BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND
| Measure | Date | Value |
|---|
| 2023 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-31 | $446,896 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-31 | $439,293 |
| Total income from all sources (including contributions) | 2023-01-31 | $5,230,664 |
| Total of all expenses incurred | 2023-01-31 | $5,230,664 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-31 | $5,230,664 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-31 | $5,230,664 |
| Value of total assets at end of year | 2023-01-31 | $446,896 |
| Value of total assets at beginning of year | 2023-01-31 | $439,293 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-31 | No |
| Was this plan covered by a fidelity bond | 2023-01-31 | Yes |
| Value of fidelity bond cover | 2023-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-31 | No |
| Contributions received from participants | 2023-01-31 | $5,230,664 |
| Participant contributions at end of year | 2023-01-31 | $438,699 |
| Participant contributions at beginning of year | 2023-01-31 | $438,688 |
| Total non interest bearing cash at end of year | 2023-01-31 | $8,197 |
| Total non interest bearing cash at beginning of year | 2023-01-31 | $605 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-31 | No |
| Value of net income/loss | 2023-01-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-31 | $5,230,664 |
| 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 | 2023-01-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-31 | $446,896 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-31 | $439,293 |
| Did the plan have assets held for investment | 2023-01-31 | 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 | 2023-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-31 | Unqualified |
| Accountancy firm name | 2023-01-31 | ANDERS MINKLER HUBER & HELM |
| Accountancy firm EIN | 2023-01-31 | 430831507 |
| 2022 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-31 | $438,688 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-31 | $472,704 |
| Total income from all sources (including contributions) | 2022-01-31 | $5,980,719 |
| Total of all expenses incurred | 2022-01-31 | $5,983,965 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-31 | $5,983,965 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-31 | $5,980,719 |
| Value of total assets at end of year | 2022-01-31 | $439,293 |
| Value of total assets at beginning of year | 2022-01-31 | $476,555 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-31 | No |
| Was this plan covered by a fidelity bond | 2022-01-31 | Yes |
| Value of fidelity bond cover | 2022-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-31 | No |
| Contributions received from participants | 2022-01-31 | $5,980,719 |
| Participant contributions at end of year | 2022-01-31 | $438,688 |
| Participant contributions at beginning of year | 2022-01-31 | $472,704 |
| Total non interest bearing cash at end of year | 2022-01-31 | $605 |
| Total non interest bearing cash at beginning of year | 2022-01-31 | $3,851 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-31 | No |
| Value of net income/loss | 2022-01-31 | $-3,246 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-31 | $605 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-31 | $3,851 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-31 | $5,983,965 |
| 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 | 2022-01-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-31 | $438,688 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-31 | $472,704 |
| Did the plan have assets held for investment | 2022-01-31 | 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 | 2022-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-31 | Unqualified |
| Accountancy firm name | 2022-01-31 | ANDERS MINKLER HUBER & HELM |
| Accountancy firm EIN | 2022-01-31 | 430831507 |
| 2021 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-01-31 | $7,781,988 |
| Total of all expenses incurred | 2021-01-31 | $7,871,584 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-01-31 | $7,871,584 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-01-31 | $7,781,988 |
| Value of total assets at end of year | 2021-01-31 | $476,555 |
| Value of total assets at beginning of year | 2021-01-31 | $566,151 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-01-31 | No |
| Was this plan covered by a fidelity bond | 2021-01-31 | Yes |
| Value of fidelity bond cover | 2021-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-01-31 | No |
| Contributions received from participants | 2021-01-31 | $7,781,988 |
| Participant contributions at end of year | 2021-01-31 | $472,704 |
| Participant contributions at beginning of year | 2021-01-31 | $566,151 |
| Total non interest bearing cash at end of year | 2021-01-31 | $3,851 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-31 | No |
| Value of net income/loss | 2021-01-31 | $-89,596 |
| Value of net assets at end of year (total assets less liabilities) | 2021-01-31 | $476,555 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-01-31 | $566,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-01-31 | $7,871,584 |
| 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 | 2021-01-31 | No |
| Did the plan have assets held for investment | 2021-01-31 | 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 | 2021-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-01-31 | Unqualified |
| Accountancy firm name | 2021-01-31 | ANDERS MINKLER HUBER & HELM |
| Accountancy firm EIN | 2021-01-31 | 430831507 |
| 2020 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-01-31 | $7,530,977 |
| Total of all expenses incurred | 2020-01-31 | $7,392,291 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-01-31 | $7,392,291 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-01-31 | $7,530,977 |
| Value of total assets at end of year | 2020-01-31 | $566,151 |
| Value of total assets at beginning of year | 2020-01-31 | $427,465 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-01-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-01-31 | No |
| Was this plan covered by a fidelity bond | 2020-01-31 | Yes |
| Was this plan covered by a fidelity bond | 2020-01-31 | Yes |
| Value of fidelity bond cover | 2020-01-31 | $500,000 |
| Value of fidelity bond cover | 2020-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-01-31 | No |
| If this is an individual account plan, was there a blackout period | 2020-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-01-31 | No |
| Contributions received from participants | 2020-01-31 | $7,530,977 |
| Participant contributions at end of year | 2020-01-31 | $566,151 |
| Participant contributions at beginning of year | 2020-01-31 | $427,465 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
| Value of net income/loss | 2020-01-31 | $138,686 |
| Value of net assets at end of year (total assets less liabilities) | 2020-01-31 | $566,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-01-31 | $427,465 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-01-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-01-31 | $7,392,291 |
| 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 | 2020-01-31 | No |
| 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 | 2020-01-31 | No |
| Did the plan have assets held for investment | 2020-01-31 | No |
| Did the plan have assets held for investment | 2020-01-31 | 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 | 2020-01-31 | 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 | 2020-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-01-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2020-01-31 | Unqualified |
| Accountancy firm name | 2020-01-31 | ANDERS MINKLER HUBER & HELM LLP |
| Accountancy firm name | 2020-01-31 | ANDERS MINKLER HUBER & HELM LLP |
| Accountancy firm EIN | 2020-01-31 | 430831507 |
| Accountancy firm EIN | 2020-01-31 | 430831507 |
| 2018 : PLUMBERS & STEAMFITTERS LOCAL UNION NO 136 VACATION FUND 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-01-31 | $6,500,062 |
| Total of all expenses incurred | 2018-01-31 | $6,495,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-01-31 | $6,495,499 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-01-31 | $6,500,062 |
| Value of total assets at end of year | 2018-01-31 | $434,995 |
| Value of total assets at beginning of year | 2018-01-31 | $430,432 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-01-31 | No |
| Was this plan covered by a fidelity bond | 2018-01-31 | Yes |
| Value of fidelity bond cover | 2018-01-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-01-31 | No |
| Contributions received from participants | 2018-01-31 | $6,500,062 |
| Participant contributions at end of year | 2018-01-31 | $434,995 |
| Participant contributions at beginning of year | 2018-01-31 | $430,432 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-01-31 | No |
| Value of net income/loss | 2018-01-31 | $4,563 |
| Value of net assets at end of year (total assets less liabilities) | 2018-01-31 | $434,995 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-01-31 | $430,432 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-01-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-01-31 | $6,495,499 |
| 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 | 2018-01-31 | No |
| Did the plan have assets held for investment | 2018-01-31 | 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 | 2018-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-01-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-01-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-01-31 | Unqualified |
| Accountancy firm name | 2018-01-31 | ANDERS MINKLER HUBER & HELM LLP |
| Accountancy firm EIN | 2018-01-31 | 430831507 |
