PLUMBERS & STEAMFITTERS LOCAL 248 VACATION FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 248 VACATION FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 248 VACATION FUND
| Measure | Date | Value |
|---|
| 2023 : PLUMBERS & STEAMFITTERS LOCAL 248 VACATION FUND 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-05-31 | $2,172,201 |
| Total of all expenses incurred | 2023-05-31 | $2,153,236 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $2,145,955 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $2,172,201 |
| Value of total assets at end of year | 2023-05-31 | $38,626 |
| Value of total assets at beginning of year | 2023-05-31 | $19,661 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $7,281 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Administrative expenses professional fees incurred | 2023-05-31 | $3,338 |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Administrative expenses (other) incurred | 2023-05-31 | $3,006 |
| Total non interest bearing cash at end of year | 2023-05-31 | $38,626 |
| Total non interest bearing cash at beginning of year | 2023-05-31 | $19,661 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $18,965 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $38,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $19,661 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Contributions received in cash from employer | 2023-05-31 | $2,172,201 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $2,145,955 |
| Contract administrator fees | 2023-05-31 | $937 |
| Did the plan have assets held for investment | 2023-05-31 | 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 | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | FRANK N HESTAND CPA PSC |
| Accountancy firm EIN | 2023-05-31 | 611336870 |
| 2022 : PLUMBERS & STEAMFITTERS LOCAL 248 VACATION FUND 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-05-31 | $2,206,747 |
| Total of all expenses incurred | 2022-05-31 | $2,187,086 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $2,182,174 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $2,206,747 |
| Value of total assets at end of year | 2022-05-31 | $19,661 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $4,912 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Administrative expenses (other) incurred | 2022-05-31 | $4,537 |
| Total non interest bearing cash at end of year | 2022-05-31 | $19,661 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $19,661 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $19,661 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $2,206,747 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $2,182,174 |
| Contract administrator fees | 2022-05-31 | $375 |
| Did the plan have assets held for investment | 2022-05-31 | 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 | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | FRANK N HESTAND CPA PSC |
| Accountancy firm EIN | 2022-05-31 | 611336870 |
