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LOCAL 81134 IUE-CWA 401(K) PLAN 401k Plan overview

Plan NameLOCAL 81134 IUE-CWA 401(K) PLAN
Plan identification number 004

LOCAL 81134 IUE-CWA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DATWYLER PHARMA PACKAGING USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:DATWYLER PHARMA PACKAGING USA, INC.
Employer identification number (EIN):222327412
NAIC Classification:325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 81134 IUE-CWA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-07-01
0042021-07-01
0042020-07-01
0042019-07-01
0042018-07-01
0042018-07-01
0042017-07-01
0042016-07-01JAMES FRITZEN
0042015-07-01JAMES FRITZEN
0042014-07-01JAMES FRITZEN JAMES FRITZEN2016-04-13

Plan Statistics for LOCAL 81134 IUE-CWA 401(K) PLAN

401k plan membership statisitcs for LOCAL 81134 IUE-CWA 401(K) PLAN

Measure Date Value
2022: LOCAL 81134 IUE-CWA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01185
Total number of active participants reported on line 7a of the Form 55002022-07-01173
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0135
Total of all active and inactive participants2022-07-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01208
Number of participants with account balances2022-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: LOCAL 81134 IUE-CWA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01194
Total number of active participants reported on line 7a of the Form 55002021-07-01172
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0129
Total of all active and inactive participants2021-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01201
Number of participants with account balances2021-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
2020: LOCAL 81134 IUE-CWA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01195
Total number of active participants reported on line 7a of the Form 55002020-07-01163
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0131
Total of all active and inactive participants2020-07-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01194
Number of participants with account balances2020-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: LOCAL 81134 IUE-CWA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01196
Total number of active participants reported on line 7a of the Form 55002019-07-01154
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0141
Total of all active and inactive participants2019-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01195
Number of participants with account balances2019-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: LOCAL 81134 IUE-CWA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01208
Total number of active participants reported on line 7a of the Form 55002018-07-01159
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0137
Total of all active and inactive participants2018-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01196
Number of participants with account balances2018-07-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
2017: LOCAL 81134 IUE-CWA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01223
Total number of active participants reported on line 7a of the Form 55002017-07-01191
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0117
Total of all active and inactive participants2017-07-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01208
Number of participants with account balances2017-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-016
2016: LOCAL 81134 IUE-CWA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01229
Total number of active participants reported on line 7a of the Form 55002016-07-01200
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0123
Total of all active and inactive participants2016-07-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01223
Number of participants with account balances2016-07-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: LOCAL 81134 IUE-CWA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01255
Total number of active participants reported on line 7a of the Form 55002015-07-01214
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0115
Total of all active and inactive participants2015-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01229
Number of participants with account balances2015-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: LOCAL 81134 IUE-CWA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01258
Total number of active participants reported on line 7a of the Form 55002014-07-01226
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0129
Total of all active and inactive participants2014-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01255
Number of participants with account balances2014-07-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010

Financial Data on LOCAL 81134 IUE-CWA 401(K) PLAN

Measure Date Value
2022 : LOCAL 81134 IUE-CWA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-230,832
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$253,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$216,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,067,295
Value of total assets at end of year2022-06-30$8,689,290
Value of total assets at beginning of year2022-06-30$9,173,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$37,750
Total interest from all sources2022-06-30$17,627
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$136,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$136,207
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$590,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$533,127
Participant contributions at end of year2022-06-30$452,011
Participant contributions at beginning of year2022-06-30$389,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-484,673
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,689,290
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,173,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$32,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,611,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,242,462
Interest on participant loans2022-06-30$17,627
Income. Interest from loans (other than to participants)2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$626,257
Value of interest in common/collective trusts at beginning of year2022-06-30$541,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,464,604
Net investment gain or loss from common/collective trusts2022-06-30$12,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$534,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$216,091
Contract administrator fees2022-06-30$5,625
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BARNES, DENNING & CO., LTD.
Accountancy firm EIN2022-06-30311119890
2021 : LOCAL 81134 IUE-CWA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets from this plan2021-06-30$44,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,846,705
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$285,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$254,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$872,024
Value of total assets at end of year2021-06-30$9,173,963
Value of total assets at beginning of year2021-06-30$6,657,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$30,986
Total interest from all sources2021-06-30$14,018
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$107,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$107,420
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$590,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$433,441
Participant contributions at end of year2021-06-30$389,573
Participant contributions at beginning of year2021-06-30$238,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,561,354
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,173,963
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,657,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$24,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,242,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,965,033
Interest on participant loans2021-06-30$14,018
Income. Interest from loans (other than to participants)2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$541,928
Value of interest in common/collective trusts at beginning of year2021-06-30$453,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,842,414
Net investment gain or loss from common/collective trusts2021-06-30$10,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$438,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$254,365
Contract administrator fees2021-06-30$6,360
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BARNES, DENNING & CO., LTD.
Accountancy firm EIN2021-06-30311119890
2020 : LOCAL 81134 IUE-CWA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets from this plan2020-06-30$2,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,133,237
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$170,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$146,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$869,742
Value of total assets at end of year2020-06-30$6,657,055
Value of total assets at beginning of year2020-06-30$5,696,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$23,237
Total interest from all sources2020-06-30$14,310
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$121,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$121,697
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$550,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$414,473
Participant contributions at end of year2020-06-30$238,569
Participant contributions at beginning of year2020-06-30$264,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$963,117
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,657,055
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,696,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$19,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,965,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,180,556
Interest on participant loans2020-06-30$14,310
Income. Interest from loans (other than to participants)2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$453,453
Value of interest in common/collective trusts at beginning of year2020-06-30$251,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$119,225
Net investment gain or loss from common/collective trusts2020-06-30$8,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$455,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$146,883
Contract administrator fees2020-06-30$4,050
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30THORN, LEWIS & DUNCAN INC.
Accountancy firm EIN2020-06-30311122097
2019 : LOCAL 81134 IUE-CWA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,291,710
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$429,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$410,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$929,831
Value of total assets at end of year2019-06-30$5,696,870
Value of total assets at beginning of year2019-06-30$4,834,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$19,258
Total interest from all sources2019-06-30$15,458
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$94,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$94,247
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$550,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$478,075
Participant contributions at end of year2019-06-30$264,875
Participant contributions at beginning of year2019-06-30$334,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$862,399
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,696,870
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,834,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$16,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,180,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,190,289
Interest on participant loans2019-06-30$15,458
Income. Interest from loans (other than to participants)2019-06-30$0
Value of interest in common/collective trusts at end of year2019-06-30$251,439
Value of interest in common/collective trusts at beginning of year2019-06-30$262,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$252,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$451,756
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$47,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$410,053
Contract administrator fees2019-06-30$2,970
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30THORN, LEWIS & DUNCAN INC.
Accountancy firm EIN2019-06-30311122097
2018 : LOCAL 81134 IUE-CWA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets from this plan2018-06-30$15,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,370,156
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$137,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$128,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,051,757
Value of total assets at end of year2018-06-30$4,834,471
Value of total assets at beginning of year2018-06-30$3,616,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$8,743
Total interest from all sources2018-06-30$10,212
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$73,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$73,148
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$550,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$528,416
Participant contributions at end of year2018-06-30$334,463
Participant contributions at beginning of year2018-06-30$149,425
Administrative expenses (other) incurred2018-06-30$3,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,233,028
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,834,471
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,616,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$2,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,190,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,266,358
Interest on participant loans2018-06-30$10,212
Income. Interest from loans (other than to participants)2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$262,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$157,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$157,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$235,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$523,341
Employer contributions (assets) at end of year2018-06-30$47,012
Employer contributions (assets) at beginning of year2018-06-30$43,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$128,385
Contract administrator fees2018-06-30$2,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30THORN, LEWIS & DUNCAN INC.
Accountancy firm EIN2018-06-30311122097
2017 : LOCAL 81134 IUE-CWA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,336,663
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$67,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$64,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$979,201
Value of total assets at end of year2017-06-30$3,616,782
Value of total assets at beginning of year2017-06-30$2,347,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,400
Total interest from all sources2017-06-30$4,797
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$62,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$62,295
Administrative expenses professional fees incurred2017-06-30$3,400
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$590,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$444,984
Participant contributions at end of year2017-06-30$149,425
Participant contributions at beginning of year2017-06-30$92,036
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$8,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,269,221
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,616,782
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,347,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,266,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,107,719
Interest on participant loans2017-06-30$4,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$157,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$95,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$95,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$290,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$534,217
Employer contributions (assets) at end of year2017-06-30$43,954
Employer contributions (assets) at beginning of year2017-06-30$42,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$64,042
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30THORN, LEWIS & DUNCAN, INC.
Accountancy firm EIN2017-06-30311122097
2016 : LOCAL 81134 IUE-CWA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,034,084
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$21,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$17,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,000,475
Value of total assets at end of year2016-06-30$2,347,561
Value of total assets at beginning of year2016-06-30$1,335,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,800
Total interest from all sources2016-06-30$2,908
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$52,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$52,223
Administrative expenses professional fees incurred2016-06-30$3,800
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$590,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$398,242
Participant contributions at end of year2016-06-30$92,036
Participant contributions at beginning of year2016-06-30$50,068
Participant contributions at end of year2016-06-30$8,899
Participant contributions at beginning of year2016-06-30$6,879
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$76,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,012,438
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,347,561
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,335,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,107,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,186,057
Interest on participant loans2016-06-30$2,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$95,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$56,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$56,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-21,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$525,338
Employer contributions (assets) at end of year2016-06-30$42,808
Employer contributions (assets) at beginning of year2016-06-30$35,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$17,846
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30THORN, LEWIS & DUNCAN, INC.
Accountancy firm EIN2016-06-30311122097
2015 : LOCAL 81134 IUE-CWA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,337,481
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$2,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,334,041
Value of total assets at end of year2015-06-30$1,335,123
Value of total assets at beginning of year2015-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,075
Total interest from all sources2015-06-30$233
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$6,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$6,272
Administrative expenses professional fees incurred2015-06-30$1,075
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$590,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$146,359
Participant contributions at end of year2015-06-30$50,068
Participant contributions at end of year2015-06-30$6,879
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$744,575
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,335,123
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,335,123
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,186,057
Interest on participant loans2015-06-30$231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$56,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-3,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$443,107
Employer contributions (assets) at end of year2015-06-30$35,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,283
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30THORN, LEWIS & DUNCAN, INC.
Accountancy firm EIN2015-06-30311122097

Form 5500 Responses for LOCAL 81134 IUE-CWA 401(K) PLAN

2022: LOCAL 81134 IUE-CWA 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: LOCAL 81134 IUE-CWA 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LOCAL 81134 IUE-CWA 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LOCAL 81134 IUE-CWA 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LOCAL 81134 IUE-CWA 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LOCAL 81134 IUE-CWA 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LOCAL 81134 IUE-CWA 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LOCAL 81134 IUE-CWA 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LOCAL 81134 IUE-CWA 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01First time form 5500 has been submittedYes
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes

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