PLUMBERS & STEAMFITTERS LOCAL 377 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 377
| Measure | Date | Value |
|---|
| 2015 : PLUMBERS & STEAMFITTERS LOCAL 377 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $196,395 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $6,907,802 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,869,459 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $48,164 |
| Value of total assets at end of year | 2015-12-31 | $1,551,871 |
| Value of total assets at beginning of year | 2015-12-31 | $8,263,278 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $38,343 |
| Total interest from all sources | 2015-12-31 | $26,165 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $64,002 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $64,002 |
| Administrative expenses professional fees incurred | 2015-12-31 | $38,343 |
| 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 | $48,164 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $48,164 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $982 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,987 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $53,295 |
| 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 | $-6,711,407 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,551,871 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,263,278 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $975,727 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,470,125 |
| Interest earned on other investments | 2015-12-31 | $26,165 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $575,162 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,736,871 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $58,064 |
| 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 | $48,164 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,869,459 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | NORVELL & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2015-12-31 | 452574444 |
| 2014 : PLUMBERS & STEAMFITTERS LOCAL 377 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,281,970 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $701,317 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $657,202 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $884,309 |
| Value of total assets at end of year | 2014-12-31 | $8,263,278 |
| Value of total assets at beginning of year | 2014-12-31 | $7,682,625 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $44,115 |
| Total interest from all sources | 2014-12-31 | $9,239 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $169,181 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $169,181 |
| Administrative expenses professional fees incurred | 2014-12-31 | $44,115 |
| 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 | $884,309 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $884,309 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,987 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $408 |
| Total non interest bearing cash at end of year | 2014-12-31 | $53,295 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $580,653 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,263,278 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,682,625 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,470,125 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,240,708 |
| Interest earned on other investments | 2014-12-31 | $9,239 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,736,871 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,441,509 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $219,241 |
| 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 | $884,309 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $657,202 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | HINDSMAN-DAVIS, P.C. |
| Accountancy firm EIN | 2014-12-31 | 630585983 |
| 2013 : PLUMBERS & STEAMFITTERS LOCAL 377 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,589,452 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $459,964 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $428,738 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $735,420 |
| Value of total assets at end of year | 2013-12-31 | $7,682,625 |
| Value of total assets at beginning of year | 2013-12-31 | $6,553,137 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $31,226 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $109,958 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| 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 | $735,420 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $735,420 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $408 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Administrative expenses (other) incurred | 2013-12-31 | $13,863 |
| Total non interest bearing cash at end of year | 2013-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $42,754 |
| 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 | $1,129,488 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,682,625 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,553,137 |
| 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 | $17,363 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,240,708 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,040,292 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,441,509 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,470,091 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $744,074 |
| 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 | $735,420 |
| Income. Dividends from common stock | 2013-12-31 | $109,958 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $428,738 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | HINDSMAN-DAVIS, P.C. |
| Accountancy firm EIN | 2013-12-31 | 630585983 |
| 2012 : PLUMBERS & STEAMFITTERS LOCAL 377 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 | $935,443 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $962,970 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $935,013 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $534,522 |
| Value of total assets at end of year | 2012-12-31 | $6,553,137 |
| Value of total assets at beginning of year | 2012-12-31 | $6,580,664 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,957 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $97,809 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $11,706 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| 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 | $576,393 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $576,393 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Other income not declared elsewhere | 2012-12-31 | $4 |
| Total non interest bearing cash at end of year | 2012-12-31 | $42,754 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $42,033 |
| 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 | $-27,527 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,553,137 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,580,664 |
| 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 | $16,251 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,040,292 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,925,534 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,470,091 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,613,097 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $250,808 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $52,300 |
| 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 | $534,522 |
| Income. Dividends from common stock | 2012-12-31 | $97,809 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $935,013 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | HINDSMAN-DAVIS, P.C. |
| Accountancy firm EIN | 2012-12-31 | 630585983 |
| 2011 : PLUMBERS & STEAMFITTERS LOCAL 377 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| 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 | $539,591 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,223,587 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,195,791 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $508,305 |
| Value of total assets at end of year | 2011-12-31 | $6,580,664 |
| Value of total assets at beginning of year | 2011-12-31 | $7,264,660 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $27,796 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $10,680 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 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 | $466,483 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $466,483 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Total non interest bearing cash at end of year | 2011-12-31 | $42,033 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $266 |
| 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 | $-683,996 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,580,664 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,264,660 |
| 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 | $17,116 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,925,534 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,086,903 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,613,097 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,177,491 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-60,397 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $91,683 |
| 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 | $508,305 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,195,791 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | HINDSMAN, HALL & STORY, P.C. |
| Accountancy firm EIN | 2011-12-31 | 630585983 |
| 2010 : PLUMBERS & STEAMFITTERS LOCAL 377 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| 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 | $1,141,877 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $365,006 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $335,590 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $660,032 |
| Value of total assets at end of year | 2010-12-31 | $7,264,660 |
| Value of total assets at beginning of year | 2010-12-31 | $6,487,789 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $29,416 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $29,416 |
| 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 | No |
| 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 | $658,980 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $658,980 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,052 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $7,013 |
| Total non interest bearing cash at end of year | 2010-12-31 | $266 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $78,064 |
| 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 | $776,871 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,264,660 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,487,789 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,086,903 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,298,751 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $444,928 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,177,491 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $3,659,033 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $481,845 |
| 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 | $658,980 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $335,590 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | HINDSMAN, HALL & STORY, P.C. |
| Accountancy firm EIN | 2010-12-31 | 630585983 |
| 2009 : PLUMBERS & STEAMFITTERS LOCAL 377 2009 401k financial data |
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| 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 | $639,118 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $639,118 |
