IBEW LOCAL 520 DEATH BENEFIT FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2022 401k financial data |
|---|
| Total transfer of assets from this plan | 2022-02-28 | $27,275 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $2,078 |
| Total income from all sources (including contributions) | 2022-02-28 | $44,046 |
| Total of all expenses incurred | 2022-02-28 | $28,860 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-02-28 | $28,860 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-02-28 | $44,046 |
| Value of total assets at end of year | 2022-02-28 | $0 |
| Value of total assets at beginning of year | 2022-02-28 | $14,167 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-02-28 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-02-28 | $27,275 |
| Was this plan covered by a fidelity bond | 2022-02-28 | No |
| If this is an individual account plan, was there a blackout period | 2022-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-02-28 | No |
| Contributions received from participants | 2022-02-28 | $44,046 |
| Liabilities. Value of operating payables at beginning of year | 2022-02-28 | $2,078 |
| Total non interest bearing cash at end of year | 2022-02-28 | $0 |
| Total non interest bearing cash at beginning of year | 2022-02-28 | $14,167 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
| Value of net income/loss | 2022-02-28 | $15,186 |
| Value of net assets at end of year (total assets less liabilities) | 2022-02-28 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-02-28 | $12,089 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-02-28 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-02-28 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-02-28 | $28,860 |
| 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 | 2022-02-28 | No |
| Did the plan have assets held for investment | 2022-02-28 | 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 | 2022-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-02-28 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-02-28 | Unqualified |
| Accountancy firm name | 2022-02-28 | ATCHLEY & ASSOCIATES LLP |
| Accountancy firm EIN | 2022-02-28 | 742920819 |
| 2021 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,078 |
| Total income from all sources (including contributions) | 2021-12-31 | $249,748 |
| Total of all expenses incurred | 2021-12-31 | $268,512 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $268,512 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $249,748 |
| Value of total assets at end of year | 2021-12-31 | $14,167 |
| Value of total assets at beginning of year | 2021-12-31 | $30,853 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $249,748 |
| Participant contributions at beginning of year | 2021-12-31 | $3,996 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $2,078 |
| Total non interest bearing cash at end of year | 2021-12-31 | $14,167 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $26,857 |
| 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 | $-18,764 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,089 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,853 |
| 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 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $268,512 |
| 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 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 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 | ATCHLEY & ASSOCIATES LLP |
| Accountancy firm EIN | 2021-12-31 | 742920819 |
| 2020 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $132,596 |
| Total of all expenses incurred | 2020-12-31 | $123,218 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $123,218 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $132,596 |
| Value of total assets at end of year | 2020-12-31 | $30,853 |
| Value of total assets at beginning of year | 2020-12-31 | $21,475 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $132,596 |
| Participant contributions at end of year | 2020-12-31 | $3,996 |
| Participant contributions at beginning of year | 2020-12-31 | $7,724 |
| Total non interest bearing cash at end of year | 2020-12-31 | $26,857 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $13,751 |
| 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 | $9,378 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,853 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $21,475 |
| 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 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $123,218 |
| 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 | 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 | 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 | ATCHLEY & ASSOCIATES LLP |
| Accountancy firm EIN | 2020-12-31 | 742920819 |
| 2019 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $117,376 |
| Total of all expenses incurred | 2019-12-31 | $133,313 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $133,313 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $117,376 |
| Value of total assets at end of year | 2019-12-31 | $21,475 |
| Value of total assets at beginning of year | 2019-12-31 | $37,412 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $117,376 |
| Participant contributions at end of year | 2019-12-31 | $7,724 |
| Participant contributions at beginning of year | 2019-12-31 | $2,940 |
| Total non interest bearing cash at end of year | 2019-12-31 | $13,751 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $34,472 |
| 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 | $-15,937 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,475 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,412 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $133,313 |
| 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 | 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 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | ATCHLEY & ASSOCIATES LLP |
| Accountancy firm EIN | 2019-12-31 | 742920819 |
| 2018 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $73,148 |
| Total of all expenses incurred | 2018-12-31 | $86,955 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $86,955 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $73,148 |
| Value of total assets at end of year | 2018-12-31 | $37,412 |
| Value of total assets at beginning of year | 2018-12-31 | $51,219 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $73,148 |
| Participant contributions at end of year | 2018-12-31 | $2,940 |
| Participant contributions at beginning of year | 2018-12-31 | $1,960 |
| Total non interest bearing cash at end of year | 2018-12-31 | $34,472 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $49,259 |
| 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 | $-13,807 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $37,412 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $51,219 |
| 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 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $86,955 |
| 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 | 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 | 2018-12-31 | 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 | Unqualified |
| Accountancy firm name | 2018-12-31 | ATCHLEY & ASSOCIATES LLP |
| Accountancy firm EIN | 2018-12-31 | 742920819 |
| 2017 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $96,541 |
| Total of all expenses incurred | 2017-12-31 | $81,540 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $81,540 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $96,541 |
| Value of total assets at end of year | 2017-12-31 | $51,219 |
| Value of total assets at beginning of year | 2017-12-31 | $36,218 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $96,541 |
| Participant contributions at end of year | 2017-12-31 | $1,960 |
| Participant contributions at beginning of year | 2017-12-31 | $5,915 |
| Total non interest bearing cash at end of year | 2017-12-31 | $49,259 |
| 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 | $15,001 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $51,219 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $36,218 |
| 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 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $30,303 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $30,303 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $81,540 |
| 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 | 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 | 2017-12-31 | 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 | ATCHLEY & ASSOCIATES, LLP |
| Accountancy firm EIN | 2017-12-31 | 742920819 |
| 2016 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $71,025 |
| Total of all expenses incurred | 2016-12-31 | $71,320 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $71,115 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $71,025 |
| Value of total assets at end of year | 2016-12-31 | $36,218 |
| Value of total assets at beginning of year | 2016-12-31 | $36,513 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $205 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $71,025 |
| Participant contributions at end of year | 2016-12-31 | $5,915 |
| Participant contributions at beginning of year | 2016-12-31 | $5,396 |
| Administrative expenses (other) incurred | 2016-12-31 | $205 |
| 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 | $-295 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $36,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $36,513 |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $30,303 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $31,117 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $31,117 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $71,115 |
| 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 | 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 | 2016-12-31 | 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 | ATCHLEY & ASSOCIATES, LLP |
| Accountancy firm EIN | 2016-12-31 | 742920819 |
| 2015 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $78,541 |
| Total of all expenses incurred | 2015-12-31 | $85,311 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $85,170 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $78,535 |
| Value of total assets at end of year | 2015-12-31 | $36,513 |
| Value of total assets at beginning of year | 2015-12-31 | $43,283 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $141 |
| Total interest from all sources | 2015-12-31 | $6 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $78,535 |
| Participant contributions at end of year | 2015-12-31 | $5,396 |
| Participant contributions at beginning of year | 2015-12-31 | $3,061 |
| Administrative expenses (other) incurred | 2015-12-31 | $141 |
| 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 | $-6,770 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $36,513 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $43,283 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $31,117 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $40,222 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $40,222 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $6 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $85,170 |
| 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 | 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 | 2015-12-31 | 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 | ATCHLEY & ASSOCIATES, LLP |
| Accountancy firm EIN | 2015-12-31 | 742920819 |
| 2014 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $79,893 |
| Total of all expenses incurred | 2014-12-31 | $68,413 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $68,400 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $79,872 |
| Value of total assets at end of year | 2014-12-31 | $43,283 |
| Value of total assets at beginning of year | 2014-12-31 | $31,803 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13 |
| Total interest from all sources | 2014-12-31 | $21 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $79,872 |
| Participant contributions at end of year | 2014-12-31 | $3,061 |
| Participant contributions at beginning of year | 2014-12-31 | $2,790 |
| Administrative expenses (other) incurred | 2014-12-31 | $13 |
| 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 | $11,480 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $43,283 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $31,803 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $40,222 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $29,013 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $29,013 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $21 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $68,400 |
| 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 | 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 | 2014-12-31 | 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 | ATCHLEY & ASSOCIATES, LLP |
| Accountancy firm EIN | 2014-12-31 | 742920819 |
| 2013 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $59,744 |
| Total of all expenses incurred | 2013-12-31 | $68,708 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $68,708 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $59,723 |
| Value of total assets at end of year | 2013-12-31 | $31,803 |
| Value of total assets at beginning of year | 2013-12-31 | $40,767 |
| Total interest from all sources | 2013-12-31 | $21 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $59,723 |
| Participant contributions at end of year | 2013-12-31 | $2,790 |
| Participant contributions at beginning of year | 2013-12-31 | $3,630 |
| 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 | $-8,964 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $31,803 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $40,767 |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $29,013 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $37,137 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $37,137 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $21 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $68,708 |
| 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 | 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 | 2013-12-31 | 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 | ATCHLEY & ASSOCIATES, LLP |
| Accountancy firm EIN | 2013-12-31 | 742920819 |
| 2012 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $79,683 |
| Total of all expenses incurred | 2012-12-31 | $87,646 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $87,540 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $79,665 |
| Value of total assets at end of year | 2012-12-31 | $40,767 |
| Value of total assets at beginning of year | 2012-12-31 | $48,730 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $106 |
| Total interest from all sources | 2012-12-31 | $18 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $79,665 |
| Participant contributions at end of year | 2012-12-31 | $3,630 |
| Participant contributions at beginning of year | 2012-12-31 | $2,130 |
| Administrative expenses (other) incurred | 2012-12-31 | $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 | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-7,963 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $40,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $48,730 |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $37,137 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $46,600 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $46,600 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $18 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $87,540 |
| 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 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 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 | BOUNDS CHATELAIN & PHARR, P.C. |
| Accountancy firm EIN | 2012-12-31 | 742617174 |
| 2011 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $72,059 |
| Total of all expenses incurred | 2011-12-31 | $76,804 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $76,778 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $72,033 |
| Value of total assets at end of year | 2011-12-31 | $48,730 |
| Value of total assets at beginning of year | 2011-12-31 | $53,475 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $26 |
| Total interest from all sources | 2011-12-31 | $26 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $72,033 |
| Participant contributions at end of year | 2011-12-31 | $2,130 |
| Administrative expenses (other) incurred | 2011-12-31 | $26 |
| 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 | $-4,745 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $48,730 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $53,475 |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $46,600 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $53,475 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $53,475 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $26 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $76,778 |
| 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 | 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 | 2011-12-31 | 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 | BOUNDS CHATELAIN & PHARR, P.C. |
| Accountancy firm EIN | 2011-12-31 | 742617174 |
| 2010 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $46,166 |
| Total of all expenses incurred | 2010-12-31 | $67,078 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $67,065 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $46,131 |
| Value of total assets at end of year | 2010-12-31 | $53,475 |
| Value of total assets at beginning of year | 2010-12-31 | $74,387 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13 |
| Total interest from all sources | 2010-12-31 | $35 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $46,131 |
| Administrative expenses (other) incurred | 2010-12-31 | $13 |
| 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 | $-20,912 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $53,475 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $74,387 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $53,475 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $74,387 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $74,387 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $35 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $67,065 |
| 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 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 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 | BOUNDS CHATELAIN & PHARR, P.C. |
| Accountancy firm EIN | 2010-12-31 | 742617174 |
