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SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN
Plan identification number 001

SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SOUTHERN CALIFORNIA PIPE TRADES DEFINED has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA PIPE TRADES DEFINED
Employer identification number (EIN):954388338
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RODNEY COBOS2023-09-28 ROBERT FELIX2023-10-03
0012021-01-01RODNEY COBOS2022-10-13 DON W CHASE2022-10-13
0012021-01-01RODNEY M. COBOS2023-11-20 ROBERT A. FELIX2023-11-15
0012020-01-01RODNEY COBOS2021-09-28 DON W CHASE2021-09-28
0012019-01-01RODNEY COBOS2020-09-30 DON W CHASE2020-09-28
0012019-01-01RODNEY M. COBOS2023-11-20 ROBERT A. FELIX2023-11-15
0012018-01-01RODNEY COBOS2019-10-09 DON CHASE2019-10-09
0012018-01-01RODNEY M. COBOS2023-11-20 ROBERT A. FELIX2023-11-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SID STOLPER
0012011-01-01SID STOLPER
0012010-01-01SID STOLPER
0012009-01-01DON GIARRATANO

Plan Statistics for SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,755
Total number of active participants reported on line 7a of the Form 55002022-01-0110,598
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-011,319
Total of all active and inactive participants2022-01-0111,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0135
Total participants2022-01-0111,988
Number of participants with account balances2022-01-0111,988
Number of employers contributing to the scheme2022-01-01335
2021: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,201
Total number of active participants reported on line 7a of the Form 55002021-01-019,668
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-011,035
Total of all active and inactive participants2021-01-0110,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-0110,755
Number of participants with account balances2021-01-0110,755
Number of employers contributing to the scheme2021-01-01329
2020: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,913
Total number of active participants reported on line 7a of the Form 55002020-01-0110,164
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-011,004
Total of all active and inactive participants2020-01-0111,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-0111,201
Number of participants with account balances2020-01-0111,201
Number of employers contributing to the scheme2020-01-01335
2019: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,257
Total number of active participants reported on line 7a of the Form 55002019-01-0110,931
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01955
Total of all active and inactive participants2019-01-0111,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-0111,913
Number of participants with account balances2019-01-0111,913
Number of employers contributing to the scheme2019-01-01346
2018: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,939
Total number of active participants reported on line 7a of the Form 55002018-01-0110,569
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01664
Total of all active and inactive participants2018-01-0111,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0124
Total participants2018-01-0111,257
Number of employers contributing to the scheme2018-01-01325
2017: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,022
Total number of active participants reported on line 7a of the Form 55002017-01-019,274
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01317
Total of all active and inactive participants2017-01-019,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-019,610
Number of participants with account balances2017-01-019,939
Number of employers contributing to the scheme2017-01-01443
2016: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,194
Total number of active participants reported on line 7a of the Form 55002016-01-018,560
Number of other retired or separated participants entitled to future benefits2016-01-01448
Total of all active and inactive participants2016-01-019,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-019,022
Number of participants with account balances2016-01-019,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01498
Number of employers contributing to the scheme2016-01-01364
2015: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,834
Total number of active participants reported on line 7a of the Form 55002015-01-017,890
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01294
Total of all active and inactive participants2015-01-018,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-018,194
Number of participants with account balances2015-01-019,014
Number of employers contributing to the scheme2015-01-01338
2014: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,449
Total number of active participants reported on line 7a of the Form 55002014-01-017,674
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01150
Total of all active and inactive participants2014-01-017,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-017,834
Number of participants with account balances2014-01-018,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01360
2013: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,870
Total number of active participants reported on line 7a of the Form 55002013-01-017,373
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-017,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-017,449
Number of participants with account balances2013-01-014,159
Number of employers contributing to the scheme2013-01-01161
2012: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,433
Total number of active participants reported on line 7a of the Form 55002012-01-017,799
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-017,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-017,870
Number of participants with account balances2012-01-014,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-01155
2011: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,499
Total number of active participants reported on line 7a of the Form 55002011-01-017,351
Number of other retired or separated participants entitled to future benefits2011-01-0166
Total of all active and inactive participants2011-01-017,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-017,433
Number of participants with account balances2011-01-013,975
Number of employers contributing to the scheme2011-01-01168
2010: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,378
Total number of active participants reported on line 7a of the Form 55002010-01-017,445
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-017,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0112
Total participants2010-01-017,499
Number of participants with account balances2010-01-014,826
Number of employers contributing to the scheme2010-01-01169
2009: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,983
Total number of active participants reported on line 7a of the Form 55002009-01-018,319
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-018,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113
Total participants2009-01-018,378
Number of participants with account balances2009-01-014,978
Number of employers contributing to the scheme2009-01-01189

Financial Data on SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-24,777,765
Total of all expenses incurred2022-12-31$18,317,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,932,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,528,253
Value of total assets at end of year2022-12-31$274,064,076
Value of total assets at beginning of year2022-12-31$317,159,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,384,797
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,921,872
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$1,921,872
Administrative expenses professional fees incurred2022-12-31$88,886
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
Contributions received from participants2022-12-31$23,903,480
Participant contributions at end of year2022-12-31$1,920,393
Participant contributions at beginning of year2022-12-31$1,866,193
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$233,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,448,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,679,043
Other income not declared elsewhere2022-12-31$1,100
Administrative expenses (other) incurred2022-12-31$53,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,095,184
Value of net assets at end of year (total assets less liabilities)2022-12-31$274,064,076
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$317,159,260
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$592,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$80,058,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$106,798,503
Value of interest in common/collective trusts at end of year2022-12-31$188,499,793
Value of interest in common/collective trusts at beginning of year2022-12-31$206,254,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,496,400
Net investment gain or loss from common/collective trusts2022-12-31$-31,732,590
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,391,091
Employer contributions (assets) at end of year2022-12-31$1,137,417
Employer contributions (assets) at beginning of year2022-12-31$561,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,932,622
Contract administrator fees2022-12-31$649,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31EIDE BAILLY, LLP
Accountancy firm EIN2022-12-31450250958
2021 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$83,883
Total income from all sources (including contributions)2021-12-31$65,117,116
Total of all expenses incurred2021-12-31$17,816,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,512,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$26,306,865
Value of total assets at end of year2021-12-31$317,159,260
Value of total assets at beginning of year2021-12-31$269,942,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,304,728
Total interest from all sources2021-12-31$173
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,927,174
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$1,927,174
Administrative expenses professional fees incurred2021-12-31$63,699
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$3,277,526
Amount contributed by the employer to the plan for this plan year2021-12-31$3,277,526
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$22,817,762
Participant contributions at end of year2021-12-31$1,866,193
Participant contributions at beginning of year2021-12-31$1,763,743
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$211,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,679,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,328,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$83,883
Other income not declared elsewhere2021-12-31$4,868
Administrative expenses (other) incurred2021-12-31$52,745
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$47,300,231
Value of net assets at end of year (total assets less liabilities)2021-12-31$317,159,260
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$269,859,029
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$575,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$106,798,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$95,946,206
Value of interest in common/collective trusts at end of year2021-12-31$206,254,436
Value of interest in common/collective trusts at beginning of year2021-12-31$170,605,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,847,809
Net investment gain or loss from common/collective trusts2021-12-31$22,030,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$3,277,526
Employer contributions (assets) at end of year2021-12-31$561,085
Employer contributions (assets) at beginning of year2021-12-31$298,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,512,157
Contract administrator fees2021-12-31$612,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31EIDE BAILLY, LLP
Accountancy firm EIN2021-12-31450250958
2020 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$83,883
Total income from all sources (including contributions)2020-12-31$60,783,554
Total of all expenses incurred2020-12-31$19,746,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,436,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,917,992
Value of total assets at end of year2020-12-31$269,942,912
Value of total assets at beginning of year2020-12-31$228,822,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,309,744
Total interest from all sources2020-12-31$379
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,860,007
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$2,860,007
Administrative expenses professional fees incurred2020-12-31$77,705
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$2,379,676
Amount contributed by the employer to the plan for this plan year2020-12-31$2,379,676
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$21,456,946
Participant contributions at end of year2020-12-31$1,763,743
Participant contributions at beginning of year2020-12-31$1,703,779
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$81,370
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,328,817
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,274,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$83,883
Other income not declared elsewhere2020-12-31$3,180
Administrative expenses (other) incurred2020-12-31$23,375
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$41,036,924
Value of net assets at end of year (total assets less liabilities)2020-12-31$269,859,029
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$228,822,105
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$574,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$95,946,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,231,802
Value of interest in common/collective trusts at end of year2020-12-31$170,605,932
Value of interest in common/collective trusts at beginning of year2020-12-31$140,081,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,658,674
Net investment gain or loss from common/collective trusts2020-12-31$21,343,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$2,379,676
Employer contributions (assets) at end of year2020-12-31$298,214
Employer contributions (assets) at beginning of year2020-12-31$531,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,436,886
Contract administrator fees2020-12-31$633,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$64,932,872
Total income from all sources (including contributions)2019-12-31$64,932,872
Total of all expenses incurred2019-12-31$14,112,287
Total of all expenses incurred2019-12-31$14,112,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,877,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,877,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,210,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,210,691
Value of total assets at end of year2019-12-31$229,361,722
Value of total assets at end of year2019-12-31$229,361,722
Value of total assets at beginning of year2019-12-31$178,541,137
Value of total assets at beginning of year2019-12-31$178,541,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,234,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,234,902
Total interest from all sources2019-12-31$3,401
Total interest from all sources2019-12-31$3,401
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,293,580
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,293,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$2,293,580
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,293,580
Administrative expenses professional fees incurred2019-12-31$61,225
Administrative expenses professional fees incurred2019-12-31$61,225
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$3,776,798
Amount contributed by the employer to the plan for this plan year2019-12-31$3,776,798
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$22,070,093
Contributions received from participants2019-12-31$22,070,093
Participant contributions at end of year2019-12-31$1,703,779
Participant contributions at end of year2019-12-31$1,703,779
Participant contributions at beginning of year2019-12-31$2,346,061
Participant contributions at beginning of year2019-12-31$2,346,061
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$363,800
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$363,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,274,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,274,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,154,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,154,260
Other income not declared elsewhere2019-12-31$6,803
Other income not declared elsewhere2019-12-31$6,803
Administrative expenses (other) incurred2019-12-31$35,554
Administrative expenses (other) incurred2019-12-31$35,554
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
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$50,820,585
Value of net income/loss2019-12-31$50,820,585
Value of net assets at end of year (total assets less liabilities)2019-12-31$229,361,722
Value of net assets at end of year (total assets less liabilities)2019-12-31$229,361,722
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$178,541,137
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$178,541,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$556,779
Investment advisory and management fees2019-12-31$556,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,231,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,231,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,022,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,022,516
Value of interest in common/collective trusts at end of year2019-12-31$140,620,909
Value of interest in common/collective trusts at end of year2019-12-31$140,620,909
Value of interest in common/collective trusts at beginning of year2019-12-31$103,971,307
Value of interest in common/collective trusts at beginning of year2019-12-31$103,971,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,183,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,183,175
Net investment gain or loss from common/collective trusts2019-12-31$21,235,222
Net investment gain or loss from common/collective trusts2019-12-31$21,235,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,776,798
Contributions received in cash from employer2019-12-31$3,776,798
Employer contributions (assets) at end of year2019-12-31$531,010
Employer contributions (assets) at end of year2019-12-31$531,010
Employer contributions (assets) at beginning of year2019-12-31$46,993
Employer contributions (assets) at beginning of year2019-12-31$46,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,877,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,877,385
Contract administrator fees2019-12-31$581,344
Contract administrator fees2019-12-31$581,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$15,453,905
Total of all expenses incurred2018-12-31$14,072,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,889,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,799,920
Value of total assets at end of year2018-12-31$178,541,137
Value of total assets at beginning of year2018-12-31$177,159,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,182,847
Total interest from all sources2018-12-31$2,568
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,558,420
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$1,558,420
Administrative expenses professional fees incurred2018-12-31$56,729
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
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$3,922,532
Amount contributed by the employer to the plan for this plan year2018-12-31$3,922,532
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$20,109,372
Participant contributions at end of year2018-12-31$3,723,384
Participant contributions at beginning of year2018-12-31$2,797,978
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$768,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$356,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$350,781
Other income not declared elsewhere2018-12-31$2,286
Administrative expenses (other) incurred2018-12-31$37,851
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$1,381,436
Value of net assets at end of year (total assets less liabilities)2018-12-31$178,541,137
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$177,159,701
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$536,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$70,022,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$77,582,285
Value of interest in common/collective trusts at end of year2018-12-31$103,971,307
Value of interest in common/collective trusts at beginning of year2018-12-31$96,211,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,223,680
Net investment gain or loss from common/collective trusts2018-12-31$-5,685,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$3,922,532
Employer contributions (assets) at end of year2018-12-31$467,055
Employer contributions (assets) at beginning of year2018-12-31$217,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,889,622
Contract administrator fees2018-12-31$552,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31EIDE BAILLY, LLP
Accountancy firm EIN2018-12-31450250958
2017 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,095,761
Total unrealized appreciation/depreciation of assets2017-12-31$2,095,761
Total income from all sources (including contributions)2017-12-31$44,779,812
Total of all expenses incurred2017-12-31$11,589,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,552,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,543,385
Value of total assets at end of year2017-12-31$177,159,701
Value of total assets at beginning of year2017-12-31$143,969,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,036,124
Total interest from all sources2017-12-31$1,221
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,892,477
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$2,892,477
Administrative expenses professional fees incurred2017-12-31$54,619
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
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$2,382,133
Amount contributed by the employer to the plan for this plan year2017-12-31$2,382,133
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,968,497
Participant contributions at end of year2017-12-31$2,797,978
Participant contributions at beginning of year2017-12-31$2,081,154
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$192,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$348,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$249,844
Other income not declared elsewhere2017-12-31$3,853
Administrative expenses (other) incurred2017-12-31$56,334
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$33,190,697
Value of net assets at end of year (total assets less liabilities)2017-12-31$177,159,701
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$143,969,004
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$391,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$77,582,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$119,127,899
Value of interest in common/collective trusts at end of year2017-12-31$96,211,109
Value of interest in common/collective trusts at beginning of year2017-12-31$21,677,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,286,289
Net investment gain or loss from common/collective trusts2017-12-31$6,956,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,382,133
Employer contributions (assets) at end of year2017-12-31$217,548
Employer contributions (assets) at beginning of year2017-12-31$829,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,552,991
Contract administrator fees2017-12-31$534,168
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
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$2,075
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$2,875
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 name2017-12-31BERNARD KOTKIN & CO.,LLP
Accountancy firm EIN2017-12-31952556670
2016 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,621,552
Total unrealized appreciation/depreciation of assets2016-12-31$1,621,552
Total income from all sources (including contributions)2016-12-31$24,799,140
Total of all expenses incurred2016-12-31$9,563,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,915,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,601,777
Value of total assets at end of year2016-12-31$143,969,004
Value of total assets at beginning of year2016-12-31$128,733,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$648,083
Total interest from all sources2016-12-31$347,133
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,413,403
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$5,413,403
Administrative expenses professional fees incurred2016-12-31$81,565
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$2,134,658
Amount contributed by the employer to the plan for this plan year2016-12-31$2,134,658
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$14,382,412
Participant contributions at end of year2016-12-31$2,081,154
Participant contributions at beginning of year2016-12-31$1,506,064
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$84,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$249,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$35,919
Other income not declared elsewhere2016-12-31$22,827
Administrative expenses (other) incurred2016-12-31$44,657
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$15,235,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$143,969,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$128,733,347
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$48,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$119,127,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$106,157,132
Interest earned on other investments2016-12-31$346,728
Value of interest in common/collective trusts at end of year2016-12-31$21,677,998
Value of interest in common/collective trusts at beginning of year2016-12-31$20,766,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$792,448
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,134,658
Employer contributions (assets) at end of year2016-12-31$829,234
Employer contributions (assets) at beginning of year2016-12-31$264,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,915,400
Contract administrator fees2016-12-31$473,516
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
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$2,875
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$3,682
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BERNARD KOTKIN AND COMPANY LLP
Accountancy firm EIN2016-12-31952556670
2015 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-8,259,548
Total unrealized appreciation/depreciation of assets2015-12-31$-8,259,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$219,687
Total income from all sources (including contributions)2015-12-31$13,518,752
Total of all expenses incurred2015-12-31$7,113,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,476,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,768,411
Value of total assets at end of year2015-12-31$128,789,568
Value of total assets at beginning of year2015-12-31$122,603,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$636,512
Total interest from all sources2015-12-31$335,230
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,450,285
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$6,450,285
Administrative expenses professional fees incurred2015-12-31$98,785
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
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$1,335,337
Amount contributed by the employer to the plan for this plan year2015-12-31$1,335,337
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$12,433,074
Participant contributions at end of year2015-12-31$1,506,064
Participant contributions at beginning of year2015-12-31$1,337,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$35,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$219,687
Other income not declared elsewhere2015-12-31$88
Administrative expenses (other) incurred2015-12-31$29,742
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$6,405,441
Value of net assets at end of year (total assets less liabilities)2015-12-31$128,789,568
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$122,384,127
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$31,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$106,157,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$100,551,631
Value of interest in common/collective trusts at end of year2015-12-31$20,822,624
Value of interest in common/collective trusts at beginning of year2015-12-31$20,517,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$335,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,224,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,335,337
Employer contributions (assets) at end of year2015-12-31$264,147
Employer contributions (assets) at beginning of year2015-12-31$195,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,476,799
Contract administrator fees2015-12-31$476,540
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$3,682
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BERNARD KOTKIN & COMPANY, LLP
Accountancy firm EIN2015-12-31952556670
2014 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,188,930
Total unrealized appreciation/depreciation of assets2014-12-31$-1,188,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$219,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$361,913
Total income from all sources (including contributions)2014-12-31$19,594,861
Total of all expenses incurred2014-12-31$8,140,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,478,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,209,885
Value of total assets at end of year2014-12-31$122,603,814
Value of total assets at beginning of year2014-12-31$111,291,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$661,876
Total interest from all sources2014-12-31$350,377
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,730,916
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$6,730,916
Administrative expenses professional fees incurred2014-12-31$69,372
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$767,527
Amount contributed by the employer to the plan for this plan year2014-12-31$767,527
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$11,442,358
Participant contributions at end of year2014-12-31$1,337,920
Participant contributions at beginning of year2014-12-31$586,683
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$219,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$361,913
Other income not declared elsewhere2014-12-31$13,743
Administrative expenses (other) incurred2014-12-31$95,224
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$11,454,352
Value of net assets at end of year (total assets less liabilities)2014-12-31$122,384,127
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$110,929,775
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$7,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$100,551,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$89,805,603
Value of interest in common/collective trusts at end of year2014-12-31$20,517,255
Value of interest in common/collective trusts at beginning of year2014-12-31$20,786,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$350,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,478,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$767,527
Employer contributions (assets) at end of year2014-12-31$195,187
Employer contributions (assets) at beginning of year2014-12-31$110,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,478,633
Contract administrator fees2014-12-31$489,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31BERNARD KOTKIN & CO., LLP
Accountancy firm EIN2014-12-31952556670
2013 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,639,860
Total unrealized appreciation/depreciation of assets2013-12-31$12,639,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$361,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$299,696
Total income from all sources (including contributions)2013-12-31$25,054,691
Total of all expenses incurred2013-12-31$7,040,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,409,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,602,760
Value of total assets at end of year2013-12-31$111,291,688
Value of total assets at beginning of year2013-12-31$93,214,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$630,594
Total interest from all sources2013-12-31$372,723
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,584,116
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$4,584,116
Administrative expenses professional fees incurred2013-12-31$59,633
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$686,424
Amount contributed by the employer to the plan for this plan year2013-12-31$686,424
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,916,336
Participant contributions at end of year2013-12-31$586,683
Participant contributions at beginning of year2013-12-31$773,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$361,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$299,696
Other income not declared elsewhere2013-12-31$768
Administrative expenses (other) incurred2013-12-31$111,622
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$18,014,482
Value of net assets at end of year (total assets less liabilities)2013-12-31$110,929,775
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$92,915,293
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$13,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$89,805,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$71,285,520
Value of interest in common/collective trusts at end of year2013-12-31$20,786,443
Value of interest in common/collective trusts at beginning of year2013-12-31$20,958,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$372,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$854,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$686,424
Employer contributions (assets) at end of year2013-12-31$110,723
Employer contributions (assets) at beginning of year2013-12-31$194,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,409,615
Contract administrator fees2013-12-31$445,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,236
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$2,752
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
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 name2013-12-31BERNARD KOTKIN & CO.,LLP
Accountancy firm EIN2013-12-31952556670
2012 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,633,906
Total unrealized appreciation/depreciation of assets2012-12-31$2,633,906
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$299,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$138,804
Total income from all sources (including contributions)2012-12-31$15,217,778
Total of all expenses incurred2012-12-31$7,248,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,701,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,930,514
Value of total assets at end of year2012-12-31$93,214,989
Value of total assets at beginning of year2012-12-31$85,084,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$547,232
Total interest from all sources2012-12-31$772,362
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,945,174
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$1,945,174
Administrative expenses professional fees incurred2012-12-31$57,914
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$814,361
Amount contributed by the employer to the plan for this plan year2012-12-31$814,361
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,116,153
Participant contributions at end of year2012-12-31$773,690
Participant contributions at beginning of year2012-12-31$619,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$299,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$138,804
Administrative expenses (other) incurred2012-12-31$31,694
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$7,969,333
Value of net assets at end of year (total assets less liabilities)2012-12-31$92,915,293
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$84,945,960
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$11,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$71,285,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$63,162,572
Value of interest in common/collective trusts at end of year2012-12-31$20,958,416
Value of interest in common/collective trusts at beginning of year2012-12-31$21,135,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$772,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,935,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$814,361
Employer contributions (assets) at end of year2012-12-31$194,611
Employer contributions (assets) at beginning of year2012-12-31$165,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,701,213
Contract administrator fees2012-12-31$446,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$2,752
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$1,654
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BERNARD KOTKIN & CO LLP
Accountancy firm EIN2012-12-31952556670
2011 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,551,767
Total unrealized appreciation/depreciation of assets2011-12-31$-2,551,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$138,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,756
Total income from all sources (including contributions)2011-12-31$5,637,773
Total of all expenses incurred2011-12-31$8,977,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,440,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,875,636
Value of total assets at end of year2011-12-31$85,084,764
Value of total assets at beginning of year2011-12-31$88,305,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$536,871
Total interest from all sources2011-12-31$862
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,036,787
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$2,036,787
Administrative expenses professional fees incurred2011-12-31$83,760
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$903,478
Amount contributed by the employer to the plan for this plan year2011-12-31$903,478
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,972,158
Participant contributions at end of year2011-12-31$619,771
Participant contributions at beginning of year2011-12-31$604,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$138,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$19,756
Administrative expenses (other) incurred2011-12-31$41,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,340,093
Value of net assets at end of year (total assets less liabilities)2011-12-31$84,945,960
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$88,286,053
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$16,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$63,162,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$67,005,592
Value of interest in common/collective trusts at end of year2011-12-31$21,135,036
Value of interest in common/collective trusts at beginning of year2011-12-31$20,579,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$276,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$903,478
Employer contributions (assets) at end of year2011-12-31$165,731
Employer contributions (assets) at beginning of year2011-12-31$114,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,440,995
Contract administrator fees2011-12-31$395,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$1,654
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$2,106
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
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 name2011-12-31BERNARD KOTKIN & CO., LLP
Accountancy firm EIN2011-12-31952556670
2010 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,328,231
Total unrealized appreciation/depreciation of assets2010-12-31$6,328,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,765
Total income from all sources (including contributions)2010-12-31$13,317,467
Total of all expenses incurred2010-12-31$5,564,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,167,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,704,759
Value of total assets at end of year2010-12-31$88,305,809
Value of total assets at beginning of year2010-12-31$80,568,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$396,945
Total interest from all sources2010-12-31$440
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,692,003
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$1,692,003
Administrative expenses professional fees incurred2010-12-31$60,304
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$692,592
Amount contributed by the employer to the plan for this plan year2010-12-31$692,592
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,012,167
Participant contributions at end of year2010-12-31$604,032
Participant contributions at beginning of year2010-12-31$591,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$19,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$35,765
Administrative expenses (other) incurred2010-12-31$25,521
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$7,752,870
Value of net assets at end of year (total assets less liabilities)2010-12-31$88,286,053
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$80,533,183
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$14,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$67,005,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$60,811,693
Value of interest in common/collective trusts at end of year2010-12-31$20,579,805
Value of interest in common/collective trusts at beginning of year2010-12-31$19,055,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-407,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$692,592
Employer contributions (assets) at end of year2010-12-31$114,274
Employer contributions (assets) at beginning of year2010-12-31$108,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,167,652
Contract administrator fees2010-12-31$296,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$2,106
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,198
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
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 name2010-12-31BERNARD KOTKIN AND COMPANY, LLP
Accountancy firm EIN2010-12-31952556670
2009 : SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$796,913
Amount contributed by the employer to the plan for this plan year2009-12-31$796,913

Form 5500 Responses for SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN

2022: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION 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: SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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