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UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 401k Plan overview

Plan NameUAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN
Plan identification number 001

UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UAW LOCAL 509 has sponsored the creation of one or more 401k plans.

Company Name:UAW LOCAL 509
Employer identification number (EIN):954501869
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Additional information about UAW LOCAL 509

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1999-02-19
Company Identification Number: C2154894
Legal Registered Office Address: 6508 S Rosemead Blvd

Pico Rivera
United States of America (USA)
90660

More information about UAW LOCAL 509

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARCOS VILLARREAL
0012023-01-01
0012023-01-01MARCOS VILLARREAL
0012022-01-01
0012022-01-01MARCOS VILLARREAL
0012021-01-01
0012021-01-01MARCOS VILLARREAL
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GLORIA CONTRERAS
0012016-01-01GLORIA CONTRERAS
0012015-01-01GENE HURD
0012014-01-01GENE HURD
0012013-01-01GENE HURD
0012012-01-01GENE HURD
0012011-01-01GENE HURD
0012010-01-01GENE HURD GENE HURD2011-08-31
0012009-01-01FRED FRUEH

Financial Data on UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN

Measure Date Value
2023 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2023 401k financial data
Total income from all sources2023-12-31$17,266
Expenses. Total of all expenses incurred2023-12-31$30,281
Benefits paid (including direct rollovers)2023-12-31$30,281
Total plan assets at end of year2023-12-31$256,700
Total plan assets at beginning of year2023-12-31$269,715
Value of fidelity bond covering the plan2023-12-31$40,000
Other income received2023-12-31$12,766
Net income (gross income less expenses)2023-12-31$-13,015
Net plan assets at end of year (total assets less liabilities)2023-12-31$256,700
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$269,715
Total contributions received or receivable from employer(s)2023-12-31$4,500
2022 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2022 401k financial data
Total income from all sources2022-12-31$6,328
Expenses. Total of all expenses incurred2022-12-31$30,281
Benefits paid (including direct rollovers)2022-12-31$30,281
Total plan assets at end of year2022-12-31$269,715
Total plan assets at beginning of year2022-12-31$293,668
Value of fidelity bond covering the plan2022-12-31$40,000
Other income received2022-12-31$4,154
Net income (gross income less expenses)2022-12-31$-23,953
Net plan assets at end of year (total assets less liabilities)2022-12-31$269,715
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$293,668
Total contributions received or receivable from employer(s)2022-12-31$2,174
2021 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2021 401k financial data
Total income from all sources2021-12-31$22,010
Expenses. Total of all expenses incurred2021-12-31$30,281
Benefits paid (including direct rollovers)2021-12-31$30,281
Total plan assets at end of year2021-12-31$293,668
Total plan assets at beginning of year2021-12-31$301,939
Value of fidelity bond covering the plan2021-12-31$40,000
Other income received2021-12-31$44
Net income (gross income less expenses)2021-12-31$-8,271
Net plan assets at end of year (total assets less liabilities)2021-12-31$293,668
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$301,939
Total contributions received or receivable from employer(s)2021-12-31$21,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2020 401k financial data
Total income from all sources2020-12-31$38,215
Expenses. Total of all expenses incurred2020-12-31$36,915
Benefits paid (including direct rollovers)2020-12-31$36,915
Total plan assets at end of year2020-12-31$301,939
Total plan assets at beginning of year2020-12-31$300,639
Value of fidelity bond covering the plan2020-12-31$40,000
Other income received2020-12-31$1,008
Net income (gross income less expenses)2020-12-31$1,300
Net plan assets at end of year (total assets less liabilities)2020-12-31$301,939
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$300,639
Total contributions received or receivable from employer(s)2020-12-31$37,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2019 401k financial data
Total income from all sources2019-12-31$39,402
Expenses. Total of all expenses incurred2019-12-31$43,549
Benefits paid (including direct rollovers)2019-12-31$43,549
Total plan assets at end of year2019-12-31$300,639
Total plan assets at beginning of year2019-12-31$304,786
Value of fidelity bond covering the plan2019-12-31$40,000
Other income received2019-12-31$5,965
Net income (gross income less expenses)2019-12-31$-4,147
Net plan assets at end of year (total assets less liabilities)2019-12-31$300,639
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$304,786
Total contributions received or receivable from employer(s)2019-12-31$33,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-12-31$39,149
Expenses. Total of all expenses incurred2018-12-31$43,549
Benefits paid (including direct rollovers)2018-12-31$43,549
Total plan assets at end of year2018-12-31$304,786
Total plan assets at beginning of year2018-12-31$309,186
Value of fidelity bond covering the plan2018-12-31$40,000
Other income received2018-12-31$4,991
Net income (gross income less expenses)2018-12-31$-4,400
Net plan assets at end of year (total assets less liabilities)2018-12-31$304,786
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$309,186
Total contributions received or receivable from employer(s)2018-12-31$34,158
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-12-31$43,111
Expenses. Total of all expenses incurred2017-12-31$43,549
Benefits paid (including direct rollovers)2017-12-31$43,549
Total plan assets at end of year2017-12-31$309,186
Total plan assets at beginning of year2017-12-31$309,624
Value of fidelity bond covering the plan2017-12-31$40,000
Other income received2017-12-31$2,201
Net income (gross income less expenses)2017-12-31$-438
Net plan assets at end of year (total assets less liabilities)2017-12-31$309,186
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$309,624
Total contributions received or receivable from employer(s)2017-12-31$40,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$40,903
Expenses. Total of all expenses incurred2016-12-31$43,549
Benefits paid (including direct rollovers)2016-12-31$43,549
Total plan assets at end of year2016-12-31$309,624
Total plan assets at beginning of year2016-12-31$312,270
Value of fidelity bond covering the plan2016-12-31$40,000
Other income received2016-12-31$608
Net income (gross income less expenses)2016-12-31$-2,646
Net plan assets at end of year (total assets less liabilities)2016-12-31$309,624
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$312,270
Total contributions received or receivable from employer(s)2016-12-31$40,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$36,362
Expenses. Total of all expenses incurred2015-12-31$43,549
Benefits paid (including direct rollovers)2015-12-31$43,549
Total plan assets at end of year2015-12-31$312,270
Total plan assets at beginning of year2015-12-31$319,457
Value of fidelity bond covering the plan2015-12-31$40,000
Other income received2015-12-31$21
Net income (gross income less expenses)2015-12-31$-7,187
Net plan assets at end of year (total assets less liabilities)2015-12-31$312,270
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$319,457
Total contributions received or receivable from employer(s)2015-12-31$36,341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$58,519
Expenses. Total of all expenses incurred2014-12-31$43,549
Benefits paid (including direct rollovers)2014-12-31$43,549
Total plan assets at end of year2014-12-31$319,457
Total plan assets at beginning of year2014-12-31$304,487
Value of fidelity bond covering the plan2014-12-31$40,000
Other income received2014-12-31$19
Net income (gross income less expenses)2014-12-31$14,970
Net plan assets at end of year (total assets less liabilities)2014-12-31$319,457
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$304,487
Total contributions received or receivable from employer(s)2014-12-31$58,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$55,411
Expenses. Total of all expenses incurred2013-12-31$43,549
Benefits paid (including direct rollovers)2013-12-31$43,549
Total plan assets at end of year2013-12-31$304,487
Total plan assets at beginning of year2013-12-31$292,625
Value of fidelity bond covering the plan2013-12-31$40,000
Other income received2013-12-31$11
Net income (gross income less expenses)2013-12-31$11,862
Net plan assets at end of year (total assets less liabilities)2013-12-31$304,487
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$292,625
Total contributions received or receivable from employer(s)2013-12-31$55,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$53,908
Expenses. Total of all expenses incurred2012-12-31$41,074
Benefits paid (including direct rollovers)2012-12-31$41,074
Total plan assets at end of year2012-12-31$292,625
Total plan assets at beginning of year2012-12-31$279,791
Value of fidelity bond covering the plan2012-12-31$40,000
Other income received2012-12-31$8
Net income (gross income less expenses)2012-12-31$12,834
Net plan assets at end of year (total assets less liabilities)2012-12-31$292,625
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$279,791
Total contributions received or receivable from employer(s)2012-12-31$53,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$46,813
Expenses. Total of all expenses incurred2011-12-31$38,599
Benefits paid (including direct rollovers)2011-12-31$38,599
Total plan assets at end of year2011-12-31$279,791
Total plan assets at beginning of year2011-12-31$271,577
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$13
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$8,214
Net plan assets at end of year (total assets less liabilities)2011-12-31$279,791
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$271,577
Total contributions received or receivable from employer(s)2011-12-31$46,800
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$34,420
Expenses. Total of all expenses incurred2010-12-31$38,599
Benefits paid (including direct rollovers)2010-12-31$38,599
Total plan assets at end of year2010-12-31$271,577
Total plan assets at beginning of year2010-12-31$275,756
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$22
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-4,179
Net plan assets at end of year (total assets less liabilities)2010-12-31$271,577
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$275,756
Total contributions received or receivable from employer(s)2010-12-31$34,398
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN

2023: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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