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IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN
Plan identification number 001

IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF IBEW 1245 MONEY PURCHASE PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF IBEW 1245 MONEY PURCHASE PLAN
Employer identification number (EIN):946583240
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JUNIOR ORNELAS2023-10-12 LARRY EVANS2023-10-12
0012021-01-01JUNIOR ORNELAS2022-10-11 LARRY EVANS2022-10-10
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUNIOR ORNELAS LARRY EVANS2018-09-11
0012016-01-01HARVARD LAMERS LARRY ABERNATHY2017-07-28
0012015-01-01HARVARD LAMERS LARRY ABERNATHY2016-10-06
0012014-01-01HARVARD LAMERS LARRY ABERNATHY2015-10-12
0012013-01-01HARVARD LAMERS LARRY ABERNATHY2014-10-15
0012012-01-01HARVARD LAMERS LARRY ABERNATHY2013-09-24
0012011-01-01HARVARD LAMERS LARRY ABERNATHY2012-10-11
0012010-01-01HARVARD LAMERS EMIL STAHLI2011-10-14
0012009-01-01HARVARD LAMERS EMIL STAHLI2010-10-08

Plan Statistics for IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,980
Total number of active participants reported on line 7a of the Form 55002022-01-0154
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014,559
Total of all active and inactive participants2022-01-014,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,613
Number of participants with account balances2022-01-014,613
Number of employers contributing to the scheme2022-01-011
2021: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,900
Total number of active participants reported on line 7a of the Form 55002021-01-0150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014,886
Total of all active and inactive participants2021-01-014,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,936
Number of participants with account balances2021-01-014,936
Number of employers contributing to the scheme2021-01-011
2020: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,013
Total number of active participants reported on line 7a of the Form 55002020-01-014,900
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,900
Number of participants with account balances2020-01-014,900
Number of employers contributing to the scheme2020-01-011
2019: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,784
Total number of active participants reported on line 7a of the Form 55002019-01-015,013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,013
Number of participants with account balances2019-01-015,013
Number of employers contributing to the scheme2019-01-0123
2018: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,144
Total number of active participants reported on line 7a of the Form 55002018-01-013,784
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,784
Number of participants with account balances2018-01-013,784
Number of employers contributing to the scheme2018-01-0117
2017: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,759
Total number of active participants reported on line 7a of the Form 55002017-01-012,780
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,780
Number of participants with account balances2017-01-012,780
Number of employers contributing to the scheme2017-01-0117
2016: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,524
Total number of active participants reported on line 7a of the Form 55002016-01-012,759
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,759
Number of participants with account balances2016-01-012,759
Number of employers contributing to the scheme2016-01-0117
2015: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,365
Total number of active participants reported on line 7a of the Form 55002015-01-012,524
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,524
Number of participants with account balances2015-01-012,524
Number of employers contributing to the scheme2015-01-0115
2014: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,263
Total number of active participants reported on line 7a of the Form 55002014-01-012,282
Total of all active and inactive participants2014-01-012,282
Total participants2014-01-012,282
Number of participants with account balances2014-01-012,282
Number of employers contributing to the scheme2014-01-019
2013: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,354
Total number of active participants reported on line 7a of the Form 55002013-01-012,263
Total of all active and inactive participants2013-01-012,263
Total participants2013-01-012,263
Number of participants with account balances2013-01-012,263
Number of employers contributing to the scheme2013-01-019
2012: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,336
Total number of active participants reported on line 7a of the Form 55002012-01-012,354
Total of all active and inactive participants2012-01-012,354
Total participants2012-01-012,354
Number of participants with account balances2012-01-012,354
Number of employers contributing to the scheme2012-01-017
2011: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,256
Total number of active participants reported on line 7a of the Form 55002011-01-012,336
Total of all active and inactive participants2011-01-012,336
Total participants2011-01-012,336
Number of participants with account balances2011-01-012,336
Number of employers contributing to the scheme2011-01-017
2010: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,315
Total number of active participants reported on line 7a of the Form 55002010-01-012,256
Total of all active and inactive participants2010-01-012,256
Total participants2010-01-012,256
Number of participants with account balances2010-01-012,256
Number of employers contributing to the scheme2010-01-017
2009: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,794
Total number of active participants reported on line 7a of the Form 55002009-01-012,315
Total of all active and inactive participants2009-01-012,315
Total participants2009-01-012,315

Financial Data on IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,008,734
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,012,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,570,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$133,769
Value of total assets at end of year2022-12-31$39,103,553
Value of total assets at beginning of year2022-12-31$49,124,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$441,467
Total interest from all sources2022-12-31$994
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$748,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$748,630
Administrative expenses professional fees incurred2022-12-31$46,358
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$59,028
Total non interest bearing cash at end of year2022-12-31$-84,598
Total non interest bearing cash at beginning of year2022-12-31$-165,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,021,183
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,103,553
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,124,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$170,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,919,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,478,584
Value of interest in common/collective trusts at end of year2022-12-31$13,170,379
Value of interest in common/collective trusts at beginning of year2022-12-31$15,924,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,082,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$880,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$880,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,635,895
Net investment gain or loss from common/collective trusts2022-12-31$-2,256,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$133,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,570,982
Contract administrator fees2022-12-31$166,017
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$15,955
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$5,850
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,309,571
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,060,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,619,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$872,373
Value of total assets at end of year2021-12-31$49,124,736
Value of total assets at beginning of year2021-12-31$44,876,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$441,522
Total interest from all sources2021-12-31$277
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$833,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$833,115
Administrative expenses professional fees incurred2021-12-31$58,394
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$872,373
Amount contributed by the employer to the plan for this plan year2021-12-31$872,373
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$4,250
Administrative expenses (other) incurred2021-12-31$69,899
Total non interest bearing cash at end of year2021-12-31$-165,017
Total non interest bearing cash at beginning of year2021-12-31$-41,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,248,686
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,124,736
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,876,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$168,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,478,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,126,503
Value of interest in common/collective trusts at end of year2021-12-31$15,924,431
Value of interest in common/collective trusts at beginning of year2021-12-31$12,140,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$880,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$639,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$639,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,086,682
Net investment gain or loss from common/collective trusts2021-12-31$2,512,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$872,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,619,363
Contract administrator fees2021-12-31$144,896
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$5,850
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$11,101
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,666,680
Total of all expenses incurred2020-12-31$1,457,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,019,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$635,484
Value of total assets at end of year2020-12-31$44,876,050
Value of total assets at beginning of year2020-12-31$40,667,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$438,180
Total interest from all sources2020-12-31$114
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$746,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$746,205
Administrative expenses professional fees incurred2020-12-31$89,196
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$635,484
Amount contributed by the employer to the plan for this plan year2020-12-31$635,484
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$11,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$14,603
Administrative expenses (other) incurred2020-12-31$47,936
Total non interest bearing cash at end of year2020-12-31$-41,631
Total non interest bearing cash at beginning of year2020-12-31$-11,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,208,695
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,876,050
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,667,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$143,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,126,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,796,074
Value of interest in common/collective trusts at end of year2020-12-31$12,140,136
Value of interest in common/collective trusts at beginning of year2020-12-31$10,116,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$639,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$751,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$751,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,874,300
Net investment gain or loss from common/collective trusts2020-12-31$1,410,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$635,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,019,805
Contract administrator fees2020-12-31$158,032
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,927,373
Total of all expenses incurred2019-12-31$2,522,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,096,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,596,036
Value of total assets at end of year2019-12-31$40,667,355
Value of total assets at beginning of year2019-12-31$33,262,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$426,496
Total interest from all sources2019-12-31$173
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$844,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$844,038
Administrative expenses professional fees incurred2019-12-31$95,872
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,596,036
Amount contributed by the employer to the plan for this plan year2019-12-31$3,596,036
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,476
Administrative expenses (other) incurred2019-12-31$40,476
Total non interest bearing cash at end of year2019-12-31$-11,327
Total non interest bearing cash at beginning of year2019-12-31$-37,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,404,858
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,667,355
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,262,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$137,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,796,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,702,941
Value of interest in common/collective trusts at end of year2019-12-31$10,116,629
Value of interest in common/collective trusts at beginning of year2019-12-31$8,058,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$751,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$532,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$532,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,629,093
Net investment gain or loss from common/collective trusts2019-12-31$1,858,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,596,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,096,019
Contract administrator fees2019-12-31$152,945
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
2018 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,247,937
Total of all expenses incurred2018-12-31$1,720,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,377,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,833,860
Value of total assets at end of year2018-12-31$33,262,497
Value of total assets at beginning of year2018-12-31$33,734,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$342,164
Total interest from all sources2018-12-31$144
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$777,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$777,459
Administrative expenses professional fees incurred2018-12-31$24,105
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,833,860
Amount contributed by the employer to the plan for this plan year2018-12-31$2,833,860
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,319
Administrative expenses (other) incurred2018-12-31$42,949
Total non interest bearing cash at end of year2018-12-31$-37,531
Total non interest bearing cash at beginning of year2018-12-31$-59,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-472,166
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,262,497
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,734,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$123,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,702,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,983,907
Value of interest in common/collective trusts at end of year2018-12-31$8,058,125
Value of interest in common/collective trusts at beginning of year2018-12-31$3,839,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$532,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$965,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$965,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,862,064
Net investment gain or loss from common/collective trusts2018-12-31$-501,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,833,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,377,939
Contract administrator fees2018-12-31$151,176
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,999,121
Total of all expenses incurred2017-12-31$1,070,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$757,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,780,716
Value of total assets at end of year2017-12-31$33,734,663
Value of total assets at beginning of year2017-12-31$27,805,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$313,162
Total interest from all sources2017-12-31$320
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$810,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$810,753
Administrative expenses professional fees incurred2017-12-31$28,292
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,780,716
Amount contributed by the employer to the plan for this plan year2017-12-31$2,780,716
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,401
Other income not declared elsewhere2017-12-31$11
Administrative expenses (other) incurred2017-12-31$46,724
Total non interest bearing cash at end of year2017-12-31$-59,356
Total non interest bearing cash at beginning of year2017-12-31$-20,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,928,926
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,734,663
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,805,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$90,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,983,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,339,299
Value of interest in common/collective trusts at end of year2017-12-31$3,839,871
Value of interest in common/collective trusts at beginning of year2017-12-31$2,680,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$965,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$802,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$802,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,108,955
Net investment gain or loss from common/collective trusts2017-12-31$298,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,780,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$757,033
Contract administrator fees2017-12-31$147,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,416,072
Total of all expenses incurred2016-12-31$1,178,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$887,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,304,876
Value of total assets at end of year2016-12-31$27,805,737
Value of total assets at beginning of year2016-12-31$24,568,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$290,457
Total interest from all sources2016-12-31$244
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$723,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$723,986
Administrative expenses professional fees incurred2016-12-31$32,176
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,304,876
Amount contributed by the employer to the plan for this plan year2016-12-31$2,304,876
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,960
Administrative expenses (other) incurred2016-12-31$45,468
Total non interest bearing cash at end of year2016-12-31$-20,156
Total non interest bearing cash at beginning of year2016-12-31$44,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,237,720
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,805,737
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,568,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$70,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,339,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,579,571
Value of interest in common/collective trusts at end of year2016-12-31$2,680,841
Value of interest in common/collective trusts at beginning of year2016-12-31$2,389,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$802,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$551,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$551,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,085,150
Net investment gain or loss from common/collective trusts2016-12-31$301,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,304,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$887,895
Contract administrator fees2016-12-31$142,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,093,321
Total of all expenses incurred2015-12-31$1,512,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,219,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,099,768
Value of total assets at end of year2015-12-31$24,568,017
Value of total assets at beginning of year2015-12-31$23,986,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$292,810
Total interest from all sources2015-12-31$168
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$710,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$710,554
Administrative expenses professional fees incurred2015-12-31$36,841
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,089,645
Amount contributed by the employer to the plan for this plan year2015-12-31$2,089,645
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,123
Other income not declared elsewhere2015-12-31$26,014
Administrative expenses (other) incurred2015-12-31$43,099
Total non interest bearing cash at end of year2015-12-31$44,223
Total non interest bearing cash at beginning of year2015-12-31$27,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$581,316
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,568,017
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,986,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$75,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,579,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,594,153
Value of interest in common/collective trusts at end of year2015-12-31$2,389,889
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$551,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$363,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$363,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-694,032
Net investment gain or loss from common/collective trusts2015-12-31$-49,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,089,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,219,195
Contract administrator fees2015-12-31$137,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,960
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$739
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$169,041
Total unrealized appreciation/depreciation of assets2014-12-31$169,041
Total income from all sources (including contributions)2014-12-31$3,489,452
Total loss/gain on sale of assets2014-12-31$990,813
Total of all expenses incurred2014-12-31$1,119,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$855,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,679,232
Value of total assets at end of year2014-12-31$23,986,701
Value of total assets at beginning of year2014-12-31$21,616,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$264,549
Total interest from all sources2014-12-31$157
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$650,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$650,114
Administrative expenses professional fees incurred2014-12-31$22,246
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$95
Administrative expenses (other) incurred2014-12-31$35,409
Total non interest bearing cash at end of year2014-12-31$27,859
Total non interest bearing cash at beginning of year2014-12-31$18,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,369,884
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,986,701
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,616,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$72,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,594,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,147,508
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$363,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$450,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$450,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,679,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$855,019
Contract administrator fees2014-12-31$134,310
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$739
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$533
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$12,844,849
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,854,036
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DALMAS ACCOUNTANCY CORP.
Accountancy firm EIN2014-12-31943134439
2013 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,747,919
Total unrealized appreciation/depreciation of assets2013-12-31$2,747,919
Total income from all sources (including contributions)2013-12-31$4,780,945
Total loss/gain on sale of assets2013-12-31$-23,140
Total of all expenses incurred2013-12-31$1,169,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$918,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,534,475
Value of total assets at end of year2013-12-31$21,616,817
Value of total assets at beginning of year2013-12-31$18,005,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$251,370
Total interest from all sources2013-12-31$133
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$519,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$519,317
Administrative expenses professional fees incurred2013-12-31$18,197
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$2,241
Administrative expenses (other) incurred2013-12-31$37,676
Total non interest bearing cash at end of year2013-12-31$18,354
Total non interest bearing cash at beginning of year2013-12-31$77,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,611,433
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,616,817
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,005,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$64,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,147,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,076,199
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$450,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$851,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$851,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,534,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$918,142
Contract administrator fees2013-12-31$131,033
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$533
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$533
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,118,038
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,141,178
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DALMAS ACCOUNTANCY CORP.
Accountancy firm EIN2013-12-31943134439
2012 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,317,276
Total unrealized appreciation/depreciation of assets2012-12-31$1,317,276
Total income from all sources (including contributions)2012-12-31$3,491,985
Total loss/gain on sale of assets2012-12-31$99,704
Total of all expenses incurred2012-12-31$955,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$710,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,584,220
Value of total assets at end of year2012-12-31$18,005,384
Value of total assets at beginning of year2012-12-31$15,469,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$244,875
Total interest from all sources2012-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$490,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$490,765
Administrative expenses professional fees incurred2012-12-31$17,005
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$41,734
Total non interest bearing cash at end of year2012-12-31$77,001
Total non interest bearing cash at beginning of year2012-12-31$40,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,536,377
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,005,384
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,469,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$58,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,076,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,308,389
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$851,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,117,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,117,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,584,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$710,733
Contract administrator fees2012-12-31$127,838
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$533
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,171
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$796,680
Aggregate carrying amount (costs) on sale of assets2012-12-31$696,976
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DALMAS ACCOUNTANCY CORP.
Accountancy firm EIN2012-12-31943134439
2011 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-452,016
Total unrealized appreciation/depreciation of assets2011-12-31$-452,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$134
Total income from all sources (including contributions)2011-12-31$1,550,957
Total loss/gain on sale of assets2011-12-31$8,886
Total of all expenses incurred2011-12-31$948,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$724,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,607,372
Value of total assets at end of year2011-12-31$15,469,007
Value of total assets at beginning of year2011-12-31$14,867,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$224,523
Total interest from all sources2011-12-31$301
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$383,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$383,043
Administrative expenses professional fees incurred2011-12-31$15,672
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$3,371
Administrative expenses (other) incurred2011-12-31$30,214
Liabilities. Value of operating payables at beginning of year2011-12-31$134
Total non interest bearing cash at end of year2011-12-31$40,714
Total non interest bearing cash at beginning of year2011-12-31$53,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$602,084
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,469,007
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,866,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$54,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,308,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,006,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,117,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$806,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$806,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,607,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$724,350
Contract administrator fees2011-12-31$124,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,171
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$4,046,595
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,037,709
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DALMAS ACCOUNTANCY CORP.
Accountancy firm EIN2011-12-31943134439
2010 : IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,253,790
Total unrealized appreciation/depreciation of assets2010-12-31$1,253,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$134
Total income from all sources (including contributions)2010-12-31$3,221,871
Total loss/gain on sale of assets2010-12-31$16,463
Total of all expenses incurred2010-12-31$956,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$736,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,516,354
Value of total assets at end of year2010-12-31$14,867,057
Value of total assets at beginning of year2010-12-31$12,602,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$220,693
Total interest from all sources2010-12-31$2,175
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$433,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$433,089
Administrative expenses professional fees incurred2010-12-31$18,139
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$34,080
Liabilities. Value of operating payables at end of year2010-12-31$134
Total non interest bearing cash at end of year2010-12-31$53,258
Total non interest bearing cash at beginning of year2010-12-31$41,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,264,923
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,866,923
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,602,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$48,474
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,006,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,033,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$806,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,525,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,525,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,516,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$736,255
Contract administrator fees2010-12-31$120,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$981
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,708,297
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,691,834
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DALMAS ACCOUNTANCY CORP.
Accountancy firm EIN2010-12-31943134439

Form 5500 Responses for IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN

2022: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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