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Plan Name | IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 007 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JACOBS TECHNOLOGY, INC. |
Employer identification number (EIN): | 620510412 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about JACOBS TECHNOLOGY, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1983-06-13 |
Company Identification Number: | 0005857406 |
Legal Registered Office Address: |
PO BOX 58447 HOUSTON United States of America (USA) 77258 |
More information about JACOBS TECHNOLOGY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
007 | 2022-01-01 | JOHN PULSIPHER | 2023-07-27 | ||
007 | 2021-01-01 | JOHN PULSIPHER | 2022-09-21 | ||
007 | 2020-01-01 | DORIAN DERSE | 2021-10-13 | ||
007 | 2019-01-01 | DORIAN DERSE | 2020-07-29 | ||
007 | 2018-01-01 | ||||
007 | 2017-01-01 | ||||
007 | 2016-01-01 | ||||
007 | 2015-01-01 | ||||
007 | 2014-01-01 | LEE WHITHAM | |||
007 | 2013-01-01 | LEE WHITHAM | |||
007 | 2012-01-01 | LEE WHITHAM | |||
007 | 2011-01-01 | LEE WHITHAM | |||
007 | 2010-01-01 | LEE WHITHAM | |||
007 | 2009-01-01 | LEE WHITHAM |
Measure | Date | Value |
---|---|---|
2022: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 26 |
Total of all active and inactive participants | 2022-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 108 |
Number of participants with account balances | 2022-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 29 |
Total of all active and inactive participants | 2021-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 112 |
Number of participants with account balances | 2021-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 34 |
Total of all active and inactive participants | 2020-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 115 |
Number of participants with account balances | 2020-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 32 |
Total of all active and inactive participants | 2019-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 113 |
Number of participants with account balances | 2019-01-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 28 |
Total of all active and inactive participants | 2018-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 107 |
Number of participants with account balances | 2018-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 24 |
Total of all active and inactive participants | 2017-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 104 |
Number of participants with account balances | 2017-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 26 |
Total of all active and inactive participants | 2016-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 104 |
Number of participants with account balances | 2016-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 31 |
Total of all active and inactive participants | 2015-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 108 |
Number of participants with account balances | 2015-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 41 |
Total of all active and inactive participants | 2014-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 123 |
Number of participants with account balances | 2014-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 25 |
Total of all active and inactive participants | 2013-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 131 |
Number of participants with account balances | 2013-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 28 |
Total of all active and inactive participants | 2012-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 131 |
Number of participants with account balances | 2012-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 37 |
Total of all active and inactive participants | 2011-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 139 |
Number of participants with account balances | 2011-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 32 |
Total of all active and inactive participants | 2010-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 145 |
Number of participants with account balances | 2010-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 44 |
Total of all active and inactive participants | 2009-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 154 |
Number of participants with account balances | 2009-01-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,102,581 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,102,581 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $12,061 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,149 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-496,611 |
Total loss/gain on sale of assets | 2022-12-31 | $-50,863 |
Total of all expenses incurred | 2022-12-31 | $3,839,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,759,834 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $648,738 |
Value of total assets at end of year | 2022-12-31 | $7,226,965 |
Value of total assets at beginning of year | 2022-12-31 | $11,558,908 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $79,410 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $83,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $249,861 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $201,623 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $37,752 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $185,766 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $3,261 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $682,764 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $755,760 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $15,813 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $15,968 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $58 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $9,103 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $7,610 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $8,091 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-4,335,855 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,214,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,550,759 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $32,555 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,556,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,310,981 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $26,227 |
Income. Interest from US Government securities | 2022-12-31 | $10,394 |
Income. Interest from corporate debt instruments | 2022-12-31 | $34,575 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $397,861 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,018,437 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,018,437 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $12,142 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $240,235 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $100,227 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-325,104 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $462,972 |
Employer contributions (assets) at end of year | 2022-12-31 | $43,817 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $48,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,759,834 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $997,201 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $1,821,784 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $2,292,664 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $3,532,490 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $4,451 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $2,125,302 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $2,176,165 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $980,282 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $980,282 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,149 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $7,519 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,118,686 |
Total loss/gain on sale of assets | 2021-12-31 | $74,736 |
Total of all expenses incurred | 2021-12-31 | $396,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $318,730 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $628,417 |
Value of total assets at end of year | 2021-12-31 | $11,558,908 |
Value of total assets at beginning of year | 2021-12-31 | $9,836,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $78,134 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $63,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $356,580 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $307,283 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $39,110 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $196,799 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $3,261 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $755,760 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $675,283 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $15,968 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $296,386 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $58 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $8,420 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $8,091 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $7,519 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $1,721,822 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,550,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,828,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $30,604 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,310,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,687,370 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $15,811 |
Income. Interest from US Government securities | 2021-12-31 | $3,399 |
Income. Interest from corporate debt instruments | 2021-12-31 | $43,860 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,018,437 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $518,982 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $518,982 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $33 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $100,227 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $340,120 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $15,568 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $431,618 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $7,456 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $49,297 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $318,730 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $1,821,784 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $881,569 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $3,532,490 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $3,429,290 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $861,494 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $786,758 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $569,096 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $569,096 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $7,519 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $10,432 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,410,600 |
Total loss/gain on sale of assets | 2020-12-31 | $-98,982 |
Total of all expenses incurred | 2020-12-31 | $1,748,478 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,682,294 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $633,493 |
Value of total assets at end of year | 2020-12-31 | $9,836,456 |
Value of total assets at beginning of year | 2020-12-31 | $10,177,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $66,184 |
Total interest from all sources | 2020-12-31 | $112,541 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $49,610 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $37,320 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $185,542 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $877 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $675,283 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $607,914 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $296,386 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $23,005 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $7,519 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $10,432 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $-337,878 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,828,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,166,815 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $28,864 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,687,370 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,993,869 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $31,610 |
Income. Interest from US Government securities | 2020-12-31 | $5,428 |
Income. Interest from corporate debt instruments | 2020-12-31 | $71,745 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $518,982 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $283,090 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $283,090 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3,758 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $340,120 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $588,245 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $144,842 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $447,951 |
Employer contributions (assets) at end of year | 2020-12-31 | $7,456 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $764 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $49,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,682,294 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $881,569 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $1,338,918 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $3,429,290 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $3,340,565 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $2,009,436 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $2,108,418 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2020-12-31 | 560747981 |
2019 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,171,432 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,171,432 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $10,432 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $10,500 |
Total income from all sources (including contributions) | 2019-12-31 | $2,238,857 |
Total loss/gain on sale of assets | 2019-12-31 | $124,832 |
Total of all expenses incurred | 2019-12-31 | $590,044 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $530,181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $603,905 |
Value of total assets at end of year | 2019-12-31 | $10,177,247 |
Value of total assets at beginning of year | 2019-12-31 | $8,528,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $59,863 |
Total interest from all sources | 2019-12-31 | $78,007 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $70,828 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $31,952 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $207,420 |
Participant contributions at end of year | 2019-12-31 | $877 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $607,914 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $651,825 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $23,005 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $21,618 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $10,432 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $10,500 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,648,813 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,166,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,518,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $27,911 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,993,869 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,198,944 |
Interest earned on other investments | 2019-12-31 | $21,837 |
Income. Interest from US Government securities | 2019-12-31 | $14,837 |
Income. Interest from corporate debt instruments | 2019-12-31 | $39,274 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $283,090 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $304,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $304,238 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,059 |
Asset value of US Government securities at end of year | 2019-12-31 | $588,245 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $676,549 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $189,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $396,485 |
Employer contributions (assets) at end of year | 2019-12-31 | $764 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $70,828 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $530,181 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $1,338,918 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $904,838 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $3,340,565 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $2,770,490 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,069,449 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,944,617 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2019-12-31 | 560747981 |
2018 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-691,571 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-691,571 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $10,500 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $8,101 |
Total income from all sources (including contributions) | 2018-12-31 | $187,936 |
Total loss/gain on sale of assets | 2018-12-31 | $-50,861 |
Total of all expenses incurred | 2018-12-31 | $1,715,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,651,093 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $559,343 |
Value of total assets at end of year | 2018-12-31 | $8,528,502 |
Value of total assets at beginning of year | 2018-12-31 | $10,053,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $64,263 |
Total interest from all sources | 2018-12-31 | $74,109 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $71,487 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $34,656 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $192,716 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $651,825 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $453,454 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $21,618 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $19,121 |
Administrative expenses (other) incurred | 2018-12-31 | $1,100 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $10,500 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $8,101 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,527,420 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,518,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,045,422 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $28,507 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,198,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,744,225 |
Interest earned on other investments | 2018-12-31 | $9,650 |
Income. Interest from US Government securities | 2018-12-31 | $14,356 |
Income. Interest from corporate debt instruments | 2018-12-31 | $45,570 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $304,238 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $704,108 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $704,108 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $4,533 |
Asset value of US Government securities at end of year | 2018-12-31 | $676,549 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $798,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $225,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $366,627 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,034 |
Income. Dividends from common stock | 2018-12-31 | $71,487 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,651,093 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $904,838 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $1,079,225 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $2,770,490 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $2,253,691 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $-50,861 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2018-12-31 | 560747981 |
2017 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $899,760 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $899,760 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,101 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,755 |
Total income from all sources (including contributions) | 2017-12-31 | $1,834,753 |
Total loss/gain on sale of assets | 2017-12-31 | $41,542 |
Total of all expenses incurred | 2017-12-31 | $637,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $568,525 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $546,842 |
Value of total assets at end of year | 2017-12-31 | $10,053,523 |
Value of total assets at beginning of year | 2017-12-31 | $8,856,052 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $69,103 |
Total interest from all sources | 2017-12-31 | $58,734 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $287,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $42,069 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $186,342 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $453,454 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $458,406 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $19,121 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $12,640 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $8,101 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $7,755 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,197,125 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,045,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,848,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $27,034 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,744,225 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,255,901 |
Interest earned on other investments | 2017-12-31 | $12,645 |
Income. Interest from US Government securities | 2017-12-31 | $8,549 |
Income. Interest from corporate debt instruments | 2017-12-31 | $36,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $704,108 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $712,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $712,925 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $890 |
Asset value of US Government securities at end of year | 2017-12-31 | $798,665 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $448,447 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $360,500 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,034 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $37 |
Income. Dividends from preferred stock | 2017-12-31 | $287,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $568,525 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $1,079,225 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $1,130,321 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $2,253,691 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $2,837,375 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $41,542 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2017-12-31 | 560747981 |
2016 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $335,590 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $335,590 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,755 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $9,369 |
Total income from all sources (including contributions) | 2016-12-31 | $1,119,241 |
Total loss/gain on sale of assets | 2016-12-31 | $10,461 |
Total of all expenses incurred | 2016-12-31 | $599,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $537,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $500,836 |
Value of total assets at end of year | 2016-12-31 | $8,856,052 |
Value of total assets at beginning of year | 2016-12-31 | $8,338,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $62,009 |
Total interest from all sources | 2016-12-31 | $59,125 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $213,229 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $35,519 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $154,649 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $458,406 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $557,972 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $12,640 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $13,975 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $7,755 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $9,369 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $519,556 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,848,297 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,328,741 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $26,490 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,255,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,958,463 |
Interest earned on other investments | 2016-12-31 | $13,687 |
Income. Interest from US Government securities | 2016-12-31 | $6,035 |
Income. Interest from corporate debt instruments | 2016-12-31 | $39,387 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $712,925 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $156,971 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $156,971 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $16 |
Asset value of US Government securities at end of year | 2016-12-31 | $448,447 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $438,806 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $346,187 |
Employer contributions (assets) at end of year | 2016-12-31 | $37 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $32,413 |
Income. Dividends from preferred stock | 2016-12-31 | $213,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $537,676 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $1,130,321 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $1,287,562 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $2,837,375 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $2,891,948 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $10,461 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2016-12-31 | 560747981 |
2015 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-214,201 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-214,201 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $9,369 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $11,841 |
Total income from all sources (including contributions) | 2015-12-31 | $624,368 |
Total loss/gain on sale of assets | 2015-12-31 | $-9,022 |
Total of all expenses incurred | 2015-12-31 | $3,054,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,983,547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $536,955 |
Value of total assets at end of year | 2015-12-31 | $8,338,110 |
Value of total assets at beginning of year | 2015-12-31 | $10,771,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $71,430 |
Total interest from all sources | 2015-12-31 | $73,457 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $237,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $38,708 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $183,406 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $557,972 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $354,744 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $13,975 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $12,608 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $9,369 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $11,841 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,430,609 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,328,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,759,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $32,722 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,958,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,779,194 |
Interest earned on other investments | 2015-12-31 | $10,692 |
Income. Interest from US Government securities | 2015-12-31 | $6,058 |
Income. Interest from corporate debt instruments | 2015-12-31 | $56,675 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $156,971 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $801,646 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $801,646 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $32 |
Asset value of US Government securities at end of year | 2015-12-31 | $438,806 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $341,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $353,549 |
Employer contributions (assets) at end of year | 2015-12-31 | $32,413 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $26,406 |
Income. Dividends from common stock | 2015-12-31 | $237,179 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,983,547 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $1,287,562 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $1,513,378 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $2,891,948 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $3,941,912 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $-9,022 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2015-12-31 | 560747981 |
2014 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-2,648 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-2,648 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $11,841 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $8,412 |
Total income from all sources (including contributions) | 2014-12-31 | $1,234,833 |
Total loss/gain on sale of assets | 2014-12-31 | $323,775 |
Total of all expenses incurred | 2014-12-31 | $1,362,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,290,152 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $559,250 |
Value of total assets at end of year | 2014-12-31 | $10,771,191 |
Value of total assets at beginning of year | 2014-12-31 | $10,895,258 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $72,177 |
Total interest from all sources | 2014-12-31 | $68,537 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $285,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $38,281 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $192,745 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $354,744 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $243,140 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $12,608 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $14,829 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $11,841 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $8,412 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-127,496 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,759,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,886,846 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $33,896 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,779,194 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,502,753 |
Income. Interest from US Government securities | 2014-12-31 | $15,220 |
Income. Interest from corporate debt instruments | 2014-12-31 | $53,307 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $801,646 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,202,927 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,202,927 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $10 |
Asset value of US Government securities at end of year | 2014-12-31 | $341,303 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $671,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $366,505 |
Employer contributions (assets) at end of year | 2014-12-31 | $26,406 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $31,556 |
Income. Dividends from common stock | 2014-12-31 | $285,919 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,290,152 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $1,513,378 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $1,011,520 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $3,941,912 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $4,216,981 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $323,775 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2014-12-31 | 560747981 |
2013 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,110,970 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,110,970 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $8,412 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $8,160 |
Total income from all sources (including contributions) | 2013-12-31 | $2,242,411 |
Total loss/gain on sale of assets | 2013-12-31 | $182,802 |
Total of all expenses incurred | 2013-12-31 | $1,331,888 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,258,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $650,650 |
Value of total assets at end of year | 2013-12-31 | $10,895,258 |
Value of total assets at beginning of year | 2013-12-31 | $9,984,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $73,877 |
Total interest from all sources | 2013-12-31 | $87,245 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $210,744 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $41,009 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $220,580 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $3,800 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $243,140 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $253,927 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $14,829 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $22,455 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $8,412 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $8,160 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $910,523 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,886,846 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,976,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $32,868 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,502,753 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,673,114 |
Income. Interest from US Government securities | 2013-12-31 | $22,837 |
Income. Interest from corporate debt instruments | 2013-12-31 | $64,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,202,927 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,195,781 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,195,781 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $18 |
Asset value of US Government securities at end of year | 2013-12-31 | $671,552 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $647,535 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $430,070 |
Employer contributions (assets) at end of year | 2013-12-31 | $31,556 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $30,136 |
Income. Dividends from common stock | 2013-12-31 | $210,744 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,258,011 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $1,011,520 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $1,210,611 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $4,216,981 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $2,947,124 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $182,802 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2013-12-31 | 560747981 |
2012 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $648,654 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $648,654 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $8,160 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7,041 |
Total income from all sources (including contributions) | 2012-12-31 | $1,619,961 |
Total loss/gain on sale of assets | 2012-12-31 | $51,374 |
Total of all expenses incurred | 2012-12-31 | $284,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $210,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $642,243 |
Value of total assets at end of year | 2012-12-31 | $9,984,483 |
Value of total assets at beginning of year | 2012-12-31 | $8,648,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $73,790 |
Total interest from all sources | 2012-12-31 | $91,440 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $186,250 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $42,217 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $213,883 |
Participant contributions at end of year | 2012-12-31 | $3,800 |
Participant contributions at beginning of year | 2012-12-31 | $19,930 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $253,927 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $22,455 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $25,986 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $8,160 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $7,041 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,335,278 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,976,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,641,045 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $31,573 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,673,114 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,586,084 |
Interest earned on other investments | 2012-12-31 | $1,214 |
Income. Interest from US Government securities | 2012-12-31 | $26,772 |
Income. Interest from corporate debt instruments | 2012-12-31 | $58,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,195,781 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $505,325 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $505,325 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4,792 |
Asset value of US Government securities at end of year | 2012-12-31 | $647,535 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $813,860 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $428,360 |
Employer contributions (assets) at end of year | 2012-12-31 | $30,136 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $40,847 |
Income. Dividends from common stock | 2012-12-31 | $186,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $210,893 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $1,210,611 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $1,121,573 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $2,947,124 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $3,534,481 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $51,374 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2012-12-31 | 560747981 |
2011 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-111,397 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-111,397 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,041 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,112 |
Total income from all sources (including contributions) | 2011-12-31 | $750,969 |
Total loss/gain on sale of assets | 2011-12-31 | $-28,281 |
Total of all expenses incurred | 2011-12-31 | $939,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $866,943 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $620,907 |
Value of total assets at end of year | 2011-12-31 | $8,648,086 |
Value of total assets at beginning of year | 2011-12-31 | $8,837,133 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $73,002 |
Total interest from all sources | 2011-12-31 | $102,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $166,880 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $43,059 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $201,676 |
Participant contributions at end of year | 2011-12-31 | $19,930 |
Participant contributions at beginning of year | 2011-12-31 | $19,185 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $25,986 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $30,255 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $7,041 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $7,112 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $486 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-188,976 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,641,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,830,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $29,943 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,586,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,577,809 |
Income. Interest from US Government securities | 2011-12-31 | $38,410 |
Income. Interest from corporate debt instruments | 2011-12-31 | $59,700 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $505,325 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $486,557 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $486,557 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4,750 |
Asset value of US Government securities at end of year | 2011-12-31 | $813,860 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $1,067,417 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $419,231 |
Employer contributions (assets) at end of year | 2011-12-31 | $40,847 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $44,620 |
Income. Dividends from common stock | 2011-12-31 | $166,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $866,943 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $1,121,573 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $1,138,792 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $3,534,481 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $3,472,012 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $-28,281 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2011-12-31 | 560747981 |
2010 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $403,913 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $403,913 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,112 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,879 |
Total income from all sources (including contributions) | 2010-12-31 | $1,287,514 |
Total loss/gain on sale of assets | 2010-12-31 | $-38,073 |
Total of all expenses incurred | 2010-12-31 | $267,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $207,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $686,430 |
Value of total assets at end of year | 2010-12-31 | $8,837,133 |
Value of total assets at beginning of year | 2010-12-31 | $7,816,284 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $59,926 |
Total interest from all sources | 2010-12-31 | $92,278 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $142,966 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $33,986 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $200,305 |
Participant contributions at end of year | 2010-12-31 | $19,185 |
Participant contributions at beginning of year | 2010-12-31 | $14,881 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $30,255 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $22,225 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $7,112 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $5,877 |
Total non interest bearing cash at end of year | 2010-12-31 | $486 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $5,731 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,019,616 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,830,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,810,405 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $25,940 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,577,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,309,150 |
Income. Interest from US Government securities | 2010-12-31 | $47,116 |
Income. Interest from corporate debt instruments | 2010-12-31 | $36,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $486,557 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $751,283 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $751,283 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $8,618 |
Asset value of US Government securities at end of year | 2010-12-31 | $1,067,417 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $1,127,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $486,125 |
Employer contributions (assets) at end of year | 2010-12-31 | $44,620 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $37,457 |
Income. Dividends from common stock | 2010-12-31 | $142,966 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $207,972 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $1,138,792 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $515,785 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $3,472,012 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $3,032,292 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $2 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $-38,073 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GOODMAN & COMPANY, LLP |
Accountancy firm EIN | 2010-12-31 | 540640067 |
2009 : IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Mulitple employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Mulitple employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Mulitple employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Mulitple employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Mulitple employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: IBEW LOCAL 1340 MAINTENANCE EMPLOYEES RETIREMENT FUND 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Mulitple employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |