PIPEFITTERS LOCAL UNION NO. 274 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274
401k plan membership statisitcs for JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274
| Measure | Date | Value |
|---|
| 2022 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-912,383 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-912,383 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,331,768 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,482,317 |
| Total income from all sources (including contributions) | 2022-12-31 | $8,378,031 |
| Total of all expenses incurred | 2022-12-31 | $9,601,932 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,076,137 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,043,443 |
| Value of total assets at end of year | 2022-12-31 | $12,879,222 |
| Value of total assets at beginning of year | 2022-12-31 | $14,253,672 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $525,795 |
| Total interest from all sources | 2022-12-31 | $246,310 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $55,039 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $87,640 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $16,557 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $262,477 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $685 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $56,020 |
| Other income not declared elsewhere | 2022-12-31 | $661 |
| Administrative expenses (other) incurred | 2022-12-31 | $227,846 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $166,126 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $290,799 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,223,901 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,547,454 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,771,355 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $5,830 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $12,019,269 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $13,243,539 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $13,243,539 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $246,310 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $8,955,803 |
| Employer contributions (assets) at end of year | 2022-12-31 | $859,268 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $937,556 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,813,660 |
| Contract administrator fees | 2022-12-31 | $237,080 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $1,165,642 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $1,191,518 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2022-12-31 | 223163246 |
| 2021 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-154,637 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-154,637 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,482,317 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,563,268 |
| Total income from all sources (including contributions) | 2021-12-31 | $11,043,996 |
| Total of all expenses incurred | 2021-12-31 | $8,352,890 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,820,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,847,074 |
| Value of total assets at end of year | 2021-12-31 | $14,253,672 |
| Value of total assets at beginning of year | 2021-12-31 | $11,643,517 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $532,721 |
| Total interest from all sources | 2021-12-31 | $232,752 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $54,661 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $67,337 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $16,557 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,000 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $272,860 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $56,020 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $107,672 |
| Other income not declared elsewhere | 2021-12-31 | $118,807 |
| Administrative expenses (other) incurred | 2021-12-31 | $242,056 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $290,799 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $78,254 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,691,106 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,771,355 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,080,249 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $5,830 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $13,243,539 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $10,712,408 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $10,712,408 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $232,752 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $10,779,737 |
| Employer contributions (assets) at end of year | 2021-12-31 | $937,556 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $820,437 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,547,309 |
| Contract administrator fees | 2021-12-31 | $230,174 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $1,191,518 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $1,485,014 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2021-12-31 | 223163246 |
| 2020 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $204,574 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $204,574 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,563,268 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,082,494 |
| Total income from all sources (including contributions) | 2020-12-31 | $10,305,405 |
| Total of all expenses incurred | 2020-12-31 | $9,651,554 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,311,842 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,691,196 |
| Value of total assets at end of year | 2020-12-31 | $11,643,517 |
| Value of total assets at beginning of year | 2020-12-31 | $11,508,892 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $339,712 |
| Total interest from all sources | 2020-12-31 | $230,530 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $76,904 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $129,068 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,000 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $5,400 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $475,437 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $107,672 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $970 |
| Other income not declared elsewhere | 2020-12-31 | $179,105 |
| Administrative expenses (other) incurred | 2020-12-31 | $33,755 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $78,254 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $412,599 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $653,851 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,080,249 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,426,398 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $5,583 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $10,712,408 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $10,468,671 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $10,468,671 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $230,530 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $9,562,128 |
| Employer contributions (assets) at end of year | 2020-12-31 | $820,437 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,033,851 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,836,405 |
| Contract administrator fees | 2020-12-31 | $223,470 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,485,014 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $1,669,895 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2020-12-31 | 223163246 |
| 2019 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $386,415 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $386,415 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $386,415 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $386,415 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,082,494 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,082,494 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,512,692 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,512,692 |
| Total income from all sources (including contributions) | 2019-12-31 | $13,394,563 |
| Total income from all sources (including contributions) | 2019-12-31 | $13,394,563 |
| Total of all expenses incurred | 2019-12-31 | $12,265,768 |
| Total of all expenses incurred | 2019-12-31 | $12,265,768 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,881,615 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,881,615 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,548,195 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,548,195 |
| Value of total assets at end of year | 2019-12-31 | $11,508,892 |
| Value of total assets at end of year | 2019-12-31 | $11,508,892 |
| Value of total assets at beginning of year | 2019-12-31 | $9,810,295 |
| Value of total assets at beginning of year | 2019-12-31 | $9,810,295 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $384,153 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $384,153 |
| Total interest from all sources | 2019-12-31 | $231,661 |
| Total interest from all sources | 2019-12-31 | $231,661 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $82,613 |
| Administrative expenses professional fees incurred | 2019-12-31 | $82,613 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $58,411 |
| Contributions received from participants | 2019-12-31 | $58,411 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $5,400 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $5,400 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $630,972 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $630,972 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $970 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $970 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $812,940 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $812,940 |
| Other income not declared elsewhere | 2019-12-31 | $228,292 |
| Other income not declared elsewhere | 2019-12-31 | $228,292 |
| Administrative expenses (other) incurred | 2019-12-31 | $71,819 |
| Administrative expenses (other) incurred | 2019-12-31 | $71,819 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $412,599 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $412,599 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $181,589 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $181,589 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $203,658 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $203,658 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,128,795 |
| Value of net income/loss | 2019-12-31 | $1,128,795 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,426,398 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,426,398 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,297,603 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,297,603 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $6,251 |
| Investment advisory and management fees | 2019-12-31 | $6,251 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $10,468,671 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $10,468,671 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $7,893,256 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $7,893,256 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $7,893,256 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $7,893,256 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $231,661 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $231,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $12,489,784 |
| Contributions received in cash from employer | 2019-12-31 | $12,489,784 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,033,851 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,033,851 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $900,441 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $900,441 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,250,643 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,250,643 |
| Contract administrator fees | 2019-12-31 | $223,470 |
| Contract administrator fees | 2019-12-31 | $223,470 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $1,669,895 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $1,669,895 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,331,103 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,331,103 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm name | 2019-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2019-12-31 | 223163246 |
| Accountancy firm EIN | 2019-12-31 | 223163246 |
| 2018 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-118,765 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-118,765 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,512,692 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,365,587 |
| Total income from all sources (including contributions) | 2018-12-31 | $11,281,187 |
| Total of all expenses incurred | 2018-12-31 | $9,600,523 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,281,371 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,229,079 |
| Value of total assets at end of year | 2018-12-31 | $9,810,295 |
| Value of total assets at beginning of year | 2018-12-31 | $7,982,526 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $319,152 |
| Total interest from all sources | 2018-12-31 | $156,186 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $59,451 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $85,523 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $4,800 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $1,785,193 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $812,940 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $234,921 |
| Other income not declared elsewhere | 2018-12-31 | $1,014,687 |
| Administrative expenses (other) incurred | 2018-12-31 | $26,960 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $181,589 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $261,428 |
| Total non interest bearing cash at end of year | 2018-12-31 | $203,658 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $307,254 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $1,680,664 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,297,603 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,616,939 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $8,812 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $7,893,256 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $6,283,872 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $6,283,872 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $156,186 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $10,143,556 |
| Employer contributions (assets) at end of year | 2018-12-31 | $900,441 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,151,679 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,496,178 |
| Contract administrator fees | 2018-12-31 | $223,929 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $1,331,103 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $1,104,159 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2018-12-31 | 223163246 |
| 2017 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-1,414 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-1,414 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,365,587 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,563,335 |
| Total income from all sources (including contributions) | 2017-12-31 | $10,919,260 |
| Total of all expenses incurred | 2017-12-31 | $8,124,497 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,806,879 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $10,181,079 |
| Value of total assets at end of year | 2017-12-31 | $7,982,526 |
| Value of total assets at beginning of year | 2017-12-31 | $5,385,511 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $317,618 |
| Total interest from all sources | 2017-12-31 | $97,149 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $64,152 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $63,627 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $4,800 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $1,591,370 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $234,921 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $130,206 |
| Other income not declared elsewhere | 2017-12-31 | $642,446 |
| Administrative expenses (other) incurred | 2017-12-31 | $32,082 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $261,428 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $326,335 |
| Total non interest bearing cash at end of year | 2017-12-31 | $307,254 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $379,405 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $2,794,763 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,616,939 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,822,176 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $2,296 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $6,283,872 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $4,117,300 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $4,117,300 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $97,149 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $10,117,452 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,151,679 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $758,600 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,215,509 |
| Contract administrator fees | 2017-12-31 | $219,088 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $1,104,159 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,237,000 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2017-12-31 | 223163246 |
| 2016 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $14,700 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $14,700 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,563,335 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,412,415 |
| Total income from all sources (including contributions) | 2016-12-31 | $8,164,015 |
| Total of all expenses incurred | 2016-12-31 | $8,194,480 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,888,201 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $7,621,867 |
| Value of total assets at end of year | 2016-12-31 | $5,385,511 |
| Value of total assets at beginning of year | 2016-12-31 | $5,265,056 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $306,279 |
| Total interest from all sources | 2016-12-31 | $74,888 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $54,038 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $141,857 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $68,012 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $1,564,136 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $130,206 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $206 |
| Other income not declared elsewhere | 2016-12-31 | $452,560 |
| Administrative expenses (other) incurred | 2016-12-31 | $33,533 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $326,335 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $319,897 |
| Total non interest bearing cash at end of year | 2016-12-31 | $379,405 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $420,568 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-30,465 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,822,176 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,852,641 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $3,916 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $4,117,300 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,118,774 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,118,774 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $74,888 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $7,480,010 |
| Employer contributions (assets) at end of year | 2016-12-31 | $758,600 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $657,496 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,324,065 |
| Contract administrator fees | 2016-12-31 | $214,792 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,237,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,092,518 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2016-12-31 | 223163246 |
| 2015 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-32,039 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-32,039 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,412,415 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,653,145 |
| Total income from all sources (including contributions) | 2015-12-31 | $7,242,500 |
| Total of all expenses incurred | 2015-12-31 | $7,487,814 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,185,804 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,003,828 |
| Value of total assets at end of year | 2015-12-31 | $5,265,056 |
| Value of total assets at beginning of year | 2015-12-31 | $5,751,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $302,010 |
| Total interest from all sources | 2015-12-31 | $71,291 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $62,240 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $165,607 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $68,012 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $56,977 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $1,514,933 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $206 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $5,564 |
| Other income not declared elsewhere | 2015-12-31 | $199,420 |
| Administrative expenses (other) incurred | 2015-12-31 | $29,046 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $319,897 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $548,150 |
| Total non interest bearing cash at end of year | 2015-12-31 | $420,568 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $496,345 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-245,314 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,852,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,097,955 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $2,187 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,118,774 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,202,382 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $4,202,382 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $71,291 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $6,838,221 |
| Employer contributions (assets) at end of year | 2015-12-31 | $657,496 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $989,832 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,670,871 |
| Contract administrator fees | 2015-12-31 | $208,537 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,092,518 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,104,995 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2015-12-31 | 223163246 |
| 2014 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $61,797 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $61,797 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,653,145 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,352,366 |
| Total income from all sources (including contributions) | 2014-12-31 | $8,357,039 |
| Total of all expenses incurred | 2014-12-31 | $7,273,488 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,980,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,716,232 |
| Value of total assets at end of year | 2014-12-31 | $5,751,100 |
| Value of total assets at beginning of year | 2014-12-31 | $4,366,770 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $292,712 |
| Total interest from all sources | 2014-12-31 | $42,658 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $55,638 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $146,796 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $56,977 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $724,554 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $5,564 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $69 |
| Other income not declared elsewhere | 2014-12-31 | $536,352 |
| Administrative expenses (other) incurred | 2014-12-31 | $29,695 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $548,150 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $309,815 |
| Total non interest bearing cash at end of year | 2014-12-31 | $496,345 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $369,147 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,083,551 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,097,955 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,014,404 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $2,425 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,202,382 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,300,394 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,300,394 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $42,658 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $7,569,436 |
| Employer contributions (assets) at end of year | 2014-12-31 | $989,832 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $697,160 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,256,222 |
| Contract administrator fees | 2014-12-31 | $204,954 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,104,995 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,042,551 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2014-12-31 | 223163246 |
| 2013 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-24,104 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-24,104 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,352,366 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,535,734 |
| Total income from all sources (including contributions) | 2013-12-31 | $7,160,531 |
| Total of all expenses incurred | 2013-12-31 | $6,556,238 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,284,840 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,910,590 |
| Value of total assets at end of year | 2013-12-31 | $4,366,770 |
| Value of total assets at beginning of year | 2013-12-31 | $3,945,845 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $271,398 |
| Total interest from all sources | 2013-12-31 | $16,501 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $68,866 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $198,115 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $485,007 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $69 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $48,062 |
| Other income not declared elsewhere | 2013-12-31 | $257,544 |
| Administrative expenses (other) incurred | 2013-12-31 | $28,110 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $309,815 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $422,818 |
| Total non interest bearing cash at end of year | 2013-12-31 | $369,147 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $394,246 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $604,293 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,014,404 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,410,111 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $4,151 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,300,394 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,842,196 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,842,196 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $16,501 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $6,712,475 |
| Employer contributions (assets) at end of year | 2013-12-31 | $697,160 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $661,341 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,799,833 |
| Contract administrator fees | 2013-12-31 | $170,271 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,042,551 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,112,916 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2013-12-31 | 223163246 |
| 2012 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,535,734 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,558,782 |
| Total income from all sources (including contributions) | 2012-12-31 | $8,374,464 |
| Total of all expenses incurred | 2012-12-31 | $7,257,593 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,969,615 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $8,019,804 |
| Value of total assets at end of year | 2012-12-31 | $3,945,845 |
| Value of total assets at beginning of year | 2012-12-31 | $2,852,022 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $287,978 |
| Total interest from all sources | 2012-12-31 | $5,196 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $87,447 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $86,000 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $706,224 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $48,062 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $189 |
| Other income not declared elsewhere | 2012-12-31 | $349,464 |
| Administrative expenses (other) incurred | 2012-12-31 | $26,788 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $422,818 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $468,412 |
| Total non interest bearing cash at end of year | 2012-12-31 | $394,246 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $415,720 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,116,871 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,410,111 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,293,240 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,842,196 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,502,909 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,502,909 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $5,196 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $7,933,804 |
| Employer contributions (assets) at end of year | 2012-12-31 | $661,341 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $933,204 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,263,391 |
| Contract administrator fees | 2012-12-31 | $173,743 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,112,916 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $1,090,370 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2012-12-31 | 223163246 |
| 2011 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,558,782 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,725,639 |
| Total income from all sources (including contributions) | 2011-12-31 | $8,544,307 |
| Total of all expenses incurred | 2011-12-31 | $5,527,371 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,969,076 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,804,113 |
| Value of total assets at end of year | 2011-12-31 | $2,852,022 |
| Value of total assets at beginning of year | 2011-12-31 | $1,001,943 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $558,295 |
| Total interest from all sources | 2011-12-31 | $776 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $45,011 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $283,274 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $116,697 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $189 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $117 |
| Other income not declared elsewhere | 2011-12-31 | $739,418 |
| Administrative expenses (other) incurred | 2011-12-31 | $15,459 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $468,412 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $116,551 |
| Total non interest bearing cash at end of year | 2011-12-31 | $415,720 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $-394,196 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $3,016,936 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,293,240 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $-1,723,696 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $408 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,502,909 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $655,283 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $655,283 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $776 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $7,520,839 |
| Employer contributions (assets) at end of year | 2011-12-31 | $933,204 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $740,739 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,852,379 |
| Contract administrator fees | 2011-12-31 | $497,417 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $1,090,370 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $2,609,088 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2011-12-31 | 223163246 |
| 2010 : JOURNEYMEN OF PLUMBING & PIPEFITTING INDUSTRY WELFARE FUND LOCAL 274 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-48,817 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-48,817 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,725,639 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,175,646 |
| Total income from all sources (including contributions) | 2010-12-31 | $7,991,376 |
| Total loss/gain on sale of assets | 2010-12-31 | $98,683 |
| Total of all expenses incurred | 2010-12-31 | $13,310,927 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,507,130 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $7,642,785 |
| Value of total assets at end of year | 2010-12-31 | $1,001,943 |
| Value of total assets at beginning of year | 2010-12-31 | $5,771,501 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $803,797 |
| Total interest from all sources | 2010-12-31 | $41,293 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $51,626 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $62,908 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $1,595,640 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $117 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $20,222 |
| Other income not declared elsewhere | 2010-12-31 | $257,432 |
| Administrative expenses (other) incurred | 2010-12-31 | $23,733 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $116,551 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $199,350 |
| Total non interest bearing cash at end of year | 2010-12-31 | $-394,196 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $331,223 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-5,319,551 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $-1,723,696 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,595,855 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $10,277 |
| Income. Interest from US Government securities | 2010-12-31 | $39,337 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $655,283 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,121,186 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,121,186 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,956 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $2,056,913 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $7,579,877 |
| Employer contributions (assets) at end of year | 2010-12-31 | $740,739 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $628,933 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $10,911,490 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $1,613,024 |
| Contract administrator fees | 2010-12-31 | $718,161 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $2,609,088 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,976,296 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $10,288,231 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $10,189,548 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | DA GERSON, CPA & ASSOCIATES |
| Accountancy firm EIN | 2010-12-31 | 223163246 |
