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LOCAL 20408 PENSION FUND 401k Plan overview

Plan NameLOCAL 20408 PENSION FUND
Plan identification number 001

LOCAL 20408 PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

BOARD OF TRUSTEES OF LOCAL 20408 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF LOCAL 20408 PENSION FUND
Employer identification number (EIN):133078797
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 20408 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MATTHEW P. CASTROVINCI2023-09-28 JAMES STEINBERG, ESQ.2023-10-03
0012021-01-01MATTHEW P. CASTROVINCI2022-10-11 JAMES STEINBERG, ESQ.2022-10-07
0012020-01-01MATTHEW P. CASTROVINCI2021-09-22 JAMES STEINBERG, ESQ.2021-09-21
0012019-01-01MATTHEW P. CASTROVINCI2020-10-06 JAMES STEINBERG, ESQ.2020-10-07
0012018-01-01MATTHEW P. CASTROVINCI2019-09-27 JAMES STEINBERG, ESQ.2019-09-27
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MATTHEW P. CASTROVINCI
0012011-01-01MATTHEW P. CASTROVINCI
0012009-01-01MATTHEW P. CASTROVINCI
0012009-01-01MATTHEW P. CASTROVINCI

Plan Statistics for LOCAL 20408 PENSION FUND

401k plan membership statisitcs for LOCAL 20408 PENSION FUND

Measure Date Value
2022: LOCAL 20408 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Number of retired or separated participants receiving benefits2022-01-0150
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-01135
Number of employers contributing to the scheme2022-01-010
2021: LOCAL 20408 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01146
Number of retired or separated participants receiving benefits2021-01-0154
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-01142
Number of employers contributing to the scheme2021-01-010
2020: LOCAL 20408 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01151
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0152
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-01146
Number of employers contributing to the scheme2020-01-010
2019: LOCAL 20408 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0154
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-01151
Number of employers contributing to the scheme2019-01-010
2018: LOCAL 20408 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0155
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-01154
Number of employers contributing to the scheme2018-01-010
2017: LOCAL 20408 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0152
Number of other retired or separated participants entitled to future benefits2017-01-0188
Total of all active and inactive participants2017-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-01155
Number of employers contributing to the scheme2017-01-010
2016: LOCAL 20408 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0153
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-01160
Number of employers contributing to the scheme2016-01-010
2015: LOCAL 20408 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0150
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-01160
Number of employers contributing to the scheme2015-01-010
2014: LOCAL 20408 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0156
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-01170
Number of employers contributing to the scheme2014-01-010
2013: LOCAL 20408 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0158
Number of other retired or separated participants entitled to future benefits2013-01-01100
Total of all active and inactive participants2013-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-01171
Number of employers contributing to the scheme2013-01-010
2012: LOCAL 20408 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01177
Number of retired or separated participants receiving benefits2012-01-0157
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-01173
Number of employers contributing to the scheme2012-01-010
2011: LOCAL 20408 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01176
Number of retired or separated participants receiving benefits2011-01-0155
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-01177
Number of employers contributing to the scheme2011-01-010
2009: LOCAL 20408 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01217
Number of retired or separated participants receiving benefits2009-01-0154
Number of other retired or separated participants entitled to future benefits2009-01-01123
Total of all active and inactive participants2009-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-01187
Number of employers contributing to the scheme2009-01-010

Financial Data on LOCAL 20408 PENSION FUND

Measure Date Value
2022 : LOCAL 20408 PENSION FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,688,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,427,990
Expenses. Interest paid2022-12-31$204,598
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$204,598
Total of all expenses incurred2022-12-31$317,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$51,696
Value of total assets at end of year2022-12-31$4,661
Value of total assets at beginning of year2022-12-31$61,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$25,615
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,677,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,415,262
Administrative expenses (other) incurred2022-12-31$10,564
Liabilities. Value of operating payables at end of year2022-12-31$11,550
Liabilities. Value of operating payables at beginning of year2022-12-31$12,728
Total non interest bearing cash at end of year2022-12-31$2,718
Total non interest bearing cash at beginning of year2022-12-31$58,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-317,272
Value of net assets at end of year (total assets less liabilities)2022-12-31$-4,684,193
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$-4,366,921
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$51,696
Contract administrator fees2022-12-31$24,799
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 investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2022-12-31131578842
2021 : LOCAL 20408 PENSION FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,427,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,128,702
Expenses. Interest paid2021-12-31$127,334
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$127,334
Total of all expenses incurred2021-12-31$254,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$65,890
Value of total assets at end of year2021-12-31$61,069
Value of total assets at beginning of year2021-12-31$16,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$27,079
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,415,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,117,702
Administrative expenses (other) incurred2021-12-31$10,031
Liabilities. Value of operating payables at end of year2021-12-31$12,728
Liabilities. Value of operating payables at beginning of year2021-12-31$11,000
Total non interest bearing cash at end of year2021-12-31$58,969
Total non interest bearing cash at beginning of year2021-12-31$14,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-254,931
Value of net assets at end of year (total assets less liabilities)2021-12-31$-4,366,921
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-4,111,990
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$65,890
Contract administrator fees2021-12-31$24,597
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 investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2021-12-31131578842
2020 : LOCAL 20408 PENSION FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,128,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,865,060
Expenses. Interest paid2020-12-31$159,512
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$159,512
Total of all expenses incurred2020-12-31$266,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$50,722
Value of total assets at end of year2020-12-31$16,712
Value of total assets at beginning of year2020-12-31$19,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$22,493
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,117,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,854,060
Administrative expenses (other) incurred2020-12-31$10,162
Liabilities. Value of operating payables at end of year2020-12-31$11,000
Liabilities. Value of operating payables at beginning of year2020-12-31$11,000
Total non interest bearing cash at end of year2020-12-31$14,802
Total non interest bearing cash at beginning of year2020-12-31$17,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-266,886
Value of net assets at end of year (total assets less liabilities)2020-12-31$-4,111,990
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$-3,845,104
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,722
Contract administrator fees2020-12-31$23,997
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 investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2020-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2020-12-31131578842
2019 : LOCAL 20408 PENSION FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,865,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,585,359
Expenses. Interest paid2019-12-31$203,435
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$203,435
Total of all expenses incurred2019-12-31$309,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,634
Value of total assets at end of year2019-12-31$19,956
Value of total assets at beginning of year2019-12-31$49,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$21,803
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,854,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,573,959
Administrative expenses (other) incurred2019-12-31$10,115
Liabilities. Value of operating payables at end of year2019-12-31$11,000
Liabilities. Value of operating payables at beginning of year2019-12-31$11,400
Total non interest bearing cash at end of year2019-12-31$17,701
Total non interest bearing cash at beginning of year2019-12-31$47,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-309,591
Value of net assets at end of year (total assets less liabilities)2019-12-31$-3,845,104
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-3,535,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,634
Contract administrator fees2019-12-31$22,604
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 investment2019-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2019-12-31131578842
2018 : LOCAL 20408 PENSION FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,585,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,255,945
Expenses. Interest paid2018-12-31$161,574
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$161,574
Total of all expenses incurred2018-12-31$293,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$69,512
Value of total assets at end of year2018-12-31$49,846
Value of total assets at beginning of year2018-12-31$13,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$31,452
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,573,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,245,945
Administrative expenses (other) incurred2018-12-31$9,939
Liabilities. Value of operating payables at end of year2018-12-31$11,400
Liabilities. Value of operating payables at beginning of year2018-12-31$10,000
Total non interest bearing cash at end of year2018-12-31$47,408
Total non interest bearing cash at beginning of year2018-12-31$11,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-293,081
Value of net assets at end of year (total assets less liabilities)2018-12-31$-3,535,513
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-3,242,432
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$69,512
Contract administrator fees2018-12-31$20,604
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 investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2018-12-31131578842
2017 : LOCAL 20408 PENSION FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,255,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,023,200
Expenses. Interest paid2017-12-31$125,565
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$125,565
Total of all expenses incurred2017-12-31$228,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$51,126
Value of total assets at end of year2017-12-31$13,513
Value of total assets at beginning of year2017-12-31$9,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$20,427
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,245,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,013,200
Administrative expenses (other) incurred2017-12-31$10,661
Liabilities. Value of operating payables at end of year2017-12-31$10,000
Liabilities. Value of operating payables at beginning of year2017-12-31$10,000
Total non interest bearing cash at end of year2017-12-31$11,407
Total non interest bearing cash at beginning of year2017-12-31$6,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-228,383
Value of net assets at end of year (total assets less liabilities)2017-12-31$-3,242,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-3,014,049
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
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$51,126
Contract administrator fees2017-12-31$20,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2017-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2017-12-31131578842
2016 : LOCAL 20408 PENSION FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,023,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,815,824
Expenses. Interest paid2016-12-31$109,856
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$109,856
Total of all expenses incurred2016-12-31$212,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$51,130
Value of total assets at end of year2016-12-31$9,151
Value of total assets at beginning of year2016-12-31$14,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$20,307
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,013,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,805,824
Administrative expenses (other) incurred2016-12-31$10,579
Liabilities. Value of operating payables at end of year2016-12-31$10,000
Liabilities. Value of operating payables at beginning of year2016-12-31$10,000
Total non interest bearing cash at end of year2016-12-31$6,593
Total non interest bearing cash at beginning of year2016-12-31$11,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-212,476
Value of net assets at end of year (total assets less liabilities)2016-12-31$-3,014,049
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-2,801,573
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$51,130
Contract administrator fees2016-12-31$20,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2016-12-31131578842
2015 : LOCAL 20408 PENSION FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,815,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,630,076
Expenses. Interest paid2015-12-31$95,148
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$95,148
Total of all expenses incurred2015-12-31$194,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$53,916
Value of total assets at end of year2015-12-31$14,251
Value of total assets at beginning of year2015-12-31$22,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$19,715
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,805,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,620,076
Administrative expenses (other) incurred2015-12-31$5,967
Liabilities. Value of operating payables at end of year2015-12-31$10,000
Liabilities. Value of operating payables at beginning of year2015-12-31$10,000
Total non interest bearing cash at end of year2015-12-31$11,515
Total non interest bearing cash at beginning of year2015-12-31$19,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-194,150
Value of net assets at end of year (total assets less liabilities)2015-12-31$-2,801,573
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-2,607,423
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
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$53,916
Contract administrator fees2015-12-31$19,404
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
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31BUCHBINDER TUNICK & CO LLP
Accountancy firm EIN2015-12-31131578842
2014 : LOCAL 20408 PENSION FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,630,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,455,901
Expenses. Interest paid2014-12-31$76,375
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$76,375
Total of all expenses incurred2014-12-31$179,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$63,128
Value of total assets at end of year2014-12-31$22,653
Value of total assets at beginning of year2014-12-31$28,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$18,550
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,620,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,446,401
Administrative expenses (other) incurred2014-12-31$4,529
Liabilities. Value of operating payables at end of year2014-12-31$10,000
Liabilities. Value of operating payables at beginning of year2014-12-31$9,500
Total non interest bearing cash at end of year2014-12-31$19,167
Total non interest bearing cash at beginning of year2014-12-31$23,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-179,586
Value of net assets at end of year (total assets less liabilities)2014-12-31$-2,607,423
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-2,427,837
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
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$63,128
Contract administrator fees2014-12-31$17,004
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 investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31BUCHBINDER TUNICK & CO LLP
Accountancy firm EIN2014-12-31131578842
2013 : LOCAL 20408 PENSION FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,212,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,055,123
Expenses. Interest paid2013-12-31$46,341
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$46,341
Total of all expenses incurred2013-12-31$145,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$55,782
Value of total assets at end of year2013-12-31$28,064
Value of total assets at beginning of year2013-12-31$16,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$17,975
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,203,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,045,623
Administrative expenses (other) incurred2013-12-31$8,632
Liabilities. Value of operating payables at end of year2013-12-31$9,500
Liabilities. Value of operating payables at beginning of year2013-12-31$9,500
Total non interest bearing cash at end of year2013-12-31$23,789
Total non interest bearing cash at beginning of year2013-12-31$7,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-145,734
Value of net assets at end of year (total assets less liabilities)2013-12-31$-2,184,700
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-2,038,966
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
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$55,782
Contract administrator fees2013-12-31$17,004
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
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31BUCHBINDER TUNICK & CO LLP
Accountancy firm EIN2013-12-31131578842
2012 : LOCAL 20408 PENSION FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,055,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,913,994
Expenses. Interest paid2012-12-31$43,004
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$43,004
Total of all expenses incurred2012-12-31$147,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,847
Value of total assets at end of year2012-12-31$16,157
Value of total assets at beginning of year2012-12-31$22,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$47,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$17,344
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,045,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,904,119
Administrative expenses (other) incurred2012-12-31$13,435
Liabilities. Value of operating payables at end of year2012-12-31$9,500
Liabilities. Value of operating payables at beginning of year2012-12-31$9,875
Total non interest bearing cash at end of year2012-12-31$7,073
Total non interest bearing cash at beginning of year2012-12-31$12,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-147,634
Value of net assets at end of year (total assets less liabilities)2012-12-31$-2,038,966
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-1,891,332
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
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,847
Contract administrator fees2012-12-31$17,004
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
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31BUCHBINDER TUNICK & CO LLP
Accountancy firm EIN2012-12-31131578842
2011 : LOCAL 20408 PENSION FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,913,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,761,942
Expenses. Interest paid2011-12-31$45,382
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$45,382
Total of all expenses incurred2011-12-31$147,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$53,384
Value of total assets at end of year2011-12-31$22,662
Value of total assets at beginning of year2011-12-31$17,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$19,505
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,904,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,752,437
Administrative expenses (other) incurred2011-12-31$12,101
Liabilities. Value of operating payables at end of year2011-12-31$9,875
Liabilities. Value of operating payables at beginning of year2011-12-31$9,505
Total non interest bearing cash at end of year2011-12-31$12,687
Total non interest bearing cash at beginning of year2011-12-31$10,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-147,376
Value of net assets at end of year (total assets less liabilities)2011-12-31$-1,891,332
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-1,743,956
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
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$53,384
Contract administrator fees2011-12-31$17,004
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
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31BUCHBINDER TUNICK & CO LLP
Accountancy firm EIN2011-12-31131578842
2010 : LOCAL 20408 PENSION FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,761,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,605,174
Expenses. Interest paid2010-12-31$49,207
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$49,207
Total of all expenses incurred2010-12-31$162,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,540
Value of total assets at end of year2010-12-31$17,986
Value of total assets at beginning of year2010-12-31$23,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$18,819
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,752,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,587,630
Administrative expenses (other) incurred2010-12-31$12,161
Liabilities. Value of operating payables at end of year2010-12-31$9,505
Liabilities. Value of operating payables at beginning of year2010-12-31$17,544
Total non interest bearing cash at end of year2010-12-31$10,607
Total non interest bearing cash at beginning of year2010-12-31$15,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-162,731
Value of net assets at end of year (total assets less liabilities)2010-12-31$-1,743,956
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-1,581,225
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
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$65,540
Contract administrator fees2010-12-31$17,004
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
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31BUCHBINDER TUNICK & CO LLP
Accountancy firm EIN2010-12-31131578842
2009 : LOCAL 20408 PENSION FUND 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 LOCAL 20408 PENSION FUND

2022: LOCAL 20408 PENSION FUND 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: LOCAL 20408 PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 20408 PENSION FUND 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: LOCAL 20408 PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 20408 PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 20408 PENSION FUND 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: LOCAL 20408 PENSION FUND 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: LOCAL 20408 PENSION FUND 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: LOCAL 20408 PENSION FUND 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: LOCAL 20408 PENSION FUND 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: LOCAL 20408 PENSION FUND 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: LOCAL 20408 PENSION FUND 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
2009: LOCAL 20408 PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
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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