
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$2,022,239
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,529,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,507,427
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
Investment advisory and management fees2016-12-31$19,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,958,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,051,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$497,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$581,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$581,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,582,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,900,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,960,393
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
Contributions received in cash from employer2016-12-31$3,762,680
Employer contributions (assets) at end of year2016-12-31$509,049
Employer contributions (assets) at beginning of year2016-12-31$579,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,573,249
Contract administrator fees2016-12-31$23,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,014,192
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,575,944
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 name2016-12-31PACKER THOMAS
Accountancy firm EIN2016-12-31341667340
2015 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,605,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,100,004
Total income from all sources (including contributions)2015-12-31$3,529,038
Total of all expenses incurred2015-12-31$4,057,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,858,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,255,305
Value of total assets at end of year2015-12-31$41,112,952
Value of total assets at beginning of year2015-12-31$42,135,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$198,724
Total interest from all sources2015-12-31$77
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$44,342
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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 beginning of year2015-12-31$43,173
Other income not declared elsewhere2015-12-31$38,549
Administrative expenses (other) incurred2015-12-31$113,382
Liabilities. Value of operating payables at end of year2015-12-31$29,581
Liabilities. Value of operating payables at beginning of year2015-12-31$43,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-528,326
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,507,427
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,035,753
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
Investment advisory and management fees2015-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,051,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,256,966
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$4,726,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$581,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$648,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$648,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,900,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-764,893
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$4,255,305
Employer contributions (assets) at end of year2015-12-31$579,627
Employer contributions (assets) at beginning of year2015-12-31$460,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,858,640
Contract administrator fees2015-12-31$23,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,575,944
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,056,736
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ANNESS, GERLACH & WILLIAMS, CPA'S
Accountancy firm EIN2015-12-31341451668
2014 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,100,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,033,008
Total income from all sources (including contributions)2014-12-31$7,252,792
Total of all expenses incurred2014-12-31$4,634,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,099,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,554,284
Value of total assets at end of year2014-12-31$42,135,757
Value of total assets at beginning of year2014-12-31$38,449,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$534,856
Total interest from all sources2014-12-31$204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$44,060
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$43,173
Other income not declared elsewhere2014-12-31$68,324
Administrative expenses (other) incurred2014-12-31$449,796
Liabilities. Value of operating payables at end of year2014-12-31$43,268
Liabilities. Value of operating payables at beginning of year2014-12-31$113,233
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$2,618,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,035,753
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,416,978
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
Investment advisory and management fees2014-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,256,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,234,712
Value of interest in common/collective trusts at end of year2014-12-31$4,726,353
Value of interest in common/collective trusts at beginning of year2014-12-31$4,434,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$648,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$951,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$951,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,629,980
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$5,554,284
Employer contributions (assets) at end of year2014-12-31$460,968
Employer contributions (assets) at beginning of year2014-12-31$829,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,099,161
Contract administrator fees2014-12-31$23,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,056,736
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,919,775
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ANNESS, GERLACH & WILLIAMS, CPA'S
Accountancy firm EIN2014-12-31341451668
2013 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,033,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,349,055
Total income from all sources (including contributions)2013-12-31$9,348,005
Total of all expenses incurred2013-12-31$2,889,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,443,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,974,304
Value of total assets at end of year2013-12-31$38,449,986
Value of total assets at beginning of year2013-12-31$31,307,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$445,532
Total interest from all sources2013-12-31$253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$43,699
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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 beginning of year2013-12-31$25,517
Other income not declared elsewhere2013-12-31$38,666
Administrative expenses (other) incurred2013-12-31$360,833
Liabilities. Value of operating payables at end of year2013-12-31$113,233
Liabilities. Value of operating payables at beginning of year2013-12-31$12,230
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$6,458,633
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,416,978
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,958,345
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$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,234,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,238,617
Value of interest in common/collective trusts at end of year2013-12-31$4,434,253
Value of interest in common/collective trusts at beginning of year2013-12-31$3,819,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$951,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$614,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$614,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,334,782
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$5,974,304
Employer contributions (assets) at end of year2013-12-31$829,885
Employer contributions (assets) at beginning of year2013-12-31$609,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,443,840
Contract administrator fees2013-12-31$23,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,919,775
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,336,825
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ANNESS, GERLACH & WILLIAMS, CPA'S
Accountancy firm EIN2013-12-31341451668
2012 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,349,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,229,186
Total income from all sources (including contributions)2012-12-31$6,342,826
Total of all expenses incurred2012-12-31$4,268,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,094,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,406,371
Value of total assets at end of year2012-12-31$31,307,400
Value of total assets at beginning of year2012-12-31$29,113,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$174,018
Total interest from all sources2012-12-31$216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$49,981
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$25,517
Other income not declared elsewhere2012-12-31$25,551
Administrative expenses (other) incurred2012-12-31$86,037
Liabilities. Value of operating payables at end of year2012-12-31$12,230
Liabilities. Value of operating payables at beginning of year2012-12-31$52,270
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$2,073,890
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,958,345
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,884,455
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
Investment advisory and management fees2012-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,238,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,961,325
Value of interest in common/collective trusts at end of year2012-12-31$3,819,241
Value of interest in common/collective trusts at beginning of year2012-12-31$4,141,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$614,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$581,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$581,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,910,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,406,371
Employer contributions (assets) at end of year2012-12-31$609,029
Employer contributions (assets) at beginning of year2012-12-31$429,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,094,918
Contract administrator fees2012-12-31$23,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,336,825
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,176,916
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ANNESS, GERLACH & WILLIAMS, CPA'S
Accountancy firm EIN2012-12-31341451668
2011 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,229,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,985,072
Total income from all sources (including contributions)2011-12-31$5,602,018
Total of all expenses incurred2011-12-31$2,953,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,114,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,366,900
Value of total assets at end of year2011-12-31$29,113,641
Value of total assets at beginning of year2011-12-31$26,220,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$838,957
Total interest from all sources2011-12-31$321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$47,467
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Other income not declared elsewhere2011-12-31$21,422
Administrative expenses (other) incurred2011-12-31$753,490
Liabilities. Value of operating payables at end of year2011-12-31$52,270
Liabilities. Value of operating payables at beginning of year2011-12-31$42,678
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$2,648,706
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,884,455
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,235,749
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
Investment advisory and management fees2011-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,961,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,076,574
Value of interest in common/collective trusts at end of year2011-12-31$4,141,339
Value of interest in common/collective trusts at beginning of year2011-12-31$3,336,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$581,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$517,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$517,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$213,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,366,900
Employer contributions (assets) at end of year2011-12-31$429,659
Employer contributions (assets) at beginning of year2011-12-31$290,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,114,355
Contract administrator fees2011-12-31$23,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,176,916
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,942,394
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ANNESS, GERLACH & WILLIAMS, CPA'S
Accountancy firm EIN2011-12-31341451668
2010 : OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,985,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,383,316
Total income from all sources (including contributions)2010-12-31$5,259,247
Total of all expenses incurred2010-12-31$3,634,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,481,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,882,223
Value of total assets at end of year2010-12-31$26,220,821
Value of total assets at beginning of year2010-12-31$23,994,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$153,239
Total interest from all sources2010-12-31$558
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$49,111
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Other income not declared elsewhere2010-12-31$27,486
Administrative expenses (other) incurred2010-12-31$60,717
Liabilities. Value of operating payables at end of year2010-12-31$42,678
Liabilities. Value of operating payables at beginning of year2010-12-31$58,111
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$1,624,696
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,235,749
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,611,053
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
Investment advisory and management fees2010-12-31$20,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,412,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,172,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$517,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$488,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$488,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,348,980
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
Contributions received in cash from employer2010-12-31$2,882,223
Employer contributions (assets) at end of year2010-12-31$290,484
Employer contributions (assets) at beginning of year2010-12-31$333,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,481,312
Contract administrator fees2010-12-31$23,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,942,394
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,325,205
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
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 name2010-12-31ANNESS, GERLACH & WILLIAMS, CPA'S
Accountancy firm EIN2010-12-31341451668

Form 5500 Responses for OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN

2023: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61790
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61790
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61790
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61790
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61790
Policy instance 1

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