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SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 401k Plan overview

Plan NameSOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN
Plan identification number 001

SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

SOCIAL SERVICE EMPLOYEES UNION has sponsored the creation of one or more 401k plans.

Company Name:SOCIAL SERVICE EMPLOYEES UNION
Employer identification number (EIN):132858100
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN T SCHLAPP
0012016-01-01STEVEN T. SCHLAPP
0012015-01-01STEVEN T. SCHLAPP
0012014-01-01STEVEN T. SCHLAPP
0012013-01-01STEVEN SCHLAPP
0012012-01-01STEVEN SCHLAPP
0012011-01-01STEVEN SCHLAPP
0012009-01-01STEVEN T SCHLAPP

Plan Statistics for SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN

401k plan membership statisitcs for SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN

Measure Date Value
2022: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01111
Total number of active participants reported on line 7a of the Form 55002022-01-0187
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01111
Total participants2022-01-01111
Number of participants with account balances2022-01-010
2021: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01114
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01111
Total participants2021-01-01111
Number of participants with account balances2021-01-010
2020: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01107
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01114
Total participants2020-01-01114
Number of participants with account balances2020-01-01114
2019: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01103
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01107
Total participants2019-01-01107
Number of participants with account balances2019-01-01107
2018: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0191
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01103
Total participants2018-01-01103
Number of participants with account balances2018-01-01103
2017: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0189
Total number of active participants reported on line 7a of the Form 55002017-01-0180
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0191
Total participants2017-01-0191
Number of participants with account balances2017-01-0191
2016: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0178
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0189
Total participants2016-01-0189
Number of participants with account balances2016-01-0189
2015: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0178
Total number of active participants reported on line 7a of the Form 55002015-01-0171
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0178
Total participants2015-01-0178
Number of participants with account balances2015-01-0178
2014: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0176
Total number of active participants reported on line 7a of the Form 55002014-01-0170
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0178
Total participants2014-01-0178
Number of participants with account balances2014-01-0178
2013: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0173
Total number of active participants reported on line 7a of the Form 55002013-01-0172
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0176
Total participants2013-01-0176
2012: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0173
Total number of active participants reported on line 7a of the Form 55002012-01-0170
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0173
Total participants2012-01-0173
Number of participants with account balances2012-01-0173
2011: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0149
Total number of active participants reported on line 7a of the Form 55002011-01-0170
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0173
Total participants2011-01-0173
Number of participants with account balances2011-01-0173
2009: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0146
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Total of all active and inactive participants2009-01-0147
Total participants2009-01-0147
Number of participants with account balances2009-01-0147

Financial Data on SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN

Measure Date Value
2022 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,094
Total income from all sources (including contributions)2022-12-31$-773,388
Total of all expenses incurred2022-12-31$480,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$447,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$441,157
Value of total assets at end of year2022-12-31$7,256,077
Value of total assets at beginning of year2022-12-31$8,486,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,718
Total interest from all sources2022-12-31$18,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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
Participant contributions at end of year2022-12-31$445,695
Participant contributions at beginning of year2022-12-31$415,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$24,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,094
Administrative expenses (other) incurred2022-12-31$33,718
Total non interest bearing cash at end of year2022-12-31$98,915
Total non interest bearing cash at beginning of year2022-12-31$122,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,254,267
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,231,550
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,485,817
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
Value of interest in pooled separate accounts at end of year2022-12-31$0
Interest on participant loans2022-12-31$18,510
Value of interest in common/collective trusts at end of year2022-12-31$6,596,257
Value of interest in common/collective trusts at beginning of year2022-12-31$7,829,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7
Net investment gain or loss from common/collective trusts2022-12-31$-1,233,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$441,157
Employer contributions (assets) at end of year2022-12-31$112,991
Employer contributions (assets) at beginning of year2022-12-31$101,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$447,161
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 name2022-12-31GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN2022-12-31133082707
2021 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,094
Total income from all sources (including contributions)2021-12-31$1,391,372
Total of all expenses incurred2021-12-31$631,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$573,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$423,000
Value of total assets at end of year2021-12-31$8,486,911
Value of total assets at beginning of year2021-12-31$7,725,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,037
Total interest from all sources2021-12-31$20,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$415,715
Participant contributions at beginning of year2021-12-31$410,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$13,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,094
Administrative expenses (other) incurred2021-12-31$58,037
Total non interest bearing cash at end of year2021-12-31$122,217
Total non interest bearing cash at beginning of year2021-12-31$310,448
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$760,116
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,485,817
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,725,701
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
Value of interest in pooled separate accounts at end of year2021-12-31$0
Interest on participant loans2021-12-31$20,044
Value of interest in common/collective trusts at end of year2021-12-31$7,829,317
Value of interest in common/collective trusts at beginning of year2021-12-31$6,880,991
Net investment gain or loss from common/collective trusts2021-12-31$948,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$423,000
Employer contributions (assets) at end of year2021-12-31$101,578
Employer contributions (assets) at beginning of year2021-12-31$110,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$573,219
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 name2021-12-31GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN2021-12-31133082707
2020 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10
Total income from all sources (including contributions)2020-12-31$1,258,604
Total of all expenses incurred2020-12-31$264,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$227,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$435,356
Value of total assets at end of year2020-12-31$7,725,701
Value of total assets at beginning of year2020-12-31$6,731,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,292
Total interest from all sources2020-12-31$24,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$410,071
Participant contributions at beginning of year2020-12-31$449,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$13,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$10,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$10
Administrative expenses (other) incurred2020-12-31$36,292
Total non interest bearing cash at end of year2020-12-31$310,448
Total non interest bearing cash at beginning of year2020-12-31$83,966
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$994,388
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,725,701
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,731,313
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
Value of interest in pooled separate accounts at end of year2020-12-31$0
Interest on participant loans2020-12-31$24,790
Value of interest in common/collective trusts at end of year2020-12-31$6,880,991
Value of interest in common/collective trusts at beginning of year2020-12-31$6,082,532
Net investment gain or loss from common/collective trusts2020-12-31$798,458
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$435,356
Employer contributions (assets) at end of year2020-12-31$110,337
Employer contributions (assets) at beginning of year2020-12-31$104,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$227,924
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 name2020-12-31GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN2020-12-31133082707
2019 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,446
Total income from all sources (including contributions)2019-12-31$1,433,964
Total income from all sources (including contributions)2019-12-31$1,433,964
Total of all expenses incurred2019-12-31$1,189,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,189,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,189,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$396,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$396,163
Value of total assets at end of year2019-12-31$6,731,323
Value of total assets at end of year2019-12-31$6,731,323
Value of total assets at beginning of year2019-12-31$6,489,847
Total interest from all sources2019-12-31$28,036
Total interest from all sources2019-12-31$28,036
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
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$449,476
Participant contributions at end of year2019-12-31$449,476
Participant contributions at beginning of year2019-12-31$486,265
Participant contributions at beginning of year2019-12-31$486,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,446
Total non interest bearing cash at end of year2019-12-31$83,966
Total non interest bearing cash at end of year2019-12-31$83,966
Total non interest bearing cash at beginning of year2019-12-31$97,220
Total non interest bearing cash at beginning of year2019-12-31$97,220
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$244,912
Value of net income/loss2019-12-31$244,912
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,731,313
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,731,313
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,486,401
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,486,401
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
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Interest on participant loans2019-12-31$28,036
Interest on participant loans2019-12-31$28,036
Value of interest in common/collective trusts at end of year2019-12-31$6,082,532
Value of interest in common/collective trusts at end of year2019-12-31$6,082,532
Value of interest in common/collective trusts at beginning of year2019-12-31$5,797,693
Value of interest in common/collective trusts at beginning of year2019-12-31$5,797,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$70
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$70
Net investment gain or loss from common/collective trusts2019-12-31$1,009,765
Net investment gain or loss from common/collective trusts2019-12-31$1,009,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$396,163
Contributions received in cash from employer2019-12-31$396,163
Employer contributions (assets) at end of year2019-12-31$104,573
Employer contributions (assets) at end of year2019-12-31$104,573
Employer contributions (assets) at beginning of year2019-12-31$98,882
Employer contributions (assets) at beginning of year2019-12-31$98,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,189,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,189,052
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 name2019-12-31GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm name2019-12-31GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN2019-12-31133082707
Accountancy firm EIN2019-12-31133082707
2018 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$3,446
Total plan liabilities at beginning of year2018-12-31$1,022
Total income from all sources2018-12-31$335,752
Expenses. Total of all expenses incurred2018-12-31$822,911
Benefits paid (including direct rollovers)2018-12-31$822,911
Total plan assets at end of year2018-12-31$6,489,847
Total plan assets at beginning of year2018-12-31$6,974,582
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-45,713
Net income (gross income less expenses)2018-12-31$-487,159
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,486,401
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,973,560
Assets. Value of participant loans2018-12-31$486,265
Total contributions received or receivable from employer(s)2018-12-31$381,465
2017 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,022
Total plan liabilities at beginning of year2017-12-31$5,944
Total income from all sources2017-12-31$1,079,907
Expenses. Total of all expenses incurred2017-12-31$416,917
Benefits paid (including direct rollovers)2017-12-31$385,506
Total plan assets at end of year2017-12-31$6,974,582
Total plan assets at beginning of year2017-12-31$6,316,514
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$31,411
Other income received2017-12-31$705,425
Net income (gross income less expenses)2017-12-31$662,990
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,973,560
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,310,570
Assets. Value of participant loans2017-12-31$503,142
Total contributions received or receivable from employer(s)2017-12-31$374,482
2016 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$5,944
Total plan liabilities at beginning of year2016-12-31$343
Total income from all sources2016-12-31$760,117
Expenses. Total of all expenses incurred2016-12-31$383,244
Benefits paid (including direct rollovers)2016-12-31$364,413
Total plan assets at end of year2016-12-31$6,316,514
Total plan assets at beginning of year2016-12-31$5,934,040
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$18,831
Other income received2016-12-31$394,568
Net income (gross income less expenses)2016-12-31$376,873
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,310,570
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,933,697
Assets. Value of participant loans2016-12-31$573,834
Total contributions received or receivable from employer(s)2016-12-31$365,549
2015 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$343
Total plan liabilities at beginning of year2015-12-31$16,687
Total income from all sources2015-12-31$436,788
Expenses. Total of all expenses incurred2015-12-31$118,125
Benefits paid (including direct rollovers)2015-12-31$116,920
Total plan assets at end of year2015-12-31$5,934,040
Total plan assets at beginning of year2015-12-31$5,631,721
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$1,205
Other income received2015-12-31$75,758
Net income (gross income less expenses)2015-12-31$318,663
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,933,697
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,615,034
Assets. Value of participant loans2015-12-31$563,229
Total contributions received or receivable from employer(s)2015-12-31$361,030
2014 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$16,687
Total income from all sources2014-12-31$789,280
Expenses. Total of all expenses incurred2014-12-31$291,111
Benefits paid (including direct rollovers)2014-12-31$276,822
Total plan assets at end of year2014-12-31$5,631,721
Total plan assets at beginning of year2014-12-31$5,116,865
Value of fidelity bond covering the plan2014-12-31$100,000
Expenses. Other expenses not covered elsewhere2014-12-31$14,289
Other income received2014-12-31$437,264
Net income (gross income less expenses)2014-12-31$498,169
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,615,034
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,116,865
Assets. Value of participant loans2014-12-31$551,615
Total contributions received or receivable from employer(s)2014-12-31$352,016
2013 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$799,388
Expenses. Total of all expenses incurred2013-12-31$223,972
Benefits paid (including direct rollovers)2013-12-31$210,043
Total plan assets at end of year2013-12-31$5,116,865
Total plan assets at beginning of year2013-12-31$4,541,449
Value of fidelity bond covering the plan2013-12-31$100,000
Expenses. Other expenses not covered elsewhere2013-12-31$13,929
Other income received2013-12-31$430,020
Net income (gross income less expenses)2013-12-31$575,416
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,116,865
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,541,449
Assets. Value of participant loans2013-12-31$534,776
Total contributions received or receivable from employer(s)2013-12-31$369,368
2012 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$594,524
Expenses. Total of all expenses incurred2012-12-31$26,133
Benefits paid (including direct rollovers)2012-12-31$9,307
Total plan assets at end of year2012-12-31$4,541,449
Total plan assets at beginning of year2012-12-31$3,973,058
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$16,826
Other income received2012-12-31$278,097
Net income (gross income less expenses)2012-12-31$568,391
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,541,449
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,973,058
Assets. Value of participant loans2012-12-31$470,776
Total contributions received or receivable from employer(s)2012-12-31$316,427
2011 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$514,367
Expenses. Total of all expenses incurred2011-12-31$120,897
Benefits paid (including direct rollovers)2011-12-31$62,666
Total plan assets at end of year2011-12-31$3,973,058
Total plan assets at beginning of year2011-12-31$3,579,588
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$58,231
Other income received2011-12-31$206,533
Net income (gross income less expenses)2011-12-31$393,470
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,973,058
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,579,588
Assets. Value of participant loans2011-12-31$478,107
Total contributions received or receivable from employer(s)2011-12-31$307,834
2010 : SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$575,106
Expenses. Total of all expenses incurred2010-12-31$307,325
Benefits paid (including direct rollovers)2010-12-31$307,325
Total plan assets at end of year2010-12-31$3,579,588
Total plan assets at beginning of year2010-12-31$3,311,807
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$266,034
Net income (gross income less expenses)2010-12-31$267,781
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,579,588
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,311,807
Assets. Value of participant loans2010-12-31$457,249
Total contributions received or receivable from employer(s)2010-12-31$309,072

Form 5500 Responses for SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN

2022: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOCIAL SERVICE EMPLOYEES UNION LOCAL 371 FUNDS STAFF PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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