BOARD OF TRUSTEES LOCAL 134-NECA VACATION SAVING FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND
401k plan membership statisitcs for IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND
| Measure | Date | Value |
|---|
| 2022 : IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND 2022 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $13,900 |
| Total income from all sources (including contributions) | 2022-06-30 | $14,239,910 |
| Total of all expenses incurred | 2022-06-30 | $14,129,814 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $14,095,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $14,239,910 |
| Value of total assets at end of year | 2022-06-30 | $1,463,319 |
| Value of total assets at beginning of year | 2022-06-30 | $1,367,123 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $34,032 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Administrative expenses professional fees incurred | 2022-06-30 | $25,100 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Administrative expenses (other) incurred | 2022-06-30 | $8,932 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $13,900 |
| Total non interest bearing cash at end of year | 2022-06-30 | $339,059 |
| Total non interest bearing cash at beginning of year | 2022-06-30 | $350,270 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $110,096 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $1,463,319 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,353,223 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $14,239,910 |
| Employer contributions (assets) at end of year | 2022-06-30 | $1,124,260 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $1,016,853 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $14,095,782 |
| Did the plan have assets held for investment | 2022-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2022-06-30 | 320043599 |
| 2021 : IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $13,900 |
| Total income from all sources (including contributions) | 2021-06-30 | $13,594,165 |
| Total of all expenses incurred | 2021-06-30 | $13,770,930 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $13,709,132 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $13,594,165 |
| Value of total assets at end of year | 2021-06-30 | $1,367,123 |
| Value of total assets at beginning of year | 2021-06-30 | $1,529,988 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $61,798 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Administrative expenses professional fees incurred | 2021-06-30 | $53,703 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $8,095 |
| Administrative expenses (other) incurred | 2021-06-30 | $8,095 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $13,900 |
| Total non interest bearing cash at end of year | 2021-06-30 | $350,270 |
| Total non interest bearing cash at beginning of year | 2021-06-30 | $414,589 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $-176,765 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $1,353,223 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,529,988 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $13,594,165 |
| Employer contributions (assets) at end of year | 2021-06-30 | $1,016,853 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $1,107,304 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $13,709,132 |
| Did the plan have assets held for investment | 2021-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2021-06-30 | 320043599 |
| 2020 : IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $3,649 |
| Total income from all sources (including contributions) | 2020-06-30 | $15,865,569 |
| Total of all expenses incurred | 2020-06-30 | $16,024,130 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $15,957,710 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $15,865,569 |
| Value of total assets at end of year | 2020-06-30 | $1,529,988 |
| Value of total assets at beginning of year | 2020-06-30 | $1,692,198 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $66,420 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Administrative expenses professional fees incurred | 2020-06-30 | $56,853 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $8,095 |
| Administrative expenses (other) incurred | 2020-06-30 | $9,567 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $3,649 |
| Total non interest bearing cash at end of year | 2020-06-30 | $414,589 |
| Total non interest bearing cash at beginning of year | 2020-06-30 | $400,929 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-158,561 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $1,529,988 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,688,549 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $15,865,569 |
| Employer contributions (assets) at end of year | 2020-06-30 | $1,107,304 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $1,291,269 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $15,957,710 |
| Did the plan have assets held for investment | 2020-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2020-06-30 | 320043599 |
| 2019 : IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $3,649 |
| Total income from all sources (including contributions) | 2019-06-30 | $17,479,817 |
| Total of all expenses incurred | 2019-06-30 | $17,236,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $17,174,690 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $17,479,817 |
| Value of total assets at end of year | 2019-06-30 | $1,692,198 |
| Value of total assets at beginning of year | 2019-06-30 | $1,445,322 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $61,900 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Administrative expenses professional fees incurred | 2019-06-30 | $53,141 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Administrative expenses (other) incurred | 2019-06-30 | $8,759 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $3,649 |
| Total non interest bearing cash at end of year | 2019-06-30 | $400,929 |
| Total non interest bearing cash at beginning of year | 2019-06-30 | $383,455 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $243,227 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $1,688,549 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,445,322 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $17,479,817 |
| Employer contributions (assets) at end of year | 2019-06-30 | $1,291,269 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $1,061,867 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $17,174,690 |
| Did the plan have assets held for investment | 2019-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
| Accountancy firm name | 2019-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2019-06-30 | 320043599 |
| 2018 : IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-06-30 | $13,697,798 |
| Total of all expenses incurred | 2018-06-30 | $13,414,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $13,414,248 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $13,697,798 |
| Value of total assets at end of year | 2018-06-30 | $1,445,322 |
| Value of total assets at beginning of year | 2018-06-30 | $1,161,772 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Total non interest bearing cash at end of year | 2018-06-30 | $383,455 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $205,681 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $283,550 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $1,445,322 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,161,772 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $13,697,798 |
| Employer contributions (assets) at end of year | 2018-06-30 | $1,061,867 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $956,091 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $13,414,248 |
| Did the plan have assets held for investment | 2018-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2018-06-30 | 320043599 |
| 2017 : IBEW LOCAL NO. 134-NECA VACATION SAVINGS FUND 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-06-30 | $8,677,591 |
| Total of all expenses incurred | 2017-06-30 | $7,515,819 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $7,515,819 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $8,677,591 |
| Value of total assets at end of year | 2017-06-30 | $1,161,772 |
| Value of total assets at beginning of year | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Total non interest bearing cash at end of year | 2017-06-30 | $205,681 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $1,161,772 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $1,161,772 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $8,677,591 |
| Employer contributions (assets) at end of year | 2017-06-30 | $956,091 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $7,515,819 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Did the plan have assets held for investment | 2017-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2017-06-30 | 320043599 |
