INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 130 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL UNION 130 - SICK RELIEF FUND
| Measure | Date | Value |
|---|
| 2018 : IBEW LOCAL UNION 130 - SICK RELIEF FUND 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-06-30 | $3,957 |
| Total of all expenses incurred | 2018-06-30 | $131,574 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $93,925 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $3,820 |
| Value of total assets at end of year | 2018-06-30 | $0 |
| Value of total assets at beginning of year | 2018-06-30 | $127,617 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $37,649 |
| Total interest from all sources | 2018-06-30 | $137 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $3,820 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $470 |
| Administrative expenses (other) incurred | 2018-06-30 | $37,649 |
| Total non interest bearing cash at end of year | 2018-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $71,050 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $-127,617 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $127,617 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $56,097 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $56,097 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $137 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $93,925 |
| 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 | 2018-06-30 | No |
| Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
| Accountancy firm EIN | 2018-06-30 | 720567396 |
| 2017 : IBEW LOCAL UNION 130 - SICK RELIEF FUND 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-06-30 | $4,642 |
| Total of all expenses incurred | 2017-06-30 | $1,512 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $1,512 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $4,505 |
| Value of total assets at end of year | 2017-06-30 | $127,617 |
| Value of total assets at beginning of year | 2017-06-30 | $124,487 |
| Total interest from all sources | 2017-06-30 | $137 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $4,505 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $470 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $421 |
| Total non interest bearing cash at end of year | 2017-06-30 | $71,050 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $68,106 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $3,130 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $127,617 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $124,487 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $56,097 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $55,960 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $55,960 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $137 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $1,512 |
| 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 | 2017-06-30 | No |
| Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
| Accountancy firm EIN | 2017-06-30 | 720567396 |
| 2016 : IBEW LOCAL UNION 130 - SICK RELIEF FUND 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-06-30 | $5,081 |
| Total of all expenses incurred | 2016-06-30 | $4,656 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $4,656 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $4,945 |
| Value of total assets at end of year | 2016-06-30 | $124,487 |
| Value of total assets at beginning of year | 2016-06-30 | $124,062 |
| Total interest from all sources | 2016-06-30 | $136 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $4,945 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $421 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $911 |
| Total non interest bearing cash at end of year | 2016-06-30 | $68,106 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $67,327 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $425 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $124,487 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $124,062 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $55,960 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $55,824 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $55,824 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $136 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $4,656 |
| 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 | 2016-06-30 | No |
| Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
| Accountancy firm EIN | 2016-06-30 | 720567396 |
| 2015 : IBEW LOCAL UNION 130 - SICK RELIEF FUND 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-06-30 | $5,951 |
| Total of all expenses incurred | 2015-06-30 | $4,605 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $4,595 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $5,815 |
| Value of total assets at end of year | 2015-06-30 | $124,062 |
| Value of total assets at beginning of year | 2015-06-30 | $122,716 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $10 |
| Total interest from all sources | 2015-06-30 | $136 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $5,815 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $911 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $594 |
| Administrative expenses (other) incurred | 2015-06-30 | $10 |
| Total non interest bearing cash at end of year | 2015-06-30 | $67,327 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $66,434 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $1,346 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $124,062 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $122,716 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $55,824 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $55,688 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $55,688 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $136 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $4,595 |
| 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 | 2015-06-30 | No |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
| Accountancy firm EIN | 2015-06-30 | 720567396 |
| 2014 : IBEW LOCAL UNION 130 - SICK RELIEF FUND 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-06-30 | $7,364 |
| Total of all expenses incurred | 2014-06-30 | $5,633 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $5,463 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $7,126 |
| Value of total assets at end of year | 2014-06-30 | $122,716 |
| Value of total assets at beginning of year | 2014-06-30 | $120,985 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $170 |
| Total interest from all sources | 2014-06-30 | $238 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $7,126 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $594 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $520 |
| Administrative expenses (other) incurred | 2014-06-30 | $170 |
| Total non interest bearing cash at end of year | 2014-06-30 | $66,434 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $65,016 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $1,731 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $122,716 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $120,985 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $55,688 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $55,449 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $55,449 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $238 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $5,463 |
| 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 | 2014-06-30 | No |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
| Accountancy firm EIN | 2014-06-30 | 720567396 |
| 2013 : IBEW LOCAL UNION 130 - SICK RELIEF FUND 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-06-30 | $7,661 |
| Total of all expenses incurred | 2013-06-30 | $2,252 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $2,172 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $7,425 |
| Value of total assets at end of year | 2013-06-30 | $120,985 |
| Value of total assets at beginning of year | 2013-06-30 | $115,576 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $80 |
| Total interest from all sources | 2013-06-30 | $236 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $7,425 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $520 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $938 |
| Administrative expenses (other) incurred | 2013-06-30 | $80 |
| Total non interest bearing cash at end of year | 2013-06-30 | $65,016 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $59,425 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $5,409 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $120,985 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $115,576 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $55,449 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $55,213 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $55,213 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $236 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $2,172 |
| 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 | 2013-06-30 | No |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
| Accountancy firm EIN | 2013-06-30 | 720567396 |
| 2012 : IBEW LOCAL UNION 130 - SICK RELIEF FUND 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-06-30 | $9,065 |
| Total of all expenses incurred | 2012-06-30 | $7,371 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $7,200 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $8,596 |
| Value of total assets at end of year | 2012-06-30 | $115,576 |
| Value of total assets at beginning of year | 2012-06-30 | $113,882 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $171 |
| Total interest from all sources | 2012-06-30 | $469 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $8,596 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $938 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $655 |
| Administrative expenses (other) incurred | 2012-06-30 | $171 |
| Total non interest bearing cash at end of year | 2012-06-30 | $59,425 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $58,483 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $1,694 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $115,576 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $113,882 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $55,213 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $54,744 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $54,744 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $469 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $7,200 |
| 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 | 2012-06-30 | No |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
| Accountancy firm EIN | 2012-06-30 | 720567396 |
| 2011 : IBEW LOCAL UNION 130 - SICK RELIEF FUND 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-06-30 | $9,926 |
| Total of all expenses incurred | 2011-06-30 | $7,390 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $7,200 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $9,395 |
| Value of total assets at end of year | 2011-06-30 | $113,882 |
| Value of total assets at beginning of year | 2011-06-30 | $111,346 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $190 |
| Total interest from all sources | 2011-06-30 | $531 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $9,395 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $655 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $1,540 |
| Administrative expenses (other) incurred | 2011-06-30 | $190 |
| Total non interest bearing cash at end of year | 2011-06-30 | $58,483 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $56,318 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $2,536 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $113,882 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $111,346 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $54,744 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $53,488 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $53,488 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $531 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $7,200 |
| 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 | 2011-06-30 | No |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
| Accountancy firm EIN | 2011-06-30 | 720567396 |
