?>
Logo

STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameSTONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN
Plan identification number 002

STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

STONE MASONS UNION NO. 3 OF PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:STONE MASONS UNION NO. 3 OF PHILADELPHIA
Employer identification number (EIN):232137904
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-05-01DENNIS PAGLIOTTI, TRUSTEE ERIC LORENZON, TRUSTEE2019-02-12
0022016-05-01DENNIS PAGLIOTTI, TRUSTEE ERIC LORENZON, TRUSTEE2018-02-06
0022015-05-01THOMAS A PINTO, TRUSTEE ERIC LORENZON, TRUSTEE2017-02-13
0022014-05-01THOMAS A PINTO, TRUSTEE ERIC LORENZON, TRUSTEE2016-02-16
0022013-05-01THOMAS A PINTO, TRUSTEE ERIC LORENZON, TRUSTEE2015-02-12
0022012-05-01THOMAS A PINTO, TRUSTEE ERIC LORENZON, TRUSTEE2014-02-18
0022011-05-01MICHAEL F PRIORE ERIC LORENZON, TRUSTEE2013-02-13
0022009-05-01JOSEPH RAMAGANO

Plan Statistics for STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2017: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01168
Total number of active participants reported on line 7a of the Form 55002017-05-010
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-010
Number of participants with account balances2017-05-010
Number of employers contributing to the scheme2017-05-010
2016: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01162
Total number of active participants reported on line 7a of the Form 55002016-05-01142
Number of retired or separated participants receiving benefits2016-05-013
Number of other retired or separated participants entitled to future benefits2016-05-0123
Total of all active and inactive participants2016-05-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01168
Number of participants with account balances2016-05-01168
Number of employers contributing to the scheme2016-05-0137
2015: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01159
Total number of active participants reported on line 7a of the Form 55002015-05-01137
Number of retired or separated participants receiving benefits2015-05-013
Number of other retired or separated participants entitled to future benefits2015-05-0122
Total of all active and inactive participants2015-05-01162
Total participants2015-05-01162
Number of employers contributing to the scheme2015-05-0142
2014: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01148
Total number of active participants reported on line 7a of the Form 55002014-05-01137
Number of retired or separated participants receiving benefits2014-05-013
Number of other retired or separated participants entitled to future benefits2014-05-0119
Total of all active and inactive participants2014-05-01159
Total participants2014-05-01159
Number of employers contributing to the scheme2014-05-0150
2013: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01150
Total number of active participants reported on line 7a of the Form 55002013-05-01129
Number of retired or separated participants receiving benefits2013-05-013
Number of other retired or separated participants entitled to future benefits2013-05-0116
Total of all active and inactive participants2013-05-01148
Total participants2013-05-01148
Number of employers contributing to the scheme2013-05-0150
2012: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01150
Total number of active participants reported on line 7a of the Form 55002012-05-01129
Number of retired or separated participants receiving benefits2012-05-013
Number of other retired or separated participants entitled to future benefits2012-05-0118
Total of all active and inactive participants2012-05-01150
Total participants2012-05-01150
Number of employers contributing to the scheme2012-05-0150
2011: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01154
Total number of active participants reported on line 7a of the Form 55002011-05-01127
Number of retired or separated participants receiving benefits2011-05-014
Number of other retired or separated participants entitled to future benefits2011-05-0119
Total of all active and inactive participants2011-05-01150
Total participants2011-05-01150
Number of employers contributing to the scheme2011-05-0151
2009: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01181
Total number of active participants reported on line 7a of the Form 55002009-05-01144
Number of retired or separated participants receiving benefits2009-05-013
Number of other retired or separated participants entitled to future benefits2009-05-0122
Total of all active and inactive participants2009-05-01169
Total participants2009-05-01169
Number of participants with account balances2009-05-01169
Number of employers contributing to the scheme2009-05-0151

Financial Data on STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2018 : STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-04-01$15,048,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-01$22,282
Total income from all sources (including contributions)2018-04-01$1,171,590
Total of all expenses incurred2018-04-01$1,026,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-01$986,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-01$535,152
Value of total assets at end of year2018-04-01$0
Value of total assets at beginning of year2018-04-01$14,925,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-01$40,055
Total interest from all sources2018-04-01$96,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-01No
Administrative expenses professional fees incurred2018-04-01$6,388
Was this plan covered by a fidelity bond2018-04-01Yes
Value of fidelity bond cover2018-04-01$5,000,000
If this is an individual account plan, was there a blackout period2018-04-01No
Were there any nonexempt tranactions with any party-in-interest2018-04-01No
Other income not declared elsewhere2018-04-01$37,120
Administrative expenses (other) incurred2018-04-01$8,001
Liabilities. Value of operating payables at end of year2018-04-01$0
Liabilities. Value of operating payables at beginning of year2018-04-01$22,282
Total non interest bearing cash at end of year2018-04-01$0
Total non interest bearing cash at beginning of year2018-04-01$104,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-01No
Value of net income/loss2018-04-01$145,297
Value of net assets at end of year (total assets less liabilities)2018-04-01$0
Value of net assets at beginning of year (total assets less liabilities)2018-04-01$14,903,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-01No
Were any leases to which the plan was party in default or uncollectible2018-04-01No
Investment advisory and management fees2018-04-01$15,446
Value of interest in pooled separate accounts at end of year2018-04-01$0
Value of interest in pooled separate accounts at beginning of year2018-04-01$6,773,226
Interest earned on other investments2018-04-01$96,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-01$393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-01$7,919,115
Net investment gain/loss from pooled separate accounts2018-04-01$502,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-01No
Was there a failure to transmit to the plan any participant contributions2018-04-01No
Has the plan failed to provide any benefit when due under the plan2018-04-01No
Contributions received in cash from employer2018-04-01$535,152
Employer contributions (assets) at end of year2018-04-01$0
Employer contributions (assets) at beginning of year2018-04-01$129,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-01$986,238
Contract administrator fees2018-04-01$10,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-04-01No
Did the plan have assets held for investment2018-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-01Yes
Opinion of an independent qualified public accountant for this plan2018-04-01Disclaimer
Accountancy firm name2018-04-01MAZARS USA, LLP
Accountancy firm EIN2018-04-01131459550
2017 : STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$22,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$23,187
Total income from all sources (including contributions)2017-04-30$1,559,672
Total of all expenses incurred2017-04-30$520,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$468,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$710,344
Value of total assets at end of year2017-04-30$14,925,613
Value of total assets at beginning of year2017-04-30$13,887,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$51,921
Total interest from all sources2017-04-30$104,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Administrative expenses professional fees incurred2017-04-30$22,021
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$5,000,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Other income not declared elsewhere2017-04-30$35,987
Administrative expenses (other) incurred2017-04-30$8,074
Liabilities. Value of operating payables at end of year2017-04-30$22,282
Liabilities. Value of operating payables at beginning of year2017-04-30$23,187
Total non interest bearing cash at end of year2017-04-30$104,046
Total non interest bearing cash at beginning of year2017-04-30$122,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$1,039,188
Value of net assets at end of year (total assets less liabilities)2017-04-30$14,903,331
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$13,864,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$12,021
Value of interest in pooled separate accounts at end of year2017-04-30$6,773,226
Value of interest in pooled separate accounts at beginning of year2017-04-30$5,767,676
Interest earned on other investments2017-04-30$103,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$7,919,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$7,917,674
Net investment gain/loss from pooled separate accounts2017-04-30$708,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$710,344
Employer contributions (assets) at end of year2017-04-30$129,226
Employer contributions (assets) at beginning of year2017-04-30$79,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$468,563
Contract administrator fees2017-04-30$9,805
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30MAZARS USA, LLP
Accountancy firm EIN2017-04-30131459550
2016 : STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$23,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$25,899
Total income from all sources (including contributions)2016-04-30$781,310
Total of all expenses incurred2016-04-30$364,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$313,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$676,398
Value of total assets at end of year2016-04-30$13,887,330
Value of total assets at beginning of year2016-04-30$13,473,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$51,664
Total interest from all sources2016-04-30$118,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Administrative expenses professional fees incurred2016-04-30$22,143
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$5,000,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Other income not declared elsewhere2016-04-30$34,811
Administrative expenses (other) incurred2016-04-30$8,456
Liabilities. Value of operating payables at end of year2016-04-30$23,187
Liabilities. Value of operating payables at beginning of year2016-04-30$25,899
Total non interest bearing cash at end of year2016-04-30$122,144
Total non interest bearing cash at beginning of year2016-04-30$103,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$416,568
Value of net assets at end of year (total assets less liabilities)2016-04-30$13,864,143
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$13,447,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$11,485
Value of interest in pooled separate accounts at end of year2016-04-30$5,767,676
Value of interest in pooled separate accounts at beginning of year2016-04-30$5,188,024
Interest earned on other investments2016-04-30$114,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$4,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$7,917,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$8,103,673
Net investment gain/loss from pooled separate accounts2016-04-30$-48,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$676,398
Employer contributions (assets) at end of year2016-04-30$79,836
Employer contributions (assets) at beginning of year2016-04-30$78,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$313,078
Contract administrator fees2016-04-30$9,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30No
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30WEISERMAZARS, LLP
Accountancy firm EIN2016-04-30131459550
2015 : STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$25,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$19,210
Total income from all sources (including contributions)2015-04-30$1,091,894
Total of all expenses incurred2015-04-30$872,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$813,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$548,262
Value of total assets at end of year2015-04-30$13,473,474
Value of total assets at beginning of year2015-04-30$13,247,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$59,496
Total interest from all sources2015-04-30$126,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$20,832
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$5,000,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Other income not declared elsewhere2015-04-30$36,008
Administrative expenses (other) incurred2015-04-30$18,629
Liabilities. Value of operating payables at end of year2015-04-30$25,899
Liabilities. Value of operating payables at beginning of year2015-04-30$19,210
Total non interest bearing cash at end of year2015-04-30$103,673
Total non interest bearing cash at beginning of year2015-04-30$97,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$219,272
Value of net assets at end of year (total assets less liabilities)2015-04-30$13,447,575
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$13,228,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$10,313
Value of interest in pooled separate accounts at end of year2015-04-30$5,188,024
Value of interest in pooled separate accounts at beginning of year2015-04-30$4,523,450
Interest earned on other investments2015-04-30$125,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$1,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$8,103,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$8,573,621
Net investment gain/loss from pooled separate accounts2015-04-30$381,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$548,262
Employer contributions (assets) at end of year2015-04-30$78,104
Employer contributions (assets) at beginning of year2015-04-30$53,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$813,126
Contract administrator fees2015-04-30$9,722
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-04-30No
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30WEISERMAZARS, LLP
Accountancy firm EIN2015-04-30131459550
2014 : STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$19,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$17,307
Total income from all sources (including contributions)2014-04-30$1,072,243
Total of all expenses incurred2014-04-30$723,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$672,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$363,021
Value of total assets at end of year2014-04-30$13,247,513
Value of total assets at beginning of year2014-04-30$12,896,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$51,070
Total interest from all sources2014-04-30$145,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$19,239
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$5,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Other income not declared elsewhere2014-04-30$32,521
Administrative expenses (other) incurred2014-04-30$2,152
Liabilities. Value of operating payables at end of year2014-04-30$19,210
Liabilities. Value of operating payables at beginning of year2014-04-30$17,307
Total non interest bearing cash at end of year2014-04-30$97,054
Total non interest bearing cash at beginning of year2014-04-30$73,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$348,650
Value of net assets at end of year (total assets less liabilities)2014-04-30$13,228,303
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$12,879,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$18,746
Value of interest in pooled separate accounts at end of year2014-04-30$4,523,450
Value of interest in pooled separate accounts at beginning of year2014-04-30$3,852,897
Interest earned on other investments2014-04-30$145,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$8,573,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$8,870,098
Net investment gain/loss from pooled separate accounts2014-04-30$531,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$363,021
Employer contributions (assets) at end of year2014-04-30$53,388
Employer contributions (assets) at beginning of year2014-04-30$100,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$672,523
Contract administrator fees2014-04-30$10,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-04-30No
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30WEISERMAZARS, LLP
Accountancy firm EIN2014-04-30131459550
2013 : STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$17,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$20,898
Total income from all sources (including contributions)2013-04-30$1,136,624
Total of all expenses incurred2013-04-30$485,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$430,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$490,014
Value of total assets at end of year2013-04-30$12,896,960
Value of total assets at beginning of year2013-04-30$12,249,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$55,646
Total interest from all sources2013-04-30$176,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$19,404
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$5,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Other income not declared elsewhere2013-04-30$30,284
Administrative expenses (other) incurred2013-04-30$5,384
Liabilities. Value of operating payables at end of year2013-04-30$17,307
Liabilities. Value of operating payables at beginning of year2013-04-30$20,898
Total non interest bearing cash at end of year2013-04-30$73,820
Total non interest bearing cash at beginning of year2013-04-30$77,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$650,896
Value of net assets at end of year (total assets less liabilities)2013-04-30$12,879,653
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$12,228,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$21,181
Value of interest in pooled separate accounts at end of year2013-04-30$3,852,897
Value of interest in pooled separate accounts at beginning of year2013-04-30$2,990,503
Interest earned on other investments2013-04-30$176,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$8,870,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$9,049,075
Net investment gain/loss from pooled separate accounts2013-04-30$439,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$490,014
Employer contributions (assets) at end of year2013-04-30$100,145
Employer contributions (assets) at beginning of year2013-04-30$132,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$430,082
Contract administrator fees2013-04-30$9,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-04-30No
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30WEISERMAZARS, LLP
Accountancy firm EIN2013-04-30131459550
2012 : STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$20,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$18,901
Total income from all sources (including contributions)2012-04-30$851,781
Total of all expenses incurred2012-04-30$780,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$729,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$605,632
Value of total assets at end of year2012-04-30$12,249,655
Value of total assets at beginning of year2012-04-30$12,175,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$50,451
Total interest from all sources2012-04-30$213,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$14,400
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$5,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Other income not declared elsewhere2012-04-30$29,514
Administrative expenses (other) incurred2012-04-30$6,623
Liabilities. Value of operating payables at end of year2012-04-30$20,898
Liabilities. Value of operating payables at beginning of year2012-04-30$18,901
Total non interest bearing cash at end of year2012-04-30$77,544
Total non interest bearing cash at beginning of year2012-04-30$76,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$71,675
Value of net assets at end of year (total assets less liabilities)2012-04-30$12,228,757
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$12,157,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$20,608
Value of interest in pooled separate accounts at end of year2012-04-30$2,990,503
Value of interest in pooled separate accounts at beginning of year2012-04-30$2,867,779
Interest earned on other investments2012-04-30$211,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$1,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$9,049,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$9,144,568
Net investment gain/loss from pooled separate accounts2012-04-30$3,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$605,632
Employer contributions (assets) at end of year2012-04-30$132,533
Employer contributions (assets) at beginning of year2012-04-30$87,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$729,655
Contract administrator fees2012-04-30$8,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30No
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30WEISERMAZARS, LLP
Accountancy firm EIN2012-04-30131459550
2011 : STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$18,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$31,574
Total income from all sources (including contributions)2011-04-30$1,106,894
Total of all expenses incurred2011-04-30$689,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$637,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$467,527
Value of total assets at end of year2011-04-30$12,175,983
Value of total assets at beginning of year2011-04-30$11,771,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$51,913
Total interest from all sources2011-04-30$241,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$15,455
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$5,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$32,529
Other income not declared elsewhere2011-04-30$34,472
Administrative expenses (other) incurred2011-04-30$3,634
Liabilities. Value of operating payables at end of year2011-04-30$18,901
Liabilities. Value of operating payables at beginning of year2011-04-30$31,574
Total non interest bearing cash at end of year2011-04-30$76,228
Total non interest bearing cash at beginning of year2011-04-30$74,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$417,468
Value of net assets at end of year (total assets less liabilities)2011-04-30$12,157,082
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$11,739,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$23,140
Value of interest in pooled separate accounts at end of year2011-04-30$2,867,779
Value of interest in pooled separate accounts at beginning of year2011-04-30$2,231,098
Interest earned on other investments2011-04-30$240,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$1,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$9,144,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$9,356,982
Net investment gain/loss from pooled separate accounts2011-04-30$363,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$467,527
Employer contributions (assets) at end of year2011-04-30$87,408
Employer contributions (assets) at beginning of year2011-04-30$76,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$637,513
Contract administrator fees2011-04-30$9,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-04-30No
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30WEISERMAZARS, LLP
Accountancy firm EIN2011-04-30131459550

Form 5500 Responses for STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN

2017: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01This submission is the final filingYes
2017-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: STONE MASONS UNION NO. 3 OF PHILADELPHIA PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010138
Policy instance 1
Insurance contract or identification number010138
Number of Individuals Covered0
Insurance policy start date2017-05-01
Insurance policy end date2018-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3