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SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST 401k Plan overview

Plan NameSERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST
Plan identification number 001

SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SERVICE EMPLOYEES INT UNION LOCAL 1877 has sponsored the creation of one or more 401k plans.

Company Name:SERVICE EMPLOYEES INT UNION LOCAL 1877
Employer identification number (EIN):770214817
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01GABRIELA WAITMAN
0012008-01-01GABRIELA WAITMAN

Plan Statistics for SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST

401k plan membership statisitcs for SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST

Measure Date Value
2009: SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0198
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0198
Total participants2009-01-0198
Number of participants with account balances2009-01-0113
2008: SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-01110
Total number of active participants reported on line 7a of the Form 55002008-01-01104
Number of other retired or separated participants entitled to future benefits2008-01-016
Total of all active and inactive participants2008-01-01110
Total participants2008-01-01110
Number of participants with account balances2008-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011

Financial Data on SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST

Measure Date Value
2010 : SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST 2010 401k financial data
Total income from all sources2010-12-31$85,719
Expenses. Total of all expenses incurred2010-12-31$12,400
Benefits paid (including direct rollovers)2010-12-31$12,320
Total plan assets at end of year2010-12-31$376,621
Total plan assets at beginning of year2010-12-31$303,302
Value of fidelity bond covering the plan2010-12-31$30,330
Total contributions received or receivable from participants2010-12-31$41,388
Contributions received from other sources (not participants or employers)2010-12-31$16,453
Other income received2010-12-31$27,878
Net income (gross income less expenses)2010-12-31$73,319
Net plan assets at end of year (total assets less liabilities)2010-12-31$376,621
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$303,302
Assets. Value of participant loans2010-12-31$20,900
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$80
2008 : SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST 2008 401k financial data
Total income from all sources2008-12-31$-54,572
Expenses. Total of all expenses incurred2008-12-31$29,690
Benefits paid (including direct rollovers)2008-12-31$29,650
Total plan assets at end of year2008-12-31$319,004
Total plan assets at beginning of year2008-12-31$403,266
Value of fidelity bond covering the plan2008-12-31$40,327
Total contributions received or receivable from participants2008-12-31$32,140
Contributions received from other sources (not participants or employers)2008-12-31$3,151
Other income received2008-12-31$-89,863
Net income (gross income less expenses)2008-12-31$-84,262
Net plan assets at end of year (total assets less liabilities)2008-12-31$319,004
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$403,266
Assets. Value of participant loans2008-12-31$12,494
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$40
2007 : SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST 2007 401k financial data
Total income from all sources2007-12-31$70,671
Expenses. Total of all expenses incurred2007-12-31$6,929
Benefits paid (including direct rollovers)2007-12-31$6,889
Total plan assets at end of year2007-12-31$403,266
Total plan assets at beginning of year2007-12-31$339,524
Value of fidelity bond covering the plan2007-12-31$33,952
Total contributions received or receivable from participants2007-12-31$42,408
Contributions received from other sources (not participants or employers)2007-12-31$2,227
Other income received2007-12-31$26,036
Net income (gross income less expenses)2007-12-31$63,742
Net plan assets at end of year (total assets less liabilities)2007-12-31$403,266
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$339,524
Assets. Value of participant loans2007-12-31$22,768
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$40

Form 5500 Responses for SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST

2009: SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: SERVICE EMPLOYEES INT'L 401(K) PROFIT SHARING & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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