BOARD OF TRUSTEES I.B.E.W. LOCAL 769 MGMT PENSION PLAN A has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN
401k plan membership statisitcs for I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
| Total of all active and inactive participants | 2022-06-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 0 |
| Total participants | 2022-06-01 | 0 |
| Number of participants with account balances | 2022-06-01 | 0 |
| Number of employers contributing to the scheme | 2022-06-01 | 0 |
| 2021: I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 81 |
| Total of all active and inactive participants | 2021-06-01 | 81 |
| Total participants | 2021-06-01 | 81 |
| Number of participants with account balances | 2021-06-01 | 81 |
| Number of employers contributing to the scheme | 2021-06-01 | 0 |
| 2020: I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 83 |
| Total of all active and inactive participants | 2020-06-01 | 83 |
| Total participants | 2020-06-01 | 83 |
| Number of participants with account balances | 2020-06-01 | 83 |
| Number of employers contributing to the scheme | 2020-06-01 | 0 |
| 2019: I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-15 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-15 | 20 |
| Number of retired or separated participants receiving benefits | 2019-06-15 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-15 | 37 |
| Total of all active and inactive participants | 2019-06-15 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-15 | 26 |
| Total participants | 2019-06-15 | 83 |
| Number of participants with account balances | 2019-06-15 | 83 |
| Number of employers contributing to the scheme | 2019-06-15 | 0 |
| Measure | Date | Value |
|---|
| 2022 : I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $-135,152 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $650 |
| Total plan assets at end of year | 2022-12-31 | $0 |
| Total plan assets at beginning of year | 2022-12-31 | $135,802 |
| Value of fidelity bond covering the plan | 2022-12-31 | $700,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $650 |
| Net income (gross income less expenses) | 2022-12-31 | $-650 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $135,802 |
| Transfers to/from the plan | 2022-05-31 | $0 |
| Total plan liabilities at end of year | 2022-05-31 | $0 |
| Total plan liabilities at beginning of year | 2022-05-31 | $0 |
| Total income from all sources | 2022-05-31 | $0 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $8,094 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $0 |
| Total plan assets at end of year | 2022-05-31 | $135,802 |
| Total plan assets at beginning of year | 2022-05-31 | $143,896 |
| Value of fidelity bond covering the plan | 2022-05-31 | $700,000 |
| Total contributions received or receivable from participants | 2022-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-05-31 | $1,844 |
| Contributions received from other sources (not participants or employers) | 2022-05-31 | $0 |
| Other income received | 2022-05-31 | $0 |
| Noncash contributions received | 2022-05-31 | $0 |
| Net income (gross income less expenses) | 2022-05-31 | $-8,094 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $135,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $143,896 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-05-31 | $0 |
| Value of corrective distributions | 2022-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $6,250 |
| 2021 : I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-05-31 | $0 |
| Total plan liabilities at end of year | 2021-05-31 | $0 |
| Total plan liabilities at beginning of year | 2021-05-31 | $0 |
| Total income from all sources | 2021-05-31 | $0 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $28,939 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $14,984 |
| Total plan assets at end of year | 2021-05-31 | $143,896 |
| Total plan assets at beginning of year | 2021-05-31 | $172,835 |
| Value of fidelity bond covering the plan | 2021-05-31 | $700,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $2,164 |
| Contributions received from other sources (not participants or employers) | 2021-05-31 | $0 |
| Other income received | 2021-05-31 | $0 |
| Noncash contributions received | 2021-05-31 | $0 |
| Net income (gross income less expenses) | 2021-05-31 | $-28,939 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $143,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $172,835 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-05-31 | $0 |
| Value of corrective distributions | 2021-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $11,791 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
| 2020 : I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-05-31 | $0 |
| Total plan liabilities at beginning of year | 2020-05-31 | $0 |
| Total income from all sources | 2020-05-31 | $0 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $52,216 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $34,355 |
| Total plan assets at end of year | 2020-05-31 | $172,835 |
| Total plan assets at beginning of year | 2020-05-31 | $225,051 |
| Total contributions received or receivable from participants | 2020-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $2,183 |
| Contributions received from other sources (not participants or employers) | 2020-05-31 | $0 |
| Other income received | 2020-05-31 | $0 |
| Noncash contributions received | 2020-05-31 | $0 |
| Net income (gross income less expenses) | 2020-05-31 | $-52,216 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $172,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $225,051 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-05-31 | $0 |
| Value of corrective distributions | 2020-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $15,678 |
| 2022: I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Multi-employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | Yes |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-06-01 | Plan is a collectively bargained plan | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Multi-employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Multi-employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: I.B.E.W. LOCAL 769 PART B PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-06-15 | Type of plan entity | Multi-employer plan |
| 2019-06-15 | First time form 5500 has been submitted | Yes |
| 2019-06-15 | Submission has been amended | Yes |
| 2019-06-15 | This submission is the final filing | No |
| 2019-06-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-06-15 | Plan is a collectively bargained plan | Yes |
| 2019-06-15 | Plan funding arrangement – Trust | Yes |
| 2019-06-15 | Plan benefit arrangement - Trust | Yes |
