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PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 401k Plan overview

Plan NamePLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN
Plan identification number 002

PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES - PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE
Employer identification number (EIN):742748987
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01DOUG IRWIN
0022015-07-01DOUG IRWIN
0022014-07-01DOUG IRWIN
0022013-07-01DOUG IRWIN
0022012-07-01DOUG IRWIN
0022011-07-01DOUG IRWIN
0022009-07-01DOUG IRWIN

Plan Statistics for PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN

401k plan membership statisitcs for PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN

Measure Date Value
2021: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012,755
Total number of active participants reported on line 7a of the Form 55002021-07-013,155
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0121
Total of all active and inactive participants2021-07-013,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-017
Total participants2021-07-013,183
Number of participants with account balances2021-07-012,593
2020: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012,072
Total number of active participants reported on line 7a of the Form 55002020-07-012,725
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0126
Total of all active and inactive participants2020-07-012,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-012,755
Number of participants with account balances2020-07-012,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Number of employers contributing to the scheme2020-07-0135
2019: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012,237
Total number of active participants reported on line 7a of the Form 55002019-07-012,057
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0115
Total of all active and inactive participants2019-07-012,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-012,072
Number of participants with account balances2019-07-012,072
Number of employers contributing to the scheme2019-07-0134
2018: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012,144
Total number of active participants reported on line 7a of the Form 55002018-07-012,213
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0122
Total of all active and inactive participants2018-07-012,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-012,237
Number of participants with account balances2018-07-011,815
Number of employers contributing to the scheme2018-07-0136
2017: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,984
Total number of active participants reported on line 7a of the Form 55002017-07-012,129
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0113
Total of all active and inactive participants2017-07-012,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-012,144
Number of participants with account balances2017-07-011,752
Number of employers contributing to the scheme2017-07-0136
2016: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,858
Total number of active participants reported on line 7a of the Form 55002016-07-011,961
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0121
Total of all active and inactive participants2016-07-011,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-011,984
Number of participants with account balances2016-07-011,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0136
2015: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,798
Total number of active participants reported on line 7a of the Form 55002015-07-011,835
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0122
Total of all active and inactive participants2015-07-011,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-011,858
Number of participants with account balances2015-07-011,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-0137
2014: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,722
Total number of active participants reported on line 7a of the Form 55002014-07-011,783
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0115
Total of all active and inactive participants2014-07-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,798
Number of participants with account balances2014-07-011,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-0137
2013: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,646
Total number of active participants reported on line 7a of the Form 55002013-07-011,710
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0112
Total of all active and inactive participants2013-07-011,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,722
Number of participants with account balances2013-07-011,439
Number of employers contributing to the scheme2013-07-0137
2012: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,571
Total number of active participants reported on line 7a of the Form 55002012-07-011,635
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0111
Total of all active and inactive participants2012-07-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-011,646
Number of participants with account balances2012-07-011,387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Number of employers contributing to the scheme2012-07-0143
2011: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,569
Total number of active participants reported on line 7a of the Form 55002011-07-011,552
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0116
Total of all active and inactive participants2011-07-011,568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-013
Total participants2011-07-011,571
Number of participants with account balances2011-07-011,326
Number of employers contributing to the scheme2011-07-0146
2009: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,495
Total number of active participants reported on line 7a of the Form 55002009-07-011,471
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0112
Total of all active and inactive participants2009-07-011,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-011,484
Number of participants with account balances2009-07-011,305
Number of employers contributing to the scheme2009-07-0140

Financial Data on PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN

Measure Date Value
2022 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$69,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-9,583,748
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$7,415,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$7,016,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$9,614,429
Value of total assets at end of year2022-06-30$121,868,280
Value of total assets at beginning of year2022-06-30$138,798,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$398,839
Total interest from all sources2022-06-30$7,855
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$6,724,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$6,724,251
Administrative expenses professional fees incurred2022-06-30$47,252
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$20,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$69,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Administrative expenses (other) incurred2022-06-30$49,988
Total non interest bearing cash at end of year2022-06-30$913,311
Total non interest bearing cash at beginning of year2022-06-30$177,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-16,999,465
Value of net assets at end of year (total assets less liabilities)2022-06-30$121,798,792
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$138,798,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$235,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$115,124,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$133,210,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$4,992,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$4,073,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$4,073,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$7,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-25,930,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$9,614,429
Employer contributions (assets) at end of year2022-06-30$838,632
Employer contributions (assets) at beginning of year2022-06-30$1,316,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$7,016,878
Contract administrator fees2022-06-30$66,102
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$10,757
Total income from all sources (including contributions)2021-06-30$38,516,994
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$6,642,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,294,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$7,948,923
Value of total assets at end of year2021-06-30$138,798,257
Value of total assets at beginning of year2021-06-30$106,934,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$348,713
Total interest from all sources2021-06-30$1,035
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$3,467,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$3,467,998
Administrative expenses professional fees incurred2021-06-30$33,306
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$8,028,675
Amount contributed by the employer to the plan for this plan year2021-06-30$8,028,675
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$14,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$20,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$16,426
Administrative expenses (other) incurred2021-06-30$47,435
Liabilities. Value of operating payables at end of year2021-06-30$0
Liabilities. Value of operating payables at beginning of year2021-06-30$10,757
Total non interest bearing cash at end of year2021-06-30$177,804
Total non interest bearing cash at beginning of year2021-06-30$870,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$31,874,160
Value of net assets at end of year (total assets less liabilities)2021-06-30$138,798,257
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$106,924,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$208,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$133,210,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$101,293,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$4,073,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$4,142,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$4,142,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$1,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$27,099,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$7,948,923
Employer contributions (assets) at end of year2021-06-30$1,316,803
Employer contributions (assets) at beginning of year2021-06-30$597,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$6,294,121
Contract administrator fees2021-06-30$59,526
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$10,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$30,725
Total income from all sources (including contributions)2020-06-30$13,014,183
Total of all expenses incurred2020-06-30$4,028,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,708,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$7,700,227
Value of total assets at end of year2020-06-30$106,934,854
Value of total assets at beginning of year2020-06-30$97,968,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$319,986
Total interest from all sources2020-06-30$5,268
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$2,271,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$2,271,946
Administrative expenses professional fees incurred2020-06-30$40,425
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$14,346
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$14,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$16,426
Administrative expenses (other) incurred2020-06-30$36,013
Liabilities. Value of operating payables at end of year2020-06-30$10,757
Liabilities. Value of operating payables at beginning of year2020-06-30$30,725
Total non interest bearing cash at end of year2020-06-30$870,789
Total non interest bearing cash at beginning of year2020-06-30$1,770,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$8,985,926
Value of net assets at end of year (total assets less liabilities)2020-06-30$106,924,097
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$97,938,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$191,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$101,293,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$92,293,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$4,142,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$3,087,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$3,087,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$5,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,036,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$7,700,227
Employer contributions (assets) at end of year2020-06-30$597,095
Employer contributions (assets) at beginning of year2020-06-30$803,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,708,271
Contract administrator fees2020-06-30$51,901
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2020-06-30621802605
2019 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$30,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$22,893
Total income from all sources (including contributions)2019-06-30$13,768,070
Total of all expenses incurred2019-06-30$7,966,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$7,679,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,145,141
Value of total assets at end of year2019-06-30$97,968,896
Value of total assets at beginning of year2019-06-30$92,159,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$287,329
Total interest from all sources2019-06-30$82,983
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$2,971,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$2,971,762
Administrative expenses professional fees incurred2019-06-30$52,298
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$7,145,141
Amount contributed by the employer to the plan for this plan year2019-06-30$7,145,141
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$14,795
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$15,077
Administrative expenses (other) incurred2019-06-30$37,059
Liabilities. Value of operating payables at end of year2019-06-30$30,725
Liabilities. Value of operating payables at beginning of year2019-06-30$22,893
Total non interest bearing cash at end of year2019-06-30$1,770,037
Total non interest bearing cash at beginning of year2019-06-30$552,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$5,801,445
Value of net assets at end of year (total assets less liabilities)2019-06-30$97,938,171
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$92,136,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$134,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$92,293,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$87,403,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$3,087,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$3,623,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$3,623,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$82,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$3,568,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$7,145,141
Employer contributions (assets) at end of year2019-06-30$803,748
Employer contributions (assets) at beginning of year2019-06-30$565,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,679,296
Contract administrator fees2019-06-30$63,431
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2019-06-30621802605
2018 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$22,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$119,450
Total income from all sources (including contributions)2018-06-30$14,339,564
Total of all expenses incurred2018-06-30$4,598,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,292,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$6,579,731
Value of total assets at end of year2018-06-30$92,159,619
Value of total assets at beginning of year2018-06-30$82,515,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$305,978
Total interest from all sources2018-06-30$47,671
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$2,405,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$2,405,944
Administrative expenses professional fees incurred2018-06-30$40,009
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$6,579,731
Amount contributed by the employer to the plan for this plan year2018-06-30$6,579,731
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$15,077
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$14,284
Administrative expenses (other) incurred2018-06-30$33,219
Liabilities. Value of operating payables at end of year2018-06-30$22,893
Liabilities. Value of operating payables at beginning of year2018-06-30$119,450
Total non interest bearing cash at end of year2018-06-30$552,496
Total non interest bearing cash at beginning of year2018-06-30$703,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$9,740,921
Value of net assets at end of year (total assets less liabilities)2018-06-30$92,136,726
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$82,395,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$164,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$87,403,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$77,616,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$3,623,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,525,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,525,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$47,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$5,306,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$6,579,731
Employer contributions (assets) at end of year2018-06-30$565,155
Employer contributions (assets) at beginning of year2018-06-30$655,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,292,665
Contract administrator fees2018-06-30$68,136
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2018-06-30621802605
2017 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$119,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$22,728
Total income from all sources (including contributions)2017-06-30$15,047,555
Total of all expenses incurred2017-06-30$4,652,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$4,438,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$6,528,361
Value of total assets at end of year2017-06-30$82,515,255
Value of total assets at beginning of year2017-06-30$72,023,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$214,393
Total interest from all sources2017-06-30$25,984
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$2,018,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$2,018,552
Administrative expenses professional fees incurred2017-06-30$41,127
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$14,284
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$7,735
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$5,000
Administrative expenses (other) incurred2017-06-30$24,682
Liabilities. Value of operating payables at end of year2017-06-30$119,450
Liabilities. Value of operating payables at beginning of year2017-06-30$22,728
Total non interest bearing cash at end of year2017-06-30$703,620
Total non interest bearing cash at beginning of year2017-06-30$380,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$10,394,584
Value of net assets at end of year (total assets less liabilities)2017-06-30$82,395,805
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$72,001,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$80,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$77,616,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$67,618,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,525,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$3,636,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$3,636,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$25,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$6,474,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$6,523,361
Employer contributions (assets) at end of year2017-06-30$655,125
Employer contributions (assets) at beginning of year2017-06-30$381,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$4,438,578
Contract administrator fees2017-06-30$68,136
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2017-06-30621802605
2016 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$22,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$15,337
Total income from all sources (including contributions)2016-06-30$6,785,251
Total of all expenses incurred2016-06-30$5,699,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$5,491,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,525,810
Value of total assets at end of year2016-06-30$72,023,949
Value of total assets at beginning of year2016-06-30$70,930,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$208,086
Total interest from all sources2016-06-30$9,130
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$2,254,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$2,254,851
Administrative expenses professional fees incurred2016-06-30$33,746
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$5,525,810
Amount contributed by the employer to the plan for this plan year2016-06-30$5,525,810
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$7,735
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$7,931
Administrative expenses (other) incurred2016-06-30$26,077
Liabilities. Value of operating payables at end of year2016-06-30$22,728
Liabilities. Value of operating payables at beginning of year2016-06-30$15,337
Total non interest bearing cash at end of year2016-06-30$380,356
Total non interest bearing cash at beginning of year2016-06-30$419,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,086,112
Value of net assets at end of year (total assets less liabilities)2016-06-30$72,001,221
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$70,915,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$80,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$67,618,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$67,055,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$3,636,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$2,950,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$2,950,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$9,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,004,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$5,525,810
Employer contributions (assets) at end of year2016-06-30$381,177
Employer contributions (assets) at beginning of year2016-06-30$497,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$5,491,053
Contract administrator fees2016-06-30$68,136
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2016-06-30621802605
2015 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$15,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$24,076
Total income from all sources (including contributions)2015-06-30$8,116,772
Total of all expenses incurred2015-06-30$3,620,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,399,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,297,652
Value of total assets at end of year2015-06-30$70,930,446
Value of total assets at beginning of year2015-06-30$66,442,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$220,748
Total interest from all sources2015-06-30$333
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,034,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,034,060
Administrative expenses professional fees incurred2015-06-30$40,679
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$5,297,652
Amount contributed by the employer to the plan for this plan year2015-06-30$5,297,652
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$7,931
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$7,097
Administrative expenses (other) incurred2015-06-30$24,350
Liabilities. Value of operating payables at end of year2015-06-30$15,337
Liabilities. Value of operating payables at beginning of year2015-06-30$24,076
Total non interest bearing cash at end of year2015-06-30$419,158
Total non interest bearing cash at beginning of year2015-06-30$406,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$4,496,473
Value of net assets at end of year (total assets less liabilities)2015-06-30$70,915,109
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$66,418,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$87,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$67,055,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$62,827,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,950,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$2,725,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$2,725,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$784,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$5,297,652
Employer contributions (assets) at end of year2015-06-30$497,210
Employer contributions (assets) at beginning of year2015-06-30$475,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,399,551
Contract administrator fees2015-06-30$68,136
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2015-06-30621802605
2014 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$24,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$30,179
Total income from all sources (including contributions)2014-06-30$13,675,952
Total of all expenses incurred2014-06-30$5,741,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$5,502,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,566,110
Value of total assets at end of year2014-06-30$66,442,712
Value of total assets at beginning of year2014-06-30$58,514,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$238,906
Total interest from all sources2014-06-30$701
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,290,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,290,653
Administrative expenses professional fees incurred2014-06-30$55,443
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$4,566,110
Amount contributed by the employer to the plan for this plan year2014-06-30$4,566,110
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$7,097
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$7,401
Administrative expenses (other) incurred2014-06-30$19,949
Liabilities. Value of operating payables at end of year2014-06-30$24,076
Liabilities. Value of operating payables at beginning of year2014-06-30$30,179
Total non interest bearing cash at end of year2014-06-30$406,732
Total non interest bearing cash at beginning of year2014-06-30$34,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$7,934,211
Value of net assets at end of year (total assets less liabilities)2014-06-30$66,418,636
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$58,484,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$95,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$62,827,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$54,392,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$2,725,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$3,727,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$3,727,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$7,818,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$4,566,110
Employer contributions (assets) at end of year2014-06-30$475,652
Employer contributions (assets) at beginning of year2014-06-30$352,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$5,502,835
Contract administrator fees2014-06-30$68,136
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2014-06-30621802605
2013 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$30,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$88,324
Total income from all sources (including contributions)2013-06-30$10,738,674
Total of all expenses incurred2013-06-30$3,040,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,821,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,889,907
Value of total assets at end of year2013-06-30$58,514,604
Value of total assets at beginning of year2013-06-30$50,874,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$219,162
Total interest from all sources2013-06-30$1,013
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,127,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,127,981
Administrative expenses professional fees incurred2013-06-30$41,571
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$4,889,907
Amount contributed by the employer to the plan for this plan year2013-06-30$4,889,907
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$7,401
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$8,033
Administrative expenses (other) incurred2013-06-30$19,552
Liabilities. Value of operating payables at end of year2013-06-30$30,179
Liabilities. Value of operating payables at beginning of year2013-06-30$88,324
Total non interest bearing cash at end of year2013-06-30$34,333
Total non interest bearing cash at beginning of year2013-06-30$72,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$7,698,169
Value of net assets at end of year (total assets less liabilities)2013-06-30$58,484,425
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$50,786,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$89,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$54,392,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$46,785,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$3,727,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$3,608,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$3,608,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$1,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$4,719,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,889,907
Employer contributions (assets) at end of year2013-06-30$352,489
Employer contributions (assets) at beginning of year2013-06-30$399,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,821,343
Contract administrator fees2013-06-30$68,136
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2013-06-30621802605
2012 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$88,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$26,788
Total income from all sources (including contributions)2012-06-30$6,884,720
Total of all expenses incurred2012-06-30$3,795,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,585,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$4,704,229
Value of total assets at end of year2012-06-30$50,874,580
Value of total assets at beginning of year2012-06-30$47,723,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$209,385
Total interest from all sources2012-06-30$1,354
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,002,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$1,002,271
Administrative expenses professional fees incurred2012-06-30$33,597
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$4,704,229
Amount contributed by the employer to the plan for this plan year2012-06-30$4,704,229
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$8,033
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$7,339
Other income not declared elsewhere2012-06-30$900
Administrative expenses (other) incurred2012-06-30$18,982
Liabilities. Value of operating payables at end of year2012-06-30$88,324
Liabilities. Value of operating payables at beginning of year2012-06-30$26,788
Total non interest bearing cash at end of year2012-06-30$72,049
Total non interest bearing cash at beginning of year2012-06-30$81,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$3,089,564
Value of net assets at end of year (total assets less liabilities)2012-06-30$50,786,256
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$47,696,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$88,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$46,785,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$44,322,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$3,608,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,979,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,979,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$1,175,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$4,704,229
Employer contributions (assets) at end of year2012-06-30$399,938
Employer contributions (assets) at beginning of year2012-06-30$333,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,585,771
Contract administrator fees2012-06-30$68,136
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2012-06-30621802605
2011 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$26,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$24,708
Total income from all sources (including contributions)2011-06-30$12,093,799
Total of all expenses incurred2011-06-30$3,051,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,831,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,921,786
Value of total assets at end of year2011-06-30$47,723,480
Value of total assets at beginning of year2011-06-30$38,679,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$219,881
Total interest from all sources2011-06-30$2,655
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$954,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$954,592
Administrative expenses professional fees incurred2011-06-30$35,182
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$4,921,786
Amount contributed by the employer to the plan for this plan year2011-06-30$4,921,786
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$7,339
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$7,569
Other income not declared elsewhere2011-06-30$1,200
Administrative expenses (other) incurred2011-06-30$19,351
Liabilities. Value of operating payables at end of year2011-06-30$26,788
Liabilities. Value of operating payables at beginning of year2011-06-30$24,708
Total non interest bearing cash at end of year2011-06-30$81,184
Total non interest bearing cash at beginning of year2011-06-30$49,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$9,042,261
Value of net assets at end of year (total assets less liabilities)2011-06-30$47,696,692
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$38,654,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$98,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$44,322,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$35,395,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,979,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,936,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,936,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$6,213,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,921,786
Employer contributions (assets) at end of year2011-06-30$333,072
Employer contributions (assets) at beginning of year2011-06-30$289,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,831,657
Contract administrator fees2011-06-30$66,828
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2011-06-30621802605
2010 : PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2010 401k financial data
Minimum employer required contribution for this plan year2010-06-30$3,282,175
Amount contributed by the employer to the plan for this plan year2010-06-30$3,282,175

Form 5500 Responses for PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN

2021: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PLUMBERS PIPEFITTERS LOCAL UNION NO 286 MONEY PURCHASE PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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