401k Plan data: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN plan

PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan Name	PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN
Plan identification number	002

PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PLUMBERS & STEAMFITTERS LOCAL UNION 52 has sponsored the creation of one or more 401k plans.

Company Name: PLUMBERS & STEAMFITTERS LOCAL UNION 52

Employer identification number (EIN): 630234457

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KAY PINKARD 2023-10-16 JOHN PAUL SMITH 2023-10-16
002 2021-01-01 KAY PINKARD 2022-10-05 JOHN PAUL SMITH 2022-10-05
002 2020-01-01 KAY PINKARD 2021-10-11 JOHN PAUL SMITH 2021-10-11
002 2019-01-01 KAY PINKARD 2020-10-13 JOHN PAUL SMITH 2020-10-13
002 2018-01-01 KAY PINKARD 2019-10-11 JOHN PAUL SMITH 2019-10-11
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 KAY PINCKARD
002 2011-01-01 DONALD GILBERT DONALD GILBERT 2012-10-16
002 2009-01-01 DONALD GILBERT DONALD GILBERT 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KAY PINKARD	2023-10-16	JOHN PAUL SMITH	2023-10-16
002	2021-01-01	KAY PINKARD	2022-10-05	JOHN PAUL SMITH	2022-10-05
002	2020-01-01	KAY PINKARD	2021-10-11	JOHN PAUL SMITH	2021-10-11
002	2019-01-01	KAY PINKARD	2020-10-13	JOHN PAUL SMITH	2020-10-13
002	2018-01-01	KAY PINKARD	2019-10-11	JOHN PAUL SMITH	2019-10-11
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	KAY PINCKARD
002	2011-01-01	DONALD GILBERT		DONALD GILBERT	2012-10-16
002	2009-01-01	DONALD GILBERT		DONALD GILBERT	2010-10-15

Plan Statistics for PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 307
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 85
Total of all active and inactive participants 2022-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 7
Total participants 2022-01-01 399
Number of participants with account balances 2022-01-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 400
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 308
Number of other retired or separated participants entitled to future benefits 2021-01-01 91
Total of all active and inactive participants 2021-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 403
Number of participants with account balances 2021-01-01 398
2020: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 307
Number of other retired or separated participants entitled to future benefits 2020-01-01 90
Total of all active and inactive participants 2020-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 400
Number of participants with account balances 2020-01-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
Number of employers contributing to the scheme 2020-01-01 395
2019: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 299
Number of retired or separated participants receiving benefits 2019-01-01 95
Total of all active and inactive participants 2019-01-01 394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 397
Number of participants with account balances 2019-01-01 393
2018: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 291
Number of other retired or separated participants entitled to future benefits 2018-01-01 99
Total of all active and inactive participants 2018-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 392
Number of participants with account balances 2018-01-01 390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 384
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 273
Number of other retired or separated participants entitled to future benefits 2017-01-01 98
Total of all active and inactive participants 2017-01-01 371
Total participants 2017-01-01 371
Number of employers contributing to the scheme 2017-01-01 27
2016: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 404
Number of retired or separated participants receiving benefits 2016-01-01 310
Number of other retired or separated participants entitled to future benefits 2016-01-01 74
Total of all active and inactive participants 2016-01-01 384
Total participants 2016-01-01 384
Number of employers contributing to the scheme 2016-01-01 27
2015: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 328
Number of other retired or separated participants entitled to future benefits 2015-01-01 76
Total of all active and inactive participants 2015-01-01 404
Total participants 2015-01-01 404
Number of employers contributing to the scheme 2015-01-01 23
2014: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 352
Number of other retired or separated participants entitled to future benefits 2014-01-01 79
Total of all active and inactive participants 2014-01-01 431
Total participants 2014-01-01 431
Number of employers contributing to the scheme 2014-01-01 21
2013: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 356
Number of other retired or separated participants entitled to future benefits 2013-01-01 83
Total of all active and inactive participants 2013-01-01 439
Total participants 2013-01-01 439
Number of employers contributing to the scheme 2013-01-01 22
2012: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 344
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 74
Total of all active and inactive participants 2012-01-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 418
Number of employers contributing to the scheme 2012-01-01 22
2011: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 336
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 86
Total of all active and inactive participants 2011-01-01 422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 422
Number of participants with account balances 2011-01-01 422
Number of employers contributing to the scheme 2011-01-01 23
2009: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 362
Number of other retired or separated participants entitled to future benefits 2009-01-01 151
Total of all active and inactive participants 2009-01-01 513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 514
Number of participants with account balances 2009-01-01 432
Number of employers contributing to the scheme 2009-01-01 100

Measure	Date	Value
2022: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	307
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	85
Total of all active and inactive participants	2022-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	7
Total participants	2022-01-01	399
Number of participants with account balances	2022-01-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	400
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	308
Number of other retired or separated participants entitled to future benefits	2021-01-01	91
Total of all active and inactive participants	2021-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	403
Number of participants with account balances	2021-01-01	398
2020: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	307
Number of other retired or separated participants entitled to future benefits	2020-01-01	90
Total of all active and inactive participants	2020-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	400
Number of participants with account balances	2020-01-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
Number of employers contributing to the scheme	2020-01-01	395
2019: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	299
Number of retired or separated participants receiving benefits	2019-01-01	95
Total of all active and inactive participants	2019-01-01	394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	397
Number of participants with account balances	2019-01-01	393
2018: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	291
Number of other retired or separated participants entitled to future benefits	2018-01-01	99
Total of all active and inactive participants	2018-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	392
Number of participants with account balances	2018-01-01	390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	384
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	273
Number of other retired or separated participants entitled to future benefits	2017-01-01	98
Total of all active and inactive participants	2017-01-01	371
Total participants	2017-01-01	371
Number of employers contributing to the scheme	2017-01-01	27
2016: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	404
Number of retired or separated participants receiving benefits	2016-01-01	310
Number of other retired or separated participants entitled to future benefits	2016-01-01	74
Total of all active and inactive participants	2016-01-01	384
Total participants	2016-01-01	384
Number of employers contributing to the scheme	2016-01-01	27
2015: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	328
Number of other retired or separated participants entitled to future benefits	2015-01-01	76
Total of all active and inactive participants	2015-01-01	404
Total participants	2015-01-01	404
Number of employers contributing to the scheme	2015-01-01	23
2014: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	352
Number of other retired or separated participants entitled to future benefits	2014-01-01	79
Total of all active and inactive participants	2014-01-01	431
Total participants	2014-01-01	431
Number of employers contributing to the scheme	2014-01-01	21
2013: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	356
Number of other retired or separated participants entitled to future benefits	2013-01-01	83
Total of all active and inactive participants	2013-01-01	439
Total participants	2013-01-01	439
Number of employers contributing to the scheme	2013-01-01	22
2012: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	344
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	74
Total of all active and inactive participants	2012-01-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	418
Number of employers contributing to the scheme	2012-01-01	22
2011: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	336
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	86
Total of all active and inactive participants	2011-01-01	422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	422
Number of participants with account balances	2011-01-01	422
Number of employers contributing to the scheme	2011-01-01	23
2009: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	362
Number of other retired or separated participants entitled to future benefits	2009-01-01	151
Total of all active and inactive participants	2009-01-01	513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	514
Number of participants with account balances	2009-01-01	432
Number of employers contributing to the scheme	2009-01-01	100

Financial Data on PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN

Measure	Date	Value
2022 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-11,216,183
Total unrealized appreciation/depreciation of assets	2022-12-31	$-11,216,183
Total income from all sources (including contributions)	2022-12-31	$-5,899,256
Total of all expenses incurred	2022-12-31	$2,975,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,846,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,249,297
Value of total assets at end of year	2022-12-31	$60,015,866
Value of total assets at beginning of year	2022-12-31	$68,890,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$128,615
Total interest from all sources	2022-12-31	$1,067,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$13,272
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
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,587
Administrative expenses (other) incurred	2022-12-31	$80,008
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
Value of net income/loss	2022-12-31	$-8,874,648
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$60,015,866
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$68,890,514
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
Investment advisory and management fees	2022-12-31	$35,335
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$48,541,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$57,809,824
Value of interest in common/collective trusts at end of year	2022-12-31	$9,111,827
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,887,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,362,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,193,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,193,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,067,630
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
Contributions received in cash from employer	2022-12-31	$4,247,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,846,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2022-12-31	721396621
2021 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$6,845,335
Total unrealized appreciation/depreciation of assets	2021-12-31	$6,845,335
Total income from all sources (including contributions)	2021-12-31	$12,488,828
Total of all expenses incurred	2021-12-31	$4,508,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,363,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,337,943
Value of total assets at end of year	2021-12-31	$68,890,514
Value of total assets at beginning of year	2021-12-31	$60,910,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$144,687
Total interest from all sources	2021-12-31	$1,305,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$20,824
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
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$4,337,943
Amount contributed by the employer to the plan for this plan year	2021-12-31	$4,337,943
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Administrative expenses (other) incurred	2021-12-31	$83,113
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
Value of net income/loss	2021-12-31	$7,980,406
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$68,890,514
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$60,910,108
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
Investment advisory and management fees	2021-12-31	$40,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$57,809,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$49,367,345
Value of interest in common/collective trusts at end of year	2021-12-31	$8,887,317
Value of interest in common/collective trusts at beginning of year	2021-12-31	$9,155,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,193,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,387,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,387,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,305,550
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
Contributions received in cash from employer	2021-12-31	$4,337,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,363,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2021-12-31	721396621
2020 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$5,782,115
Total unrealized appreciation/depreciation of assets	2020-12-31	$5,782,115
Total income from all sources (including contributions)	2020-12-31	$10,302,944
Total of all expenses incurred	2020-12-31	$4,615,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,466,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,564,585
Value of total assets at end of year	2020-12-31	$60,910,108
Value of total assets at beginning of year	2020-12-31	$55,222,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$148,599
Total interest from all sources	2020-12-31	$956,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$22,107
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
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$3,564,585
Amount contributed by the employer to the plan for this plan year	2020-12-31	$3,564,585
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$79,633
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
Value of net income/loss	2020-12-31	$5,687,617
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$60,910,108
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$55,222,491
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
Investment advisory and management fees	2020-12-31	$46,859
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$49,367,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$42,511,128
Value of interest in common/collective trusts at end of year	2020-12-31	$9,155,543
Value of interest in common/collective trusts at beginning of year	2020-12-31	$9,933,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,387,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,777,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,777,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$956,244
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
Contributions received in cash from employer	2020-12-31	$3,564,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,466,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2020-12-31	721396621
2019 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$6,956,951
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$6,956,951
Total unrealized appreciation/depreciation of assets	2019-12-31	$6,956,951
Total unrealized appreciation/depreciation of assets	2019-12-31	$6,956,951
Total income from all sources (including contributions)	2019-12-31	$12,438,658
Total income from all sources (including contributions)	2019-12-31	$12,438,658
Total of all expenses incurred	2019-12-31	$2,995,419
Total of all expenses incurred	2019-12-31	$2,995,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,843,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,843,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,317,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,317,967
Value of total assets at end of year	2019-12-31	$55,222,491
Value of total assets at end of year	2019-12-31	$55,222,491
Value of total assets at beginning of year	2019-12-31	$45,779,252
Value of total assets at beginning of year	2019-12-31	$45,779,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$152,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$152,130
Total interest from all sources	2019-12-31	$1,163,740
Total interest from all sources	2019-12-31	$1,163,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$19,953
Administrative expenses professional fees incurred	2019-12-31	$19,953
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
If this is an individual account plan, was there a blackout period	2019-12-31	No
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$4,317,967
Amount contributed by the employer to the plan for this plan year	2019-12-31	$4,317,967
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$82,794
Administrative expenses (other) incurred	2019-12-31	$82,794
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
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	$9,443,239
Value of net income/loss	2019-12-31	$9,443,239
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$55,222,491
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$55,222,491
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$45,779,252
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$45,779,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$49,383
Investment advisory and management fees	2019-12-31	$49,383
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$42,511,128
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$42,511,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$33,019,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$33,019,181
Value of interest in common/collective trusts at end of year	2019-12-31	$9,933,758
Value of interest in common/collective trusts at end of year	2019-12-31	$9,933,758
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,015,091
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,015,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,777,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,777,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,744,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,744,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,744,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,744,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,163,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,163,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$4,317,967
Contributions received in cash from employer	2019-12-31	$4,317,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,843,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,843,289
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm name	2019-12-31	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2019-12-31	721396621
Accountancy firm EIN	2019-12-31	721396621
2018 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-3,386,201
Total unrealized appreciation/depreciation of assets	2018-12-31	$-3,386,201
Total income from all sources (including contributions)	2018-12-31	$1,908,013
Total of all expenses incurred	2018-12-31	$1,576,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,448,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,095,727
Value of total assets at end of year	2018-12-31	$45,779,252
Value of total assets at beginning of year	2018-12-31	$45,448,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$128,903
Total interest from all sources	2018-12-31	$1,198,487
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	$21,365
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$4,171,352
Amount contributed by the employer to the plan for this plan year	2018-12-31	$4,171,352
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$72,211
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	$331,052
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$45,779,252
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$45,448,200
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	$35,327
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$33,019,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$32,320,587
Value of interest in common/collective trusts at end of year	2018-12-31	$10,015,091
Value of interest in common/collective trusts at beginning of year	2018-12-31	$10,197,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,744,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,788,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,788,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,198,487
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	$4,095,727
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$141,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,448,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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
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	Disclaimer
Accountancy firm name	2018-12-31	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2018-12-31	721396621
2017 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$4,322,756
Total unrealized appreciation/depreciation of assets	2017-12-31	$4,322,756
Total income from all sources (including contributions)	2017-12-31	$9,426,845
Total of all expenses incurred	2017-12-31	$2,722,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,574,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,178,085
Value of total assets at end of year	2017-12-31	$45,448,200
Value of total assets at beginning of year	2017-12-31	$38,744,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$147,777
Total interest from all sources	2017-12-31	$926,004
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	$18,120
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$4,365,811
Amount contributed by the employer to the plan for this plan year	2017-12-31	$4,365,811
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$65,351
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	$6,704,131
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$45,448,200
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$38,744,069
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	$64,306
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$32,320,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$25,883,623
Value of interest in common/collective trusts at end of year	2017-12-31	$10,197,657
Value of interest in common/collective trusts at beginning of year	2017-12-31	$10,999,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,788,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,861,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,861,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$926,004
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	$4,178,085
Employer contributions (assets) at end of year	2017-12-31	$141,737
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,574,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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
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	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2017-12-31	721396621
2016 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,611,448
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,611,448
Total income from all sources (including contributions)	2016-12-31	$5,873,775
Total of all expenses incurred	2016-12-31	$2,439,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,239,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,577,034
Value of total assets at end of year	2016-12-31	$38,744,069
Value of total assets at beginning of year	2016-12-31	$35,309,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$200,445
Total interest from all sources	2016-12-31	$685,293
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	$26,001
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$3,577,034
Amount contributed by the employer to the plan for this plan year	2016-12-31	$3,577,034
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$66,071
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	$3,434,271
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$38,744,069
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$35,309,798
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	$108,373
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$25,883,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$23,054,183
Value of interest in common/collective trusts at end of year	2016-12-31	$10,999,347
Value of interest in common/collective trusts at beginning of year	2016-12-31	$11,338,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,861,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$916,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$916,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$685,293
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	$3,577,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,239,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
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
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	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2016-12-31	721396621
2015 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-1,035,631
Total unrealized appreciation/depreciation of assets	2015-12-31	$-1,035,631
Total income from all sources (including contributions)	2015-12-31	$3,609,335
Total of all expenses incurred	2015-12-31	$2,817,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,666,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,686,695
Value of total assets at end of year	2015-12-31	$35,366,492
Value of total assets at beginning of year	2015-12-31	$34,574,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$151,571
Total interest from all sources	2015-12-31	$958,271
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	$22,271
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$3,686,695
Amount contributed by the employer to the plan for this plan year	2015-12-31	$3,686,695
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$81,350
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	$791,683
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$35,366,492
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$34,574,809
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	$47,950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$23,054,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,497,871
Value of interest in common/collective trusts at end of year	2015-12-31	$11,395,557
Value of interest in common/collective trusts at beginning of year	2015-12-31	$11,404,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$916,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$672,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$672,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$958,271
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	$3,686,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,666,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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
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	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2015-12-31	721396621
2014 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$825,529
Total unrealized appreciation/depreciation of assets	2014-12-31	$825,529
Total income from all sources (including contributions)	2014-12-31	$4,874,948
Total of all expenses incurred	2014-12-31	$2,363,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,187,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,234,007
Value of total assets at end of year	2014-12-31	$34,574,809
Value of total assets at beginning of year	2014-12-31	$32,063,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$175,857
Total interest from all sources	2014-12-31	$815,412
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	$26,109
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$3,234,007
Amount contributed by the employer to the plan for this plan year	2014-12-31	$3,234,007
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$64,337
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	$2,511,194
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$34,574,809
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,063,615
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	$85,411
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,497,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$19,907,007
Value of interest in common/collective trusts at end of year	2014-12-31	$11,404,010
Value of interest in common/collective trusts at beginning of year	2014-12-31	$11,795,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$672,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$361,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$361,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$815,412
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	$3,234,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,187,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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
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	CARR, RIGGS & INGRAM, L.L.C.
Accountancy firm EIN	2014-12-31	721396621
2013 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,860,359
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,860,359
Total income from all sources (including contributions)	2013-12-31	$6,579,139
Total of all expenses incurred	2013-12-31	$3,014,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,892,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,118,919
Value of total assets at end of year	2013-12-31	$32,063,615
Value of total assets at beginning of year	2013-12-31	$28,498,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$121,495
Total interest from all sources	2013-12-31	$599,861
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	$15,314
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
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
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$3,118,919
Amount contributed by the employer to the plan for this plan year	2013-12-31	$3,118,919
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$67,196
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	$3,564,814
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$32,063,615
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$28,498,801
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	$38,985
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$19,907,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,807,315
Value of interest in common/collective trusts at end of year	2013-12-31	$11,795,391
Value of interest in common/collective trusts at beginning of year	2013-12-31	$13,185,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$361,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$506,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$506,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$599,861
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	No
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	$3,118,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,892,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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
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	CARR, RIGGS, & INGRAM
Accountancy firm EIN	2013-12-31	721396621
2012 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,688,181
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,795,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,691,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,734,120
Value of total assets at end of year	2012-12-31	$28,498,801
Value of total assets at beginning of year	2012-12-31	$26,605,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$103,541
Total interest from all sources	2012-12-31	$328
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$418,432
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$418,432
Administrative expenses professional fees incurred	2012-12-31	$22,093
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
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
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$2,734,120
Amount contributed by the employer to the plan for this plan year	2012-12-31	$2,734,120
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$36,640
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	$1,892,960
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$28,498,801
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$26,605,841
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	$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,807,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,126,712
Value of interest in common/collective trusts at end of year	2012-12-31	$13,185,074
Value of interest in common/collective trusts at beginning of year	2012-12-31	$14,127,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$506,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$351,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$351,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,327,985
Net investment gain or loss from common/collective trusts	2012-12-31	$207,316
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	No
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	$2,734,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,691,680
Contract administrator fees	2012-12-31	$34,808
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
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	WARREN AVERETT, LLC
Accountancy firm EIN	2012-12-31	454084437
2011 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-220,406
Total unrealized appreciation/depreciation of assets	2011-12-31	$-220,406
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,790,724
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,591,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,524,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,669,067
Value of total assets at end of year	2011-12-31	$26,605,841
Value of total assets at beginning of year	2011-12-31	$26,406,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$66,561
Total interest from all sources	2011-12-31	$316
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$333,653
Administrative expenses professional fees incurred	2011-12-31	$16,078
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$2,669,067
Amount contributed by the employer to the plan for this plan year	2011-12-31	$2,669,067
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Other income not declared elsewhere	2011-12-31	$8,094
Administrative expenses (other) incurred	2011-12-31	$28,833
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	$199,363
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$26,605,841
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$26,406,478
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	$19,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,126,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,584,732
Value of interest in common/collective trusts at end of year	2011-12-31	$14,127,836
Value of interest in common/collective trusts at beginning of year	2011-12-31	$14,387,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$351,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$434,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$434,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
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	No
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	$2,669,067
Income. Dividends from preferred stock	2011-12-31	$333,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,524,800
Contract administrator fees	2011-12-31	$2,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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
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	WARREN AVERETT, LLC
Accountancy firm EIN	2011-12-31	454084437
2010 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$2,066,667
Total unrealized appreciation/depreciation of assets	2010-12-31	$2,066,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,023,315
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,789,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,653,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,708,616
Value of total assets at end of year	2010-12-31	$26,406,478
Value of total assets at beginning of year	2010-12-31	$23,172,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$136,603
Total interest from all sources	2010-12-31	$351
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$246,131
Administrative expenses professional fees incurred	2010-12-31	$37,289
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$2,708,616
Amount contributed by the employer to the plan for this plan year	2010-12-31	$2,708,616
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other income not declared elsewhere	2010-12-31	$1,550
Administrative expenses (other) incurred	2010-12-31	$36,917
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	$3,233,678
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$26,406,478
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$23,172,800
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	$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,584,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,743,720
Value of interest in common/collective trusts at end of year	2010-12-31	$14,387,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$434,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$284,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$284,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$14,144,348
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	$2,708,616
Income. Dividends from common stock	2010-12-31	$246,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,653,034
Contract administrator fees	2010-12-31	$46,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
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
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	WILSON, PRICE, BARRANCO, ET AL
Accountancy firm EIN	2010-12-31	721341561
2009 : PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$2,736,206
Amount contributed by the employer to the plan for this plan year	2009-12-31	$2,736,206

Form 5500 Responses for PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN

2022: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-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	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

29219

Policy instance

Insurance contract or identification number	29219
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PLUMBERS & STEAMFITTERS LOCAL UNION 52
Employer identification number (EIN):	630234457
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors