401k Plan data: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN plan

HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN
Plan identification number	002

HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

BOARD OF TRUSTEES HOD CARRIERS LOCAL 166 SOUTH BAY PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES HOD CARRIERS LOCAL 166 SOUTH BAY PENSION PLAN

Employer identification number (EIN): 946252184

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 GARY LANGSDALE GARY LANGSDALE 2014-03-06
002 2012-01-01 SAMUEL ROBINSON FOR BOARD OF TRUSTE
002 2011-01-01 SAMUEL ROBINSON FOR BOARD OF TRUSTE
002 2010-01-01 SAMUEL ROBINSON FOR BD. OF TRUSTEES
002 2009-01-01 SAMUEL ROBINSON FOR BD. OF TRUSTEES

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	GARY LANGSDALE	GARY LANGSDALE	2014-03-06
002	2012-01-01	SAMUEL ROBINSON FOR BOARD OF TRUSTE
002	2011-01-01	SAMUEL ROBINSON FOR BOARD OF TRUSTE
002	2010-01-01	SAMUEL ROBINSON FOR BD. OF TRUSTEES
002	2009-01-01	SAMUEL ROBINSON FOR BD. OF TRUSTEES

Plan Statistics for HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN

Measure Date Value
2013: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,274
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,272
Total of all active and inactive participants 2013-01-01 1,272
Total participants 2013-01-01 1,272
Number of employers contributing to the scheme 2013-01-01 33
2012: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,246
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,274
Total of all active and inactive participants 2012-01-01 1,274
Total participants 2012-01-01 1,274
Number of employers contributing to the scheme 2012-01-01 33
2011: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,251
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,245
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1,246
Total participants 2011-01-01 1,246
Number of employers contributing to the scheme 2011-01-01 33
2010: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,254
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,250
Number of retired or separated participants receiving benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 1,251
Total participants 2010-01-01 1,251
Number of participants with account balances 2010-01-01 1,251
Number of employers contributing to the scheme 2010-01-01 33
2009: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,238
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,254
Total of all active and inactive participants 2009-01-01 1,254
Total participants 2009-01-01 1,254
Number of participants with account balances 2009-01-01 1,243

Measure	Date	Value
2013: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,274
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,272
Total of all active and inactive participants	2013-01-01	1,272
Total participants	2013-01-01	1,272
Number of employers contributing to the scheme	2013-01-01	33
2012: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,246
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,274
Total of all active and inactive participants	2012-01-01	1,274
Total participants	2012-01-01	1,274
Number of employers contributing to the scheme	2012-01-01	33
2011: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,251
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,245
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1,246
Total participants	2011-01-01	1,246
Number of employers contributing to the scheme	2011-01-01	33
2010: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,254
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,250
Number of retired or separated participants receiving benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	1,251
Total participants	2010-01-01	1,251
Number of participants with account balances	2010-01-01	1,251
Number of employers contributing to the scheme	2010-01-01	33
2009: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,238
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,254
Total of all active and inactive participants	2009-01-01	1,254
Total participants	2009-01-01	1,254
Number of participants with account balances	2009-01-01	1,243

Financial Data on HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2013 : HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total transfer of assets from this plan	2013-05-31	$5,024,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$22,277
Total income from all sources (including contributions)	2013-05-31	$235,187
Total loss/gain on sale of assets	2013-05-31	$214,908
Total of all expenses incurred	2013-05-31	$50,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$21,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$56,895
Value of total assets at end of year	2013-05-31	$0
Value of total assets at beginning of year	2013-05-31	$4,861,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$28,898
Total interest from all sources	2013-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$33,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-05-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$33,704
Administrative expenses professional fees incurred	2013-05-31	$17,202
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$500,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-05-31	$0
Minimum employer required contribution for this plan year	2013-05-31	$56,895
Amount contributed by the employer to the plan for this plan year	2013-05-31	$56,895
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-05-31	$83
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-05-31	$21,173
Other income not declared elsewhere	2013-05-31	$333
Administrative expenses (other) incurred	2013-05-31	$2,613
Liabilities. Value of operating payables at beginning of year	2013-05-31	$1,104
Total non interest bearing cash at beginning of year	2013-05-31	$226,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$184,757
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$4,839,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Investment advisory and management fees	2013-05-31	$1,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$3,219,455
Value of interest in common/collective trusts at beginning of year	2013-05-31	$1,400,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$-80,949
Net investment gain or loss from common/collective trusts	2013-05-31	$10,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$56,895
Employer contributions (assets) at beginning of year	2013-05-31	$15,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$21,532
Contract administrator fees	2013-05-31	$7,500
Did the plan have assets held for investment	2013-05-31	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	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	Yes
Aggregate proceeds on sale of assets	2013-05-31	$1,854,085
Aggregate carrying amount (costs) on sale of assets	2013-05-31	$1,639,177
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	No
Opinion of an independent qualified public accountant for this plan	2013-05-31	Unqualified
Accountancy firm name	2013-05-31	GARY R LANGSDALE, CPA, APC
Accountancy firm EIN	2013-05-31	208575835
2012 : HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$22,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$78,964
Total income from all sources (including contributions)	2012-12-31	$487,261
Total loss/gain on sale of assets	2012-12-31	$53,589
Total of all expenses incurred	2012-12-31	$326,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$272,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$84,297
Value of total assets at end of year	2012-12-31	$4,861,704
Value of total assets at beginning of year	2012-12-31	$4,757,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$53,681
Total interest from all sources	2012-12-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$74,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$74,728
Administrative expenses professional fees incurred	2012-12-31	$17,188
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Minimum employer required contribution for this plan year	2012-12-31	$84,297
Amount contributed by the employer to the plan for this plan year	2012-12-31	$84,297
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$83
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$21,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$73,780
Administrative expenses (other) incurred	2012-12-31	$13,532
Liabilities. Value of operating payables at end of year	2012-12-31	$1,104
Liabilities. Value of operating payables at beginning of year	2012-12-31	$5,184
Total non interest bearing cash at end of year	2012-12-31	$226,479
Total non interest bearing cash at beginning of year	2012-12-31	$59,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$160,613
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,839,427
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,678,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,961
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,219,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,321,860
Value of interest in common/collective trusts at end of year	2012-12-31	$1,400,346
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,369,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$6
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$274,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$84,297
Employer contributions (assets) at end of year	2012-12-31	$15,335
Employer contributions (assets) at beginning of year	2012-12-31	$6,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$272,967
Contract administrator fees	2012-12-31	$18,000
Did the plan have assets held for investment	2012-12-31	Yes
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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$475,000
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$421,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	GARY R. LANGSDALE, CPA, APC
Accountancy firm EIN	2012-12-31	208575835
2011 : HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$78,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$18,184
Total income from all sources (including contributions)	2011-12-31	$140,677
Total loss/gain on sale of assets	2011-12-31	$14,487
Total of all expenses incurred	2011-12-31	$464,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$342,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$46,215
Value of total assets at end of year	2011-12-31	$4,757,778
Value of total assets at beginning of year	2011-12-31	$5,021,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$122,501
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$88,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$88,809
Administrative expenses professional fees incurred	2011-12-31	$18,689
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Minimum employer required contribution for this plan year	2011-12-31	$46,215
Amount contributed by the employer to the plan for this plan year	2011-12-31	$46,215
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$73,780
Other income not declared elsewhere	2011-12-31	$10,338
Administrative expenses (other) incurred	2011-12-31	$79,573
Liabilities. Value of operating payables at end of year	2011-12-31	$5,184
Liabilities. Value of operating payables at beginning of year	2011-12-31	$18,184
Total non interest bearing cash at end of year	2011-12-31	$59,116
Total non interest bearing cash at beginning of year	2011-12-31	$42,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-324,151
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,678,814
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,002,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$6,239
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,321,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,629,045
Value of interest in common/collective trusts at end of year	2011-12-31	$1,369,983
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,333,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-55,482
Net investment gain or loss from common/collective trusts	2011-12-31	$36,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$46,215
Employer contributions (assets) at end of year	2011-12-31	$6,819
Employer contributions (assets) at beginning of year	2011-12-31	$16,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$342,327
Contract administrator fees	2011-12-31	$18,000
Did the plan have assets held for investment	2011-12-31	Yes
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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$355,000
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$340,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GARY R. LANGSDALE, CPA, APC
Accountancy firm EIN	2011-12-31	208575835
2010 : HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$18,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,498
Total income from all sources (including contributions)	2010-12-31	$506,067
Total loss/gain on sale of assets	2010-12-31	$-117,465
Total of all expenses incurred	2010-12-31	$348,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$298,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$77,898
Value of total assets at end of year	2010-12-31	$5,021,149
Value of total assets at beginning of year	2010-12-31	$4,851,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$50,108
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$128,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$128,991
Administrative expenses professional fees incurred	2010-12-31	$21,878
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Minimum employer required contribution for this plan year	2010-12-31	$77,898
Amount contributed by the employer to the plan for this plan year	2010-12-31	$77,898
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other income not declared elsewhere	2010-12-31	$1,790
Administrative expenses (other) incurred	2010-12-31	$5,062
Liabilities. Value of operating payables at end of year	2010-12-31	$18,184
Liabilities. Value of operating payables at beginning of year	2010-12-31	$6,498
Total non interest bearing cash at end of year	2010-12-31	$42,163
Total non interest bearing cash at beginning of year	2010-12-31	$93,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$157,780
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,002,965
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,845,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$4,008
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,629,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,437,547
Value of interest in common/collective trusts at end of year	2010-12-31	$1,333,673
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,298,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$414,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$77,898
Employer contributions (assets) at end of year	2010-12-31	$16,268
Employer contributions (assets) at beginning of year	2010-12-31	$22,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$298,179
Contract administrator fees	2010-12-31	$19,160
Did the plan have assets held for investment	2010-12-31	Yes
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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,125,861
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,243,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GARY R. LANGSDALE, CPA, APC
Accountancy firm EIN	2010-12-31	208575835
2009 : HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$192,656
Amount contributed by the employer to the plan for this plan year	2009-12-31	$192,656

Form 5500 Responses for HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN

2013: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HOD CARRIERS LOCAL NO. 166 SOUTH BAY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BOARD OF TRUSTEES HOD CARRIERS LOCAL 166 SOUTH BAY PENSION PLAN
Employer identification number (EIN):	946252184
NAIC Classification:	238900